Aquamarine Capital portfolio — 13F holdings Q2 2026
Aquamarine Capital (Guy Spier) reported 6 long positions worth $144.1 million as of 2026-06-30. Top holdings: BERKSHIRE HATHAWAY INC, AMERICAN EXPRESS CO, Mastercard Inc, MOODYS CORP /DE/, Ferrari N.V.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 71304000.00 USD | 49.49% | hold | Original filing |
| AMERICAN EXPRESS CO | 2026-06-30 | 21986000.00 USD | 15.26% | hold | Original filing |
| Mastercard Inc | 2026-06-30 | 20544000.00 USD | 14.26% | hold | Original filing |
| MOODYS CORP /DE/ | 2026-06-30 | 12229000.00 USD | 8.49% | hold | Original filing |
| Ferrari N.V. | 2026-06-30 | 11114000.00 USD | 7.71% | hold | Original filing |
| DAILY JOURNAL CORP | 2026-06-30 | 6914000.00 USD | 4.80% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-07-10 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-04-17 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-01-15 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-10-20 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-07-16 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-07-18 00:00:00 | 13F-HR/A | Original filing |
| 2025-03-31 | 2025-04-11 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-07-18 00:00:00 | 13F-HR/A | Original filing |
| 2024-12-31 | 2025-01-24 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-10-16 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-07-11 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-04-18 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-01 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-10-12 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-07-13 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-04-18 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-01-27 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-08 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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