Guy Spier's top holdings (April 2025) include Berkshire Hathaway Inc. (BRK.B), a multinational conglomerate holding company.

Guy Spier is an investment manager and author known for his value investing approach. He manages the Aquamarine Fund, focusing on long-term investments in a concentrated portfolio of companies. Spier is particularly interested in companies with strong fundamentals and ethical management.

Berkshire Hathaway Inc. (BRK.B)

Berkshire Hathaway is a diverse holding company with subsidiaries engaged in various business activities, including insurance, freight rail transportation, energy, and manufacturing. The company is known for its long-term investment strategy and decentralized management approach. Analyst estimates suggest a price target of $575.00 for Berkshire Hathaway, and the discounted cash flow is estimated at $455.49. Currently, Guy Spier's position is valued at $57.05M.

Here's an overview of Guy Spier's trades in Berkshire Hathaway Inc.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

American Express Co. (AXP)

American Express is a global financial services company known primarily for its charge and credit card products. The company also provides travel-related services to consumers and businesses worldwide. American Express has a market capitalization of $186.13B, and the current value of Guy Spier's holding is $56.8M. The analyst price target for American Express is $325.0, with a discounted cash flow value of $342.95.

Here's an overview of Guy Spier's trades in American Express Co.:

Mastercard Incorporated (MA)

Mastercard is a leading global payments technology company that connects consumers, financial institutions, merchants, and governments worldwide. Its primary business is processing payments between merchants' banks and card-issuing banks to facilitate electronic transactions. The company has a market cap that stands at $489.19B, while the current value of Guy Spier's holding is $36.06M. Furthermore, analysts have set a price target of $645.67 for Mastercard, and its discounted cash flow value is $362.9.

Here's an overview of Guy Spier's trades in Mastercard Incorporated:

Ferrari N.V. (RACE)

Ferrari is an Italian luxury sports car manufacturer and Formula One racing team. The company designs, engineers, and produces some of the world's most prestigious and recognizable automobiles. Ferrari's market capitalization is $76.94B, and this holding in Guy Spier's portfolio is currently worth $34.45M. The company's discounted cash flow analysis suggests a value of $189.69 per share.

Here's an overview of Guy Spier's trades in Ferrari N.V.:

Bank Of America Corp. (BAC)

Bank of America is one of the world's leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investment, asset management, and other financial and risk management products and services. Bank Of America Corp. has a market capitalization of $313.69B. Guy Spier's position is currently valued at $31.86M. Analysts have set a price target of $52.67 for Bank of America Corp.

Here's an overview of Guy Spier's trades in Bank Of America Corp.: