Guy Spier Portfolio

Question 1

Answer

According to Guy Spier' s most recent 13F filings in Aug, 2022, top 5 holdings in Guy Spier's (Aquamarine Capital Management) portfolio are Berkshire Hathaway Inc Del (BRK-B)(22.55%), American Express Co (AXP)(17.10%), Bk Of America Corp (BAC)(14.04%), Mastercard Incorporated (MA)(12.19%), and Ferrari N V (RACE)(8.63%).

Question 2

Answer

According to Guy Spier' s most recent 13F filings in Aug, 2022, there were no new stock purchases made.

Question 3

Answer

Guy Spier(Aquamarine Capital Management) recently sold and Twitter Inc (TWTR).

Stock	% of Portfolio	Shares	Reported Price	Quarter End Price	Total Value
BERKSHIRE HATHAWAY INC DEL Fire Marine Casualty Insurance Avg. Buy Price $150.15 Price $273.02 81.83 % Portfolio % 22.55% Value $38M	22.55%	141K	$150.15	$273.02 81.83 %	$38M
AMERICAN EXPRESS CO Finance Services Avg. Buy Price $93.04 Price $138.62 48.99 % Portfolio % 17.10% Value $29M	17.10%	210K	$93.04	$138.62 48.99 %	$29M
BK OF AMERICA CORP National Commercial Banks Avg. Buy Price $20.36 Price $31.13 52.90 % Portfolio % 14.04% Value $24M	14.04%	768K	$20.36	$31.13 52.90 %	$24M
MASTERCARD INCORPORATED Services Business Services Nec Avg. Buy Price $86.16 Price $315.48 266.16 % Portfolio % 12.19% Value $21M	12.19%	66K	$86.16	$315.48 266.16 %	$21M
FERRARI N V Motor Vehicles Passenger Car Bodies Avg. Buy Price $41.70 Price $183.48 340.00 % Portfolio % 8.63% Value $15M	8.63%	80K	$41.70	$183.48 340.00 %	$15M
BERKSHIRE HATHAWAY INC DEL Fire Marine Casualty Insurance Avg. Buy Price $226K Price $409K 80.95 % Portfolio % 7.21% Value $12M	7.21%	30	$226K	$409K 80.95 %	$12M

Aquamarine Capital Management