Aquamarine Capital · portfolio as of Q2 2026, filed Jul 10, 2026
Latest 13F filing: Q2 2026 (filed Jul 10, 2026). No newer filing yet.
3 of 7 holdings are Undervalued or On Sale by our valuation (46% of the money).
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026.
Guy Spier's portfolio holds 7 stocks worth $121.6M at the end of Q2 2026. The largest positions are BRK-B, AXP, MA, MCO and RACE.
We didn't record any new positions or additions in Q2 2026.
We didn't record any exits or trims in Q2 2026.
BRK-B, DJCO and BRK-A are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Jul 10, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →