What Guy Spier Bought in Q2 2026
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$144.1M
Total Value
7
Holdings
0
New Buys
0
Reduced
In Q2 2026, Guy Spier reported 7 long equity positions worth $144.1M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 97600 | $48.8M | 33.89% | — |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $22.5M | 15.59% | — |
| 3 | AXP | AMERICAN EXPRESS CO | 65000 | $22.0M | 15.26% | — |
| 4 | MA | MASTERCARD INCORPORATED | 40000 | $20.5M | 14.26% | — |
| 5 | MCO | MOODYS CORP | 27000 | $12.2M | 8.49% | — |
| 6 | RACE | FERRARI N V | 30000 | $11.1M | 7.71% | — |
| 7 | DJCO | DAILY JOURNAL CORP | 11500 | $6.9M | 4.80% | — |