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Aquamarine Capital (Guy Spier) - FilingSpy
Aquamarine Capital
Guy Spier
$217.29M
13F
2019 Q4
11 of 31 quarters
Overview
Activity
Holdings
AUM
$217.29M
Positions
12
Top Position
RACE 15.3%
Top 10
97%
Activity Summary
No activity this period.
Portfolio Composition
RACE
15.3%
BRK.B
14.7%
FCAU
13.6%
AXP
12.7%
BAC
12.4%
MA
9.0%
SRG
7.4%
BRK.A
4.7%
WFC
3.8%
MU
3.0%
Other (2)
3.4%
