Aquamarine Capital Management Q2 2018

Aquamarine Capital Management holdings Q2 2018
Name ValueChangeSharesChangeWeightingChange
FIAT CHRYSLER AUTOMOBILES N$38,166
-6.17%
2,000,0000.00%17.96%
-8.13%
FERRARI N V$27,221
13.22%
200,0000.00%12.81%
10.85%
AMERICAN EXPRESS CO$26,698
5.06%
272,4300.00%12.56%
2.86%
BERKSHIRE HATHAWAY INC DELcl b new$26,243
-6.43%
140,6000.00%12.35%
-8.39%
GENERAL MTRS COw exp 07/10/19$22,550
20.59%
1,000,0000.00%10.61%
18.06%
BANK AMER CORP$16,632
-6.00%
590,0000.00%7.83%
-7.97%
MASTERCARD INCORPORATEDcl a$12,921
12.19%
65,7500.00%6.08%
9.84%
BERKSHIRE HATHAWAY INC DELcl a$8,461
-5.71%
300.00%3.98%
-7.68%
CITIGROUP INC$7,094
-0.85%
106,0000.00%3.34%
-2.93%
WELLS FARGO CO NEW$6,376
5.79%
115,0000.00%3.00%
3.58%
BANK AMER CORPw exp 1/16/19$5,222
-10.18%
320,0000.00%2.46%
-12.06%
MOODYS CORP$4,264
5.73%
25,0000.00%2.01%
3.52%
SERITAGE GROWTH PPTYScl a$2,826
81.15%
66,607
51.83%
1.33%
77.36%
TERRAFORM PWR INC$2,705
9.03%
231,1830.00%1.27%
6.75%
TEEKAY OFFSHORE PARTNERS L Ppartnership un$2,640
16.30%
1,000,0000.00%1.24%
13.87%
WELLS FARGO CO NEWw exp 10/28/18$2,422
14.68%
110,0000.00%1.14%
12.28%
POSCOsponsored adr$95
-93.98%
1,281
-93.59%
0.04%
-94.10%
Portfolio Information
QuarterQ2 2018
Total value$212,536,000
Holdings17
Managers
Guy Spier
Quarters
2018-06-30
$212,536
2018-03-31
$208,088
2017-12-31
$208,820
2017-09-30
$197,059
2017-06-30
$163,822
2017-03-31
$162,244
2016-12-31
$149,181
2016-09-30
$125,478
2016-06-30
$110,846
2016-03-31
$117,807
2015-12-31
$125,154
2015-09-30
$120,018
2015-06-30
$143,542
2015-03-31
$151,422
2014-12-31
$150,989
SEC Filings