Guy Spier - Aquamarine Capital Management
Period:    Q2 2026
Portfolio date:    30 Jun 2026
No. of stocks:    7
Portfolio value:    $144,091,000
Holdings Activity Buys Sells    History
Holding/activity history for  Alpha Metallurgical Resources, Inc. (AMR)
← All AMR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.41 $148.57–215.30 · VW $173.08i SEC
2025   Q3 8,000 0.41 $164.13 $1,313,000 SEC
2025   Q2 8,000 0.29 $112.50 $900,000 SEC
2025   Q1 8,000 0.34 $125.25 $1,002,000 SEC
2024   Q4 8,000 0.56 $200.13 $1,601,000 SEC
2024   Q3 8,000 0.66 $236.13 $1,889,000 SEC
2024   Q2 8,000 0.85 Buy 0.85 $274.00–361.17 · VW $309.26i $2,244,000 SEC
Price snapshot:
Current price$148.70
52-week low$113.00
52-week high$253.82