Aquamarine Capital Management, LLC Q2 2022 holdings

$170 Million is the total value of Aquamarine Capital Management, LLC's 12 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 7.7% .

 Value Shares↓ Weighting
BRKB  BERKSHIRE HATHAWAY INC DELcl b new$38,387
-22.6%
140,6000.0%22.55%
+0.3%
AXP  AMERICAN EXPRESS CO$29,110
-25.9%
210,0000.0%17.10%
-3.9%
BAC  BK OF AMERICA CORP$23,903
-24.5%
767,8450.0%14.04%
-2.1%
MA  MASTERCARD INCORPORATEDcl a$20,743
-11.7%
65,7500.0%12.18%
+14.4%
RACE  FERRARI N V$14,694
-16.5%
80,0000.0%8.63%
+8.3%
BRKA  BERKSHIRE HATHAWAY INC DELcl a$12,269
-22.7%
300.0%7.21%
+0.2%
MU  MICRON TECHNOLOGY INC$11,056
-29.0%
200,0000.0%6.50%
-8.0%
MCO  MOODYS CORP$7,343
-19.4%
27,0000.0%4.31%
+4.5%
BABA  ALIBABA GROUP HLDG LTDsponsored ads$5,400
+4.5%
47,5000.0%3.17%
+35.4%
DJCO  DAILY JOURNAL CORP$2,976
-17.1%
11,5000.0%1.75%
+7.5%
SRG  SERITAGE GROWTH PPTYScl a$2,605
-58.8%
500,0000.0%1.53%
-46.7%
GOOGL  ALPHABET INCcap stk cl a$1,743
-21.7%
8000.0%1.02%
+1.6%
TWTR ExitTWITTER INC$0-30,000
-100.0%
-0.53%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Orly Hindi — Chief Compliance Officer

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EDGAR filings