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Guy Spier Aquamarine Zurich

AUM $144M
1-Year Est. Return 5.41%
 

Guy Spier is the founder of Aquamarine Capital and a well-known advocate of value investing in the Buffett-Munger tradition. He is the author of The Education of a Value Investor and is known for a patient, checklist-oriented process and limited portfolio turnover. Spier’s public holdings and writings attract individual investors who study behavioral discipline as much as stock picking.

This Fund
S&P 500
This Quarter Est. Return
-2.28%
1 Year Est. Return
+5.41%
3 Year Est. Return
+74.8%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$164M
AUM Growth
–
Cap. Flow
+$181M
Cap. Flow %
110.05%
Top 10 Hldgs %
97.28%
Holding
12
New
12
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$40M
2
AXP icon
American Express
AXP
+$31.8M
3
BAC icon
Bank of America
BAC
+$25.7M
4
MA icon
Mastercard
MA
+$21.8M
5
RACE icon
Ferrari
RACE
+$16M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 76.98%
2 Consumer Discretionary 11.46%
3 Technology 7.89%
4 Real Estate 2.74%
5 Communication Services 0.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.06T
$37.5M 22.84%
+140,600
New +$40M
AXP icon
2
American Express
AXP
$227B
$28.3M 17.24%
+210,000
New +$31.8M
BAC icon
3
Bank of America
BAC
$431B
$23.2M 14.11%
+767,845
New +$25.7M
MA icon
4
Mastercard
MA
$509B
$18.7M 11.37%
+65,750
New +$21.8M
RACE icon
5
Ferrari
RACE
$76.7B
$15M 9.15%
+80,000
New +$16M
BRK.A icon
6
Berkshire Hathaway Class A
BRK.A
$1.06T
$12.2M 7.42%
+30
New +$12.8M
MU icon
7
Micron Technology
MU
$1.09T
$10M 6.1%
+200,000
New +$11.6M
MCO icon
8
Moody's
MCO
$87.2B
$6.56M 3.99%
+27,000
New +$7.84M
SRG
9
Seritage Growth Properties
SRG
$120M
$4.51M 2.74%
+500,000
New +$5.72M
BABA icon
10
Alibaba
BABA
$286B
$3.8M 2.31%
+47,500
New +$4.53M
DJCO icon
11
Daily Journal
DJCO
$827M
$2.95M 1.79%
+11,500
New +$3.04M
GOOGL icon
12
Alphabet (Google) Class A
GOOGL
$4.22T
$1.53M 0.93%
+800
New +$88.7K

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Guy Spier's Q3 2022 Portfolio in Review

Q3 2022 is the first quarter with a 13F filing on record for Guy Spier, which disclosed 12 positions worth $164M. Its ten largest holdings account for 97% of the portfolio.

Its largest position is Berkshire Hathaway Class B: 140,600 shares worth $37.5M.

By sector, the portfolio is most concentrated in Financials at 77% of assets, followed by Consumer Discretionary and Technology.

  • Guy Spier's largest Q3 2022 buy was Berkshire Hathaway Class B: 140,600 shares worth $37.5M.
  • Guy Spier's ten largest holdings make up 97% of its $164M portfolio in Q3 2022.
  • Guy Spier disclosed 12 positions in Q3 2022, its first 13F filing on record.

Based on Aquamarine Zurich's 13F filing for Q3 2022, filed 8 Nov 2022.