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Aquamarine Zurich Portfolio holdings

AUM $144M
1-Year Est. Return 5.41%
This Fund
S&P 500
This Quarter Est. Return
+7.08%
1 Year Est. Return
+5.41%
3 Year Est. Return
+74.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$317M
AUM Growth
+$7.53M
Cap. Flow
-$15.4M
Cap. Flow %
-4.84%
Top 10 Hldgs %
97.41%
Holding
14
New
–
Increased
–
Reduced
1
Closed
–
Avg Time Held
10.8 quarters
Top 10 Avg Time Held
10.8 quarters
Top 20 Avg Time Held
10.8 quarters

Top Buys

No buys this quarter

Top Sells

Rank Stock Value
1
MU icon
Micron Technology
MU
+$15.4M

Sector Composition

Rank Sector Weight
1 Financials 79.7%
2 Consumer Discretionary 11.81%
3 Technology 5.9%
4 Communication Services 1.23%
5 Real Estate 0.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.08T
$70.7M 22.27%
140,600
– –
2022 Q3
12 quarters
AXP icon
2
American Express
AXP
$205B
$69.8M 21.98%
210,000
– –
2022 Q3
12 quarters
BAC icon
3
Bank of America
BAC
$378B
$39.6M 12.48%
767,845
– –
2022 Q3
12 quarters
MA icon
4
Mastercard
MA
$495B
$37.4M 11.78%
65,750
– –
2022 Q3
12 quarters
RACE icon
5
Ferrari
RACE
$67.3B
$29M 9.13%
60,000
– –
2022 Q3
12 quarters
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.08T
$22.6M 7.13%
30
– –
2022 Q3
12 quarters
MU icon
7
Micron Technology
MU
$1.2T
$13.4M 4.22%
80,000
-120,000
-60% -$15.4M
2022 Q3
12 quarters
MCO icon
8
Moody's
MCO
$77.6B
$12.9M 4.05%
27,000
– –
2022 Q3
12 quarters
BABA icon
9
Alibaba
BABA
$276B
$8.49M 2.68%
47,500
– –
2022 Q3
12 quarters
DJCO icon
10
Daily Journal
DJCO
$898M
$5.35M 1.69%
11,500
– –
2022 Q3
12 quarters
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.24T
$3.89M 1.23%
16,000
– –
2022 Q3
12 quarters
SRG
12
Seritage Growth Properties
SRG
$98.6M
$2.13M 0.67%
500,000
– –
2022 Q3
12 quarters
AMR icon
13
Alpha Metallurgical Resources
AMR
$2.2B
$1.31M 0.41%
8,000
– –
2024 Q2
5 quarters
CNR
14
Core Natural Resources Inc
CNR
$4.52B
$897K 0.28%
10,740
– –
2025 Q1
2 quarters

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Aquamarine Zurich's Q3 2025 Portfolio in Review

As of Q3 2025, Aquamarine Zurich held 14 positions worth $317M, up 2.4% from $310M the previous quarter. Its ten largest holdings account for 97% of the portfolio.

Aquamarine Zurich withdrew a net $15.4M in Q3 2025, reducing 1 holding. Its largest reduction was Micron Technology, cutting an estimated $15.4M.

By sector, the portfolio is most concentrated in Financials at 80% of assets, up from 79% a quarter earlier, followed by Consumer Discretionary and Technology.

  • Aquamarine Zurich's biggest Q3 2025 reduction was Micron Technology, cutting an estimated $15.4M.
  • Aquamarine Zurich's ten largest holdings make up 97% of its $317M portfolio in Q3 2025.
  • Aquamarine Zurich opened 0 new positions and closed 0 in Q3 2025.
  • Aquamarine Zurich's portfolio value rose 2.4% quarter-over-quarter to $317M.

Based on Aquamarine Zurich's 13F filing for Q3 2025, filed 20 Oct 2025.