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Aquamarine

Superinvestor

Aquamarine Zurich AG

SEC CIK
0001953324
Manager
Guy Spier
Style
Value
Latest filing
Jul 10, 2026

Predecessor filersAquamarine Capital Management, LLC

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed Apr 17, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
7
0 vs. Q4 2025
Portfolio value
$135.3M
−$12.2M (−8.3%) vs. Q4 2025
Filed
Apr 17, 2026
SEC
Holdings of Aquamarine in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock97,600$46.8M34.6%00.0%UnchangedHistory
BRK.ABerkshire Hathaway IncCL A30$21.5M15.9%00.0%UnchangedHistory
MAMastercard IncStock40,000$20.0M14.8%00.0%UnchangedHistory
AXPAmerican Express CoStock65,000$19.7M14.5%00.0%UnchangedHistory
MCOMoodys CorpStock27,000$11.8M8.7%00.0%UnchangedHistory
RACEFerrari N.V.COM30,000$10.0M7.4%00.0%UnchangedHistory
DJCODaily Journal CorpCOM11,500$5.55M4.1%00.0%UnchangedHistory