Guy Spier's Portfolio

Aquamarine Capital 13F holdings

What is Guy Spier's portfolio?

Aquamarine Capital has disclosed a total of 7 security holdings in their (2026 Q1) SEC 13F filing(s) with portfolio value of $135,303,000.

What stocks does Guy Spier own?

In Guy Spier's portfolio as of 31 Mar 2026, the top 5 holdings are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (34.57%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (15.92%), (MA) MASTERCARD INC - A (14.77%), (AXP) AMERICAN EXPRESS CO (14.53%) and (MCO) MOODY'S CORP (8.71%).

To see the historical data of Aquamarine Capital's portfolio holdings please click on the "2026 Q1" dropdown menu and select the date.

To see Aquamarine Capital's original 13F reports (2026 Q1), please click on the "important" button.

Portfolio value: $135M+
Period: 2026 Q1
Number of stock: 7
Update: 17 Apr 2026
Important
History
Ticker
Stock
% of
Portfolio
Shares*
Reported
Price*
% difference
Current Price
Value
% (shares)
Activity
% change to
Portfolio
AXP
AMERICAN EXPRESS CO
14.53%
65,000
$302.48
2.49% $310.01
$19,661,000
BRK.A
BERKSHIRE HATHAWAY INC CL-A
15.92%
30
$718,133.33
-
$21,544,000
BRK.B
BERKSHIRE HATHAWAY INC CL-B
34.57%
97,600
$479.20
-
$46,770,000
DJCO
DAILY JOURNAL CORP
4.10%
11,500
$482.35
6.61% $514.25
$5,547,000
RACE
FERRARI NV
7.40%
30,000
$333.87
4.38% $348.50
$10,016,000
MA
MASTERCARD INC - A
14.77%
40,000
$499.65
2.88% $485.27
$19,986,000
MCO
MOODY'S CORP
8.71%
27,000
$436.26
3.25% $450.45
$11,779,000
7 of 7

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.