Guy Spier · Aquamarine Zurich Ag
| Period: | Q4 2025 |
| Portfolio date: | Dec 31, 2025 |
| No. of stocks: | 7 |
| Portfolio value: | $148M |
Viewing historical Q4 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-B · Berkshire Hathaway Inc. Del | 33.25 | Reduce 30.58% | 97,600 | $502.65 | $49,059,000 | $475.94 | -5.31% | $455.19 | $520.30 |
| AXP · American Express Co. | 16.30 | Reduce 69.05% | 65,000 | $369.95 | $24,047,000 | $316.03 | -14.58% | $281.46 | $387.49 |
| MA · Mastercard Inc. | 15.48 | Reduce 39.16% | 40,000 | $570.88 | $22,835,000 | $495.48 | -13.21% | $480.50 | $601.77 |
| BRK-A · Berkshire Hathaway Inc. Del | 15.35 | 30 | $754800.00 | $22,644,000 | $717387.00 | -4.96% | $685150.00 | $779853.00 | |
| MCO · Moodys Corp. | 9.35 | 27,000 | $510.85 | $13,793,000 | $451.32 | -11.65% | $402.28 | $546.88 | |
| RACE · Ferrari N V | 6.48 | Reduce 50.00% | 30,000 | $318.70 | $9,561,000 | $339.69 | +6.59% | $312.51 | $519.10 |
| DJCO · Daily Journal Corp. | 3.80 | 11,500 | $487.30 | $5,604,000 | $500.97 | +2.80% | $348.63 | $674.75 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
Sector % analysis
3 sectors represented
Whales with similar holdings to Guy Spier
Ranked by number of overlapping positions in current portfolios
Articles & Commentaries
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★ WatchlistData from SEC EDGAR · whalstreet.com