Investor: Guy Spier
Number of Assets: 7
Reporting Period: Q1 - 2026
Holdings at Report: $135,303
Return Since Report: +$135,378,268
Return Since Report: +100055.63%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| American Express Company (AXP) | Equity | 0% | 65,000 | 14.53% | $0.30 | $313.48 | $19,661 | $20,376,200 | +$20,356,539 | +103537.66% |
| Berkshire Hathaway Inc. (BRK-A) | Equity | 0% | 30 | 15.92% | $718.13 | $724,051.19 | $21,544 | $21,721,536 | +$21,699,992 | +100724.06% |
| Mastercard Inc. (MA) | Equity | 0% | 40,000 | 14.77% | $0.50 | $494.20 | $19,986 | $19,768,000 | +$19,748,014 | +98809.24% |
| Ferrari N.V. (RACE) | Equity | 0% | 30,000 | 7.40% | $0.33 | $321.20 | $10,016 | $9,636,000 | +$9,625,984 | +96106.07% |
| Berkshire Hathaway Inc. (BRK-B) | Equity | 0% | 97,600 | 34.57% | $0.48 | $482.70 | $46,770 | $47,111,520 | +$47,064,750 | +100630.21% |
| Daily Journal Corp. (DJCO) | Equity | 0% | 11,500 | 4.10% | $0.48 | $462.61 | $5,547 | $5,320,015 | +$5,314,468 | +95807.97% |
| Moody's Corp. (MCO) | Equity | 0% | 27,000 | 8.71% | $0.44 | $428.90 | $11,779 | $11,580,300 | +$11,568,521 | +98213.10% |