Guy Spier – Aquamarine Capital Portfolio Balances & Equity Value (Jun 30, 2022)

As of Jun 30, 2022, the Aquamarine Capital portfolio balances reported a total equity value of $170,229 across 12 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 02, 2022, providing an updated snapshot of assets under management.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 22.6% of total equity value, followed by AMERICAN EXPRESS CO (AXP), BK OF AMERICA CORP (BAC), MASTERCARD INCORPORATED (MA), and others. Collectively, the top five holdings represent 74.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.