Livermore

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Superinvestor

Semper Augustus

SEC CIK
0001115373
Manager
Christopher Bloomstran
Style
Value

Holdings, Q2 2022

Positions as of Jun 30, 2022, filed Aug 15, 2022.SEC

Positions
32
0 vs. Q1 2022
Total value
$337.51M
−$55.88M (−14.2%) vs. Q1 2022

Compare with Q1 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2022.

SEMPER AUGUSTUS INVESTMENTS GROUP LLC holdings in Q2 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock226,209$61.76M18.30%+15,463+7.3%AddedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A92$37.62M11.15%+12+15.0%AddedView
OLNOLIN CORP COM PAR $1Stock573,688$26.55M7.87%−177,565−23.6%ReducedView
NEMNEWMONT CORP COMStock406,256$24.24M7.18%+16,016+4.1%AddedView
VIACOMCBS INC92556H206CL B955,864$23.59M6.99%+49,461+5.5%Added–
ALLEGHANY CORP DEL017175100COM20,681$17.23M5.10%−12,076−36.9%Reduced–
XOMEXXON MOBIL CORPCOM159,565$13.67M4.05%+471+0.3%AddedView
KGCKINROSS GOLD CORPCOM3,615,556$12.94M3.84%+1,126,792+45.3%AddedView
VLOVALERO ENERGY CORP COMStock118,892$12.64M3.74%−187−0.2%ReducedView
DINOHF SINCLAIR CORPCOM279,209$12.61M3.74%+240.0%AddedView
DLTRDOLLAR TREE INCCOM69,956$10.9M3.23%+1,487+2.2%AddedView
DGDOLLAR GEN CORP NEWCOM44,100$10.82M3.21%+29,005+192.1%AddedView
ALKALASKA AIR GROUP INCCOM202,318$8.1M2.40%+48,013+31.1%AddedView
CMICUMMINS INC COMStock41,141$7.96M2.36%+5,759+16.3%AddedView
SBUXSTARBUCKS CORP COMStock98,901$7.56M2.24%+10,828+12.3%AddedView
EQNREQUINOR ASASPONSORED ADR196,717$6.84M2.03%−350.0%ReducedView
MCYMERCURY GENL CORP NEWCOM142,802$6.33M1.87%+340.0%AddedView
DISDISNEY WALT CO COMStock65,975$6.23M1.85%+16,868+34.3%AddedView
NXPINXP SEMICONDUCTORS N VCOM36,231$5.36M1.59%+9,274+34.4%AddedView
MRKMERCK & CO INC COMStock44,473$4.06M1.20%+400+0.9%AddedView
HXLHEXCEL CORP NEWCOM71,438$3.74M1.11%−52−0.1%ReducedView
TRVTRAVELERS COMPANIES INC COMStock20,000$3.38M1.00%00.0%UnchangedView
AXPAMERICAN EXPRESS CO COMStock20,451$2.84M0.84%−173−0.8%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock5,119$2.45M0.73%−47−0.9%ReducedView
WAFDWAFD INC COMStock61,190$1.84M0.54%00.0%UnchangedView
SMHISEACOR MARINE HLDGS INCCOM251,428$1.45M0.43%−3,316−1.3%ReducedView
KOCOCA COLA CO COMStock22,425$1.41M0.42%+425+1.9%AddedView
NKENIKE INC CL BStock11,335$1.16M0.34%+696+6.5%AddedView
GEGE AEROSPACE COM NEWStock17,821$1.14M0.34%00.0%UnchangedView
CVXCHEVRON CORPORATION COMStock4,079$591K0.18%+791+24.1%AddedView
PEPPEPSICO INC COMStock1,582$264K0.08%00.0%UnchangedView
SHELSHELL PLC SPON ADSADR4,868$255K0.08%00.0%UnchangedView

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