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 2025
Holdings as of Sep 30, 2025, filed Oct 20, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 14
- 0 vs. Q2 2025
- Portfolio value
- $317.4M
- +$7.53M (+2.4%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 140,600 | $70.7M | 22.3% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 210,000 | $69.8M | 22.0% | 00.0% | Unchanged | History |
| BACBank of America Corp | Stock | 767,845 | $39.6M | 12.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,750 | $37.4M | 11.8% | 00.0% | Unchanged | History |
| RACEFerrari N.V. | COM | 60,000 | $29.0M | 9.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 30 | $22.6M | 7.1% | 00.0% | Unchanged | History |
| MUMicron Technology Inc | Stock | 80,000 | $13.4M | 4.2% | −120,000−60.0% | Reduced | History |
| MCOMoodys Corp | Stock | 27,000 | $12.9M | 4.1% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 47,500 | $8.49M | 2.7% | 00.0% | Unchanged | History |
| DJCODaily Journal Corp | COM | 11,500 | $5.35M | 1.7% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $3.89M | 1.2% | 00.0% | Unchanged | History |
| SRGSeritage Growth Properties | CL A | 500,000 | $2.13M | 0.7% | 00.0% | Unchanged | History |
| AMRAlpha Metallurgical Resources, Inc. | COM | 8,000 | $1.31M | 0.4% | 00.0% | Unchanged | History |
| CNRCore Natural Resources, Inc. | COM SHS | 10,740 | $897.0K | 0.3% | 00.0% | Unchanged | History |