What Guy Spier Bought in Q1 2026
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$135.3M
Total Value
7
Holdings
0
New Buys
0
Reduced
In Q1 2026, Guy Spier reported 7 long equity positions worth $135.3M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 97600 | $46.8M | 34.57% | — |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $21.5M | 15.92% | — |
| 3 | MA | MASTERCARD INCORPORATED | 40000 | $20.0M | 14.77% | — |
| 4 | AXP | AMERICAN EXPRESS CO | 65000 | $19.7M | 14.53% | — |
| 5 | MCO | MOODYS CORP | 27000 | $11.8M | 8.71% | — |
| 6 | RACE | FERRARI N V | 30000 | $10.0M | 7.40% | — |
| 7 | DJCO | DAILY JOURNAL CORP | 11500 | $5.5M | 4.10% | — |