Semper Augustus Investments Group as of March 31, 2023
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 34 positions in its portfolio as reported in the March 2023 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 | $72M | 233k | 308.77 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 14.4 | $56M | 121.00 | 465600.00 | |
| Olin Corp Com Par $1 (OLN) | 7.5 | $29M | 530k | 55.50 | |
| Newmont Mining Corporation (NEM) | 6.3 | $24M | 498k | 49.02 | |
| Paramount Global Class B Com (PARA) | 5.6 | $22M | 987k | 22.31 | |
| Mercury General Corporation (MCY) | 5.3 | $21M | 657k | 31.74 | |
| Kinross Gold Corp (KGC) | 4.8 | $19M | 4.0M | 4.71 | |
| Dollar General (DG) | 4.4 | $17M | 83k | 210.46 | |
| Hf Sinclair Corp (DINO) | 3.7 | $15M | 299k | 48.38 | |
| Valero Energy Corporation (VLO) | 3.5 | $14M | 98k | 139.60 | |
| Walt Disney Company (DIS) | 2.9 | $11M | 114k | 100.13 | |
| Dollar Tree (DLTR) | 2.7 | $11M | 75k | 143.55 | |
| Starbucks Corporation (SBUX) | 2.6 | $10M | 98k | 104.13 | |
| Cummins (CMI) | 2.5 | $9.9M | 41k | 238.88 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $9.8M | 90k | 109.66 | |
| Alaska Air (ALK) | 2.4 | $9.5M | 227k | 41.96 | |
| Nxp Semiconductors N V (NXPI) | 1.9 | $7.4M | 40k | 186.47 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.7 | $6.5M | 229k | 28.43 | |
| Merck & Co (MRK) | 1.2 | $4.7M | 45k | 106.39 | |
| Hexcel Corporation (HXL) | 1.2 | $4.6M | 67k | 68.25 | |
| Travelers Companies (TRV) | 0.9 | $3.5M | 20k | 171.41 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.1M | 4.3k | 496.87 | |
| Seacor Marine Hldgs (SMHI) | 0.5 | $1.9M | 248k | 7.61 | |
| General Electric Com New (GE) | 0.4 | $1.7M | 18k | 95.60 | |
| Nike CL B (NKE) | 0.4 | $1.4M | 11k | 122.64 | |
| Coca-Cola Company (KO) | 0.4 | $1.4M | 22k | 62.03 | |
| American Express Company (AXP) | 0.3 | $1.1M | 6.5k | 164.95 | |
| Washington Federal (WAFD) | 0.2 | $836k | 28k | 30.12 | |
| Apple (AAPL) | 0.1 | $581k | 3.5k | 164.90 | |
| Chevron Corporation (CVX) | 0.1 | $572k | 3.5k | 163.14 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $487k | 5.9k | 82.03 | |
| Pepsi (PEP) | 0.1 | $288k | 1.6k | 182.30 | |
| Dow (DOW) | 0.1 | $283k | 5.2k | 54.82 | |
| Shell Spon Ads (SHEL) | 0.1 | $280k | 4.9k | 57.54 |
