Semper Augustus Investments Group Q2 2022 holdings

$338 Million is the total value of Semper Augustus Investments Group's 32 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was 0.0% .

 Value Shares↓ Weighting
BRKB BuyBERKSHIRE HATHAWAY INC DELcl b new$61,760
-17.0%
226,209
+7.3%
18.30%
-3.2%
BRKA BuyBERKSHIRE HATHAWAY INC DELcl a$37,623
-11.1%
92
+15.0%
11.15%
+3.6%
OLN SellOLIN CORP$26,550
-32.4%
573,688
-23.6%
7.87%
-21.2%
NEM BuyNEWMONT CORP$24,241
-21.8%
406,256
+4.1%
7.18%
-8.9%
VIAC BuyPARAMOUNT GLOBAL$23,591
-31.2%
955,864
+5.5%
6.99%
-19.8%
Y SellALLEGHANY CORP MD$17,229
-37.9%
20,681
-36.9%
5.10%
-27.6%
XOM BuyEXXON MOBIL CORP$13,665
+4.0%
159,565
+0.3%
4.05%
+21.2%
KGC BuyKINROSS GOLD CORP$12,944
-11.5%
3,615,556
+45.3%
3.84%
+3.1%
VLO SellVALERO ENERGY CORP$12,636
+4.5%
118,892
-0.2%
3.74%
+21.8%
BuyHF SINCLAIR CORP$12,609
+13.3%
279,209
+0.0%
3.74%
+32.1%
DLTR BuyDOLLAR TREE INC$10,903
-0.6%
69,956
+2.2%
3.23%
+15.9%
DG BuyDOLLAR GEN CORP NEW$10,824
+222.0%
44,100
+192.1%
3.21%
+275.5%
ALK BuyALASKA AIR GROUP INC$8,103
-9.5%
202,318
+31.1%
2.40%
+5.5%
CMI BuyCUMMINS INC$7,962
+9.7%
41,141
+16.3%
2.36%
+27.9%
SBUX BuySTARBUCKS CORP$7,555
-5.7%
98,901
+12.3%
2.24%
+9.9%
EQNR SellEQUINOR ASAsponsored adr$6,838
-7.3%
196,717
-0.0%
2.03%
+8.0%
MCY BuyMERCURY GENL CORP NEW$6,326
-19.4%
142,802
+0.0%
1.87%
-6.1%
DIS BuyDISNEY WALT CO$6,228
-7.5%
65,975
+34.3%
1.84%
+7.8%
NXPI BuyNXP SEMICONDUCTORS N V$5,363
+7.5%
36,231
+34.4%
1.59%
+25.3%
MRK BuyMERCK & CO INC$4,055
+12.1%
44,473
+0.9%
1.20%
+30.7%
HXL SellHEXCEL CORP NEW$3,737
-12.1%
71,438
-0.1%
1.11%
+2.4%
TRV  TRAVELERS COMPANIES INC$3,383
-7.4%
20,0000.0%1.00%
+7.9%
AXP SellAMERICAN EXPRESS CO$2,835
-26.5%
20,451
-0.8%
0.84%
-14.3%
COST SellCOSTCO WHSL CORP NEW$2,453
-17.5%
5,119
-0.9%
0.73%
-3.8%
WAFD  WASHINGTON FED INC$1,837
-8.5%
61,1900.0%0.54%
+6.7%
SMHI SellSEACOR MARINE HLDGS INC$1,448
-29.6%
251,428
-1.3%
0.43%
-18.0%
KO BuyCOCA COLA CO$1,411
+3.4%
22,425
+1.9%
0.42%
+20.5%
NKE BuyNIKE INCcl b$1,158
-19.1%
11,335
+6.5%
0.34%
-5.8%
 GENERAL ELECTRIC CO$1,135
-30.4%
17,8210.0%0.34%
-19.0%
CVX BuyCHEVRON CORP NEW$591
+10.5%
4,079
+24.1%
0.18%
+28.7%
PEP  PEPSICO INC$264
-0.4%
1,5820.0%0.08%
+16.4%
 SHELL PLCspon ads$255
-4.5%
4,8680.0%0.08%
+11.8%

The following EDGAR filing(s) were analyzed to create this report:

The EDGAR filing(s) were signed by:

  • Chad S. Christensen — Vice President/Partner

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