Last updated May 10, 2026
Guy Spier runs Aquamarine Capital Management, LLC. Buffett devotee who literally moved to Zurich to get away from Wall Street noise. Deeply reflective, concentrated, long-horizon — a practitioner as much as a philosopher of value investing. As of the Q2 2022 13F filing, the disclosed long-equity portfolio is valued at $170M across 11 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, AMERICAN EXPRESS CO, and BK OF AMERICA CORP (BERKSHIRE HATHAWAY INC DEL alone is 29.8% of the book).
Recently exited names: TWITTER INC.
Key takeaways
Last updated May 10, 2026
Guy Spier runs Aquamarine Capital Management, LLC. Buffett devotee who literally moved to Zurich to get away from Wall Street noise. Deeply reflective, concentrated, long-horizon — a practitioner as much as a philosopher of value investing. As of the Q2 2022 13F filing, the disclosed long-equity portfolio is valued at $170M across 11 positions. The largest holdings are BERKSHIRE HATHAWAY INC DEL, AMERICAN EXPRESS CO, and BK OF AMERICA CORP (BERKSHIRE HATHAWAY INC DEL alone is 29.8% of the book).
Recently exited names: TWITTER INC.
Key takeaways
