$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% | 140,600 | 0.0% | 22.55% | +0.3% | |
| AXP | AMERICAN EXPRESS CO | $29,110 | -25.9% | 210,000 | 0.0% | 17.10% | -3.9% | |
| BAC | BK OF AMERICA CORP | $23,903 | -24.5% | 767,845 | 0.0% | 14.04% | -2.1% | |
| MA | MASTERCARD INCORPORATEDcl a | $20,743 | -11.7% | 65,750 | 0.0% | 12.18% | +14.4% | |
| RACE | FERRARI N V | $14,694 | -16.5% | 80,000 | 0.0% | 8.63% | +8.3% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $12,269 | -22.7% | 30 | 0.0% | 7.21% | +0.2% | |
| MU | MICRON TECHNOLOGY INC | $11,056 | -29.0% | 200,000 | 0.0% | 6.50% | -8.0% | |
| MCO | MOODYS CORP | $7,343 | -19.4% | 27,000 | 0.0% | 4.31% | +4.5% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $5,400 | +4.5% | 47,500 | 0.0% | 3.17% | +35.4% | |
| DJCO | DAILY JOURNAL CORP | $2,976 | -17.1% | 11,500 | 0.0% | 1.75% | +7.5% | |
| SRG | SERITAGE GROWTH PPTYScl a | $2,605 | -58.8% | 500,000 | 0.0% | 1.53% | -46.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $1,743 | -21.7% | 800 | 0.0% | 1.02% | +1.6% | |
| TWTR | Exit | TWITTER 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
- Aquamarine Capital Management, LLC holdings (13F-HR)
- Aquamarine Capital Management, LLC significant holdings (13D/G)
- Aquamarine Capital Management, LLC ownership history
- Aquamarine Capital Management, LLC portfolio value
- Aquamarine Capital Management, LLC filings
- Similar filers BETA
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