Guy Spier portfolio
Every US-listed position Aquamarine Capital reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-07-10. 7 positions at the quarter end, with none opened or closed during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc | 33.89% | $48.84M | 97,600 | - |
| BRK-A | Berkshire Hathaway Inc | 15.59% | $22.47M | 30 | - |
| AXP | American Express Co | 15.26% | $21.99M | 65,000 | - |
| MA | Mastercard Inc | 14.26% | $20.54M | 40,000 | - |
| MCO | Moody's Corp | 8.49% | $12.23M | 27,000 | - |
| RACE | Ferrari N.V. | 7.71% | $11.11M | 30,000 | - |
| DJCO | Daily Journal Corp | 4.80% | $6.91M | 11,500 | - |
Other investors
Valley Forge CapitalNelson PeltzClifford SosinLi LuGreg AlexanderJohn PaulsonNorbert LouAltaRock Partners