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 3 季 持倉
持倉截至 2023/9/30，申報日 2023/11/14。SEC
- 持股檔數
- 33
- 較 2023 年第 2 季 0
- 總值
- $4.17 億
- 較 2023 年第 2 季 −$581.06 萬 (−1.4%)
持股
只含多頭部位。變化是跟 2023 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 |
|---|---|---|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 231,533 | $8,110.6 萬 | 19.44% | −2,997−1.3% | 減碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 129 | $6,856.05 萬 | 16.43% | 00.0% | 不變 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 401,946 | $4,252.59 萬 | 10.19% | +255,921+175.3% | 加碼 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 1,351,396 | $3,787.96 萬 | 9.08% | +91,671+7.3% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 506,188 | $2,529.93 萬 | 6.06% | −12,951−2.5% | 減碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 526,677 | $1,946.07 萬 | 4.66% | +6,000+1.2% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,192,177 | $1,911.63 萬 | 4.58% | +15,178+0.4% | 加碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 268,298 | $1,527.42 萬 | 3.66% | −56,727−17.5% | 減碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 1,163,676 | $1,501.14 萬 | 3.60% | +28,845+2.5% | 加碼 | – |
| ALKALASKA AIR GROUP INC | COM | 268,121 | $994.19 萬 | 2.38% | +13,555+5.3% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 122,252 | $990.85 萬 | 2.38% | +229+0.2% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 40,888 | $934.13 萬 | 2.24% | −384−0.9% | 減碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 85,757 | $912.88 萬 | 2.19% | +9,422+12.3% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 94,860 | $865.79 萬 | 2.08% | −2,280−2.3% | 減碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 239,054 | $783.86 萬 | 1.88% | +1,892+0.8% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 56,335 | $662.39 萬 | 1.59% | −18,013−24.2% | 減碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 35,507 | $503.17 萬 | 1.21% | −62,386−63.7% | 減碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 24,571 | $491.22 萬 | 1.18% | −15,147−38.1% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,444 | $457.55 萬 | 1.10% | 00.0% | 不變 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 246,977 | $342.8 萬 | 0.82% | 00.0% | 不變 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $329.15 萬 | 0.79% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 3,984 | $225.08 萬 | 0.54% | −188−4.5% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 16,559 | $183.06 萬 | 0.44% | 00.0% | 不變 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,425 | $125.54 萬 | 0.30% | 00.0% | 不變 | 查看 |
| NKENIKE INC CL B | Stock | 11,343 | $108.46 萬 | 0.26% | +10.0% | 加碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 6,426 | $95.87 萬 | 0.23% | 00.0% | 不變 | 查看 |
| WAFDWAFD INC COM | Stock | 27,575 | $70.65 萬 | 0.17% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 3,208 | $54.92 萬 | 0.13% | 00.0% | 不變 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 3,253 | $54.85 萬 | 0.13% | 00.0% | 不變 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,581 | $31.17 萬 | 0.07% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,168 | $26.83 萬 | 0.06% | 00.0% | 不變 | 查看 |
| DOWDOW HLDGS INC COM | Stock | 5,169 | $26.65 萬 | 0.06% | 00.0% | 不變 | 查看 |
| PEPPEPSICO INC COM | Stock | 1,457 | $24.69 萬 | 0.06% | −125−7.9% | 減碼 | 查看 |