Portfolios of the great investors (13F)
Guy Spier portfolio · Aquamarine
13F for 2026-06-30 filed with the SEC, compared with 2026-03-31.
- Reported value
- 144.091
- Holdings
- 7
- Buys
- 0
- Sells
- 0
All holdings
| Company | Weight | Value | Shares | Change |
|---|---|---|---|---|
| Berkshire Hathaway Inc Del (B) | 33,9% | 48.838 | 97.600 | |
| Berkshire Hathaway Inc Del (A) | 15,6% | 22.466 | 30 | |
| American Express Co | 15,3% | 21.986 | 65.000 | |
| Mastercard Incorporated (A) | 14,3% | 20.544 | 40.000 | |
| Moodys Corp | 8,5% | 12.229 | 27.000 | |
| Ferrari N V | 7,7% | 11.114 | 30.000 | |
| Daily Journal Corp | 4,8% | 6.914 | 11.500 |
Public SEC data (EDGAR). A 13F is filed up to 45 days after the quarter ends, only covers US-listed stocks and does not say at what price they were bought. This is not investment advice.
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