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Guy Spier
Guy Spier's Buffett-style value-investing partnership, run from Zurich since 1997. Author of "The Education of a Value Investor"; famous for the $650K charity lunch with Buffett (alongside Mohnish Pabrai, 2008). Textbook concentrated value book — 7 positions in Q4 2025, anchored by both Berkshire classes (~48.6% combined) and a tight basket of capital-light compounders (Mastercard, AmEx, Moody's, Ferrari, Daily Journal).
Weights from 13Radar.com summary tweet (@sensa_market 2026-05-04, https://x.com/i/status/2051347874911576082). Holdings sum to 100.01% — full disclosed book, not a top-N. Shares/USD values not in source; replace with EDGAR data once collectors/sec_13f.py is wired (CIK 0001056831).
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