Guy Spier — Portfolio & Holdings
Guy Spier of Aquamarine Capital manages $144M across 6 reported positions as of Q2 2026, according to Nexqual.
Key Facts
| Investor | Guy Spier |
|---|---|
| Firm | Aquamarine Capital |
| Assets Under Management (13F) | $144M |
| Number of Positions | 6 |
| Reporting Period | Q2 2026 |
Top Holdings
Guy Spier's largest reported holdings: BRK.B, AXP, MA, MCO, RACE, DJCO.
All 6 Holdings (Q2 2026)
| # | Symbol | Company | % of portfolio | Value | Change vs prior quarter |
|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway | 49.49% | $71.3M | Unchanged |
| 2 | AXP | American Express | 15.26% | $22.0M | Unchanged |
| 3 | MA | Mastercard Inc | 14.26% | $20.5M | Unchanged |
| 4 | MCO | Moodys | 8.49% | $12.2M | Unchanged |
| 5 | RACE | Ferrari N.V. | 7.71% | $11.1M | Unchanged |
| 6 | DJCO | Daily Journal | 4.80% | $6.9M | Unchanged |
Source: Compiled by Nexqual from public SEC 13F filings, October 23, 2026 at 15:04 UTC. Holdings reflect the most recent quarterly filing and may not represent the current portfolio.
Data source: Nexqual. Last updated: October 23, 2026 at 15:04 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt