Guy Spier - Aquamarine Capital

Portfolio

$144.09 M

Positionen

Stichtag

2026-06-30

Quartal

Q2 2026


BRK-B	BRK-BBERKSHIRE HATHAWAY INC DEL	33.89%	97,600	$500.39	$48.84 M	$505.89	+1.10%
BRK-A	BRK-ABERKSHIRE HATHAWAY INC DEL	15.59%	30	$748,866.67	$22.47 M	$759,350.00	+1.40%
—	AMERICAN EXPRESS CO	15.26%	65,000	$338.25	$21.99 M	—	—
MA	MAMASTERCARD INCORPORATED	14.26%	40,000	$513.60	$20.54 M	$567.50	+10.49%
—	MOODYS CORP	8.49%	27,000	$452.93	$12.23 M	—	—
RACE.MI	RACE.MIFERRARI N V	7.71%	30,000	$370.47	$11.11 M	$409.96	+10.66%
—	DAILY JOURNAL CORP	4.80%	11,500	$601.22	$6.91 M	—	—

7 Einträge