Semper Augustus Investments Group as of March 31, 2021
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 30 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 19.3 | $51M | 200k | 255.47 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 12.4 | $33M | 85.00 | 385705.88 | |
| Olin Corp Com Par $1 (OLN) | 10.4 | $27M | 722k | 37.97 | |
| Newmont Mining Corporation (NEM) | 7.9 | $21M | 348k | 60.27 | |
| Mercury General Corporation (MCY) | 6.8 | $18M | 298k | 60.81 | |
| Starbucks Corporation (SBUX) | 4.3 | $11M | 104k | 109.27 | |
| Kinross Gold Corp (KGC) | 3.9 | $10M | 1.6M | 6.67 | |
| Exxon Mobil Corporation (XOM) | 3.3 | $8.8M | 158k | 55.83 | |
| Hollyfrontier Corp | 3.1 | $8.1M | 226k | 35.78 | |
| Nxp Semiconductors N V (NXPI) | 3.0 | $7.9M | 39k | 201.34 | |
| Valero Energy Corporation (VLO) | 2.9 | $7.7M | 108k | 71.60 | |
| Cummins (CMI) | 2.9 | $7.6M | 29k | 259.12 | |
| Walt Disney Company (DIS) | 2.7 | $7.1M | 39k | 184.52 | |
| Alaska Air (ALK) | 2.4 | $6.4M | 92k | 69.21 | |
| Alleghany Corporation | 2.0 | $5.3M | 8.5k | 626.30 | |
| Hexcel Corporation (HXL) | 1.5 | $4.0M | 72k | 56.01 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.4 | $3.7M | 189k | 19.46 | |
| Genuine Parts Company (GPC) | 1.3 | $3.6M | 31k | 115.58 | |
| Merck & Co (MRK) | 1.3 | $3.4M | 44k | 77.10 | |
| American Express Company (AXP) | 1.2 | $3.2M | 23k | 141.45 | |
| Travelers Companies (TRV) | 1.1 | $3.0M | 20k | 150.40 | |
| Costco Wholesale Corporation (COST) | 0.9 | $2.4M | 6.8k | 352.51 | |
| Dollar General (DG) | 0.8 | $2.2M | 11k | 202.62 | |
| Washington Federal (WAFD) | 0.8 | $2.0M | 65k | 30.80 | |
| General Electric Company | 0.7 | $1.9M | 143k | 13.13 | |
| Nike CL B (NKE) | 0.5 | $1.4M | 11k | 132.92 | |
| Seacor Marine Hldgs (SMHI) | 0.5 | $1.4M | 257k | 5.33 | |
| Coca-Cola Company (KO) | 0.5 | $1.3M | 26k | 52.71 | |
| Chevron Corporation (CVX) | 0.1 | $345k | 3.3k | 104.93 | |
| Pepsi (PEP) | 0.1 | $224k | 1.6k | 141.59 |
