Guy Spier - Aquamarine Capital Management
| History | Stock | % of Portfolio |
Recent Activity |
Shares | Avg. Buy Price* |
Value | Current Price |
+/- Since Buy |
52 Week Low |
52 Week High |
|---|---|---|---|---|---|---|---|---|---|---|
| ☰ | BRK.B - Berkshire Hathaway CL B | 33.89 | 97,600 | $162.98 | $48,838,000 | $496.85 | 204.85% | $455.19 | $516.85 | |
| ☰ | BRK.A - Berkshire Hathaway CL A | 15.59 | 30 | $244,133.33 | $22,466,000 | $744,850.00 | 205.10% | $685,150.00 | $775,000.00 | |
| ☰ | AXP - American Express Co. | 15.26 | 65,000 | $74.08 | $21,986,000 | $354.43 | 378.43% | $285.29 | $384.36 | |
| ☰ | MA - Mastercard Inc. | 14.26 | 40,000 | $86.16 | $20,544,000 | $537.70 | 524.07% | $463.74 | $598.04 | |
| ☰ | MCO - Moody's Corp. | 8.49 | 27,000 | $109.76 | $12,229,000 | $495.72 | 351.65% | $400.46 | $544.40 | |
| ☰ | RACE - Ferrari N.V. | 7.71 | 30,000 | $41.54 | $11,114,000 | $372.98 | 797.99% | $308.94 | $513.18 | |
| ☰ | DJCO - Daily Journal Corp. | 4.80 | 11,500 | $338.52 | $6,914,000 | $581.51 | 71.78% | $348.63 | $674.75 |
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this
manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only
quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Financial Services
87.49
Consumer Cyclical
7.71
Technology
4.80