🪞 Guy Spier · Aquamarine
Buffett-style value.
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🔮 Predicted next buys: quarter ending 2026-06-30
Pure model output for Guy Spier · Aquamarine’s next 13F filing, no public confirmation yet. Probabilities are the model’s raw scores.
| # | Ticker | Company | Model probability |
|---|---|---|---|
| 1 | CDK | Cdk Global Inc | 100% |
| 2 | KSS | Kohls Corp | 100% |
| 3 | T | Telus Corp | 73% |
| 4 | UTXZ | United Tech Corp | 72% |
| 5 | CARS | Cars.Com Inc | 72% |
| 6 | TLRDQ | Tailored Brands Inc | 72% |
| 7 | ALGT | Allegiant Travel Co | 72% |
| 8 | LMEUR | Legg Mason Inc | 72% |
| 9 | FBP | First Bancorp Puerto Rico | 72% |
| 10 | CYEUR | Cypress Semiconductor Corp | 60% |
📜 Top disclosed holdings: Mar 2026
| Ticker | Company | Weight | Last change |
|---|---|---|---|
| BRK/B | Berkshire Hathaway Inc Del | 34.57% | ✊ Held |
| BRK/A | Berkshire Hathaway Inc Del | 15.92% | ✊ Held |
| MA | Mastercard Incorporated | 14.77% | ✊ Held |
| AXP | American Express Co | 14.53% | ✊ Held |
| DUT | Moodys Corp | 8.71% | ✊ Held |
| - | Ferrari N V | 7.40% | ✊ Held |
| - | Daily Journal Corp | 4.10% | ✊ Held |
Source: SEC Form 13F (public domain), long U.S. equity positions only, disclosed up to 45 days after quarter-end. Top 15 of 7 shown.
💲 Where they bought: accumulation cost
13F shows holdings, not trade prices. Implied average cost is total value ÷ shares; the zone is the price range that quarter, where they accumulated. “vs cost” is today versus that average. This is where they bought, not a future price.
| Ticker | Avg cost | Accumulation zone | Today | vs cost |
|---|---|---|---|---|
| BRK-B | $479.20 | $468–$508 | $490.91 | +2.4% |
| BRK-A | $718133.33 | $703700–$762570 | $745140.00 | +3.8% |
| MA | $499.65 | $483–$578 | $551.54 | +10.4% |
| AXP | $302.48 | $291–$381 | $355.35 | +17.5% |
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