Aquamarine Capital Management Q3 2017

Aquamarine Capital Management holdings Q3 2017
Name ValueChangeSharesChangeWeightingChange
FIAT CHRYSLER AUTOMOBILES N$35,820
69.83%
2,000,0000.00%18.18%
41.18%
BERKSHIRE HATHAWAY INC DELcl b new$25,775
8.24%
140,6000.00%13.08%
-10.02%
AMERICAN EXPRESS CO$24,644
7.38%
272,4300.00%12.51%
-10.73%
GENERAL MTRS COw exp 07/10/19$22,450
29.69%
1,000,0000.00%11.39%
7.82%
FERRARI N V$22,092
28.64%
200,0000.00%11.21%
6.95%
BANK AMER CORP$14,951
4.46%
590,0000.00%7.59%
-13.16%
MASTERCARD INCORPORATEDcl a$9,284
16.27%
65,7500.00%4.71%
-3.34%
BERKSHIRE HATHAWAY INC DELcl a$8,242
7.87%
300.00%4.18%
-10.33%
CITIGROUP INC$7,710
8.76%
106,0000.00%3.91%
-9.58%
WELLS FARGO CO NEW$6,342
-0.47%
115,0000.00%3.22%
-17.26%
POSCOsponsored adr$4,858
10.89%
70,0000.00%2.47%
-7.82%
BANK AMER CORPw exp 1/16/19$4,237
9.97%
320,0000.00%2.15%
-8.58%
MOODYS CORP$3,480
14.40%
25,0000.00%1.77%
-4.90%
TERRAFORM PWR INC$2,769
10.19%
209,4350.00%1.41%
-8.40%
WELLS FARGO CO NEWw exp 10/28/18$2,372
-2.87%
110,0000.00%1.20%
-19.25%
SERITAGE GROWTH PPTYScl a$2,021
9.84%
43,8690.00%1.03%
-8.69%
ENLINK MIDSTREAM LLC$12
-7.69%
7190.00%0.01%
-23.26%
Portfolio Information
QuarterQ3 2017
Total value$197,059,000
Holdings17
Managers
Guy Spier
Quarters
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