Aquamarine Capital·CIK 1404599
12
Positions
$217.3M
Portfolio Value
31
Quarters tracked
Q2 2022
Latest filing
Portfolio Allocation — Q4 2019
Portfolio Value Over Time
14.66% |
| $31,846,000 |
| FCAU | 13.62% | $29,591,000 |
| AXP | 12.74% | $27,690,000 |
| BAC | 12.45% | $27,043,000 |
| MA | 9.04% | $19,632,000 |
| SRG | 7.38% | $16,032,000 |
| BRKA | 4.69% | $10,188,000 |
| WFC | 3.76% | $8,164,000 |
| MU | 2.97% | $6,454,000 |
| MCO | 2.73% | $5,935,000 |
| TOO | 0.71% | $1,540,000 |