Guy Spier's top holdings (August 2025) include American Express Co. (AXP), a global financial services company providing charge and credit cards.

Guy Spier is the founder and Managing Partner of Aquamarine Capital, an investment firm based in New York. He is known for his value investing approach, drawing inspiration from the principles and teachings of legendary investors like Warren Buffett and Charlie Munger. Aquamarine Capital focuses on long-term investments in high-quality businesses.

American Express Co. (AXP)

American Express is a globally recognized financial services company, offering charge and credit cards, travel-related services, and expense management solutions. Its services cater to both consumers and businesses worldwide. The company has a market capitalization of $216.84B, with Guy Spier's position currently valued at $62.86M. Analysts have set a price target of $306.33 for American Express, and its discounted cash flow analysis suggests a value of $548.36 per share.
Here's an overview of Guy Spier's trades in American Express Co.:

Berkshire Hathaway Inc. - Ordinary Shares - Class B (BRK.B)

Berkshire Hathaway is a diversified conglomerate, operating and investing in a wide array of businesses ranging from insurance and manufacturing to retail and utilities. Led by Warren Buffett, it holds significant stakes in numerous publicly traded companies. This holding in Guy Spier's portfolio is currently worth $57.05M. The company's discounted cash flow analysis suggests a value of $455.49 per share.
Here's an overview of Guy Spier's trades in Berkshire Hathaway Inc. - Ordinary Shares - Class B: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

Mastercard Incorporated - Ordinary Shares - Class A (MA)

Mastercard is a leading global technology company in the payments industry, connecting consumers, financial institutions, merchants, governments, and businesses worldwide. It facilitates electronic payment transactions through its vast network. The current value of Guy Spier's position in Mastercard is $37.25M, and the company's market cap stands at $512.12B. Analysts project a price target of $634.67 for Mastercard, with a discounted cash flow value of $385.21 per share.
Here's an overview of Guy Spier's trades in Mastercard Incorporated - Ordinary Shares - Class A:

Bank Of America Corp. (BAC)

Bank of America is one of the largest financial institutions globally, providing a comprehensive range of banking, investing, asset management, and financial products and services. It serves individual consumers, small and middle-market businesses, and large corporations. The current value of Guy Spier's holding in Bank Of America Corp. is $36.3M. The company has a market capitalization of $364.92B, and analysts have set a price target of $50.0. Its discounted cash flow value is $6.38 per share.
Here's an overview of Guy Spier's trades in Bank Of America Corp.:

Ferrari N.V. (RACE)

Ferrari N.V. is a renowned Italian luxury sports car manufacturer, celebrated for its high-performance vehicles and participation in Formula 1 racing. The brand is synonymous with exclusivity, design, and automotive engineering excellence. Ferrari's market capitalization is $92.25B, and Guy Spier's position in the company is currently valued at $35.47M. Analysts project a price target of $560.0 for Ferrari, while its discounted cash flow analysis indicates a value of $178.79 per share.
Here's an overview of Guy Spier's trades in Ferrari N.V.: