13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001172661-23-001428
Total Value
$367.3M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 229,007 | $70.7M | 19.26% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 107 | $50.2M | 13.66% |
| 3 | OLIN CORP | OLN | 640,893 | $33.9M | 9.24% |
| 4 | NEWMONT CORP | NEMCL | 456,046 | $21.5M | 5.86% |
| 5 | MERCURY GENL CORP NEW | 589400100 | 596,485 | $20.4M | 5.55% |
| 6 | PARAMOUNT GLOBAL | 92556H206 | 947,720 | $16.0M | 4.36% |
| 7 | VALERO ENERGY CORP | VLO | 120,733 | $15.3M | 4.17% |
| 8 | HF SINCLAIR CORP | DINO | 280,212 | $14.5M | 3.96% |
| 9 | KINROSS GOLD CORP | KGCRF | 3,536,561 | $14.5M | 3.94% |
| 10 | EXXON MOBIL CORP | XOM | 102,245 | $11.3M | 3.07% |
| 11 | DOLLAR GEN CORP NEW | 256677105 | 43,997 | $10.8M | 2.95% |
| 12 | CUMMINS INC | CMI | 41,615 | $10.1M | 2.75% |
| 13 | DOLLAR TREE INC | DLTR | 69,879 | $9.9M | 2.69% |
| 14 | DISNEY WALT CO | 254687106 | 113,110 | $9.8M | 2.68% |
| 15 | STARBUCKS CORP | SBUX | 98,854 | $9.8M | 2.67% |
| 16 | ALASKA AIR GROUP INC | ALK | 224,401 | $9.6M | 2.62% |
| 17 | EQUINOR ASA | STOHF | 195,883 | $7.0M | 1.91% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 39,778 | $6.3M | 1.71% |
| 19 | MERCK & CO INC | MRK | 44,473 | $4.9M | 1.34% |
| 20 | HEXCEL CORP NEW | 428291108 | 71,309 | $4.2M | 1.14% |
| 21 | TRAVELERS COMPANIES INC | TRV | 20,155 | $3.8M | 1.03% |
| 22 | SEACOR MARINE HLDGS INC | SE | 250,387 | $2.3M | 0.62% |
| 23 | COSTCO WHSL CORP NEW | 22160K105 | 4,969 | $2.3M | 0.62% |
| 24 | GENERAL ELECTRIC CO | 369604301 | 17,821 | $1.5M | 0.41% |
| 25 | COCA COLA CO | KO | 22,425 | $1.4M | 0.39% |
| 26 | NIKE INC | NKE | 11,501 | $1.3M | 0.37% |
| 27 | AMERICAN EXPRESS CO | AXP | 6,598 | $974,855 | 0.27% |
| 28 | WASHINGTON FED INC | WAFDP | 27,847 | $934,267 | 0.25% |
| 29 | CHEVRON CORP NEW | CVX | 3,503 | $628,678 | 0.17% |
| 30 | APPLE INC | AAPL | 3,525 | $458,003 | 0.12% |
| 31 | PEPSICO INC | PEP | 1,582 | $285,804 | 0.08% |
| 32 | SHELL PLC | RYDAF | 4,868 | $277,233 | 0.08% |
| 33 | DOW INC | DOW | 5,169 | $260,466 | 0.07% |