Aquamarine Capital Management Q3 2019

Aquamarine Capital Management holdings Q3 2019
Name ValueChangeSharesChangeWeightingChange
FERRARI N V$30,855
-4.97%
200,0000.00%15.59%
-7.25%
BERKSHIRE HATHAWAY INC DELcl b new$29,248
-2.42%
140,6000.00%14.77%
-4.76%
AMERICAN EXPRESS CO$26,309
-4.18%
222,4300.00%13.29%
-6.49%
FIAT CHRYSLER AUTOMOBILES N$25,879
-7.20%
2,000,0000.00%13.07%
-9.44%
BANK AMER CORP$22,398
0.58%
767,8450.00%11.31%
-1.84%
MASTERCARD INCcl a$17,856
2.66%
65,7500.00%9.02%
0.19%
SERITAGE GROWTH PPTYScl a$16,996
31.87%
400,000
33.33%
8.59%
28.70%
BERKSHIRE HATHAWAY INC DELcl a$9,355
-2.05%
300.00%4.73%
-4.41%
WELLS FARGO CO NEW$7,654
6.60%
151,7410.00%3.87%
4.04%
MICRON TECHNOLOGY INCNew $5,142120,0002.60%
MOODYS CORP$5,121
4.87%
25,0000.00%2.59%
2.35%
TEEKAY OFFSHORE PARTNERS L Ppartnership un$1,160
-7.94%
1,000,0000.00%0.59%
-10.15%
Portfolio Information
QuarterQ3 2019
Total value$197,973,000
Holdings12
Managers
Guy Spier
Quarters
2019-12-31
$217,286
2019-09-30
$197,973
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