What Guy Spier Bought in Q4 2021
Aquamarine Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2021-12-31 · Filed · Historical
$217.6M
Total Value
13
Holdings
0
New Buys
0
Reduced
In Q4 2021, Guy Spier reported 13 long equity positions worth $217.6M in their Aquamarine Capital Management 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 140600 | $42.0M | 19.32% | — |
| 2 | AXP | AMERICAN EXPRESS CO | 210000 | $34.4M | 15.79% | — |
| 3 | BAC | BK OF AMERICA CORP | 767845 | $34.2M | 15.70% | — |
| 4 | MA | MASTERCARD INC | 65750 | $23.6M | 10.86% | — |
| 5 | RACE | FERRARI N V | 80000 | $20.7M | 9.51% | — |
| 6 | MU | MICRON TECHNOLOGY INC | 200000 | $18.6M | 8.56% | — |
| 7 | BRK.A | Berkshire Hathaway Inc. Class A | 30 | $13.5M | 6.21% | — |
| 8 | MCO | MOODYS CORP | 27000 | $10.5M | 4.85% | — |
| 9 | SRG-PA | SERITAGE GROWTH PPTYS | 500000 | $6.6M | 3.05% | — |
| 10 | BABA | ALIBABA GROUP HLDG LTD | 47500 | $5.6M | 2.59% | — |
| 11 | DJCO | DAILY JOURNAL CORP | 11500 | $4.1M | 1.89% | — |
| 12 | GOOGL | ALPHABET INC | 800 | $2.3M | 1.07% | — |
| 13 | TWTRUSD | TWITTER INC | 30000 | $1.3M | 0.60% | — |