# Aquamarine Capital (Guy Spier): Q2 2026 13F holdings

Aquamarine Capital (Guy Spier): $144m in 6 US holdings at Q2 2026, with buys and sells.

In Q2 2026, Aquamarine Capital (Guy Spier) held 6 US-listed stocks worth $144m. It made no changes. Its largest holding is Berkshire Hathaway at 49%.

13F for the quarter ending 2026-06-30, filed 2026-07-10 ([filing](https://www.sec.gov/Archives/edgar/data/1953324/000195332426000003/0001953324-26-000003-index.htm)). $144m in US-listed holdings.

## 13F holdings

| Company | Value | Portfolio | Change | Q1 2026 |
| --- | --- | --- | --- | --- |
| Berkshire Hathaway (BRK.B) | $71.3m | 49.5% | Unchanged | 50.5% |
| American Express (AXP) | $22.0m | 15.3% | Unchanged | 14.5% |
| Mastercard (MA) | $20.5m | 14.3% | Unchanged | 14.8% |
| Moody's (MCO) | $12.2m | 8.5% | Unchanged | 8.7% |
| Ferrari (RACE) | $11.1m | 7.7% | Unchanged | 7.4% |
| Daily Journal (DJCO) | $6.9m | 4.8% | Unchanged | 4.1% |

Source: SEC filings, via moatshark (https://www.moatshark.com/m/aquamarine-capital-guy-spier). Values traded and returns are estimates. Not investment advice. Built 2026-10-23.