Guy Spier - Aquamarine Capital 13F Activity & Position Changes (Q3 2019)
As of Sep 30, 2019, the Aquamarine Capital portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2019. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q3 2019, the filing reported:
New Buys - Micron Technology, Inc.
Increases - Seritage Growth Properties
Reductions - None reported
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.