Semper Augustus
SuperinvestorSemper Augustus Investments Group LLC
- SEC CIK
- 0001115373
- Manager
- Christopher Bloomstran
- Style
- Value
- Latest filing
- Aug 14, 2026
Holdings in Q4 2024
Institution overviewHoldings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 37
- 0 vs. Q3 2024
- Portfolio value
- $559.5M
- −$32.1M (−5.4%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 238,053 | $107.9M | 19.3% | +233+0.1% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 120 | $81.7M | 14.6% | −7−5.5% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 783,822 | $58.7M | 10.5% | +300,384+62.1% | Added | History |
| DGDollar General Corp | COM | 611,529 | $46.4M | 8.3% | −249,663−29.0% | Reduced | History |
| KGCKinross Gold Corp | COM | 4,608,191 | $42.7M | 7.6% | −10,443−0.2% | Reduced | History |
| NEMNEWMONT Corp | Stock | 656,823 | $24.4M | 4.4% | +5,509+0.8% | Added | History |
| VLOValero Energy Corp | Stock | 189,019 | $23.2M | 4.1% | +71,973+61.5% | Added | History |
| ALKAlaska Air Group, Inc. | COM | 350,075 | $22.7M | 4.1% | +2,211+0.6% | Added | History |
| SBUXStarbucks Corp | Stock | 233,742 | $21.3M | 3.8% | +225+0.1% | Added | History |
| OLNOLIN Corp | Stock | 585,493 | $19.8M | 3.5% | +58,051+11.0% | Added | History |
| DISWalt Disney Co | Stock | 140,063 | $15.6M | 2.8% | +639+0.5% | Added | History |
| CMICummins Inc | Stock | 40,456 | $14.1M | 2.5% | −388−0.9% | Reduced | History |
| Paramount Global92556H206 | CL B | 1,180,089 | $12.3M | 2.2% | −511,088−30.2% | Reduced | – |
| EQNREquinor ASA | SPONSORED ADR | 490,140 | $11.6M | 2.1% | +10,948+2.3% | Added | History |
| DINOHF Sinclair Corp | COM | 292,909 | $10.3M | 1.8% | −238,040−44.8% | Reduced | History |
| FIVEFive Below, Inc | COM | 76,357 | $8.01M | 1.4% | +2,214+3.0% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 56,431 | $6.07M | 1.1% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 20,155 | $4.86M | 0.9% | 00.0% | Unchanged | History |
| MRKMerck & Co., Inc. | Stock | 44,443 | $4.42M | 0.8% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 4,350 | $3.99M | 0.7% | +20+0.5% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 13,688 | $2.85M | 0.5% | −188−1.4% | Reduced | History |
| NKENIKE, Inc. | Stock | 35,600 | $2.69M | 0.5% | +726+2.1% | Added | History |
| MCYMercury General Corp | COM | 26,805 | $1.78M | 0.3% | −32,720−55.0% | Reduced | History |
| GEGeneral Electric Co | Stock | 9,842 | $1.64M | 0.3% | 00.0% | Unchanged | History |
| SMHISEACOR Marine Holdings Inc. | COM | 211,480 | $1.39M | 0.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 22,273 | $1.39M | 0.2% | +273+1.2% | Added | History |
| GEVGE Vernova Inc. | Stock | 4,138 | $1.36M | 0.2% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 4,432 | $1.32M | 0.2% | −22−0.5% | Reduced | History |
| AAPLApple Inc. | Stock | 4,140 | $1.04M | 0.2% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 6,163 | $892.6K | 0.2% | 00.0% | Unchanged | History |
| GLDMWorld Gold Trust | SPDR GLD MINIS | 14,365 | $746.8K | 0.1% | +1,905+15.3% | Added | History |
| OVVOvintiv Inc. | COM | 16,487 | $667.7K | 0.1% | 00.0% | Unchanged | History |
| PHYSSprott Physical Gold Trust | PHYSICAL GOLD TR | 23,869 | $480.7K | 0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,581 | $358.1K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 4,968 | $311.2K | 0.1% | 00.0% | Unchanged | History |
| SYFSynchrony Financial | COM | 4,437 | $288.4K | 0.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 960 | $210.6K | <0.1% | −312−24.5% | Reduced | History |