Aquamarine Capital Management, LLC Buys Alphabet Inc, Seritage Growth Properties, Twitter Inc, Sells Ferrari NV, Fiat Chrysler Automobiles NV

Aug 18, 2020

New York, NY, based Investment company Aquamarine Capital Management, LLC (Current Portfolio) buys Alphabet Inc, Seritage Growth Properties, Twitter Inc, sells Ferrari NV, Fiat Chrysler Automobiles NV during the 3-months ended 2020Q2, according to the most recent filings of the investment company, Aquamarine Capital Management, LLC. As of 2020Q2, Aquamarine Capital Management, LLC owns 13 stocks with a total value of $137 million. These are the details of the buys and sells.

New Purchases: GOOGL, TWTR,
Added Positions: SRG, MCO,
Reduced Positions: RACE, FCAU,

For the details of Aquamarine Capital Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/aquamarine+capital+management%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Aquamarine Capital Management, LLC

Berkshire Hathaway Inc (BRK.B) - 140,600 shares, 18.28% of the total portfolio.
American Express Co (AXP) - 210,000 shares, 14.56% of the total portfolio.
Mastercard Inc (MA) - 65,750 shares, 14.16% of the total portfolio.
Bank of America Corp (BAC) - 767,845 shares, 13.28% of the total portfolio.
Ferrari NV (RACE) - 80,000 shares, 9.94% of the total portfolio. Shares reduced by 60%

New Purchase: Alphabet Inc (GOOGL)

Aquamarine Capital Management, LLC initiated holding in Alphabet Inc. The purchase prices were between $1092.7 and $1464.7, with an estimated average price of $1344.49. The stock is now traded at around $1555.78. The impact to a portfolio due to this purchase was 0.83%. The holding were 800 shares as of .

New Purchase: Twitter Inc (TWTR)

Aquamarine Capital Management, LLC initiated holding in Twitter Inc. The purchase prices were between $23.02 and $36.64, with an estimated average price of $30.07. The stock is now traded at around $38.01. The impact to a portfolio due to this purchase was 0.65%. The holding were 30,000 shares as of .

Added: Seritage Growth Properties (SRG)

Aquamarine Capital Management, LLC added to a holding in Seritage Growth Properties by 25.00%. The purchase prices were between $6.67 and $21.24, with an estimated average price of $10.04. The stock is now traded at around $12.40. The impact to a portfolio due to this purchase was 0.83%. The holding were 500,000 shares as of .

Here is the complete portfolio of Aquamarine Capital Management, LLC. Also check out:

1. Aquamarine Capital Management, LLC's Undervalued Stocks
2. Aquamarine Capital Management, LLC's Top Growth Companies, and
3. Aquamarine Capital Management, LLC's High Yield stocks
4. Stocks that Aquamarine Capital Management, LLC keeps buying

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