Livermore

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Superinvestor

Semper Augustus

SEC CIK
0001115373
Manager
Christopher Bloomstran
Style
Value

Holdings, Q1 2023

Positions as of Mar 31, 2023, filed May 15, 2023.SEC

Positions
34
+1 vs. Q4 2022
Total value
$390.55M
+$23.28M (+6.3%) vs. Q4 2022

Compare with Q4 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q4 2022.

SEMPER AUGUSTUS INVESTMENTS GROUP LLC holdings in Q1 2023
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
SHELSHELL PLC SPON ADSADR4,868$280.11K0.07%00.0%UnchangedView
DOWDOW HLDGS INC COMStock5,169$283.37K0.07%00.0%UnchangedView
PEPPEPSICO INC COMStock1,582$288.4K0.07%00.0%UnchangedView
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCKStock5,936$486.93K0.12%+5,936NewView
CVXCHEVRON CORPORATION COMStock3,504$571.64K0.15%+10.0%AddedView
AAPLAPPLE INC COMStock3,525$581.27K0.15%00.0%UnchangedView
WAFDWAFD INC COMStock27,743$835.62K0.21%−104−0.4%ReducedView
AXPAMERICAN EXPRESS CO COMStock6,518$1.08M0.28%−80−1.2%ReducedView
KOCOCA COLA CO COMStock22,425$1.39M0.36%00.0%UnchangedView
NKENIKE INC CL BStock11,405$1.4M0.36%−96−0.8%ReducedView
GEGE AEROSPACE COM NEWStock17,821$1.7M0.44%00.0%UnchangedView
SMHISEACOR MARINE HLDGS INCCOM248,123$1.89M0.48%−2,264−0.9%ReducedView
COSTCOSTCO WHOLESALE CORPORATION COMStock4,269$2.12M0.54%−700−14.1%ReducedView
TRVTRAVELERS COMPANIES INC COMStock20,155$3.45M0.88%00.0%UnchangedView
HXLHEXCEL CORP NEWCOM66,804$4.56M1.17%−4,505−6.3%ReducedView
MRKMERCK & CO INC COMStock44,473$4.73M1.21%00.0%UnchangedView
EQNREQUINOR ASASPONSORED ADR228,666$6.5M1.66%+32,783+16.7%AddedView
NXPINXP SEMICONDUCTORS N VCOM39,598$7.38M1.89%−180−0.5%ReducedView
ALKALASKA AIR GROUP INCCOM227,360$9.54M2.44%+2,959+1.3%AddedView
XOMEXXON MOBIL CORPCOM89,467$9.81M2.51%−12,778−12.5%ReducedView
CMICUMMINS INC COMStock41,424$9.9M2.53%−191−0.5%ReducedView
SBUXSTARBUCKS CORP COMStock97,608$10.16M2.60%−1,246−1.3%ReducedView
DLTRDOLLAR TREE INCCOM74,577$10.71M2.74%+4,698+6.7%AddedView
DISDISNEY WALT CO COMStock114,086$11.42M2.92%+976+0.9%AddedView
VLOVALERO ENERGY CORP COMStock98,013$13.68M3.50%−22,720−18.8%ReducedView
DINOHF SINCLAIR CORPCOM299,436$14.49M3.71%+19,224+6.9%AddedView
DGDOLLAR GEN CORP NEWCOM82,537$17.37M4.45%+38,540+87.6%AddedView
KGCKINROSS GOLD CORPCOM4,010,602$18.89M4.84%+474,041+13.4%AddedView
MCYMERCURY GENL CORP NEWCOM656,485$20.84M5.34%+60,000+10.1%AddedView
VIACOMCBS INC92556H206CL B986,609$22.01M5.64%+38,889+4.1%Added–
NEMNEWMONT CORP COMStock498,388$24.43M6.26%+42,342+9.3%AddedView
OLNOLIN CORP COM PAR $1Stock530,379$29.44M7.54%−110,514−17.2%ReducedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A121$56.34M14.43%+14+13.1%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock233,163$71.99M18.43%+4,156+1.8%AddedView

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