$263 Thousand is the total value of Aquamarine Zurich AG's 14 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $57,196 | -3.3% | 140,600 | 0.0% | 21.78% | -3.5% | |
| AXP | AMERICAN EXPRESS CO | $48,626 | +1.7% | 210,000 | 0.0% | 18.52% | +1.5% | |
| BAC | BANK AMERICA CORP | $30,537 | +4.9% | 767,845 | 0.0% | 11.63% | +4.6% | |
| MA | MASTERCARD INCORPORATEDcl a | $29,006 | -8.4% | 65,750 | 0.0% | 11.05% | -8.6% | |
| MU | MICRON TECHNOLOGY INC | $26,306 | +11.6% | 200,000 | 0.0% | 10.02% | +11.3% | |
| RACE | FERRARI N V | $24,471 | -6.4% | 60,000 | 0.0% | 9.32% | -6.7% | |
| BRKA | BERKSHIRE HATHAWAY INC DELcl a | $18,367 | -3.5% | 30 | 0.0% | 7.00% | -3.7% | |
| MCO | MOODYS CORP | $11,365 | +7.1% | 27,000 | 0.0% | 4.33% | +6.9% | |
| DJCO | DAILY JOURNAL CORP | $4,537 | +9.1% | 11,500 | 0.0% | 1.73% | +8.8% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $3,420 | -0.5% | 47,500 | 0.0% | 1.30% | -0.7% | |
| GOOGL | ALPHABET INCcap stk cl a | $2,914 | +20.7% | 16,000 | 0.0% | 1.11% | +20.4% | |
| SRG | SERITAGE GROWTH PPTYScl a | $2,335 | -51.6% | 500,000 | 0.0% | 0.89% | -51.7% | |
| AMR | New | ALPHA METALLURGICAL RESOUR I | $2,244 | – | 8,000 | +100.0% | 0.86% | – |
| ARCH | New | ARCH RESOURCES INCcl a | $1,233 | – | 8,100 | +100.0% | 0.47% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 8 | Q2 2024 | 24.3% |
| AMERICAN EXPRESS CO | 8 | Q2 2024 | 18.5% |
| MASTERCARD INCORPORATED | 8 | Q2 2024 | 12.8% |
| BK OF AMERICA CORP | 8 | Q2 2024 | 14.1% |
| FERRARI N V | 8 | Q2 2024 | 12.5% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q2 2024 | 7.9% |
| MICRON TECHNOLOGY INC | 8 | Q2 2024 | 10.0% |
| MOODYS CORP | 8 | Q2 2024 | 4.6% |
| SERITAGE GROWTH PPTYS | 8 | Q2 2024 | 3.2% |
| ALIBABA GROUP HLDG LTD | 8 | Q2 2024 | 2.5% |
View Aquamarine Zurich AG's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-11 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-13 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-27 |
| 13F-HR | 2022-11-08 |
View Aquamarine Zurich AG's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.