Aquamarine
SuperinvestorAquamarine Zurich AG
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
- Latest filing
- Jul 10, 2026
Predecessor filersAquamarine Capital Management, LLC
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 27, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 12
- 0 vs. Q3 2022
- Portfolio value
- $185.9M
- +$21.5M (+13.1%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $43.4M | 23.4% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $31.0M | 16.7% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $25.4M | 13.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $22.9M | 12.3% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 80,000 | $17.1M | 9.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $14.1M | 7.6% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $10.0M | 5.4% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $7.52M | 4.0% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $5.92M | 3.2% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $4.18M | 2.3% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $2.88M | 1.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $1.41M | 0.8% | +15,200+1,900.0% | Added | History |