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  Posco (PKX)
← All PKX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.04 $63.79–74.95 · VW $69.93i SEC
2018   Q2 1,281 0.04 Reduce 93.60% 0.71 $71.58–87.35 · VW $80.42i $95,000 SEC
2018   Q1 20,000 0.76 Reduce 55.56% 0.93 $74.20–93.12 · VW $84.16i $1,577,000 SEC
2017   Q4 45,000 1.68 Reduce 35.71% 0.88 $68.39–79.53 · VW $74.52i $3,516,000 SEC
2017   Q3 70,000 2.47 $69.40 $4,858,000 SEC
2017   Q2 70,000 2.67 $62.59 $4,381,000 SEC
2017   Q1 70,000 2.78 $64.50 $4,515,000 SEC
2016   Q4 70,000 2.47 $52.56 $3,679,000 SEC
2016   Q3 70,000 5.07 $51.09 $3,576,000 SEC
2016   Q2 70,000 5.33 $44.50 $3,115,000 SEC
2016   Q1 70,000 5.06 $47.33 $3,313,000 SEC
2015   Q4 70,000 3.54 $35.36 $2,475,000 SEC
2015   Q3 70,000 3.79 $35.01 $2,451,000 SEC
2015   Q2 70,000 4.03 $48.94 $3,426,000 SEC
2015   Q1 70,000 4.14 $54.66 $3,826,000 SEC
2014   Q4 70,000 2.96 $63.81 $4,467,000 SEC