Guy Spier Portfolio 2023
Guy Spier
Aquamarine Capital Holdings Strategy: Value InvestorGuy Spier is a Zurich-based investor who has made his name in the world of finance. He was featured on an international level when he met Warren Buffett back in 2008 for a charity lunch. He founded the Aquamarine Fund. He is the author of the book "The Education of a Value Investor". Guy Spier, a renowned investor known for his value investing approach, has strategic holdings in remarkable companies that dominate his investment portfolio. Leading his investments is Berkshire Hathaway Inc. - Ordinary Shares - Class B, making up 22.2% of his portfolio, showcasing his affinity towards Warren Buffett's investment conglomerate. Following closely, American Express Co. represents 17.9% of his investments, underlining Spier's confidence in the financial services sector. Notably, Ferrari N.V., occupying 13.2%, highlights an interesting tilt towards luxury and high-performance automotive sectors. Further diversification is seen with Mastercard Incorporated - Ordinary Shares - Class A at 12.2%, emphasizing the growing significance of digital payments and fintech innovation. Lastly, Bank Of America Corp., holding 10.2% of the portfolio, reinforces his belief in traditional banking institutions' resilience and growth potential. These top five stocks not only define Guy Spier's investment philosophy but also serve as a guide for potential investors looking to understand market approaches through his lens.
Track Guy Spier, It's Free!Performance
1 Year
+30.31%
3 Years
+29.78%
5 Years
+76.04%
10 years
+95.95%
Sectors
Loading...
Largest Holdings
Loading...
Track Guy Spier
Don't miss a trade. Get notified when Guy Spier makes his next trade, It's Free!
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Trades
Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)- Sector: Offices of Other Holding Companies
- % of Portfolio: 21.9%
- (Buy) $153.96 ― +161.4% →$402.39 (Now)
American Express Co. (AXP)- Sector: Other Activities Related to Credit Intermediation
- % of Portfolio: 18.1%
- (Buy) $69.23 ― +222.7% →$223.42 (Now)
Ferrari N.V. (RACE)- Sector: Automobile Manufacturing
- % of Portfolio: 13.0%
- (Buy) $39.13 ― +977.8% →$421.75 (Now)
Mastercard Incorporated - Ordinary Shares - Class A (MA)- Sector: Data Processing, Hosting, and Related Services
- % of Portfolio: 11.9%
- (Buy) $81.70 ― +472.3% →$467.54 (Now)
Bank Of America Corp. (BAC)- Sector: Commercial Banking
- % of Portfolio: 10.6%
- (Buy) $21.34 ― +66.9% →$35.63 (Now)
Micron Technology Inc. (MU)- Sector: Semiconductor and Related Device Manufacturing
- % of Portfolio: 7.7%
- (Buy) $51.25 ― +93.1% →$98.98 (Now)
Berkshire Hathaway Inc. - Ordinary Shares - Class A (BRK.A)- Sector: Offices of Other Holding Companies
- % of Portfolio: 7.0%
- (Buy) $230,816.07 ― +162.4% →$605,560.01 (Now)
Moody`s Corp. (MCO)- Sector: Credit Bureaus
- % of Portfolio: 4.1%
- (Buy) $102.03 ― +283.8% →$391.58 (Now)
Seritage Growth Properties - Ordinary Shares - Class A (SRG)- Sector: Lessors of Other Real Estate Property
- % of Portfolio: 1.8%
- (Buy) $38.76 ― -75.8% →$9.37 (Now)
Daily Journal Corporation (DJCO)- Sector: Newspaper Publishers
- % of Portfolio: 1.7%
- (Buy) $321.10 ― +21.5% →$390.00 (Now)
Alibaba Group Holding Ltd - ADR (BABA)- Sector: Software Publishers
- % of Portfolio: 1.3%
- (Buy) $222.18 ― -67.4% →$72.54 (Now)
Alphabet Inc - Ordinary Shares - Class A (GOOGL)- Sector: All Other Telecommunications
- % of Portfolio: 0.8%
- (Buy) $67.42 ― +99.3% →$134.38 (Now)
Wells Fargo & Co. (WFC)- Sector: Commercial Banking
- % of Portfolio: Sold
- (Buy) $52.53 ― +8.5% →$57.00 (Now)
Goldman Sachs Group, Inc. (GS)- Sector: Investment Banking and Securities Dealing
- % of Portfolio: Sold
- (Buy) $187.93 ― +106.7% →$388.43 (Now)
POSCO Holdings Inc - ADR (PKX)- Sector: Iron and Steel Mills and Ferroalloy Manufacturing
- % of Portfolio: Sold
- (Buy) $69.07 ― +22.4% →$84.57 (Now)
Twitter Inc (TWTR)- Sector: Software Publishers
- % of Portfolio: Sold
- (Buy) $30.15 ― +78.1% →$53.70 (Now)
Stellantis N.V (FCAU)- Sector: Automobile Manufacturing
- % of Portfolio: Sold
- (Buy) $11.32 ― +50.6% →$17.05 (Now)
Citigroup Inc (C)- Sector: Commercial Banking
- % of Portfolio: Sold
- (Buy) $53.11 ― +8.7% →$57.72 (Now)
Enlink Midstream LLC - Unit (ENLC)- Sector: Pipeline Transportation of Natural Gas
- % of Portfolio: Sold
- (Buy) $10.50 ― +20.3% →$12.63 (Now)
| Stock |
% of portfolio |
Average Buy Price |
Current Price |
Position | ||
|---|---|---|---|---|---|---|
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Loading...
|
Options
Can't find any put or calls that Guy Spier has in Aquamarine Capital
Track Guy Spier
Don't miss a trade. Get notified when Guy Spier makes his next trade, It's Free!
Metrics
Performance
1 Year
+30.31%
3 Years
+29.78%
5 Years
+76.04%
10 years
+95.95%
Averaged Ratio's of Portfolio Stocks
- Market Cap: $408 Billion
- Dividend Yield 0.67 %
- Beta 0.9409
- P/E Ratio 30.99
- Negative P/E Ratio -11.23
- Profit Margin 13.87%
- PEG 226.37
- Price to Sales Ratio 6.97
- Price to Book Ratio 15.74
- Enterprise Value to EBIT: 27.97
- Enterprise Value to Revenue 8.15
- Total Debt to Enterprise Value 0.19
- Debt to Equity 1.1712
- Quarterly Earnings Growth (YoY) -
- Return on Equity 36.78%
- Return on Assets 7.80%
- Return on Invested Capital 15.30%
Track Guy Spier
Don't miss a trade. Get notified when Guy Spier makes his next trade, It's Free!
About Guy Spier
Guy Spier is a Zurich-based investor who has made his name in the world of finance. He was featured on an international level when he met Warren Buffett back in 2008 for a charity lunch. He founded the Aquamarine Fund. He is the author of the book "The Education of a Value Investor". Guy Spier, a renowned investor known for his value investing approach, has strategic holdings in remarkable companies that dominate his investment portfolio. Leading his investments is Berkshire Hathaway Inc. - Ordinary Shares - Class B, making up 22.2% of his portfolio, showcasing his affinity towards Warren Buffett's investment conglomerate. Following closely, American Express Co. represents 17.9% of his investments, underlining Spier's confidence in the financial services sector. Notably, Ferrari N.V., occupying 13.2%, highlights an interesting tilt towards luxury and high-performance automotive sectors. Further diversification is seen with Mastercard Incorporated - Ordinary Shares - Class A at 12.2%, emphasizing the growing significance of digital payments and fintech innovation. Lastly, Bank Of America Corp., holding 10.2% of the portfolio, reinforces his belief in traditional banking institutions' resilience and growth potential. These top five stocks not only define Guy Spier's investment philosophy but also serve as a guide for potential investors looking to understand market approaches through his lens.
Dividend Kings 2024 The Most Elite Group of Dividend-Paying Stocks
See the list of stocks that have raised their payouts for 50 straight years
See the list
Track Guy Spier
Don't miss a trade. Get notified when Guy Spier makes his next trade, It's Free!