What Guy Spier Bought in Q2 2021
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2021-06-30 · Filed · Historical
$213.2M
Total Value
13
Holdings
2
New Buys
0
Reduced
In Q2 2021, Guy Spier reported 13 long equity positions worth $213.2M in their Aquamarine Capital Management 13F filing, including 2 new positions (largest: ALIBABA GROUP HLDG LTD at $10.8M).
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $39.1M | 18.33% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $34.7M | 16.28% | — |
| 3 | BAC | BK OF AMERICA CORP | 767845 | $31.7M | 14.85% | — |
| 4 | MA | MASTERCARD INC | 65750 | $24.0M | 11.26% | — |
| 5 | MU | MICRON TECHNOLOGY INC | 200000 | $17.0M | 7.97% | — |
| 6 | RACE | FERRARI N V | 80000 | $16.5M | 7.74% | — |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $12.6M | 5.89% | — |
| 8 | BABA | ALIBABA GROUP HLDG LTD | 47500 | $10.8M | 5.05% | NEW |
| 9 | MCO | MOODYS CORP | 27000 | $9.8M | 4.59% | — |
| 10 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $9.2M | 4.32% | — |
| 11 | DJCO | DAILY JOURNAL CORP | 11500 | $3.9M | 1.83% | NEW |
| 12 | TWTRUSD | TWITTER INC | 30000 | $2.1M | 0.97% | — |
| 13 | GOOGL | ALPHABET INC | 800 | $2.0M | 0.92% | — |