Semper Augustus Investments Group Llc (Christopher Bloomstran)
Basic Stats
Market Value
559.52M
Top 10 (%)
80.2%
Portfolio Size (Change from Prev.)
37 (0)
Avg. Holding Period
27 years
Turnover
—
Industry Breakdown
Fire, Marine & Casualty Insurance
35.1%
Retail-variety Stores
20.9%
Gold And Silver Ores
12.0%
Petroleum Refining
7.5%
Services-miscellaneous Amusement & Recreation
5.6%
Air Transportation, Scheduled
4.1%
Retail-eating & Drinking Places
3.8%
Chemicals & Allied Products
3.5%
Engines & Turbines
2.5%
Television Broadcasting Stations
2.2%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-B | Berkshire Hathaway Inc Del | 107.90M | 19.3% | 238.1K | 0.1% | 233.0 | 453.00 | 0.0% |
 BRK-A | Berkshire Hathaway Inc Del | 81.71M | 14.6% | 120.0 | -5.5% | -7.0 | 680.92K | 0.0% |
 DLTR | Dollar Tree Inc | 58.74M | 10.5% | 783.8K | 62.1% | 300.4K | 75.00 | 0.4% |
 DG | Dollar Gen Corp New | 46.37M | 8.3% | 611.5K | -29.0% | -249.7K | 76.00 | 0.3% |
 KGC | Kinross Gold Corp | 42.72M | 7.6% | 4.6M | -0.2% | -10.4K | 9.00 | 0.4% |
 NEM | Newmont Corp | 24.45M | 4.4% | 656.8K | 0.8% | 5.5K | 37.00 | 0.1% |
 VLO | Valero Energy Corp | 23.17M | 4.1% | 189.0K | 61.5% | 72.0K | 123.00 | 0.1% |
 ALK | Alaska Air Group Inc | 22.67M | 4.1% | 350.1K | 0.6% | 2.2K | 65.00 | 0.3% |
 SBUX | Starbucks Corp | 21.33M | 3.8% | 233.7K | 0.1% | 225.0 | 91.00 | 0.0% |
 OLN | Olin Corp | 19.79M | 3.5% | 585.5K | 11.0% | 58.1K | 34.00 | 0.5% |
 DIS | Disney Walt Co | 15.60M | 2.8% | 140.1K | 0.5% | 639.0 | 111.00 | 0.0% |
 CMI | Cummins Inc | 14.10M | 2.5% | 40.5K | -1.0% | -388.0 | 349.00 | 0.0% |
 PARA | Paramount Global | 12.34M | 2.2% | 1.2M | -30.2% | -511.1K | 10.00 | 0.2% |
 EQNR | Equinor Asa | 11.61M | 2.1% | 490.1K | 2.3% | 10.9K | 24.00 | 0.0% |
 DINO | Hf Sinclair Corp | 10.27M | 1.8% | 292.9K | -44.8% | -238.0K | 35.00 | 0.2% |