13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0001172661-23-002306
Total Value
$390.6M
Positions
34
Other Managers
0
Confidential Omitted
No
Holdings (34)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 233,163 | $72.0M | 18.43% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 121 | $56.3M | 14.43% |
| 3 | OLIN CORP | OLN | 530,379 | $29.4M | 7.54% |
| 4 | NEWMONT CORP | NEMCL | 498,388 | $24.4M | 6.26% |
| 5 | PARAMOUNT GLOBAL | 92556H206 | 986,609 | $22.0M | 5.64% |
| 6 | MERCURY GENL CORP NEW | 589400100 | 656,485 | $20.8M | 5.34% |
| 7 | KINROSS GOLD CORP | KGCRF | 4,010,602 | $18.9M | 4.84% |
| 8 | DOLLAR GEN CORP NEW | 256677105 | 82,537 | $17.4M | 4.45% |
| 9 | HF SINCLAIR CORP | DINO | 299,436 | $14.5M | 3.71% |
| 10 | VALERO ENERGY CORP | VLO | 98,013 | $13.7M | 3.50% |
| 11 | DISNEY WALT CO | 254687106 | 114,086 | $11.4M | 2.92% |
| 12 | DOLLAR TREE INC | DLTR | 74,577 | $10.7M | 2.74% |
| 13 | STARBUCKS CORP | SBUX | 97,608 | $10.2M | 2.60% |
| 14 | CUMMINS INC | CMI | 41,424 | $9.9M | 2.53% |
| 15 | EXXON MOBIL CORP | XOM | 89,467 | $9.8M | 2.51% |
| 16 | ALASKA AIR GROUP INC | ALK | 227,360 | $9.5M | 2.44% |
| 17 | NXP SEMICONDUCTORS N V | NXPI | 39,598 | $7.4M | 1.89% |
| 18 | EQUINOR ASA | STOHF | 228,666 | $6.5M | 1.66% |
| 19 | MERCK & CO INC | MRK | 44,473 | $4.7M | 1.21% |
| 20 | HEXCEL CORP NEW | 428291108 | 66,804 | $4.6M | 1.17% |
| 21 | TRAVELERS COMPANIES INC | TRV | 20,155 | $3.5M | 0.88% |
| 22 | COSTCO WHSL CORP NEW | 22160K105 | 4,269 | $2.1M | 0.54% |
| 23 | SEACOR MARINE HLDGS INC | SE | 248,123 | $1.9M | 0.48% |
| 24 | GENERAL ELECTRIC CO | 369604301 | 17,821 | $1.7M | 0.44% |
| 25 | NIKE INC | NKE | 11,405 | $1.4M | 0.36% |
| 26 | COCA COLA CO | KO | 22,425 | $1.4M | 0.36% |
| 27 | AMERICAN EXPRESS CO | AXP | 6,518 | $1.1M | 0.28% |
| 28 | WASHINGTON FED INC | WAFDP | 27,743 | $835,619 | 0.21% |
| 29 | APPLE INC | AAPL | 3,525 | $581,273 | 0.15% |
| 30 | CHEVRON CORP NEW | CVX | 3,504 | $571,640 | 0.15% |
| 31 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 5,936 | $486,930 | 0.12% |
| 32 | PEPSICO INC | PEP | 1,582 | $288,399 | 0.07% |
| 33 | DOW INC | DOW | 5,169 | $283,365 | 0.07% |
| 34 | SHELL PLC | RYDAF | 4,868 | $280,105 | 0.07% |