Aquamarine Capital Management Q2 2019

Aquamarine Capital Management holdings Q2 2019
Name ValueChangeSharesChangeWeightingChange
FERRARI N V$32,467
21.10%
200,0000.00%16.80%
13.60%
BERKSHIRE HATHAWAY INC DELcl b new$29,972
6.11%
140,6000.00%15.51%
-0.46%
FIAT CHRYSLER AUTOMOBILES N$27,888
-6.33%
2,000,0000.00%14.43%
-12.14%
AMERICAN EXPRESS CO$27,457
12.94%
222,4300.00%14.21%
5.94%
BANK AMER CORP$22,268
5.11%
767,8450.00%11.53%
-1.40%
MASTERCARD INCcl a$17,393
12.35%
65,7500.00%9.00%
5.39%
SERITAGE GROWTH PPTYScl a$12,888
-3.33%
300,0000.00%6.67%
-9.32%
BERKSHIRE HATHAWAY INC DELcl a$9,551
5.70%
300.00%4.94%
-0.85%
WELLS FARGO CO NEW$7,180
-2.07%
151,7410.00%3.72%
-8.14%
MOODYS CORP$4,883
7.86%
25,0000.00%2.53%
1.18%
TEEKAY OFFSHORE PARTNERS L Ppartnership un$1,260
5.00%
1,000,0000.00%0.65%
-1.51%
Portfolio Information
QuarterQ2 2019
Total value$193,207,000
Holdings11
Managers
Guy Spier
Quarters
2019-06-30
$193,207
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