Aquamarine Capital Management Q4 2019

Aquamarine Capital Management holdings Q4 2019
Name ValueChangeSharesChangeWeightingChange
FERRARI N V$33,171
7.51%
200,0000.00%15.27%
-2.05%
BERKSHIRE HATHAWAY INC DELcl b new$31,846
8.88%
140,6000.00%14.66%
-0.80%
FIAT CHRYSLER AUTOMOBILES N$29,591
14.34%
2,000,0000.00%13.62%
4.18%
AMERICAN EXPRESS CO$27,690
5.25%
222,4300.00%12.74%
-4.11%
BANK AMER CORP$27,043
20.74%
767,8450.00%12.45%
10.01%
MASTERCARD INCcl a$19,632
9.95%
65,7500.00%9.04%
0.17%
SERITAGE GROWTH PPTYScl a$16,032
-5.67%
400,0000.00%7.38%
-14.06%
BERKSHIRE HATHAWAY INC DELcl a$10,188
8.90%
300.00%4.69%
-0.78%
WELLS FARGO CO NEW$8,164
6.66%
151,7410.00%3.76%
-2.82%
MICRON TECHNOLOGY INC$6,454
25.52%
120,0000.00%2.97%
14.36%
MOODYS CORP$5,935
15.90%
25,0000.00%2.73%
5.59%
TEEKAY OFFSHORE PARTNERS L Ppartnership un$1,540
32.76%
1,000,0000.00%0.71%
20.96%
Portfolio Information
QuarterQ4 2019
Total value$217,286,000
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