Aquamarine Capital Management, Llc (Guy Spier)
Basic Stats
Market Value
170.23M
Top 10 (%)
97.45%
Portfolio Size
12 (-1)
Avg. Holding Period
21 years
Turnover
0.08%
Industry Breakdown
Fire, Marine & Casualty Insurance
29.76%
Finance Services
17.10%
Services-business Services, Nec
15.36%
National Commercial Banks
14.04%
Motor Vehicles & Passenger Car Bodies
8.63%
Semiconductors & Related Devices
6.49%
Services-consumer Credit Reporting, Collection Agencies
4.31%
Newspapers: Publishing Or Publishing & Printing
1.75%
Real Estate
1.53%
Services-computer Programming, Data Processing, Etc.
1.02%
Company | Ticker | Market Value | % Portfolio | Shares | Change | Chg. Shares | Quarter End Price | % Owned |
---|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Del | BRK-B | 38.39M | 22.55% | 140.60K | — | — | $273.02 | 0.01% |
American Express Co | AXP | 29.11M | 17.10% | 210K | — | — | $138.62 | 0.03% |
Bk Of America Corp | BAC | 23.90M | 14.04% | 767.85K | — | — | $31.13 | 0.01% |
Mastercard Incorporated | MA | 20.74M | 12.19% | 65.75K | — | — | $315.48 | 0.01% |
Ferrari N V | RACE | 14.69M | 8.63% | 80K | — | — | $183.48 | 0.04% |
Berkshire Hathaway Inc Del | BRK-A | 12.27M | 7.21% | 30.00 | — | — | $408,950.00 | 0.00% |
Micron Technology Inc | MU | 11.06M | 6.49% | 200K | — | — | $55.28 | 0.02% |
Moodys Corp | MCO | 7.34M | 4.31% | 27K | — | — | $271.97 | 0.01% |
Alibaba Group Hldg Ltd | BABA | 5.40M | 3.17% | 47.50K | — | — | $113.68 | 0.00% |
Daily Journal Corp | DJCO | 2.98M | 1.75% | 11.50K | — | — | $258.80 | 0.83% |
Seritage Growth Pptys | SRG | 2.60M | 1.53% | 500K | — | — | $5.21 | 1.14% |
Alphabet Inc | GOOGL | 1.74M | 1.02% | 800.00 | — | — | $108.96 | 0.00% |
Twitter Inc | TWTR | — | — | — | Sold Out | -30K | $29.79 | — |
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