Aquamarine
SuperinvestorAquamarine Zurich AG
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
- Latest filing
- Jul 10, 2026
Predecessor filersAquamarine Capital Management, LLC
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 16, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 14
- 0 vs. Q2 2024
- Portfolio value
- $285.6M
- +$23.0M (+8.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $64.7M | 22.7% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $57.0M | 19.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $32.5M | 11.4% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $30.5M | 10.7% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 60,000 | $28.0M | 9.8% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $20.7M | 7.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $20.7M | 7.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $12.8M | 4.5% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $5.64M | 2.0% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $5.04M | 1.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $2.65M | 0.9% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $2.33M | 0.8% | 00.0% | Unchanged | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 8,000 | $1.89M | 0.7% | 00.0% | Unchanged | History |
| ARCHArch Resources, Inc. | CL A | 8,100 | $1.12M | 0.4% | 00.0% | Unchanged | History |