Semper Augustus Investments Group as of Sept. 30, 2023
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 33 positions in its portfolio as reported in the September 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) | 19.4 | $81M | 232k | 350.30 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 16.4 | $69M | 129.00 | 531477.00 | |
| Dollar General (DG) | 10.2 | $43M | 402k | 105.80 | |
| Mercury General Corporation (MCY) | 9.1 | $38M | 1.4M | 28.03 | |
| Olin Corp Com Par $1 (OLN) | 6.1 | $25M | 506k | 49.98 | |
| Newmont Mining Corporation (NEM) | 4.7 | $20M | 527k | 36.95 | |
| Kinross Gold Corp (KGC) | 4.6 | $19M | 4.2M | 4.56 | |
| Hf Sinclair Corp (DINO) | 3.7 | $15M | 268k | 56.93 | |
| Paramount Global Class B Com (PARA) | 3.6 | $15M | 1.2M | 12.90 | |
| Alaska Air (ALK) | 2.4 | $9.9M | 268k | 37.08 | |
| Walt Disney Company (DIS) | 2.4 | $9.9M | 122k | 81.05 | |
| Cummins (CMI) | 2.2 | $9.3M | 41k | 228.46 | |
| Dollar Tree (DLTR) | 2.2 | $9.1M | 86k | 106.45 | |
| Starbucks Corporation (SBUX) | 2.1 | $8.7M | 95k | 91.27 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.9 | $7.8M | 239k | 32.79 | |
| Exxon Mobil Corporation (XOM) | 1.6 | $6.6M | 56k | 117.58 | |
| Valero Energy Corporation (VLO) | 1.2 | $5.0M | 36k | 141.71 | |
| Nxp Semiconductors N V (NXPI) | 1.2 | $4.9M | 25k | 199.92 | |
| Merck & Co (MRK) | 1.1 | $4.6M | 44k | 102.95 | |
| Seacor Marine Hldgs (SMHI) | 0.8 | $3.4M | 247k | 13.88 | |
| Travelers Companies (TRV) | 0.8 | $3.3M | 20k | 163.31 | |
| Costco Wholesale Corporation (COST) | 0.5 | $2.3M | 4.0k | 564.96 | |
| General Electric Com New (GE) | 0.4 | $1.8M | 17k | 110.55 | |
| Coca-Cola Company (KO) | 0.3 | $1.3M | 22k | 55.98 | |
| Nike CL B (NKE) | 0.3 | $1.1M | 11k | 95.62 | |
| American Express Company (AXP) | 0.2 | $959k | 6.4k | 149.19 | |
| Washington Federal (WAFD) | 0.2 | $707k | 28k | 25.62 | |
| Apple (AAPL) | 0.1 | $549k | 3.2k | 171.21 | |
| Chevron Corporation (CVX) | 0.1 | $549k | 3.3k | 168.62 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $312k | 4.6k | 68.04 | |
| Shell Spon Ads (SHEL) | 0.1 | $268k | 4.2k | 64.38 | |
| Dow (DOW) | 0.1 | $267k | 5.2k | 51.56 | |
| Pepsi (PEP) | 0.1 | $247k | 1.5k | 169.44 |
