$221 Million is the total value of Aquamarine Capital Management, LLC's 13 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $49,619 | +18.0% | 140,600 | 0.0% | 22.49% | +16.4% | |
| AXP | AMERICAN EXPRESS CO | $39,270 | +14.3% | 210,000 | 0.0% | 17.80% | +12.7% | |
| BAC | BK OF AMERICA CORP | $31,651 | -7.3% | 767,845 | 0.0% | 14.34% | -8.6% | |
| MA | MASTERCARD INCcl a | $23,498 | -0.5% | 65,750 | 0.0% | 10.65% | -1.9% | |
| RACE | FERRARI N V | $17,592 | -15.0% | 80,000 | 0.0% | 7.97% | -16.2% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $15,868 | +17.4% | 30 | 0.0% | 7.19% | +15.7% | |
| MU | MICRON TECHNOLOGY INC | $15,578 | -16.4% | 200,000 | 0.0% | 7.06% | -17.6% | |
| MCO | MOODYS CORP | $9,110 | -13.6% | 27,000 | 0.0% | 4.13% | -14.8% | |
| SRG | SERITAGE GROWTH PPTYScl a | $6,330 | -4.6% | 500,000 | 0.0% | 2.87% | -5.9% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $5,168 | -8.4% | 47,500 | 0.0% | 2.34% | -9.7% | |
| DJCO | DAILY JOURNAL CORP | $3,588 | -12.5% | 11,500 | 0.0% | 1.63% | -13.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $2,225 | -4.0% | 800 | 0.0% | 1.01% | -5.4% | |
| TWTR | TWITTER INC | $1,161 | -10.5% | 30,000 | 0.0% | 0.53% | -11.7% |
Source
Signed by
- David Jud — COO/CFO
- 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
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