Guy Spier - Aquamarine Capital Management,
Period:    Q2 2022
Portfolio date:    30 Jun 2022
No. of stocks:    12
Portfolio value:    $170,229,000
Holdings Activity Buys Sells    History
History Stock Activity Share change % change to portfolio
Q2 2022
TWTR - Twitter Inc Sell 100.00% 30,000 0.53
Q2 2021
WFC - Wells Fargo Sell 100.00% 151,741 3.10
Q4 2020
STLA - Stellantis N.V. Sell 100.00% 760,000 6.15
Q2 2020
STLA - Stellantis N.V. Reduce 57.78% 1,040,000 5.14
RACE - Ferrari NV Reduce 60.00% 120,000 12.78
Q1 2020
AXP - American Express Reduce 5.59% 12,430 0.71
STLA - Stellantis N.V. Reduce 10.00% 200,000 1.36
TOO - Teekay Offshore Partners L P Sell 100.00% 1,000,000 0.71
Q1 2019
GM.WS.B - General Mtrs Co Sell 100.00% 1,000,000 8.83
BAC.WS.A - Bank Amer Corp Sell 100.00% 320,000 2.31
TERP - Terraform Pwr Inc Sell 100.00% 231,183 1.46
Q4 2018
WFC.WS - Wells Fargo Co New Sell 100.00% 110,000 1.02
Q3 2018
AXP - American Express Reduce 18.35% 50,000 2.31
C - Citigroup Inc. Sell 100.00% 106,000 3.34
PKX - Posco Sell 100.00% 1,281 0.04
Q2 2018
PKX - Posco Reduce 93.60% 18,719 0.71
Q1 2018
PKX - Posco Reduce 55.56% 25,000 0.93
Q4 2017
PKX - Posco Reduce 35.71% 25,000 0.88
0E41 - Enlink Midstream LLC Sell 100.00% 719 0.01
Q2 2017
SRG - Seritage Growth Properties Reduce 75.63% 136,131 3.62
Q1 2016
ZINCQ - Horsehead Holding Corp Sell 100.00% 1,320,000 3.87
Q2 2015
CRESW - Cresud SA Comercial Sell 100.00% 271,944 0.01
Q1 2015
AXP - American Express Sell 100.00% 272,430 16.79
BRK.B - Berkshire Hathaway CL B Sell 100.00% 140,600 13.98
BAC - Bank of America Corp. Sell 100.00% 590,000 6.99
BRK.A - Berkshire Hathaway CL A Sell 100.00% 30 4.49
GS - Goldman Sachs Group Sell 100.00% 30,502 3.92
DIG1 - Directv Sell 100.00% 50,000 2.87
BAC.WS.A - Bank Of America Corp Sell 100.00% 320,000 1.48