SA

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

13F
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Last update 2024-08-14 39 Stocks (4 new)
Value $559.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(17.25%)BRK.A(14.02%)MCY(13.26%)DG(10.41%)KGC(6.92%)
Portfolio Report
Summary Stock Picks Current Portfolio
SEMPER AUGUSTUS INVESTMENTS GR... Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
237,074
96441.700
+2.27%
17.250
+0.38%
0.010
+5.77%
+28.35%
986681.963
Insurance
BRK.A 		Berkshire Hathaway Inc
128
78366.850
+2.40%
14.020
+0.33%
0.010
+5.67%
+26.60%
986742.115
Insurance
MCY 		Mercury General Corp
1,394,980
74129.220
+0.05%
13.260
+0.01%
2.520
+21.13%
+85.92%
3765.793
Insurance
DG 		Dollar General Corp
440,295
58220.250
+5.01%
10.410
+0.50%
0.200
-29.92%
-38.90%
17901.098
Retail - Defensive
KGC 		Kinross Gold Corp
4,651,364
38699.350
+4.01%
6.920
+0.27%
0.380
+21.92%
+80.02%
13230.455
Metals & Mining
NEM 		Newmont Corp
649,573
27197.610
+7.29%
4.860
+0.33%
0.060
+3.84%
+21.34%
56510.891
Metals & Mining
OLN 		Olin Corp
527,383
24866.110
+4.36%
4.450
+0.19%
0.450
-4.21%
-15.56%
5292.201
Chemicals
SBUX 		Starbucks Corp
229,823
17891.750
+97.93%
3.200
+1.58%
0.020
+30.87%
+3.19%
110090.380
Restaurants
PARA 		Paramount Global
1,682,416
17480.300
+13.83%
3.130
+0.38%
0.250
-11.21%
-29.41%
7333.566
Media - Diversified
DINO 		HF Sinclair Corp
272,714
14546.590
-0.73%
2.600
-0.02%
0.140
-10.65%
-20.60%
8187.947
Oil & Gas

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Historical Top Holdings Breakdowns

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SBUX 		Starbucks Corp2024-06-30Add
+1.58%
●
72.5 ($81.44) 91.53
$97.15
19.29%
Add 97.93%
229,823
113,712
FIVE 		Five Below Inc2024-06-30New Buy
+1.29%
●
108.97 ($138.48) 178.88
$89.09
-35.67%
New holding
66,384
66,384
DG 		Dollar General Corp2024-06-30Add
+0.50%
●
124.12 ($139.65) 159.55
$81.40
-41.71%
Add 5.01%
440,295
21,006
NXPI 		NXP Semiconductors NV2024-06-30Reduce
-0.48%
●
215.12 ($257.86) 282.99
$239.06
-7.29%
Reduce -43.03%
13,930
-10,520
BRK.B 		Berkshire Hathaway Inc2024-06-30Add
+0.38%
●
396.73 ($408.62) 420.24
$457.77
12.03%
Add 2.27%
237,074
5,255
PARA 		Paramount Global2024-06-30Add
+0.38%
●
9.61 ($11.71) 13.86
$10.30
-12.04%
Add 13.83%
1,682,416
204,473
BRK.A 		Berkshire Hathaway Inc2024-06-30Add
+0.33%
●
598160 ($616494) 634030
$687,000.00
11.44%
Add 2.4%
128
3
NEM 		Newmont Corp2024-06-30Add
+0.33%
●
36.43 ($40.89) 44.44
$49.25
20.45%
Add 7.29%
649,573
44,126
AAPL 		Apple Inc2024-06-30Add
+0.32%
●
165 ($186.49) 216.67
$230.57
23.64%
Add 197.65%
12,650
8,400
NKE 		Nike Inc2024-06-30Add
+0.30%
●
75.37 ($92.94) 97.18
$79.04
-14.96%
Add 191.08%
33,169
21,774

SEMPER AUGUSTUS INVESTMENTS GROUP LLC Total Holding History ($B)

To

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Asset Allocation

To

SEMPER AUGUSTUS INVESTMENTS GROUP LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Hypothetical Growth since 2024-06-30

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Holdings Heat Map

Size field:

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Holdings Bubble Chart

SEMPER AUGUSTUS INVESTMENTS GROUP LLC News

  • 1

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