Aquamarine Capital Management Q4 2018

Aquamarine Capital Management holdings Q4 2018
Name ValueChangeSharesChangeWeightingChange
FIAT CHRYSLER AUTOMOBILES N$29,090
-17.23%
2,000,0000.00%16.37%
-3.19%
BERKSHIRE HATHAWAY INC DELcl b new$28,708
-4.64%
140,6000.00%16.16%
11.54%
AMERICAN EXPRESS CO$21,202
-10.49%
222,4300.00%11.93%
4.69%
FERRARI N V$19,906
-27.68%
200,0000.00%11.20%
-15.41%
GENERAL MTRS COw exp 07/10/19$15,690
-4.91%
1,000,0000.00%8.83%
11.22%
BANK AMER CORP$14,538
-16.36%
590,0000.00%8.18%
-2.17%
MASTERCARD INCORPORATEDcl a$12,404
-15.26%
65,7500.00%6.98%
-0.88%
BERKSHIRE HATHAWAY INC DELcl a$9,180
-4.38%
300.00%5.17%
11.85%
SERITAGE GROWTH PPTYScl a$8,531
-16.01%
263,869
23.38%
4.80%
-1.76%
WELLS FARGO CO NEW$6,992
15.68%
151,741
31.95%
3.94%
35.31%
BANK AMER CORPw exp 1/16/19$4,110
-27.88%
320,0000.00%2.31%
-15.65%
MOODYS CORP$3,501
-16.24%
25,0000.00%1.97%
-2.04%
TERRAFORM PWR INC$2,594
-2.85%
231,1830.00%1.46%
13.63%
TEEKAY OFFSHORE PARTNERS L Ppartnership un$1,210
-48.29%
1,000,0000.00%0.68%
-39.52%
WELLS FARGO CO NEWw exp 10/28/18Sold $0-110,000-1.02%
Portfolio Information
QuarterQ4 2018
Total value$177,656,000
Holdings14
Managers
Guy Spier
Quarters
2019-03-31
$181,233
2018-12-31
$177,656
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