What Guy Spier Bought in Q3 2021
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2021-09-30 · Filed · Historical
$204.0M
Total Value
13
Holdings
0
New Buys
0
Reduced
In Q3 2021, Guy Spier reported 13 long equity positions worth $204.0M 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 | 18.81% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $35.2M | 17.25% | — |
| 3 | BAC | BK OF AMERICA CORP | 767845 | $32.6M | 15.98% | — |
| 4 | MA | MASTERCARD INC | 65750 | $22.9M | 11.21% | — |
| 5 | RACE | FERRARI N V | 80000 | $16.8M | 8.22% | — |
| 6 | MU | MICRON TECHNOLOGY INC | 200000 | $14.2M | 6.96% | — |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $12.3M | 6.05% | — |
| 8 | MCO | MOODYS CORP | 27000 | $9.6M | 4.70% | — |
| 9 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $7.4M | 3.64% | — |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 47500 | $7.0M | 3.45% | — |
| 11 | DJCO | DAILY JOURNAL CORP | 11500 | $3.7M | 1.81% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $2.1M | 1.05% | — |
| 13 | TWTRUSD | TWITTER INC | 30000 | $1.8M | 0.89% | — |