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 3 季 持倉
持倉截至 2024/9/30，申報日 2024/11/14。SEC
- 持股檔數
- 37
- 較 2024 年第 2 季 −2
- 總值
- $5.92 億
- 較 2024 年第 2 季 +$3,258.99 萬 (+5.8%)
持股
只含多頭部位。變化是跟 2024 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 | 237,820 | $1.09 億 | 18.50% | +746+0.3% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 127 | $8,777.99 萬 | 14.84% | −1−0.8% | 減碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 861,192 | $7,283.1 萬 | 12.31% | +420,897+95.6% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,618,634 | $4,323.04 萬 | 7.31% | −32,730−0.7% | 減碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 651,314 | $3,481.27 萬 | 5.88% | +1,741+0.3% | 加碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 483,438 | $3,399.54 萬 | 5.75% | +386,448+398.4% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 527,442 | $2,530.67 萬 | 4.28% | +590.0% | 加碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 530,949 | $2,366.44 萬 | 4.00% | +258,235+94.7% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 233,517 | $2,276.55 萬 | 3.85% | +3,694+1.6% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 1,691,177 | $1,796.03 萬 | 3.04% | +8,761+0.5% | 加碼 | – |
| VLOVALERO ENERGY CORP COM | Stock | 117,046 | $1,580.47 萬 | 2.67% | +79,427+211.1% | 加碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 347,864 | $1,572.69 萬 | 2.66% | +6,097+1.8% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 139,424 | $1,341.12 萬 | 2.27% | +2,731+2.0% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 40,844 | $1,322.49 萬 | 2.24% | −65−0.2% | 減碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 479,192 | $1,213.79 萬 | 2.05% | +208,850+77.3% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 56,431 | $661.48 萬 | 1.12% | +167+0.3% | 加碼 | 查看 |
| FIVEFIVE BELOW INC | COM | 74,143 | $655.05 萬 | 1.11% | +7,759+11.7% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,443 | $504.69 萬 | 0.85% | 00.0% | 不變 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $471.87 萬 | 0.80% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,330 | $383.86 萬 | 0.65% | 00.0% | 不變 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 59,525 | $374.89 萬 | 0.63% | −1,335,455−95.7% | 減碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 13,876 | $333.04 萬 | 0.56% | −54−0.4% | 減碼 | 查看 |
| NKENIKE INC CL B | Stock | 34,874 | $308.29 萬 | 0.52% | +1,705+5.1% | 加碼 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 211,480 | $204.08 萬 | 0.34% | −3,081−1.4% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 9,842 | $185.6 萬 | 0.31% | −3,105−24.0% | 減碼 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,000 | $158.09 萬 | 0.27% | −425−1.9% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 4,454 | $120.79 萬 | 0.20% | −64−1.4% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 4,138 | $105.51 萬 | 0.18% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 4,140 | $96.46 萬 | 0.16% | −8,510−67.3% | 減碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 6,163 | $90.76 萬 | 0.15% | +127+2.1% | 加碼 | 查看 |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 12,460 | $64.95 萬 | 0.11% | +12,460 | 新進 | 查看 |
| OVVOVINTIV INC | COM | 16,487 | $63.16 萬 | 0.11% | 00.0% | 不變 | 查看 |
| PHYSSPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 23,869 | $48.65 萬 | 0.08% | 00.0% | 不變 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,581 | $42.99 萬 | 0.07% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,968 | $32.76 萬 | 0.06% | 00.0% | 不變 | 查看 |
| AMZNAMAZON COM INC COM | Stock | 1,272 | $23.7 萬 | 0.04% | +1,272 | 新進 | 查看 |
| SYFSYNCHRONY FINANCIAL | COM | 4,437 | $22.13 萬 | 0.04% | 00.0% | 不變 | 查看 |
2024 年第 2 季 之後清倉（4 檔）
2024 年第 2 季 季末還持有、這份申報已經沒有的部位。