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
Holding/activity history for  Ferrari NV (RACE)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2022   Q2 80,000 8.63 $183.68 $14,694,000 SEC
2022   Q1 80,000 7.97 $219.90 $17,592,000 SEC
2021   Q4 80,000 9.51 $258.66 $20,693,000 SEC
2021   Q3 80,000 8.22 $209.54 $16,763,000 SEC
2021   Q2 80,000 7.74 $206.32 $16,506,000 SEC
2021   Q1 80,000 8.74 $209.20 $16,736,000 SEC
2020   Q4 80,000 10.76 $230.47 $18,438,000 SEC
2020   Q3 80,000 9.69 $183.61 $14,689,000 SEC
2020   Q2 80,000 9.94 Reduce 60.00% 12.78 $170.59 $13,647,000 SEC
2020   Q1 200,000 21.30 $156.15 $31,229,000 SEC
2019   Q4 200,000 15.27 $165.85 $33,171,000 SEC
2019   Q3 200,000 15.59 $154.28 $30,855,000 SEC
2019   Q2 200,000 16.80 $162.34 $32,467,000 SEC
2019   Q1 200,000 14.79 $134.04 $26,809,000 SEC
2018   Q4 200,000 11.20 $99.53 $19,906,000 SEC
2018   Q3 200,000 13.25 $137.63 $27,525,000 SEC
2018   Q2 200,000 12.81 $136.10 $27,221,000 SEC
2018   Q1 200,000 11.55 $120.21 $24,042,000 SEC
2017   Q4 200,000 10.06 $104.98 $20,997,000 SEC
2017   Q3 200,000 11.21 $110.46 $22,092,000 SEC
2017   Q2 200,000 10.48 $85.86 $17,173,000 SEC
2017   Q1 200,000 9.16 $74.31 $14,861,000 SEC
2016   Q4 200,000 7.80 $58.17 $11,635,000 SEC
2016   Q3 200,000 14.73 $51.97 $10,393,000 SEC
2016   Q2 200,000 13.92 $40.70 $8,139,000 SEC
2016   Q1 200,000 12.68 Buy 12.68 $41.53 $8,307,000 SEC