SEMPER AUGUSTUS INVESTMENTS GROUP LLC
大師Semper Augustus
- SEC CIK
- 0001115373
- 主理人
- 克里斯多福·布魯姆斯特蘭
- 風格
- 價值
2022 年第 2 季 持倉
持倉截至 2022/6/30，申報日 2022/8/15。SEC
- 持股檔數
- 32
- 較 2022 年第 1 季 0
- 總值
- $3.38 億
- 較 2022 年第 1 季 −$5,588 萬 (−14.2%)
持股
只含多頭部位。變化是跟 2022 年第 1 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 226,209 | $6,176 萬 | 18.30% | +15,463+7.3% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 92 | $3,762.3 萬 | 11.15% | +12+15.0% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 573,688 | $2,655 萬 | 7.87% | −177,565−23.6% | 減碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 406,256 | $2,424.1 萬 | 7.18% | +16,016+4.1% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 955,864 | $2,359.1 萬 | 6.99% | +49,461+5.5% | 加碼 | – |
| ALLEGHANY CORP DEL017175100 | COM | 20,681 | $1,722.9 萬 | 5.10% | −12,076−36.9% | 減碼 | – |
| XOMEXXON MOBIL CORP | COM | 159,565 | $1,366.5 萬 | 4.05% | +471+0.3% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 3,615,556 | $1,294.4 萬 | 3.84% | +1,126,792+45.3% | 加碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 118,892 | $1,263.6 萬 | 3.74% | −187−0.2% | 減碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 279,209 | $1,260.9 萬 | 3.74% | +240.0% | 加碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 69,956 | $1,090.3 萬 | 3.23% | +1,487+2.2% | 加碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 44,100 | $1,082.4 萬 | 3.21% | +29,005+192.1% | 加碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 202,318 | $810.3 萬 | 2.40% | +48,013+31.1% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 41,141 | $796.2 萬 | 2.36% | +5,759+16.3% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 98,901 | $755.5 萬 | 2.24% | +10,828+12.3% | 加碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 196,717 | $683.8 萬 | 2.03% | −350.0% | 減碼 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 142,802 | $632.6 萬 | 1.87% | +340.0% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 65,975 | $622.8 萬 | 1.85% | +16,868+34.3% | 加碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 36,231 | $536.3 萬 | 1.59% | +9,274+34.4% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,473 | $405.5 萬 | 1.20% | +400+0.9% | 加碼 | 查看 |
| HXLHEXCEL CORP NEW | COM | 71,438 | $373.7 萬 | 1.11% | −52−0.1% | 減碼 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,000 | $338.3 萬 | 1.00% | 00.0% | 不變 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 20,451 | $283.5 萬 | 0.84% | −173−0.8% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 5,119 | $245.3 萬 | 0.73% | −47−0.9% | 減碼 | 查看 |
| WAFDWAFD INC COM | Stock | 61,190 | $183.7 萬 | 0.54% | 00.0% | 不變 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 251,428 | $144.8 萬 | 0.43% | −3,316−1.3% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,425 | $141.1 萬 | 0.42% | +425+1.9% | 加碼 | 查看 |
| NKENIKE INC CL B | Stock | 11,335 | $115.8 萬 | 0.34% | +696+6.5% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 17,821 | $113.5 萬 | 0.34% | 00.0% | 不變 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 4,079 | $59.1 萬 | 0.18% | +791+24.1% | 加碼 | 查看 |
| PEPPEPSICO INC COM | Stock | 1,582 | $26.4 萬 | 0.08% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,868 | $25.5 萬 | 0.08% | 00.0% | 不變 | 查看 |