Guy Spier

Aquamarine Capital · SEC CIK 1953324

Buy great businesses, hold forever, stay off the treadmill.

Q2 2026

Latest 13F

$144.09M

Filed US book

Positions

Largest holdings, as filed

Top 7 of 7 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.

Company	Ticker	Value	Weight
BERKSHIRE HATHAWAY INC DEL	BRK/B	$48.84M	33.9%
BERKSHIRE HATHAWAY INC DEL	BRK/A	$22.47M	15.6%
AMERICAN EXPRESS CO	AXP	$21.99M	15.3%
MASTERCARD INCORPORATED	MA	$20.54M	14.3%
MOODYS CORP	MCO	$12.23M	8.5%
FERRARI N V		$11.11M	7.7%
DAILY JOURNAL CORP	DJCO	$6.91M	4.8%

Inside the app: the full book for Aquamarine Capital, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.

Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.