Guy Spier · Aquamarine Zurich Ag
| Period: | Q1 2026 |
| Portfolio date: | Mar 31, 2026 |
| No. of stocks: | 7 |
| Portfolio value: | $135M |
| 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 | 34.57 | 97,600 | $479.20 | $46,770,000 | $475.94 | -0.68% | $455.19 | $520.30 | |
| BRK-A · Berkshire Hathaway Inc. Del | 15.92 | 30 | $718133.33 | $21,544,000 | $717387.00 | -0.10% | $685150.00 | $779853.00 | |
| MA · Mastercard Inc. | 14.77 | 40,000 | $499.65 | $19,986,000 | $495.48 | -0.83% | $480.50 | $601.77 | |
| AXP · American Express Co. | 14.53 | 65,000 | $302.48 | $19,661,000 | $316.03 | +4.48% | $281.46 | $387.49 | |
| MCO · Moodys Corp. | 8.71 | 27,000 | $436.26 | $11,779,000 | $451.32 | +3.45% | $402.28 | $546.88 | |
| RACE · Ferrari N V | 7.40 | 30,000 | $333.87 | $10,016,000 | $339.69 | +1.74% | $312.51 | $519.10 | |
| DJCO · Daily Journal Corp. | 4.10 | 11,500 | $482.35 | $5,547,000 | $500.97 | +3.86% | $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