13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0001172661-23-004036
Total Value
$417.2M
Positions
33
Other Managers
0
Confidential Omitted
No
Holdings (33)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 231,533 | $81.1M | 19.44% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 129 | $68.6M | 16.43% |
| 3 | DOLLAR GEN CORP NEW | 256677105 | 401,946 | $42.5M | 10.19% |
| 4 | MERCURY GENL CORP NEW | 589400100 | 1,351,396 | $37.9M | 9.08% |
| 5 | OLIN CORP | OLN | 506,188 | $25.3M | 6.06% |
| 6 | NEWMONT CORP | NEMCL | 526,677 | $19.5M | 4.66% |
| 7 | KINROSS GOLD CORP | KGCRF | 4,192,177 | $19.1M | 4.58% |
| 8 | HF SINCLAIR CORP | DINO | 268,298 | $15.3M | 3.66% |
| 9 | PARAMOUNT GLOBAL | 92556H206 | 1,163,676 | $15.0M | 3.60% |
| 10 | ALASKA AIR GROUP INC | ALK | 268,121 | $9.9M | 2.38% |
| 11 | DISNEY WALT CO | 254687106 | 122,252 | $9.9M | 2.38% |
| 12 | CUMMINS INC | CMI | 40,888 | $9.3M | 2.24% |
| 13 | DOLLAR TREE INC | DLTR | 85,757 | $9.1M | 2.19% |
| 14 | STARBUCKS CORP | SBUX | 94,860 | $8.7M | 2.08% |
| 15 | EQUINOR ASA | STOHF | 239,054 | $7.8M | 1.88% |
| 16 | EXXON MOBIL CORP | XOM | 56,335 | $6.6M | 1.59% |
| 17 | VALERO ENERGY CORP | VLO | 35,507 | $5.0M | 1.21% |
| 18 | NXP SEMICONDUCTORS N V | NXPI | 24,571 | $4.9M | 1.18% |
| 19 | MERCK & CO INC | MRK | 44,444 | $4.6M | 1.10% |
| 20 | SEACOR MARINE HLDGS INC | SE | 246,977 | $3.4M | 0.82% |
| 21 | TRAVELERS COMPANIES INC | TRV | 20,155 | $3.3M | 0.79% |
| 22 | COSTCO WHSL CORP NEW | 22160K105 | 3,984 | $2.3M | 0.54% |
| 23 | GENERAL ELECTRIC CO | 369604301 | 16,559 | $1.8M | 0.44% |
| 24 | COCA COLA CO | KO | 22,425 | $1.3M | 0.30% |
| 25 | NIKE INC | NKE | 11,343 | $1.1M | 0.26% |
| 26 | AMERICAN EXPRESS CO | AXP | 6,426 | $958,695 | 0.23% |
| 27 | WAFD INC | WAFDP | 27,575 | $706,472 | 0.17% |
| 28 | APPLE INC | AAPL | 3,208 | $549,242 | 0.13% |
| 29 | CHEVRON CORP NEW | CVX | 3,253 | $548,521 | 0.13% |
| 30 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,581 | $311,691 | 0.07% |
| 31 | SHELL PLC | RYDAF | 4,168 | $268,336 | 0.06% |
| 32 | DOW INC | DOW | 5,169 | $266,514 | 0.06% |
| 33 | PEPSICO INC | PEP | 1,457 | $246,874 | 0.06% |