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Guy Spier
AQUAMARINE CAPITAL MANAGEMENT, LLC
Latest filing: 2026-06-30
Guy Spier runs AQUAMARINE CAPITAL MANAGEMENT, LLC and currently holds 7 stock positions, which is fewer than the average of 234 among the investors we track. The portfolio is valued at approximately $144.09M. Their top holdings are BRK-B, BRK-A, AXP, MA, MCO. The top five represent 87.5% of reported portfolio weight. Guy Spier ranks #369 out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is DJCO with returns of +24.64%.
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7 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 BRK-B BERKSHIRE HATHAWAY INC DEL | 33.89% | $267.02 | $512.37 | +91.88% | Held |
 BRK-A BERKSHIRE HATHAWAY INC DEL | 15.59% | $406,470.00 | $768,256.01 | +89.01% | Held |
 AXP AMERICAN EXPRESS CO | 15.26% | $134.91 | $336.63 | +149.52% | Held |
 MA MASTERCARD INCORPORATED | 14.26% | $284.34 | $562.75 | +97.91% | Held |
 MCO MOODYS CORP | 8.49% | $243.11 | $484.20 | +99.17% | Held |
 RACE FERRARI N V | 7.71% | $185.00 | $390.14 | +110.89% | Held |
 DJCO DAILY JOURNAL CORP | 4.80% | $256.39 | $591.65 | +130.76% | Held |