Aquamarine Capital Management Q1 2020

Aquamarine Capital Management holdings Q1 2020
Name ValueChangeSharesChangeWeightingChange
FERRARI N V$31,229
-5.85%
200,0000.00%21.30%
39.50%
BERKSHIRE HATHAWAY INC DELcl b new$25,706
-19.28%
140,6000.00%17.53%
19.61%
AMERICAN EXPRESS CO$17,978
-35.07%
210,000
-5.59%
12.26%
-3.79%
BK OF AMERICA CORP$16,301
-39.72%
767,8450.00%11.12%
-10.68%
MASTERCARD INCcl a$15,883
-19.10%
65,7500.00%10.83%
19.88%
FIAT CHRYSLER AUTOMOBILES N$13,049
-55.90%
1,800,000
-10.00%
8.90%
-34.66%
BERKSHIRE HATHAWAY INC DELcl a$8,160
-19.91%
300.00%5.56%
18.68%
MOODYS CORP$5,288
-10.90%
25,0000.00%3.61%
32.02%
MICRON TECHNOLOGY INC$5,047
-21.80%
120,0000.00%3.44%
15.87%
WELLS FARGO CO NEW$4,355
-46.66%
151,7410.00%2.97%
-20.96%
SERITAGE GROWTH PPTYScl a$3,644
-77.27%
400,0000.00%2.48%
-66.32%
TEEKAY OFFSHORE PARTNERS L Ppartnership unSold $0-1,000,000-0.71%
Portfolio Information
QuarterQ1 2020
Total value$146,640,000
Holdings11
Managers
Guy Spier
Quarters
2020-03-31
$146,640
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