Guy Spier - Aquamarine Capital Management
Holding/activity history for Seritage Growth Properties (SRG)
← All SRG superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | 0 | 0.00 | Sell 100.00% | 0.67 | $3.20–4.38 · VW $3.70i | SEC | |
| 2025 Q3 | 500,000 | 0.67 | $4.25 | $2,125,000 | SEC | ||
| 2025 Q2 | 500,000 | 0.50 | $3.08 | $1,540,000 | SEC | ||
| 2025 Q1 | 500,000 | 0.55 | $3.23 | $1,615,000 | SEC | ||
| 2024 Q4 | 500,000 | 0.72 | $4.12 | $2,060,000 | SEC | ||
| 2024 Q3 | 500,000 | 0.81 | $4.65 | $2,325,000 | SEC | ||
| 2024 Q2 | 500,000 | 0.89 | $4.67 | $2,335,000 | SEC | ||
| 2024 Q1 | 500,000 | 1.84 | $9.65 | $4,825,000 | SEC | ||
| 2023 Q4 | 500,000 | 2.04 | $9.35 | $4,675,000 | SEC | ||
| 2023 Q3 | 500,000 | 1.91 | $7.74 | $3,870,000 | SEC | ||
| 2023 Q2 | 500,000 | 2.13 | $8.92 | $4,460,000 | SEC | ||
| 2023 Q1 | 500,000 | 2.04 | $7.87 | $3,935,000 | SEC | ||
| 2022 Q4 | 500,000 | 3.18 | $11.83 | $5,915,000 | SEC | ||
| 2022 Q3 | 500,000 | 2.74 | $9.02 | $4,510,000 | SEC | ||
| 2022 Q2 | 500,000 | 1.53 | $5.21 | $2,605,000 | SEC | ||
| 2022 Q1 | 500,000 | 2.87 | $12.66 | $6,330,000 | SEC | ||
| 2021 Q4 | 500,000 | 3.05 | $13.27 | $6,635,000 | SEC | ||
| 2021 Q3 | 500,000 | 3.64 | $14.83 | $7,415,000 | SEC | ||
| 2021 Q2 | 500,000 | 4.32 | $18.40 | $9,200,000 | SEC | ||
| 2021 Q1 | 500,000 | 4.79 | $18.35 | $9,175,000 | SEC | ||
| 2020 Q4 | 500,000 | 4.28 | $14.68 | $7,340,000 | SEC | ||
| 2020 Q3 | 500,000 | 4.44 | $13.45 | $6,725,000 | SEC | ||
| 2020 Q2 | 500,000 | 4.15 | Add 25.00% | 0.83 | $6.03–24.06 · VW $11.69i | $5,700,000 | SEC |
| 2020 Q1 | 400,000 | 2.48 | $9.11 | $3,644,000 | SEC | ||
| 2019 Q4 | 400,000 | 7.38 | $40.08 | $16,032,000 | SEC | ||
| 2019 Q3 | 400,000 | 8.59 | Add 33.33% | 2.15 | $37.92–45.09 · VW $41.28i | $16,996,000 | SEC |
| 2019 Q2 | 300,000 | 6.67 | $42.96 | $12,888,000 | SEC | ||
| 2019 Q1 | 300,000 | 7.36 | Add 13.69% | 0.89 | $31.50–47.11 · VW $40.67i | $13,332,000 | SEC |
| 2018 Q4 | 263,869 | 4.80 | Add 23.38% | 0.91 | $30.60–48.18 · VW $38.35i | $8,531,000 | SEC |
| 2018 Q3 | 213,869 | 4.89 | Add 221.09% | 3.37 | $40.93–51.89 · VW $47.19i | $10,157,000 | SEC |
| 2018 Q2 | 66,607 | 1.33 | Add 51.83% | 0.45 | $34.49–45.16 · VW $39.65i | $2,826,000 | SEC |
| 2018 Q1 | 43,869 | 0.75 | $35.56 | $1,560,000 | SEC | ||
| 2017 Q4 | 43,869 | 0.85 | $40.46 | $1,775,000 | SEC | ||
| 2017 Q3 | 43,869 | 1.03 | $46.07 | $2,021,000 | SEC | ||
| 2017 Q2 | 43,869 | 1.12 | Reduce 75.63% | 3.62 | $38.49–44.49 · VW $41.13i | $1,840,000 | SEC |
| 2017 Q1 | 180,000 | 4.79 | $43.15 | $7,767,000 | SEC | ||
| 2016 Q4 | 180,000 | 5.15 | $42.71 | $7,688,000 | SEC | ||
| 2016 Q3 | 180,000 | 12.93 | Add 80.00% | 5.75 | $44.47–51.88 · VW $48.50i | $9,122,000 | SEC |
| 2016 Q2 | 100,000 | 8.52 | Add 33.33% | 2.13 | $42.47–57.31 · VW $49.77i | $4,984,000 | SEC |
| 2016 Q1 | 75,000 | 5.72 | Buy | 5.72 | $36.28–51.50 · VW $43.25i | $3,748,000 | SEC |
Price snapshot:
Current price$2.63
52-week low$2.31
52-week high$4.56