Guy Spier - Aquamarine Capital Management,
Period:    Q2 2022
Portfolio date:    30 Jun 2022
No. of stocks:    12
Portfolio value:    $170,229,000
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2022   Q2 $170 M BRK.B AXP BAC MA RACE BRK.A MU MCO BABA DJCO SRG GOOGL
2022   Q1 $221 M BRK.B AXP BAC MA RACE BRK.A MU MCO SRG BABA DJCO GOOGL TWTR
2021   Q4 $218 M BRK.B AXP BAC MA RACE MU BRK.A MCO SRG BABA DJCO GOOGL TWTR
2021   Q3 $204 M BRK.B AXP BAC MA RACE MU BRK.A MCO SRG BABA DJCO GOOGL TWTR
2021   Q2 $213 M BRK.B AXP BAC MA MU RACE BRK.A BABA MCO SRG DJCO TWTR GOOGL
2021   Q1 $191 M BRK.B AXP BAC MA MU RACE BRK.A SRG MCO WFC TWTR GOOGL
2020   Q4 $171 M BRK.B AXP MA BAC RACE MU BRK.A MCO SRG WFC TWTR GOOGL
2020   Q3 $152 M BRK.B MA AXP BAC RACE BRK.A STLA MCO SRG MU WFC TWTR GOOGL
2020   Q2 $137 M BRK.B AXP MA BAC RACE BRK.A STLA MCO MU SRG WFC GOOGL TWTR
2020   Q1 $147 M RACE BRK.B AXP BAC MA STLA BRK.A MCO MU WFC SRG
2019   Q4 $217 M RACE BRK.B STLA AXP BAC MA SRG BRK.A WFC MU MCO TOO
2019   Q3 $198 M RACE BRK.B AXP STLA BAC MA SRG BRK.A WFC MU MCO TOO
2019   Q2 $193 M RACE BRK.B STLA AXP BAC MA SRG BRK.A WFC MCO TOO
2019   Q1 $181 M STLA BRK.B RACE AXP BAC MA SRG BRK.A WFC MCO TOO
2018   Q4 $178 M STLA BRK.B AXP RACE GM.WS.B BAC MA BRK.A SRG WFC BAC.WS.A MCO TERP TOO
2018   Q3 $208 M STLA BRK.B RACE AXP BAC GM.WS.B MA SRG BRK.A WFC BAC.WS.A MCO TERP TOO WFC.WS
2018   Q2 $213 M STLA RACE AXP BRK.B GM.WS.B BAC MA BRK.A C WFC BAC.WS.A MCO SRG TERP TOO WFC.WS PKX
2018   Q1 $208 M STLA BRK.B AXP RACE GM.WS.B BAC MA BRK.A C WFC BAC.WS.A MCO TERP TOO WFC.WS PKX SRG
2017   Q4 $209 M STLA BRK.B AXP GM.WS.B RACE BAC MA BRK.A C WFC BAC.WS.A MCO PKX WFC.WS TERP TOO SRG
2017   Q3 $197 M STLA BRK.B AXP GM.WS.B RACE BAC MA BRK.A C WFC PKX BAC.WS.A MCO TERP WFC.WS SRG 0E41
2017   Q2 $164 M BRK.B AXP STLA GM.WS.B RACE BAC MA BRK.A C WFC PKX BAC.WS.A MCO TERP WFC.WS SRG 0E41
2017   Q1 $162 M BRK.B STLA AXP GM.WS.B RACE BAC SRG BRK.A MA WFC C PKX BAC.WS.A MCO WFC.WS 0E41
2016   Q4 $149 M BRK.B AXP STLA GM.WS.B BAC RACE SRG BRK.A MA WFC C PKX BAC.WS.A MCO WFC.WS 0E41
2016   Q3 $71 M GM.WS.B STLA RACE SRG MA WFC C PKX MCO WFC.WS 0E41
2016   Q2 $58 M STLA GM.WS.B RACE MA WFC SRG C PKX MCO WFC.WS 0E41
2016   Q1 $66 M STLA GM.WS.B RACE MA WFC C SRG PKX MCO WFC.WS 0E41
2015   Q4 $70 M STLA GM.WS.B MA WFC C ZINCQ PKX WFC.WS
2015   Q3 $65 M STLA GM.WS.B MA WFC C ZINCQ PKX WFC.WS
2015   Q2 $85 M STLA GM.WS.B ZINCQ WFC MA C PKX WFC.WS
2015   Q1 $92 M STLA GM.WS.B ZINCQ WFC MA C PKX WFC.WS CRESW
2014   Q4 $151 M AXP STLA BRK.B ZINCQ BAC GM.WS.B BRK.A WFC GS C MA PKX DIG1 WFC.WS BAC.WS.A CRESW
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