Semper Augustus Investments Group as of Sept. 30, 2022
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 34 positions in its portfolio as reported in the September 2022 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) | 18.4 | $61M | 228k | 267.02 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 12.5 | $42M | 102.00 | 406470.59 | |
| Olin Corp Com Par $1 (OLN) | 8.3 | $28M | 641k | 42.88 | |
| Paramount Global Class B Com (PARA) | 5.9 | $20M | 1.0M | 19.04 | |
| Newmont Mining Corporation (NEM) | 5.4 | $18M | 426k | 42.03 | |
| Mercury General Corporation (MCY) | 4.9 | $16M | 573k | 28.42 | |
| Hf Sinclair Corp (DINO) | 4.6 | $15M | 283k | 53.84 | |
| Kinross Gold Corp (KGC) | 4.3 | $14M | 3.7M | 3.76 | |
| Valero Energy Corporation (VLO) | 3.9 | $13M | 122k | 106.85 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $11M | 122k | 87.31 | |
| Dollar General (DG) | 3.2 | $11M | 44k | 239.86 | |
| Dollar Tree (DLTR) | 2.9 | $9.5M | 70k | 136.10 | |
| Alleghany Corporation | 2.8 | $9.3M | 11k | 839.40 | |
| Cummins (CMI) | 2.6 | $8.5M | 42k | 203.51 | |
| Starbucks Corporation (SBUX) | 2.5 | $8.3M | 99k | 84.26 | |
| Alaska Air (ALK) | 2.5 | $8.2M | 208k | 39.15 | |
| Equinor Asa Sponsored Adr (EQNR) | 2.0 | $6.5M | 196k | 33.11 | |
| Walt Disney Company (DIS) | 1.9 | $6.4M | 67k | 94.33 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $5.7M | 39k | 147.50 | |
| Merck & Co (MRK) | 1.2 | $3.8M | 45k | 86.12 | |
| Hexcel Corporation (HXL) | 1.1 | $3.7M | 71k | 51.72 | |
| Travelers Companies (TRV) | 0.9 | $3.1M | 20k | 153.20 | |
| Costco Wholesale Corporation (COST) | 0.7 | $2.4M | 5.1k | 472.36 | |
| Seacor Marine Hldgs (SMHI) | 0.4 | $1.4M | 251k | 5.62 | |
| Coca-Cola Company (KO) | 0.4 | $1.3M | 22k | 56.01 | |
| General Electric Com New (GE) | 0.3 | $1.1M | 18k | 61.89 | |
| Nike CL B (NKE) | 0.3 | $957k | 12k | 83.11 | |
| American Express Company (AXP) | 0.3 | $889k | 6.6k | 134.84 | |
| Washington Federal (WAFD) | 0.3 | $835k | 28k | 29.99 | |
| Chevron Corporation (CVX) | 0.2 | $519k | 3.6k | 143.77 | |
| Apple (AAPL) | 0.1 | $466k | 3.4k | 138.12 | |
| Pepsi (PEP) | 0.1 | $258k | 1.6k | 163.08 | |
| Shell Spon Ads (SHEL) | 0.1 | $242k | 4.9k | 49.71 | |
| Dow (DOW) | 0.1 | $227k | 5.2k | 43.92 |
