Guy Spier - Aquamarine Capital
Holding/activity history for Ferrari NV (RACE)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2024 Q1 | 60,000 | 9.99 | Reduce 25.00% | 3.33 | $435.92 |
| 2023 Q4 | 80,000 | 11.78 | $336.91 | ||
| 2023 Q3 | 80,000 | 11.66 | $295.73 | ||
| 2023 Q2 | 80,000 | 12.46 | $326.73 | ||
| 2023 Q1 | 80,000 | 11.18 | $270.21 | ||
| 2022 Q4 | 80,000 | 9.22 | $214.31 | ||
| 2022 Q3 | 80,000 | 9.15 | $187.90 | ||
| 2022 Q2 | 80,000 | 8.63 | $183.68 | ||
| 2022 Q1 | 80,000 | 7.97 | $219.90 | ||
| 2021 Q4 | 80,000 | 9.51 | $258.66 | ||
| 2021 Q3 | 80,000 | 8.22 | $209.54 | ||
| 2021 Q2 | 80,000 | 7.74 | $206.33 | ||
| 2021 Q1 | 80,000 | 8.74 | $209.20 | ||
| 2020 Q4 | 80,000 | 10.76 | $230.48 | ||
| 2020 Q3 | 80,000 | 9.69 | $183.61 | ||
| 2020 Q2 | 80,000 | 9.94 | Reduce 60.00% | 14.91 | $170.59 |
| 2020 Q1 | 200,000 | 21.30 | $156.15 | ||
| 2019 Q4 | 200,000 | 15.27 | $165.86 | ||
| 2019 Q3 | 200,000 | 15.59 | $154.28 | ||
| 2019 Q2 | 200,000 | 16.80 | $162.34 | ||
| 2019 Q1 | 200,000 | 14.79 | $134.05 | ||
| 2018 Q4 | 200,000 | 11.20 | $99.53 | ||
| 2018 Q3 | 200,000 | 13.25 | $137.63 | ||
| 2018 Q2 | 200,000 | 12.81 | $136.11 | ||
| 2018 Q1 | 200,000 | 11.55 | $120.21 | ||
| 2017 Q4 | 200,000 | 10.06 | $104.99 | ||
| 2017 Q3 | 200,000 | 11.21 | $110.46 | ||
| 2017 Q2 | 200,000 | 10.48 | $85.87 | ||
| 2017 Q1 | 200,000 | 9.16 | $74.31 | ||
| 2016 Q4 | 200,000 | 7.80 | $58.18 | ||
| 2016 Q3 | 200,000 | 8.28 | $51.97 | ||
| 2016 Q2 | 200,000 | 7.34 | $40.70 | ||
| 2016 Q1 | 200,000 | 7.05 | Buy | 7.05 | $41.54 |