What Guy Spier Bought in Q2 2022
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2022-06-30 · Filed · Historical
$170.2M
Total Value
12
Holdings
0
New Buys
0
Reduced
In Q2 2022, Guy Spier reported 12 long equity positions worth $170.2M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $38.4M | 22.55% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $29.1M | 17.10% | — |
| 3 | BAC | BK OF AMERICA CORP | 767845 | $23.9M | 14.04% | — |
| 4 | MA | MASTERCARD INCORPORATED | 65750 | $20.7M | 12.19% | — |
| 5 | RACE | FERRARI N V | 80000 | $14.7M | 8.63% | — |
| 6 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $12.3M | 7.21% | — |
| 7 | MU | MICRON TECHNOLOGY INC | 200000 | $11.1M | 6.49% | — |
| 8 | MCO | MOODYS CORP | 27000 | $7.3M | 4.31% | — |
| 9 | BABA | ALIBABA GROUP HLDG LTD | 47500 | $5.4M | 3.17% | — |
| 10 | DJCO | DAILY JOURNAL CORP | 11500 | $3.0M | 1.75% | — |
| 11 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $2.6M | 1.53% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $1.7M | 1.02% | — |