Guy Spier: Top 10 Holdings

Johnny HopkinsGuy SpierLeave a Comment

One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time here at The Acquirer’s Multiple digging through these 13F-HR documents to find out which superinvestors hold positions in the stocks listed in our Stock Screeners.

As a new weekly feature, we’re now providing the top 10 holdings from some of our favorite superinvestors based on their latest 13F-HR documents.

This week we’ll take a look at Guy Spier (9-30-2019). The current market value of his portfolio is $197,973,000.

Top 10 Positions

Stock Shares Value
RACE / Ferrari N.V. 200,000 $30,855,000
BRK/B / BERKSHIRE HATHAWAY INC 140,600 $29,248,000
AXP / EXPRESS CO 222,430 $26,309,000
FCAU / Fiat Chrysler Automobiles N.V. 2,000,000 $25,879,000
BAC / BANK OF AMERICA CORP /DE/ 767,845 $22,398,000
MA / Mastercard Inc 65,750 $17,856,000
SRG / Seritage Growth Properties 400,000 $16,996,000
WFC / WELLS FARGO & COMPANY/MN 151,741 $7,654,000
MU / MICRON TECHNOLOGY INC 120,000 $5,142,000

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