Portfolio (Quarterly)
Guide ↗
Aquamarine Zurich AG
· CIK 0001953324| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | — | BERKSHIRE HATHAWAY INC DEL | — | 97,600.0 | $49.1M | 33.25% | NEW | — | $502.65 | — |
| 2 | AXP | AMERICAN EXPRESS CO | Financial Services | 65,000.0 | $24.0M | 16.30% | NEW | — | $369.95 | -15.8% |
| 3 | MA | MASTERCARD INCORPORATED | Financial Services | 40,000.0 | $22.8M | 15.48% | NEW | — | $570.88 | -13.7% |
| 4 | — | BERKSHIRE HATHAWAY INC DEL | — | 30.0 | $22.6M | 15.35% | NEW | — | $754800.00 | — |
| 5 | MCO | MOODYS CORP | Financial Services | 27,000.0 | $13.8M | 9.35% | NEW | — | $510.85 | -15.6% |
| 6 | RACE | FERRARI N V | Consumer Cyclical | 30,000.0 | $9.6M | 6.48% | NEW | — | $318.70 | +0.7% |
| 7 | DJCO | DAILY JOURNAL CORP | Technology | 11,500.0 | $5.6M | 3.80% | NEW | — | $487.30 | -3.7% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
80.0%
Consumer Cyclical
12.6%
Technology
7.4%