Aquamarine Zurich AG Portfolio - Sep 30, 2025

Published:
Last Updated:

Aquamarine Zurich AG, , has built a diversified portfolio of 14 publicly traded holdings with a total market value of $317.4K as of Sep 30, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a concentrated approach to stock selection, with the top holding representing 22.3% of the total portfolio value. The top 5 holdings account for 77.6% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

14
Total Holdings
$317.4K
Portfolio Value
Sep 30, 2025
Latest Filing
22.3%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in BERKSHIRE HATHAWAY INC DEL (BRK-B) represents 22.3% of the total portfolio, valued at $70.7K.

Rank Symbol Company Value Portfolio % Change
1 BRK-B BERKSHIRE HATHAWAY INC DEL $70.7K 22.3% -
2 AXP AMERICAN EXPRESS CO $69.8K 22.0% -
3 BAC BANK AMERICA CORP $39.6K 12.5% -
4 MA MASTERCARD INCORPORATED $37.4K 11.8% -
5 RACE FERRARI N V $29.0K 9.1% -

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 20 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
MU Micron Technology, Inc. -120,000 Sep 30, 2025 SELL
CEIX Core Natural Resources +2,640 Sep 30, 2025 BUY
ARCH Arch Resources, Inc. -8,100 Mar 31, 2025 SELL
CEIX Core Natural Resources +8,100 Mar 31, 2025 BUY
ARCH Arch Resources, Inc. +8,100 Jun 30, 2024 BUY
AMR Alpha Metallurgical Resources, +8,000 Jun 30, 2024 BUY
RACE Ferrari -20,000 Mar 31, 2024 SELL
GOOGL Alphabet Inc. +15,200 Dec 31, 2022 BUY
BAC Bank of America Corporation +767,845 Sep 30, 2022 BUY
SRG Seritage Growth Properties +500,000 Sep 30, 2022 BUY

Investment Strategy Insights

Aquamarine Zurich AG's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a high-conviction investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in BERKSHIRE HATHAWAY INC DEL (BRK-B) demonstrates strong conviction in this particular investment opportunity. indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 20 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Complete Holdings

View all 14 holdings with detailed analysis

Trading Activity

Track all portfolio transactions and position changes

Performance Metrics

Analyze profit, winning trades, and investment returns

Sector Allocation

Analyze portfolio breakdown by sector and industry

Aquamarine Zurich AG's portfolio as of Sep 30, 2025 reflects a strategic approach to equity investing with 14 holdings valued at $317.4K. The concentrated position in BERKSHIRE HATHAWAY INC DEL and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

Other Investor Portfolios