Aquamarine Capital Management Q3 2018

Aquamarine Capital Management holdings Q3 2018
Name ValueChangeSharesChangeWeightingChange
FIAT CHRYSLER AUTOMOBILES N$35,147
-7.91%
2,000,0000.00%16.91%
-5.81%
BERKSHIRE HATHAWAY INC DELcl b new$30,104
14.71%
140,6000.00%14.49%
17.33%
FERRARI N V$27,525
1.12%
200,0000.00%13.25%
3.43%
AMERICAN EXPRESS CO$23,687
-11.28%
222,430
-18.35%
11.40%
-9.25%
BANK AMER CORP$17,381
4.50%
590,0000.00%8.36%
6.89%
GENERAL MTRS COw exp 07/10/19$16,500
-26.83%
1,000,0000.00%7.94%
-25.16%
MASTERCARD INCORPORATEDcl a$14,637
13.28%
65,7500.00%7.04%
15.87%
SERITAGE GROWTH PPTYScl a$10,157
259.41%
213,869
221.09%
4.89%
267.62%
BERKSHIRE HATHAWAY INC DELcl a$9,600
13.46%
300.00%4.62%
16.05%
WELLS FARGO CO NEW$6,044
-5.21%
115,0000.00%2.91%
-3.04%
BANK AMER CORPw exp 1/16/19$5,699
9.13%
320,0000.00%2.74%
11.63%
MOODYS CORP$4,180
-1.97%
25,0000.00%2.01%
0.27%
TERRAFORM PWR INC$2,670
-1.29%
231,1830.00%1.28%
0.96%
TEEKAY OFFSHORE PARTNERS L Ppartnership un$2,340
-11.36%
1,000,0000.00%1.13%
-9.34%
WELLS FARGO CO NEWw exp 10/28/18$2,120
-12.47%
110,0000.00%1.02%
-10.47%
CITIGROUP INCSold $0-106,000-3.34%
POSCOsponsored adrSold $0-1,281-0.04%
Portfolio Information
QuarterQ3 2018
Total value$207,791,000
Holdings15
Managers
Guy Spier
Quarters
2018-09-30
$207,791
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