Guy Spier - Aquamarine Capital

History Stock Activity Share change % change to portfolio
Q2  2021
BABA - Alibaba Group Holdings Buy 47,500 5.05
DJCO - Daily Journal Corp. Buy 11,500 1.83
Q4  2020
MU - Micron Technology Inc. Add 66.67% 80,000 3.51
Q2  2020
SRG - Seritage Growth Properties Add 25.00% 100,000 0.83
MCO - Moody's Corp. Add 8.00% 2,000 0.40
GOOGL - Alphabet Inc. Buy 16,000 0.83
TWTR-OLD - Twitter Inc. Buy 30,000 0.65
Q3  2019
SRG - Seritage Growth Properties Add 33.33% 100,000 2.15
MU - Micron Technology Inc. Buy 120,000 2.60
Q1  2019
BAC - Bank of America Corp. Add 30.14% 177,845 2.71
SRG - Seritage Growth Properties Add 13.69% 36,131 0.89
Q4  2018
WFC - Wells Fargo Add 31.95% 36,741 0.95
SRG - Seritage Growth Properties Add 23.38% 50,000 0.91
Q3  2018
SRG - Seritage Growth Properties Add 221.09% 147,262 3.37
Q2  2018
SRG - Seritage Growth Properties Add 51.83% 22,738 0.45
Q4  2017
TERP - TerraForm Power Inc. Add 10.38% 21,748 0.12
TOO - Teekay Offshore Partners LP Buy 1,000,000 1.13
Q2  2017
TERP - TerraForm Power Inc. Buy 209,435 1.53
Q3  2016
SRG - Seritage Growth Properties Add 80.00% 80,000 3.23
Q2  2016
SRG - Seritage Growth Properties Add 33.33% 25,000 1.13
Q1  2016
RACE - Ferrari NV Buy 200,000 7.05
SRG - Seritage Growth Properties Buy 75,000 3.18
MCO - Moody's Corp. Buy 25,000 2.05
ENLC - EnLink Midstream LLC Buy 719 0.01
Q1  2015
ZINC - Horsehead Holding Corp. Add 8.20% 100,000 0.99