Aquamarine Capital Management, Llc (Guy Spier)
Basic Stats
Market Value
170.23M
Top 10 (%)
97.4%
Portfolio Size (Change from Prev.)
12 (-1)
Avg. Holding Period
21 years
Turnover
0.1%
Industry Breakdown
Fire, Marine & Casualty Insurance
29.8%
Finance Services
17.1%
Services-business Services, Nec
15.4%
National Commercial Banks
14.0%
Motor Vehicles & Passenger Car Bodies
8.6%
Semiconductors & Related Devices
6.5%
Services-consumer Credit Reporting, Collection Agencies
4.3%
Newspapers: Publishing Or Publishing & Printing
1.7%
Real Estate
1.5%
Services-computer Programming, Data Processing, Etc.
1.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-B | Berkshire Hathaway Inc Del | 38.39M | 22.6% | 140.6K | — | — | 273.00 | 0.0% |
 AXP | American Express Co | 29.11M | 17.1% | 210.0K | — | — | 139.00 | 0.0% |
 BAC | Bk Of America Corp | 23.90M | 14.0% | 767.8K | — | — | 31.00 | 0.0% |
 MA | Mastercard Incorporated | 20.74M | 12.2% | 65.8K | — | — | 315.00 | 0.0% |
 RACE | Ferrari N V | 14.69M | 8.6% | 80.0K | — | — | 183.00 | 0.0% |
 BRK-A | Berkshire Hathaway Inc Del | 12.27M | 7.2% | 30.0 | — | — | 408.95K | 0.0% |
 MU | Micron Technology Inc | 11.06M | 6.5% | 200.0K | — | — | 55.00 | 0.0% |
 MCO | Moodys Corp | 7.34M | 4.3% | 27.0K | — | — | 272.00 | 0.0% |
 BABA | Alibaba Group Hldg Ltd | 5.40M | 3.2% | 47.5K | — | — | 114.00 | 0.0% |
 DJCO | Daily Journal Corp | 2.98M | 1.7% | 11.5K | — | — | 259.00 | 0.8% |
 SRG | Seritage Growth Pptys | 2.61M | 1.5% | 500.0K | — | — | 5.00 | 1.1% |
 GOOGL | Alphabet Inc | 1.74M | 1.0% | 800.0 | — | — | 109.00 | 0.0% |
 TWTR | Twitter Inc | — | — | — | Sold Out | -30.0K | 30.00 | — |