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 – 13F Filing of 2022
Guy Spier Portfolio Value: $164.356 Million
Guy Spier Stock Holdings Portfolio
|BRK.B - Berkshire Hathaway CL B||22.84||$37,543,000||140,600|
|AXP - American Express||17.24||$28,331,000||210,000|
|BAC - Bank of America Corp.||14.11||$23,189,000||767,845|
|MA - Mastercard Inc.||11.37||$18,695,000||65,750|
|RACE - Ferrari NV||9.15||$15,032,000||80,000|
|BRK.A - Berkshire Hathaway CL A||7.42||$12,194,000||30|
|MU - Micron Technology Inc.||6.1||$10,020,000||200,000|
|MCO - Moody's Corp.||3.99||$6,564,000||27,000|
|SRG - Seritage Growth Properties||2.74||$4,510,000||500,000|
|BABA - Alibaba Group Holdings||2.31||$3,800,000||47,500|
|DJCO - Daily Journal Corp.||1.79||$2,948,000||11,500|
|GOOGL - Alphabet Inc.||0.93||$1,530,000||16,000|
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Guy Spier’s 13F Filing
Guy Spier’s 13F filing for the third quarter of 2022 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.