Manager

Guy Spier

SEC filing name: Aquamarine Capital Management, LLC

All 13F filings

Notable person
Guy Spier
SEC filing name
Aquamarine Capital Management, LLC
Location
CIK
0001404599
All SEC filings
View on sec.gov

AUM over time

13F holdings value ($ millions)

Portfolio

Latest Disclosed Portfolio

2022 Q2 · filed 8/2/2022 · 12 long positions

  1. BERKSHIRE HATHAWAY INC DEL - BRK.B 22.6%
  2. AMERICAN EXPRESS CO - AXP 17.1%
  3. BK OF AMERICA CORP - BAC 14.0%
  4. MASTERCARD INCORPORATED - MA 12.2%
  5. FERRARI N V 8.6%
  6. BERKSHIRE HATHAWAY INC DEL - BRK.A 7.2%
  7. MICRON TECHNOLOGY INC - MU 6.5%
  8. MOODYS CORP - MCO 4.3%
  9. ALIBABA GROUP HLDG LTD - BABA 3.2%
  10. DAILY JOURNAL CORP 1.8%
  11. SERITAGE GROWTH PPTYS 1.5%
  12. ALPHABET INC - GOOGL 1.0%

This quarter’s activity

2022 Q2 vs 2022 Q1 · filed 8/2/2022

all activity → full comparison →
Action Issuer Δ Shares Δ Port %
Exit TWITTER INC -30,000 -0.53 pp
Filing ID Report period Holdings Value ($000) Form type Date filed Name
000140459922000005 Q2 2022 12 170,229 13F-HR 8/2/2022 Aquamarine Capital Management, LLC
000140459922000002 Q1 2022 13 220,658 13F-HR 5/12/2022 Aquamarine Capital Management, LLC
000140459922000001 Q4 2021 13 217,565 13F-HR 2/7/2022 Aquamarine Capital Management, LLC
000140459921000006 Q3 2021 13 203,981 13F-HR 10/28/2021 Aquamarine Capital Management, LLC
000140459921000005 Q2 2021 13 213,163 13F-HR 8/4/2021 Aquamarine Capital Management, LLC
000140459921000004 Q1 2021 12 191,414 13F-HR 5/17/2021 Aquamarine Capital Management, LLC
000140459921000002 Q4 2020 12 171,425 13F-HR 2/12/2021 Aquamarine Capital Management, LLC
000140459920000007 Q3 2020 13 151,598 13F-HR 11/13/2020 Aquamarine Capital Management, LLC
000140459920000005 Q2 2020 13 137,284 13F-HR 8/13/2020 Aquamarine Capital Management, LLC
000140459920000003 Q1 2020 11 146,640 13F-HR 5/6/2020 Aquamarine Capital Management, LLC
000140459920000001 Q4 2019 12 217,286 13F-HR 1/17/2020 Aquamarine Capital Management, LLC
000140459919000008 Q3 2019 12 197,973 13F-HR 11/13/2019 Aquamarine Capital Management, LLC
000140459919000006 Q2 2019 11 193,207 13F-HR 8/15/2019 Aquamarine Capital Management, LLC
000140459919000004 Q1 2019 11 181,233 13F-HR 5/16/2019 Aquamarine Capital Management, LLC