Aquamarine Capital Management Q4 2017

Aquamarine Capital Management holdings Q4 2017
Name ValueChangeSharesChangeWeightingChange
FIAT CHRYSLER AUTOMOBILES N$35,799
-0.06%
2,000,0000.00%17.14%
-5.69%
BERKSHIRE HATHAWAY INC DELcl b new$27,870
8.13%
140,6000.00%13.35%
2.04%
AMERICAN EXPRESS CO$27,055
9.78%
272,4300.00%12.96%
3.60%
GENERAL MTRS COw exp 07/10/19$23,190
3.30%
1,000,0000.00%11.11%
-2.52%
FERRARI N V$20,997
-4.96%
200,0000.00%10.06%
-10.31%
BANK AMER CORP$17,417
16.49%
590,0000.00%8.34%
9.93%
MASTERCARD INCORPORATEDcl a$9,951
7.18%
65,7500.00%4.77%
1.15%
BERKSHIRE HATHAWAY INC DELcl a$8,928
8.32%
300.00%4.28%
2.22%
CITIGROUP INC$7,887
2.30%
106,0000.00%3.78%
-3.47%
WELLS FARGO & CO NEW$6,977
10.01%
115,0000.00%3.34%
3.82%
BANK AMER CORPw exp 1/16/19$5,619
32.62%
320,0000.00%2.69%
25.15%
MOODYS CORP$3,690
6.03%
25,0000.00%1.77%
0.06%
POSCOsponsored adr$3,516
-27.62%
45,000
-35.71%
1.68%
-31.70%
WELLS FARGO & CO NEWw exp 10/28/18$3,024
27.49%
110,0000.00%1.45%
20.31%
TERRAFORM PWR INCNew $2,765231,1831.32%
TEEKAY OFFSHORE PARTNERS L Ppartnership unNew $2,3601,000,0001.13%
SERITAGE GROWTH PPTYScl a$1,775
-12.17%
43,8690.00%0.85%
-17.12%
ENLINK MIDSTREAM LLCSold $0-719-0.01%
TERRAFORM PWR INCSold $0-209,435-1.41%
Portfolio Information
QuarterQ4 2017
Total value$208,820,000
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