Aquamarine Zurich AG
SuperinvestorAquamarine
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
Previously filed asAquamarine Capital Management, LLC
Holdings, Q2 2024
Positions as of Jun 30, 2024, filed Jul 11, 2024.SEC
- Positions
- 14
- +2 vs. Q1 2024
- Total value
- $262.56M
- +$623K (+0.2%) vs. Q1 2024
Compare with Q1 2024: new, added, reduced and sold out
Positions
Long positions only. Changes compare share counts with Q1 2024.
| Security | Class | Shares | Value | % of portfolio | Change in shares | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 140,600 | $57.2M | 21.78% | 00.0% | Unchanged | View |
| AXPAMERICAN EXPRESS CO COM | Stock | 210,000 | $48.63M | 18.52% | 00.0% | Unchanged | View |
| BACBANK OF AMER CORP COM | Stock | 767,845 | $30.54M | 11.63% | 00.0% | Unchanged | View |
| MAMASTERCARD INCORPORATED CL A | Stock | 65,750 | $29.01M | 11.05% | 00.0% | Unchanged | View |
| MUMICRON TECHNOLOGY INC COM | Stock | 200,000 | $26.31M | 10.02% | 00.0% | Unchanged | View |
| RACEFERRARI N V | COM | 60,000 | $24.47M | 9.32% | 00.0% | Unchanged | View |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 30 | $18.37M | 7.00% | 00.0% | Unchanged | View |
| MCOMOODYS CORP COM | Stock | 27,000 | $11.37M | 4.33% | 00.0% | Unchanged | View |
| DJCODAILY JOURNAL CORP | COM | 11,500 | $4.54M | 1.73% | 00.0% | Unchanged | View |
| BABAALIBABA GROUP HLDG LTD SPONSORED ADS | ADR | 47,500 | $3.42M | 1.30% | 00.0% | Unchanged | View |
| GOOGLALPHABET INC CAP STK CL A | Stock | 16,000 | $2.91M | 1.11% | 00.0% | Unchanged | View |
| SRGSERITAGE GROWTH PPTYS | CL A | 500,000 | $2.34M | 0.89% | 00.0% | Unchanged | View |
| AMRALPHA METALLURGICAL RESOUR I | COM | 8,000 | $2.24M | 0.85% | +8,000 | New | View |
| ARCH RESOURCES INC03940R107 | CL A | 8,100 | $1.23M | 0.47% | +8,100 | New | – |
13F filings by quarter
| Quarter | Filed | Positions | Total value | Changes | Filing |
|---|---|---|---|---|---|
| Q2 2026 | Jul 10, 2026 | 7 | $144.09M | vs. Q1 2026 | SEC |
| Q1 2026 | Apr 17, 2026 | 7 | $135.3M | vs. Q4 2025 | SEC |
| Q4 2025 | Jan 15, 2026 | 7 | $147.54M | vs. Q3 2025 | SEC |
| Q3 2025 | Oct 20, 2025 | 14 | $317.37M | vs. Q2 2025 | SEC |
| Q2 2025 | Jul 18, 2025Amended | 14 | $309.84M | vs. Q1 2025 | SEC |
| Q1 2025 | Jul 18, 2025Amended | 14 | $293.67M | vs. Q4 2024 | SEC |
| Q4 2024 | Jan 24, 2025 | 14 | $287.61M | vs. Q3 2024 | SEC |
| Q3 2024 | Oct 16, 2024 | 14 | $285.6M | vs. Q2 2024 | SEC |
| Q2 2024 | Jul 11, 2024 | 14 | $262.56M | vs. Q1 2024 | SEC |
| Q1 2024 | Apr 18, 2024 | 12 | $261.93M | vs. Q4 2023 | SEC |
| Q4 2023 | Feb 1, 2024 | 12 | $228.74M | vs. Q3 2023 | SEC |
| Q3 2023 | Oct 12, 2023 | 12 | $202.85M | vs. Q2 2023 | SEC |
| Q2 2023 | Jul 13, 2023 | 12 | $209.76M | vs. Q1 2023 | SEC |
| Q1 2023 | Apr 18, 2023 | 12 | $193.36M | vs. Q4 2022 | SEC |
| Q4 2022 | Jan 27, 2023 | 12 | $185.87M | vs. Q3 2022 | SEC |
| Q3 2022 | Nov 8, 2022 | 12 | $164.36M | – | SEC |