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Semper Augustus

Superinvestor

Semper Augustus Investments Group LLC

SEC CIK
0001115373
Manager
Christopher Bloomstran
Style
Value
Latest filing
Aug 14, 2026

Holdings in Q3 2024

Institution overview

Holdings as of Sep 30, 2024, filed Nov 14, 2024. Long positions only; changes compare share counts with Q2 2024.

Positions
37
−2 vs. Q2 2024
Portfolio value
$591.6M
+$32.6M (+5.8%) vs. Q2 2024
Filed
Nov 14, 2024
SEC
Holdings of Semper Augustus in Q3 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
BRK.BBerkshire Hathaway IncStock237,820$109.5M18.5%+746+0.3%AddedHistory
BRK.ABerkshire Hathaway IncCL A127$87.8M14.8%−1−0.8%ReducedHistory
DGDollar General CorpCOM861,192$72.8M12.3%+420,897+95.6%AddedHistory
KGCKinross Gold CorpCOM4,618,634$43.2M7.3%−32,730−0.7%ReducedHistory
NEMNEWMONT CorpStock651,314$34.8M5.9%+1,741+0.3%AddedHistory
DLTRDollar Tree, Inc.COM483,438$34.0M5.7%+386,448+398.4%AddedHistory
OLNOLIN CorpStock527,442$25.3M4.3%+590.0%AddedHistory
DINOHF Sinclair CorpCOM530,949$23.7M4.0%+258,235+94.7%AddedHistory
SBUXStarbucks CorpStock233,517$22.8M3.8%+3,694+1.6%AddedHistory
Paramount Global92556H206CL B1,691,177$18.0M3.0%+8,761+0.5%Added–
VLOValero Energy CorpStock117,046$15.8M2.7%+79,427+211.1%AddedHistory
ALKAlaska Air Group, Inc.COM347,864$15.7M2.7%+6,097+1.8%AddedHistory
DISWalt Disney CoStock139,424$13.4M2.3%+2,731+2.0%AddedHistory
CMICummins IncStock40,844$13.2M2.2%−65−0.2%ReducedHistory
EQNREquinor ASASPONSORED ADR479,192$12.1M2.1%+208,850+77.3%AddedHistory
XOMExxonMobil Holdings CorpCOM56,431$6.61M1.1%+167+0.3%AddedHistory
FIVEFive Below, IncCOM74,143$6.55M1.1%+7,759+11.7%AddedHistory
MRKMerck & Co., Inc.Stock44,443$5.05M0.9%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock20,155$4.72M0.8%00.0%UnchangedHistory
COSTCostco Wholesale CorpStock4,330$3.84M0.6%00.0%UnchangedHistory
MCYMercury General CorpCOM59,525$3.75M0.6%−1,335,455−95.7%ReducedHistory
NXPINXP Semiconductors N.V.COM13,876$3.33M0.6%−54−0.4%ReducedHistory
NKENIKE, Inc.Stock34,874$3.08M0.5%+1,705+5.1%AddedHistory
SMHISEACOR Marine Holdings Inc.COM211,480$2.04M0.3%−3,081−1.4%ReducedHistory
GEGeneral Electric CoStock9,842$1.86M0.3%−3,105−24.0%ReducedHistory
KOCoca Cola CoStock22,000$1.58M0.3%−425−1.9%ReducedHistory
AXPAmerican Express CoStock4,454$1.21M0.2%−64−1.4%ReducedHistory
GEVGE Vernova Inc.Stock4,138$1.06M0.2%00.0%UnchangedHistory
AAPLApple Inc.Stock4,140$964.6K0.2%−8,510−67.3%ReducedHistory
CVXChevron CorpStock6,163$907.6K0.2%+127+2.1%AddedHistory
GLDMWorld Gold TrustSPDR GLD MINIS12,460$649.5K0.1%+12,460NewHistory
OVVOvintiv Inc.COM16,487$631.6K0.1%00.0%UnchangedHistory
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR23,869$486.4K0.1%00.0%UnchangedHistory
GEHCGE HealthCare Technologies Inc.Stock4,581$429.9K0.1%00.0%UnchangedHistory
SHELShell plcADR4,968$327.6K0.1%00.0%UnchangedHistory
AMZNAmazon Com IncStock1,272$237.0K<0.1%+1,272NewHistory
SYFSynchrony FinancialCOM4,437$221.3K<0.1%00.0%UnchangedHistory

Sold out since Q2 2024 (4)

Positions held at the end of Q2 2024 that are gone from this filing.

Positions of Semper Augustus sold out since Q2 2024
SecurityClassShares in Q2 2024Value in Q2 2024% of portfolio in Q2 2024History
WAFDWafd IncStock27,072$773.7K0.1%History
MCHPMicrochip Technology IncStock2,418$221.2K<0.1%History
GOOGLAlphabet Inc.Stock1,160$211.3K<0.1%History
PSXPhillips 66Stock1,472$207.8K<0.1%History