Semper Augustus Investments Group as of June 30, 2023
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 33 positions in its portfolio as reported in the June 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) | 18.9 | $80M | 235k | 341.00 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 15.8 | $67M | 129.00 | 517810.00 | |
| Mercury General Corporation (MCY) | 9.0 | $38M | 1.3M | 30.27 | |
| Olin Corp Com Par $1 (OLN) | 6.3 | $27M | 519k | 51.39 | |
| Dollar General (DG) | 5.9 | $25M | 146k | 169.78 | |
| Newmont Mining Corporation (NEM) | 5.3 | $22M | 521k | 42.66 | |
| Kinross Gold Corp (KGC) | 4.7 | $20M | 4.2M | 4.77 | |
| Paramount Global Class B Com (PARA) | 4.3 | $18M | 1.1M | 15.91 | |
| Hf Sinclair Corp (DINO) | 3.4 | $15M | 325k | 44.61 | |
| Alaska Air (ALK) | 3.2 | $14M | 255k | 53.18 | |
| Valero Energy Corporation (VLO) | 2.7 | $12M | 98k | 117.30 | |
| Dollar Tree (DLTR) | 2.6 | $11M | 76k | 143.50 | |
| Walt Disney Company (DIS) | 2.6 | $11M | 122k | 89.28 | |
| Cummins (CMI) | 2.4 | $10M | 41k | 245.16 | |
| Starbucks Corporation (SBUX) | 2.3 | $9.6M | 97k | 99.06 | |
| Nxp Semiconductors N V (NXPI) | 1.9 | $8.1M | 40k | 204.68 | |
| Exxon Mobil Corporation (XOM) | 1.9 | $8.0M | 74k | 107.25 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.6 | $6.9M | 237k | 29.21 | |
| Merck & Co (MRK) | 1.2 | $5.1M | 44k | 115.39 | |
| Travelers Companies (TRV) | 0.8 | $3.5M | 20k | 173.66 | |
| Seacor Marine Hldgs (SMHI) | 0.7 | $2.8M | 247k | 11.43 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.2M | 4.2k | 538.38 | |
| General Electric Com New (GE) | 0.4 | $1.8M | 17k | 109.85 | |
| Coca-Cola Company (KO) | 0.3 | $1.4M | 22k | 60.22 | |
| Nike CL B (NKE) | 0.3 | $1.3M | 11k | 110.37 | |
| American Express Company (AXP) | 0.3 | $1.1M | 6.4k | 174.20 | |
| Washington Federal (WAFD) | 0.2 | $731k | 28k | 26.52 | |
| Apple (AAPL) | 0.1 | $622k | 3.2k | 193.97 | |
| Chevron Corporation (CVX) | 0.1 | $512k | 3.3k | 157.35 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $372k | 4.6k | 81.24 | |
| Pepsi (PEP) | 0.1 | $293k | 1.6k | 185.22 | |
| Dow (DOW) | 0.1 | $275k | 5.2k | 53.26 | |
| Shell Spon Ads (SHEL) | 0.1 | $252k | 4.2k | 60.38 |
