Guy Spier Portfolio 2022 【Aquamarine Capital】 – DATAROMA

Guy Spier Stock Holdings For Q3 Of 2021 From Latest 13F Filing

Guy Spier is a Zurich-based financial backer who has become famous in the monetary world. At the point when he met Warren Buffett for a cause lunch in 2008, he made worldwide headlines. He set up the Aquamarine Fund. He wrote the book “The Education of a Value Investor.

Portfolio Period: Q3 2021

Guy Spier Portfolio Value: $218 Million

Guy Spier Stock Holdings Portfolio Q3 2021:

Stock% of PortfolioValue% ChangeShares
BRKB - Berkshire Hathaway Inc Cl B18.82%$ 38.38M0%140.60k
AXP - American Express Co17.25%$ 35.18M0%210k
BAC - Bank Amer Corp15.98%$ 32.59M0%767.85k
MA - Mastercard Inc Cl A11.21%$ 22.86M0%65.75k
RACE - Ferrari N V8.20%$ 16.73M0%80k
MU - Micron Technology Inc6.96%$ 14.20M0%200k
BRKA - Berkshire Hathaway Inc Cl A6.05%$ 12.34M0%30
MCO - Moodys Corp4.70%$ 9.59M0%27k
SRG - Seritage Growth Pptys3.64%$ 7.42M0%500k
BABA - Alibaba Group Holding Ltd Sp A3.45%$ 7.03M0%47.50k
DJCO - Daily Journal Corp1.81%$ 3.69M0%11.50k
GOOGL - Alphabet Inc1.05%$ 2.14M0%800
TWTR - Twitter Inc Com0.89%$ 1.81M0%30k

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Guy Spier’s 13F Filing:

Guy Spier’s 13F filing for the third quarter of 2021 included $203,981,000 in managed 13F securities and a top ten holdings concentration of 96.26 percent. Berkshire Hathaway Inc Class B is Guy Spier holdings, with 140,600 shares held.