Semper Augustus Investments Group Q2 2021 13F Holdings

Semper Augustus Investments Group Q2 2021 holdings
TickerName Value Shares↓ Weighting
BRKB BERKSHIRE HATHAWAY INC...cl b newAdd  $57,198
12.1%
205,808
3.0%
18.99%
-1.4%
BRKA BERKSHIRE HATHAWAY INC...cl a  $35,581
8.5%
850.0%11.81%
-4.5%
OLN OLIN CORPAdd  $33,950
23.8%
733,900
1.6%
11.27%
8.9%
VIAC VIACOMCBS INCcl bNew  $27,214602,0819.03%
NEM NEWMONT CORPAdd  $22,851
8.9%
360,539
3.6%
7.59%
-4.2%
KGC KINROSS GOLD CORPAdd  $11,252
8.7%
1,771,994
14.2%
3.74%
-4.4%
XOM EXXON MOBIL CORPAdd  $10,367
17.3%
164,340
3.8%
3.44%
3.1%
SBUX STARBUCKS CORPReduce  $9,459
-16.8%
84,602
-18.7%
3.14%
-26.8%
MCY MERCURY GENL CORP NEWReduce  $9,313
-48.6%
143,390
-51.8%
3.09%
-54.7%
VLO VALERO ENERGY CORPAdd  $8,407
9.2%
107,671
0.2%
2.79%
-3.9%
HFC HOLLYFRONTIER CORPAdd  $8,216
1.6%
249,735
10.5%
2.73%
-10.6%
CMI CUMMINS INCReduce  $7,112
-6.4%
29,172
-0.5%
2.36%
-17.6%
DIS DISNEY WALT COAdd  $6,803
-4.4%
38,702
0.3%
2.26%
-15.9%
Y ALLEGHANY CORP MDReduce  $5,676
6.2%
8,509
-0.3%
1.88%
-6.6%
ALK ALASKA AIR GROUP INCReduce  $5,349
-15.8%
88,700
-3.4%
1.78%
-25.9%
NXPI NXP SEMICONDUCTORS N VReduce  $4,792
-39.1%
23,293
-40.4%
1.59%
-46.4%
HXL HEXCEL CORP NEWReduce  $4,440
10.6%
71,146
-0.7%
1.47%
-2.7%
EQNR EQUINOR ASAsponsored adrAdd  $4,003
9.1%
188,807
0.1%
1.33%
-4.0%
OXYWS OCCIDENTAL PETE CORP*w exp 08/03/202New  $3,710266,7171.23%
AXP AMERICAN EXPRESS COReduce  $3,673
13.5%
22,231
-2.8%
1.22%
-0.2%
MRK MERCK & CO INC  $3,428
0.9%
44,0730.0%1.14%
-11.2%
TRV TRAVELERS COMPANIES INC  $2,994
-0.5%
20,0000.0%0.99%
-12.4%
COST COSTCO WHSL CORP NEWReduce  $2,671
12.1%
6,750
-0.1%
0.89%
-1.3%
DG DOLLAR GEN CORP NEWReduce  $2,302
6.4%
10,640
-0.4%
0.76%
-6.5%
WAFD WASHINGTON FED INCReduce  $2,052
2.6%
64,559
-0.6%
0.68%
-9.8%
GE GENERAL ELECTRIC CO  $1,919
2.5%
142,6070.0%0.64%
-9.9%
NKE NIKE INCcl bReduce  $1,649
15.3%
10,675
-0.8%
0.55%
1.3%
KO COCA COLA CO  $1,380
2.7%
25,5000.0%0.46%
-9.7%
SMHI SEACOR MARINE HLDGS INCAdd  $1,150
-15.9%
260,735
1.6%
0.38%
-26.0%
OXY OCCIDENTAL PETE CORPNew  $65721,0000.22%
CVX CHEVRON CORP NEW  $344
-0.3%
3,2880.0%0.11%
-12.3%
PSTH PERSHING SQUARE TONTIN...New  $31914,0000.11%
FB FACEBOOK INCcl aNew  $3139000.10%
RCII RENT A CTR INC NEWNew  $2444,6000.08%
PEP PEPSICO INC  $234
4.5%
1,5820.0%0.08%
-8.2%
SYF SYNCHRONY FINANCIALNew  $2154,4370.07%
GPC GENUINE PARTS COSold out  $0-30,792-1.34%
  • Semper Augustus Investments Group Q2 2021 Portfolio
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  • Quarter
    Q2 2021
  • Total value
    $301 Million
  • Holdings
    36
  • Turnover
    26.7%
  • EDGAR