What Guy Spier Bought in Q3 2020
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2020-09-30 · Filed · Historical
$151.6M
Total Value
13
Holdings
0
New Buys
0
Reduced
In Q3 2020, Guy Spier reported 13 long equity positions worth $151.6M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $29.9M | 19.75% | — |
| 2 | MA | MASTERCARD INC | 65750 | $22.2M | 14.67% | — |
| 3 | AXP | AMERICAN EXPRESS CO | 210000 | $21.1M | 13.89% | — |
| 4 | BAC | BK OF AMERICA CORP | 767845 | $18.5M | 12.20% | — |
| 5 | RACE | FERRARI N V | 80000 | $14.7M | 9.69% | — |
| 6 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $9.6M | 6.33% | — |
| 7 | STLA | FIAT CHRYSLER AUTOMOBILES N | 760000 | $9.3M | 6.15% | — |
| 8 | MCO | MOODYS CORP | 27000 | $7.8M | 5.16% | — |
| 9 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $6.7M | 4.44% | — |
| 10 | MU | MICRON TECHNOLOGY INC | 120000 | $5.6M | 3.72% | — |
| 11 | WFC | WELLS FARGO CO NEW | 151741 | $3.6M | 2.35% | — |
| 12 | TWTRUSD | TWITTER INC | 30000 | $1.3M | 0.88% | — |
| 13 | GOOGL | ALPHABET INC | 800 | $1.2M | 0.77% | — |