AZ
Aquamarine Zurich Portfolio holdings
AUM
$317M
1-Year Est. Return
23.06%
1 Year Est. Return
+23.06%
AUM
$310M
AUM Growth
+$16.2M
(+5.5%)
Holding
14
Top Buys
No buys this quarter
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 78.74% |
| 2 | Consumer Discretionary | 9.8% |
| 3 | Technology | 9.52% |
| 4 | Communication Services | 0.91% |
| 5 | Real Estate | 0.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.03T
| $68.3M | 22.04% |
140,600
|
|
||
2
American Express
AXP
$249B
| $67M | 21.62% |
210,000
|
|
||
3
Mastercard
MA
$489B
| $36.9M | 11.92% |
65,750
|
|
||
4
Bank of America
BAC
$393B
| $36.3M | 11.73% |
767,845
|
|
||
5
Ferrari
RACE
$69.6B
| $25M | 8.06% |
60,000
|
|
||
6
Micron Technology
MU
$263B
| $24.6M | 7.96% |
200,000
|
|
||
|
7
Berkshire Hathaway Class A
BRK.A
$1.02T
| $21.9M | 7.06% |
30
|
|
||
8
Moody's
MCO
$86.7B
| $13.5M | 4.37% |
27,000
|
|
||
9
Alibaba
BABA
$400B
| $5.39M | 1.74% |
47,500
|
|
||
10
Daily Journal
DJCO
$562M
| $4.86M | 1.57% |
11,500
|
|
||
11
Alphabet (Google) Class A
GOOGL
$3.42T
| $2.82M | 0.91% |
16,000
|
|
||
|
SRG
12
Seritage Growth Properties
SRG
$229M
| $1.54M | 0.5% |
500,000
|
|
||
13
Alpha Metallurgical Resources
AMR
$2.37B
| $900K | 0.29% |
8,000
|
|
||
|
CNR
14
Core Natural Resources Inc
CNR
$4.2B
| $749K | 0.24% |
10,740
|
|