Guy Spier's top holdings (June 2025) include American Express Co. (AXP), a globally integrated payments 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.

American Express Co. (AXP)

American Express operates as a globally integrated payments company, providing customers with access to products, insights and experiences that enrich lives and build business success. Its primary products and services include charge and credit payment card products, and travel-related services. The company has a market capitalization of $206.01B, and the position is currently valued at $61.75M in Guy Spier's portfolio. Analysts have set a price target of $315.0 for American Express, while the company's discounted cash flow analysis suggests a value of $543.51 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 holding company owning subsidiaries engaged in various business activities. These activities include insurance, freight rail transportation, energy, services, manufacturing, retailing and others. This holding in Guy Spier's portfolio is currently worth $57.05M. Analysts have set a price target of $575.0 for Berkshire Hathaway, and 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.: [STOCKCIRCLE_EMBED_PLACEHOLDER_BRK.B]

Mastercard Incorporated - Ordinary Shares - Class A (MA)

Mastercard is a global technology company in the payments industry. It provides transaction processing and other payment-related products and services. Mastercard has a market capitalization of $527.78B, while the current value of Guy Spier's holding is $38.5M. Analysts have set a price target of $641.5 for Mastercard, and the company's discounted cash flow analysis suggests a value of $367.47 per share.

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

Ferrari N.V. (RACE)

Ferrari is an Italian luxury sports car manufacturer. The company designs, engineers, produces and sells luxury performance sports cars. The market cap of Ferrari is $85.32B, with Guy Spier's position currently valued at $38.3M. Analysts have set a price target of $510.0 for Ferrari, while the company's discounted cash flow analysis suggests a value of $171.74 per share.

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

Bank Of America Corp. (BAC)

Bank of America is a financial institution providing a diversified range of banking and financial services. These services include consumer banking, global wealth and investment management, global banking and global markets. The company's market cap stands at $332.38B, and the current value of Guy Spier's position is $33.88M. Analysts have set a price target of $48.5 for Bank of America.

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