Aquamarine
SuperinvestorAquamarine Zurich AG
- SEC CIK
- 0001953324
- Manager
- Guy Spier
- Style
- Value
- Latest filing
- Jul 10, 2026
Predecessor filersAquamarine Capital Management, LLC
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Jul 18, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 14
- 0 vs. Q4 2024
- Portfolio value
- $293.7M
- +$6.07M (+2.1%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $74.9M | 25.5% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $56.5M | 19.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $36.0M | 12.3% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $32.0M | 10.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $24.0M | 8.2% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 60,000 | $23.5M | 8.0% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 200,000 | $17.4M | 5.9% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 27,000 | $12.6M | 4.3% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $6.28M | 2.1% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $4.57M | 1.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $2.47M | 0.8% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $1.61M | 0.5% | 00.0% | Unchanged | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 8,000 | $1.00M | 0.3% | 00.0% | Unchanged | History |
| CNRCore Natural Resources, Inc. | COM SHS | 10,740 | $828.0K | 0.3% | +10,740 | New | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.