Guy Spier - Aquamarine Capital
| History | Stock | Activity ▼ | Share change | % change to portfolio |
| Q1 2024 | ≡ | RACE - Ferrari NV | Reduce 25.00% | 20,000 | 3.33 |
| Q2 2022 | ≡ | TWTR-OLD - Twitter Inc. | Sell 100.00% | 30,000 | 0.53 |
| Q2 2021 | ≡ | WFC - Wells Fargo | Sell 100.00% | 151,741 | 3.10 |
| Q4 2020 | ≡ | STLA - Stellantis N.V. | Sell 100.00% | 760,000 | 6.15 |
| Q2 2020 | ≡ | STLA - Stellantis N.V. | Reduce 57.78% | 1,040,000 | 7.61 | ≡ | RACE - Ferrari NV | Reduce 60.00% | 120,000 | 14.91 |
| Q1 2020 | ≡ | AXP - American Express | Reduce 5.59% | 12,430 | 0.73 | ≡ | STLA - Stellantis N.V. | Reduce 10.00% | 200,000 | 0.99 | ≡ | TOO - Teekay Offshore Partners LP | Sell 100.00% | 1,000,000 | 0.71 |
| Q1 2019 | ≡ | GM.WS.B - General Motors WTS B | Sell 100.00% | 1,000,000 | 8.83 | ≡ | BAC.WS.A - Bank of America WTS A | Sell 100.00% | 320,000 | 2.31 | ≡ | TERP - TerraForm Power Inc. | Sell 100.00% | 231,183 | 1.46 |
| Q4 2018 | ≡ | WFC.WS - Wells Fargo WTS | Sell 100.00% | 110,000 | 1.02 |
| Q3 2018 | ≡ | AXP - American Express | Reduce 18.35% | 50,000 | 2.56 | ≡ | C - Citigroup Inc. | Sell 100.00% | 106,000 | 3.34 | ≡ | PKX - POSCO | Sell 100.00% | 1,281 | 0.04 |
| Q2 2018 | ≡ | PKX - POSCO | Reduce 93.60% | 18,719 | 0.58 |
| Q1 2018 | ≡ | PKX - POSCO | Reduce 55.56% | 25,000 | 0.95 |
| Q4 2017 | ≡ | PKX - POSCO | Reduce 35.71% | 25,000 | 0.93 | ≡ | ENLC-OLD - EnLink Midstream LLC | Sell 100.00% | 719 | 0.01 |
| Q2 2017 | ≡ | SRG - Seritage Growth Properties | Reduce 75.63% | 136,131 | 3.48 |
| Q1 2016 | ≡ | ZINC - Horsehead Holding Corp. | Sell 100.00% | 1,320,000 | 2.16 |
| Q1 2015 | ≡ | GS - Goldman Sachs Group | Sell 100.00% | 30,502 | 4.26 | ≡ | DTV - DIRECTV Group Inc. | Sell 100.00% | 50,000 | 3.12 |