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 2024
Holdings as of Dec 31, 2024, filed Jan 24, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 14
- 0 vs. Q3 2024
- Portfolio value
- $287.6M
- +$2.01M (+0.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $63.7M | 22.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $62.3M | 21.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $34.6M | 12.0% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $33.7M | 11.7% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 60,000 | $24.7M | 8.6% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $20.4M | 7.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $16.8M | 5.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $12.8M | 4.4% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $6.53M | 2.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $4.03M | 1.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $3.03M | 1.1% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $2.06M | 0.7% | 00.0% | Unchanged | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 8,000 | $1.60M | 0.6% | 00.0% | Unchanged | History |
| ARCHArch Resources, Inc. | CL A | 8,100 | $1.14M | 0.4% | 00.0% | Unchanged | History |