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
2023 年第 1 季 持倉
持倉截至 2023/3/31，申報日 2023/5/15。SEC
- 持股檔數
- 34
- 較 2022 年第 4 季 +1
- 總值
- $3.91 億
- 較 2022 年第 4 季 +$2,328.21 萬 (+6.3%)
持股
只含多頭部位。變化是跟 2022 年第 4 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 | 233,163 | $7,199.37 萬 | 18.43% | +4,156+1.8% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 121 | $5,633.76 萬 | 14.43% | +14+13.1% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 530,379 | $2,943.6 萬 | 7.54% | −110,514−17.2% | 減碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 498,388 | $2,443.1 萬 | 6.26% | +42,342+9.3% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 986,609 | $2,201.12 萬 | 5.64% | +38,889+4.1% | 加碼 | – |
| MCYMERCURY GENL CORP NEW | COM | 656,485 | $2,083.68 萬 | 5.34% | +60,000+10.1% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,010,602 | $1,888.99 萬 | 4.84% | +474,041+13.4% | 加碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 82,537 | $1,737.07 萬 | 4.45% | +38,540+87.6% | 加碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 299,436 | $1,448.67 萬 | 3.71% | +19,224+6.9% | 加碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 98,013 | $1,368.26 萬 | 3.50% | −22,720−18.8% | 減碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 114,086 | $1,142.34 萬 | 2.92% | +976+0.9% | 加碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 74,577 | $1,070.55 萬 | 2.74% | +4,698+6.7% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 97,608 | $1,016.39 萬 | 2.60% | −1,246−1.3% | 減碼 | 查看 |
| CMICUMMINS INC COM | Stock | 41,424 | $989.54 萬 | 2.53% | −191−0.5% | 減碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 89,467 | $981.09 萬 | 2.51% | −12,778−12.5% | 減碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 227,360 | $954 萬 | 2.44% | +2,959+1.3% | 加碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 39,598 | $738.4 萬 | 1.89% | −180−0.5% | 減碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 228,666 | $650.1 萬 | 1.66% | +32,783+16.7% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,473 | $473.15 萬 | 1.21% | 00.0% | 不變 | 查看 |
| HXLHEXCEL CORP NEW | COM | 66,804 | $455.94 萬 | 1.17% | −4,505−6.3% | 減碼 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $345.48 萬 | 0.88% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,269 | $212.11 萬 | 0.54% | −700−14.1% | 減碼 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 248,123 | $188.82 萬 | 0.48% | −2,264−0.9% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 17,821 | $170.37 萬 | 0.44% | 00.0% | 不變 | 查看 |
| NKENIKE INC CL B | Stock | 11,405 | $139.88 萬 | 0.36% | −96−0.8% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,425 | $139.1 萬 | 0.36% | 00.0% | 不變 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 6,518 | $107.51 萬 | 0.28% | −80−1.2% | 減碼 | 查看 |
| WAFDWAFD INC COM | Stock | 27,743 | $83.56 萬 | 0.21% | −104−0.4% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 3,525 | $58.13 萬 | 0.15% | 00.0% | 不變 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 3,504 | $57.16 萬 | 0.15% | +10.0% | 加碼 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 5,936 | $48.69 萬 | 0.12% | +5,936 | 新進 | 查看 |
| PEPPEPSICO INC COM | Stock | 1,582 | $28.84 萬 | 0.07% | 00.0% | 不變 | 查看 |
| DOWDOW HLDGS INC COM | Stock | 5,169 | $28.34 萬 | 0.07% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,868 | $28.01 萬 | 0.07% | 00.0% | 不變 | 查看 |