Semper Augustus Investments Group as of Dec. 31, 2022
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 33 positions in its portfolio as reported in the December 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) | 19.3 | $71M | 229k | 308.90 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 13.7 | $50M | 107.00 | 468710.96 | |
| Olin Corp Com Par $1 (OLN) | 9.2 | $34M | 641k | 52.94 | |
| Newmont Mining Corporation (NEM) | 5.9 | $22M | 456k | 47.20 | |
| Mercury General Corporation (MCY) | 5.6 | $20M | 597k | 34.20 | |
| Paramount Global Class B Com (PARA) | 4.4 | $16M | 948k | 16.88 | |
| Valero Energy Corporation (VLO) | 4.2 | $15M | 121k | 126.86 | |
| Hf Sinclair Corp (DINO) | 4.0 | $15M | 280k | 51.89 | |
| Kinross Gold Corp (KGC) | 3.9 | $15M | 3.5M | 4.09 | |
| Exxon Mobil Corporation (XOM) | 3.1 | $11M | 102k | 110.30 | |
| Dollar General (DG) | 2.9 | $11M | 44k | 246.25 | |
| Cummins (CMI) | 2.7 | $10M | 42k | 242.29 | |
| Dollar Tree (DLTR) | 2.7 | $9.9M | 70k | 141.44 | |
| Walt Disney Company (DIS) | 2.7 | $9.8M | 113k | 86.88 | |
| Starbucks Corporation (SBUX) | 2.7 | $9.8M | 99k | 99.20 | |
| Alaska Air (ALK) | 2.6 | $9.6M | 224k | 42.94 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.9 | $7.0M | 196k | 35.81 | |
| Nxp Semiconductors N V (NXPI) | 1.7 | $6.3M | 40k | 158.03 | |
| Merck & Co (MRK) | 1.3 | $4.9M | 45k | 110.95 | |
| Hexcel Corporation (HXL) | 1.1 | $4.2M | 71k | 58.85 | |
| Travelers Companies (TRV) | 1.0 | $3.8M | 20k | 187.49 | |
| Seacor Marine Hldgs (SMHI) | 0.6 | $2.3M | 250k | 9.16 | |
| Costco Wholesale Corporation (COST) | 0.6 | $2.3M | 5.0k | 456.50 | |
| General Electric Com New (GE) | 0.4 | $1.5M | 18k | 83.79 | |
| Coca-Cola Company (KO) | 0.4 | $1.4M | 22k | 63.61 | |
| Nike CL B (NKE) | 0.4 | $1.3M | 12k | 117.01 | |
| American Express Company (AXP) | 0.3 | $975k | 6.6k | 147.75 | |
| Washington Federal (WAFD) | 0.3 | $934k | 28k | 33.55 | |
| Chevron Corporation (CVX) | 0.2 | $629k | 3.5k | 179.47 | |
| Apple (AAPL) | 0.1 | $458k | 3.5k | 129.93 | |
| Pepsi (PEP) | 0.1 | $286k | 1.6k | 180.66 | |
| Shell Spon Ads (SHEL) | 0.1 | $277k | 4.9k | 56.95 | |
| Dow (DOW) | 0.1 | $261k | 5.2k | 50.39 |
