What Guy Spier Bought in Q4 2020
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2020-12-31 · Filed · Historical
$171.4M
Total Value
12
Holdings
0
New Buys
0
Reduced
In Q4 2020, Guy Spier reported 12 long equity positions worth $171.4M in their Aquamarine Capital Management 13F filing and 1 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $32.6M | 19.02% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $25.4M | 14.81% | — |
| 3 | MA | MASTERCARD INC | 65750 | $23.5M | 13.69% | — |
| 4 | BAC | BK OF AMERICA CORP | 767845 | $23.3M | 13.58% | — |
| 5 | RACE | FERRARI N V | 80000 | $18.4M | 10.76% | — |
| 6 | MU | MICRON TECHNOLOGY INC | 200000 | $15.0M | 8.77% | +66.7% |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $10.4M | 6.09% | — |
| 8 | MCO | MOODYS CORP | 27000 | $7.8M | 4.57% | — |
| 9 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $7.3M | 4.28% | — |
| 10 | WFC | WELLS FARGO CO NEW | 151741 | $4.6M | 2.67% | — |
| 11 | TWTRUSD | TWITTER INC | 30000 | $1.6M | 0.95% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $1.4M | 0.82% | — |