Livermore

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Superinvestor

Semper Augustus

SEC CIK
0001115373
Manager
Christopher Bloomstran
Style
Value

Holdings, Q1 2021

Positions as of Mar 31, 2021, filed May 14, 2021.SEC

Positions
30
No filing for Q4 2020
Total value
$264.96M
No filing for Q4 2020

Positions

Long positions only. Changes compare share counts with Q4 2020.

SEMPER AUGUSTUS INVESTMENTS GROUP LLC holdings in Q1 2021
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
PEPPEPSICO INC COMStock1,582$224K0.08%+1,582NewView
CVXCHEVRON CORPORATION COMStock3,288$345K0.13%+3,288NewView
KOCOCA COLA CO COMStock25,500$1.34M0.51%+25,500NewView
SMHISEACOR MARINE HLDGS INCCOM256,692$1.37M0.52%+256,692NewView
NKENIKE INC CL BStock10,758$1.43M0.54%+10,758NewView
GEGENERAL ELECTRIC COCOM142,607$1.87M0.71%+142,607NewView
WAFDWAFD INC COMStock64,943$2M0.75%+64,943NewView
DGDOLLAR GEN CORP NEWCOM10,680$2.16M0.82%+10,680NewView
COSTCOSTCO WHOLESALE CORPORATION COMStock6,760$2.38M0.90%+6,760NewView
TRVTRAVELERS COMPANIES INC COMStock20,000$3.01M1.14%+20,000NewView
AXPAMERICAN EXPRESS CO COMStock22,870$3.24M1.22%+22,870NewView
MRKMERCK & CO INC COMStock44,073$3.4M1.28%+44,073NewView
GPCGENUINE PARTS CO COMStock30,792$3.56M1.34%+30,792NewView
EQNREQUINOR ASASPONSORED ADR188,565$3.67M1.38%+188,565NewView
HXLHEXCEL CORP NEWCOM71,654$4.01M1.51%+71,654NewView
ALLEGHANY CORP DEL017175100COM8,531$5.34M2.02%+8,531New–
ALKALASKA AIR GROUP INCCOM91,811$6.35M2.40%+91,811NewView
DISDISNEY WALT CO COMStock38,576$7.12M2.69%+38,576NewView
CMICUMMINS INC COMStock29,319$7.6M2.87%+29,319NewView
VLOVALERO ENERGY CORP COMStock107,504$7.7M2.90%+107,504NewView
NXPINXP SEMICONDUCTORS N VCOM39,069$7.87M2.97%+39,069NewView
HOLLYFRONTIER CORP436106108COM225,997$8.09M3.05%+225,997New–
XOMEXXON MOBIL CORPCOM158,297$8.84M3.34%+158,297NewView
KGCKINROSS GOLD CORPCOM1,552,010$10.35M3.91%+1,552,010NewView
SBUXSTARBUCKS CORP COMStock104,082$11.37M4.29%+104,082NewView
MCYMERCURY GENL CORP NEWCOM297,696$18.1M6.83%+297,696NewView
NEMNEWMONT CORP COMStock348,120$20.98M7.92%+348,120NewView
OLNOLIN CORP COM PAR $1Stock722,249$27.42M10.35%+722,249NewView
BRK.ABERKSHIRE HATHAWAY INC DELCL A85$32.79M12.37%+85NewView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock199,765$51.03M19.26%+199,765NewView

13F filings by quarter

SEMPER AUGUSTUS INVESTMENTS GROUP LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202650$884.6Mvs. Q1 2026SEC
Q1 2026May 15, 202644$837.34Mvs. Q4 2025SEC
Q4 2025Feb 17, 202639$869.56Mvs. Q3 2025SEC
Q3 2025Nov 14, 202538$801.17Mvs. Q2 2025SEC
Q2 2025Aug 15, 202537$710.64Mvs. Q1 2025SEC
Q1 2025May 15, 202536$620.32Mvs. Q4 2024SEC
Q4 2024Feb 14, 202537$559.52Mvs. Q3 2024SEC
Q3 2024Nov 14, 202437$591.64Mvs. Q2 2024SEC
Q2 2024Aug 14, 202439$559.05Mvs. Q1 2024SEC
Q1 2024May 15, 202436$546.72Mvs. Q4 2023SEC
Q4 2023Feb 14, 202435$477.8Mvs. Q3 2023SEC
Q3 2023Nov 14, 202333$417.19Mvs. Q2 2023SEC
Q2 2023Aug 14, 202333$423Mvs. Q1 2023SEC
Q1 2023May 15, 202334$390.55Mvs. Q4 2022SEC
Q4 2022Feb 14, 202333$367.27Mvs. Q3 2022SEC
Q3 2022Nov 14, 202234$330.64Mvs. Q2 2022SEC
Q2 2022Aug 15, 202232$337.51Mvs. Q1 2022SEC
Q1 2022May 16, 202232$393.39Mvs. Q4 2021SEC
Q4 2021Feb 14, 202233$320.52Mvs. Q3 2021SEC
Q3 2021Nov 15, 202138$309.48Mvs. Q2 2021SEC
Q2 2021Aug 16, 202136$301.24Mvs. Q1 2021SEC
Q1 2021May 14, 202130$264.96M–SEC