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Aquamarine Capital (Guy Spier) - FilingSpy

Guy Spier

Aquamarine Capital

Guy Spier

$170.23M

Overview Activity Holdings

AUM

$170.23M

Positions

12

Top Position

BRK.B 22.6%

Top 10

97%

Activity Summary

Notable Trades

Largest Exit

TWTR

Twitter Inc.

30.0K shares

Portfolio Composition

BRK.B22.6%

AXP17.1%

BAC14.0%

MA12.2%

RACE8.6%

6.5%

MCO4.3%

BABA3.2%

DJCO1.7%

Other (2)2.6%