Aquamarine Capital·CIK 1404599
12
Positions
$198.0M
Portfolio Value
31
Quarters tracked
Q2 2022
Latest filing
Portfolio Allocation — Q3 2019
Portfolio Value Over Time
14.77% |
| $29,248,000 |
| AXP | 13.29% | $26,309,000 |
| FCAU | 13.07% | $25,879,000 |
| BAC | 11.31% | $22,398,000 |
| MA | 9.02% | $17,856,000 |
| SRG | 8.59% | $16,996,000 |
| BRKA | 4.73% | $9,355,000 |
| WFC | 3.87% | $7,654,000 |
| MU | 2.60% | $5,142,000 |
| MCO | 2.59% | $5,121,000 |
| TOO | 0.59% | $1,160,000 |