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 3 季 持倉
持倉截至 2022/9/30，申報日 2022/11/14。SEC
- 持股檔數
- 34
- 較 2022 年第 2 季 +2
- 總值
- $3.31 億
- 較 2022 年第 2 季 −$687.2 萬 (−2.0%)
持股
只含多頭部位。變化是跟 2022 年第 2 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| DOWDOW HLDGS INC COM | Stock | 5,169 | $22.7 萬 | 0.07% | +5,169 | 新進 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,868 | $24.2 萬 | 0.07% | 00.0% | 不變 | 查看 |
| PEPPEPSICO INC COM | Stock | 1,582 | $25.8 萬 | 0.08% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 3,374 | $46.6 萬 | 0.14% | +3,374 | 新進 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 3,610 | $51.9 萬 | 0.16% | −469−11.5% | 減碼 | 查看 |
| WAFDWAFD INC COM | Stock | 27,847 | $83.5 萬 | 0.25% | −33,343−54.5% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 6,593 | $88.9 萬 | 0.27% | −13,858−67.8% | 減碼 | 查看 |
| NKENIKE INC CL B | Stock | 11,515 | $95.7 萬 | 0.29% | +180+1.6% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 17,821 | $110.3 萬 | 0.33% | 00.0% | 不變 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,425 | $125.6 萬 | 0.38% | 00.0% | 不變 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 250,922 | $141 萬 | 0.43% | −506−0.2% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 5,119 | $241.8 萬 | 0.73% | 00.0% | 不變 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,000 | $306.4 萬 | 0.93% | 00.0% | 不變 | 查看 |
| HXLHEXCEL CORP NEW | COM | 71,366 | $369.1 萬 | 1.12% | −72−0.1% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,473 | $383 萬 | 1.16% | 00.0% | 不變 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 38,719 | $571.1 萬 | 1.73% | +2,488+6.9% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 67,367 | $635.5 萬 | 1.92% | +1,392+2.1% | 加碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 196,445 | $650.4 萬 | 1.97% | −272−0.1% | 減碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 208,447 | $816.1 萬 | 2.47% | +6,129+3.0% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 98,925 | $833.5 萬 | 2.52% | +240.0% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 41,561 | $845.8 萬 | 2.56% | +420+1.0% | 加碼 | 查看 |
| ALLEGHANY CORP DEL017175100 | COM | 11,065 | $928.8 萬 | 2.81% | −9,616−46.5% | 減碼 | – |
| DLTRDOLLAR TREE INC | COM | 69,902 | $951.4 萬 | 2.88% | −54−0.1% | 減碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 44,064 | $1,056.9 萬 | 3.20% | −36−0.1% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 122,353 | $1,068.3 萬 | 3.23% | −37,212−23.3% | 減碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 121,761 | $1,301 萬 | 3.93% | +2,869+2.4% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 3,741,021 | $1,406.6 萬 | 4.25% | +125,465+3.5% | 加碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 283,360 | $1,525.6 萬 | 4.61% | +4,151+1.5% | 加碼 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 572,572 | $1,627.3 萬 | 4.92% | +429,770+301.0% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 426,434 | $1,792.3 萬 | 5.42% | +20,178+5.0% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 1,025,957 | $1,953.4 萬 | 5.91% | +70,093+7.3% | 加碼 | – |
| OLNOLIN CORP COM PAR $1 | Stock | 641,270 | $2,749.8 萬 | 8.32% | +67,582+11.8% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 102 | $4,146 萬 | 12.54% | +10+10.9% | 加碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 227,986 | $6,087.7 萬 | 18.41% | +1,777+0.8% | 加碼 | 查看 |