Guy Spier Portfolio 2022 【Aquamarine Capital】 – DATAROMA

Guy Spier Stock Holdings For Q1 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: Q1 – 13F Filing of 2022

Guy Spier Portfolio Value: $217.58 Million

Guy Spier Stock Holdings Portfolio

StockCompany NameStock% of PortfolioValue% ChangeShares
BRKBBerkshire Hathaway Inc Cl BBRKB - Berkshire Hathaway Inc Cl B19.32%$ 42.04M0%140.60k
AXPAmerican Express CoAXP - American Express Co15.79%$ 34.36M0%210k
BACBank Amer CorpBAC - Bank Amer Corp15.70%$ 34.16M0%767.85k
MAMastercard Inc Cl AMA - Mastercard Inc Cl A10.86%$ 23.63M0%65.75k
RACEFerrari N VRACE - Ferrari N V9.52%$ 20.71M0%80k
MUMicron Technology IncMU - Micron Technology Inc8.56%$ 18.63M0%200k
BRKABerkshire Hathaway Inc Cl ABRKA - Berkshire Hathaway Inc Cl A6.21%$ 13.52M0%30
MCOMoodys CorpMCO - Moodys Corp4.85%$ 10.55M0%27k
SRGSeritage Growth PptysSRG - Seritage Growth Pptys3.05%$ 6.63M0%500k
BABAAlibaba Group Holding Ltd Sp ABABA - Alibaba Group Holding Ltd Sp A2.59%$ 5.64M0%47.50k
DJCODaily Journal CorpDJCO - Daily Journal Corp1.89%$ 4.10M0%11.50k
GOOGLAlphabet IncGOOGL - Alphabet Inc1.06%$ 2.32M0%800
TWTRTwitter Inc ComTWTR - Twitter Inc Com0.60%$ 1.30M0%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.

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Berkshire Hathaway Inc Class B is Guy Spier holdings, with 140,600 shares held.