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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

AXP holding history

American Express Co in every 13F filed by Aquamarine, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AXP overviewAll 13F holders of AXPFull Q2 2026 holdings

Shares (Q2 2026)
65,000
Value
$22.0M
% of portfolio
15.3%
Quarters held
16
Since Q3 2022
Holdings of AXP by Aquamarine, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202665,000$22.0M15.3%00.0%UnchangedHolders
Q1 202665,000$19.7M14.5%00.0%UnchangedHolders
Q4 202565,000$24.0M16.3%−145,000−69.0%ReducedHolders
Q3 2025210,000$69.8M22.0%00.0%UnchangedHolders
Q2 2025210,000$67.0M21.6%00.0%UnchangedHolders
Q1 2025210,000$56.5M19.2%00.0%UnchangedHolders
Q4 2024210,000$62.3M21.7%00.0%UnchangedHolders
Q3 2024210,000$57.0M19.9%00.0%UnchangedHolders
Q2 2024210,000$48.6M18.5%00.0%UnchangedHolders
Q1 2024210,000$47.8M18.3%00.0%UnchangedHolders
Q4 2023210,000$39.3M17.2%00.0%UnchangedHolders
Q3 2023210,000$31.3M15.4%00.0%UnchangedHolders
Q2 2023210,000$36.6M17.4%00.0%UnchangedHolders
Q1 2023210,000$34.5M17.8%00.0%UnchangedHolders
Q4 2022210,000$31.0M16.7%00.0%UnchangedHolders
Q3 2022210,000$28.3M17.2%–No prior filingHolders