Guy Spier Portfolio Holdings by Sector

Aquamarine Capital Management, LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Insurance—Diversified \| Financial Services BRK-A 2 stocks	$50,656 30.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP MA 2 stocks	$49,853 29.81% of portfolio	-	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC 1 stocks	$23,903 14.29% of portfolio	-	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical RACE 1 stocks	$14,694 8.79% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology MU 1 stocks	$11,056 6.61% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services MCO 1 stocks	$7,343 4.39% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical BABA 1 stocks	$5,400 3.23% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SRG 1 stocks	$2,605 1.56% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL 1 stocks	$1,743 1.04% of portfolio	-	1	-	1	0 Calls 0 Puts

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