Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
38.39M | 22.55% | 140.60K | - | — | — | — | ||
29.11M | 17.10% | 210K | - | — | $138.62 | 0.03% | ||
23.90M | 14.04% | 767.85K | - | — | $31.13 | 0.01% | ||
20.74M | 12.19% | 65.75K | - | — | $315.48 | 0.01% | ||
14.69M | 8.63% | 80K | - | — | $183.48 | 0.04% | ||
12.27M | 7.21% | 30.00 | - | — | — | — | ||
11.06M | 6.49% | 200K | - | — | $55.28 | 0.02% | ||
7.34M | 4.31% | 27K | - | — | $271.97 | 0.01% | ||
5.40M | 3.17% | 47.50K | - | — | $113.68 | 0.00% | ||
2.98M | 1.75% | 11.50K | - | — | $258.80 | 0.83% | ||
2.60M | 1.53% | 500K | - | — | $5.21 | 1.15% | ||
1.74M | 1.02% | 16K | - | — | $2,179.26 | — | ||
— | — | — | Sold Out | -30K | $37.39 | — |
Aquamarine Capital Management, Llc (Guy Spier)
Basic Stats
Market Value$170.23M
Top 10 (%)97.45%
Portfolio Size12 (-1)
Avg. Holding Period19 years
Turnover8.33%
Industry Breakdown
Fire, Marine & Casualty Insurance22.55%
Finance Services17.10%
Services-business Services, Nec15.36%
National Commercial Banks14.04%
Motor Vehicles & Passenger Car Bodies8.63%
Other7.21%
Semiconductors & Related Devices6.49%
Services-consumer Credit Reporting, Collection Agencies4.31%
Newspapers: Publishing Or Publishing & Printing1.75%
Real Estate1.53%