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 4 季 持倉
持倉截至 2023/12/31，申報日 2024/2/14。SEC
- 持股檔數
- 35
- 較 2023 年第 3 季 +2
- 總值
- $4.78 億
- 較 2023 年第 3 季 +$6,060.76 萬 (+14.5%)
持股
只含多頭部位。變化是跟 2023 年第 3 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 | 233,545 | $8,329.62 萬 | 17.43% | +2,012+0.9% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 125 | $6,782.81 萬 | 14.20% | −4−3.1% | 減碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 416,140 | $5,657.42 萬 | 11.84% | +14,194+3.5% | 加碼 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 1,391,249 | $5,190.75 萬 | 10.86% | +39,853+2.9% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 505,528 | $2,727.32 萬 | 5.71% | −660−0.1% | 減碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,402,127 | $2,663.29 萬 | 5.57% | +209,950+5.0% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 584,153 | $2,417.81 萬 | 5.06% | +57,476+10.9% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 200,311 | $1,808.61 萬 | 3.79% | +78,059+63.9% | 加碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 272,556 | $1,514.59 萬 | 3.17% | +4,258+1.6% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 890,526 | $1,317.09 萬 | 2.76% | −273,150−23.5% | 減碼 | – |
| DLTRDOLLAR TREE INC | COM | 90,095 | $1,279.8 萬 | 2.68% | +4,338+5.1% | 加碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 314,106 | $1,227.21 萬 | 2.57% | +45,985+17.2% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 40,749 | $976.22 萬 | 2.04% | −139−0.3% | 減碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 96,221 | $923.82 萬 | 1.93% | +1,361+1.4% | 加碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 241,982 | $765.63 萬 | 1.60% | +2,928+1.2% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 56,335 | $563.24 萬 | 1.18% | 00.0% | 不變 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 24,471 | $562.05 萬 | 1.18% | −100−0.4% | 減碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 38,482 | $500.27 萬 | 1.05% | +2,975+8.4% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,575 | $485.96 萬 | 1.02% | +131+0.3% | 加碼 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $383.93 萬 | 0.80% | 00.0% | 不變 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 237,026 | $298.42 萬 | 0.62% | −9,951−4.0% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,341 | $286.54 萬 | 0.60% | +357+9.0% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 16,559 | $211.34 萬 | 0.44% | 00.0% | 不變 | 查看 |
| OVVOVINTIV INC | COM | 32,974 | $144.82 萬 | 0.30% | +32,974 | 新進 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,425 | $132.15 萬 | 0.28% | 00.0% | 不變 | 查看 |
| NKENIKE INC CL B | Stock | 11,308 | $122.78 萬 | 0.26% | −35−0.3% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 6,426 | $120.38 萬 | 0.25% | 00.0% | 不變 | 查看 |
| WAFDWAFD INC COM | Stock | 27,500 | $90.64 萬 | 0.19% | −75−0.3% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 4,250 | $81.83 萬 | 0.17% | +1,042+32.5% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 4,731 | $70.57 萬 | 0.15% | +1,478+45.4% | 加碼 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,581 | $35.42 萬 | 0.07% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,968 | $32.69 萬 | 0.07% | +800+19.2% | 加碼 | 查看 |
| DOWDOW HLDGS INC COM | Stock | 5,169 | $28.35 萬 | 0.06% | 00.0% | 不變 | 查看 |
| PEPPEPSICO INC COM | Stock | 1,457 | $24.75 萬 | 0.05% | 00.0% | 不變 | 查看 |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 2,418 | $21.81 萬 | 0.05% | +2,418 | 新進 | 查看 |