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Data sourced from SEC EDGAR 13F filings

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Guy Spier – Aquamarine Capital

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
7
Portfolio value:
$144,091,000
Filed:
Jul 10, 2026
Style:
Value Investing
HistStockActivityShare change% change to portfolio
Q1 2025filed Jul 18, 251 new1 exited
≡CNR – CORE NATURAL RESOURCES INCBuy10,7400.28
Q2 2024filed Jul 11, 242 new
≡AMR – ALPHA METALLURGICAL RESOUR IBuy8,0000.85
≡ARCH RESOURCES INCBuy8,1000.47