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
2024 年第 2 季 持倉
持倉截至 2024/6/30，申報日 2024/8/14。SEC
- 持股檔數
- 39
- 較 2024 年第 1 季 +3
- 總值
- $5.59 億
- 較 2024 年第 1 季 +$1,232.56 萬 (+2.3%)
持股
只含多頭部位。變化是跟 2024 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 | 237,074 | $9,644.17 萬 | 17.25% | +5,255+2.3% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 128 | $7,836.68 萬 | 14.02% | +3+2.4% | 加碼 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 1,394,980 | $7,412.92 萬 | 13.26% | +756+0.1% | 加碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 440,295 | $5,822.03 萬 | 10.41% | +21,006+5.0% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,651,364 | $3,869.93 萬 | 6.92% | +179,297+4.0% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 649,573 | $2,719.76 萬 | 4.86% | +44,126+7.3% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 527,383 | $2,486.61 萬 | 4.45% | +22,044+4.4% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 229,823 | $1,789.18 萬 | 3.20% | +113,712+97.9% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 1,682,416 | $1,748.03 萬 | 3.13% | +204,473+13.8% | 加碼 | – |
| DINOHF SINCLAIR CORP | COM | 272,714 | $1,454.66 萬 | 2.60% | −1,993−0.7% | 減碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 341,767 | $1,380.74 萬 | 2.47% | +21,899+6.8% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 136,693 | $1,357.22 萬 | 2.43% | +5,482+4.2% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 40,909 | $1,132.89 萬 | 2.03% | +130+0.3% | 加碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 96,990 | $1,035.56 萬 | 1.85% | +5,750+6.3% | 加碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 270,342 | $772.1 萬 | 1.38% | +11,696+4.5% | 加碼 | 查看 |
| FIVEFIVE BELOW INC | COM | 66,384 | $723.39 萬 | 1.29% | +66,384 | 新進 | 查看 |
| XOMEXXON MOBIL CORP | COM | 56,264 | $647.71 萬 | 1.16% | −1,646−2.8% | 減碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 37,619 | $589.72 萬 | 1.05% | −2,447−6.1% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,443 | $550.2 萬 | 0.98% | 00.0% | 不變 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $409.83 萬 | 0.73% | 00.0% | 不變 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 13,930 | $374.84 萬 | 0.67% | −10,520−43.0% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,330 | $368.05 萬 | 0.66% | −25−0.6% | 減碼 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 214,561 | $289.44 萬 | 0.52% | −19,917−8.5% | 減碼 | 查看 |
| AAPLAPPLE INC COM | Stock | 12,650 | $266.43 萬 | 0.48% | +8,400+197.6% | 加碼 | 查看 |
| NKENIKE INC CL B | Stock | 33,169 | $249.99 萬 | 0.45% | +21,774+191.1% | 加碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 12,947 | $205.82 萬 | 0.37% | −3,612−21.8% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,425 | $142.74 萬 | 0.26% | 00.0% | 不變 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 4,518 | $104.61 萬 | 0.19% | −648−12.5% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 6,036 | $94.42 萬 | 0.17% | 00.0% | 不變 | 查看 |
| WAFDWAFD INC COM | Stock | 27,072 | $77.37 萬 | 0.14% | 00.0% | 不變 | 查看 |
| OVVOVINTIV INC | COM | 16,487 | $77.27 萬 | 0.14% | 00.0% | 不變 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 4,138 | $70.97 萬 | 0.13% | +4,138 | 新進 | 查看 |
| PHYSSPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 23,869 | $43.11 萬 | 0.08% | +23,869 | 新進 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,968 | $35.86 萬 | 0.06% | 00.0% | 不變 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,581 | $35.7 萬 | 0.06% | 00.0% | 不變 | 查看 |
| MCHPMICROCHIP TECHNOLOGY INC. COM | Stock | 2,418 | $22.12 萬 | 0.04% | 00.0% | 不變 | 查看 |
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,160 | $21.13 萬 | 0.04% | +1,160 | 新進 | 查看 |
| SYFSYNCHRONY FINANCIAL | COM | 4,437 | $20.94 萬 | 0.04% | +4,437 | 新進 | 查看 |
| PSXPHILLIPS 66 COM | Stock | 1,472 | $20.78 萬 | 0.04% | 00.0% | 不變 | 查看 |