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Aquamarine Capital (Guy Spier) - FilingSpy
Aquamarine Capital
Guy Spier
$151.60M
13F
2020 Q3
8 of 31 quarters
Overview
Activity
Holdings
AUM
$151.60M
Positions
13
Top Position
BRK.B 19.7%
Top 10
96%
Activity Summary
No activity this period.
Portfolio Composition
BRK.B
19.7%
MA
14.7%
AXP
13.9%
BAC
12.2%
RACE
9.7%
BRK.A
6.3%
FCAU
6.2%
MCO
5.2%
SRG
4.4%
MU
3.7%
Other (3)
4.0%
