High-Conviction Holdings

High-conviction holdings Q4 2019.

StockAvg. Weighting
Bank of America Corp
  • Daily Journal Corp.
  • Aquamarine Capital Management
29.31%
WELLS FARGO CO NEW
  • Daily Journal Corp.
  • Aquamarine Capital Management
26.29%
FERRARI N V
  • Aquamarine Capital Management
15.27%
BERKSHIRE HATHAWAY INC DEL
  • Aquamarine Capital Management
14.66%
FIAT CHRYSLER AUTOMOBILES N
  • Aquamarine Capital Management
13.62%
AMERICAN EXPRESS CO
  • Aquamarine Capital Management
12.74%
MASTERCARD INC
  • Aquamarine Capital Management
9.04%