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 4 季 持倉
持倉截至 2024/12/31，申報日 2025/2/14。SEC
- 持股檔數
- 37
- 較 2024 年第 3 季 0
- 總值
- $5.6 億
- 較 2024 年第 3 季 −$3,212.23 萬 (−5.4%)
持股
只含多頭部位。變化是跟 2024 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 |
|---|---|---|---|---|---|---|---|
| AMZNAMAZON COM INC COM | Stock | 960 | $21.06 萬 | 0.04% | −312−24.5% | 減碼 | 查看 |
| SYFSYNCHRONY FINANCIAL | COM | 4,437 | $28.84 萬 | 0.05% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,968 | $31.12 萬 | 0.06% | 00.0% | 不變 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,581 | $35.81 萬 | 0.06% | 00.0% | 不變 | 查看 |
| PHYSSPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 23,869 | $48.07 萬 | 0.09% | 00.0% | 不變 | 查看 |
| OVVOVINTIV INC | COM | 16,487 | $66.77 萬 | 0.12% | 00.0% | 不變 | 查看 |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 14,365 | $74.68 萬 | 0.13% | +1,905+15.3% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 6,163 | $89.26 萬 | 0.16% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 4,140 | $103.67 萬 | 0.19% | 00.0% | 不變 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 4,432 | $131.54 萬 | 0.24% | −22−0.5% | 減碼 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 4,138 | $136.11 萬 | 0.24% | 00.0% | 不變 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,273 | $138.67 萬 | 0.25% | +273+1.2% | 加碼 | 查看 |
| SMHISEACOR MARINE HLDGS INC | COM | 211,480 | $138.73 萬 | 0.25% | 00.0% | 不變 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 9,842 | $164.15 萬 | 0.29% | 00.0% | 不變 | 查看 |
| MCYMERCURY GENL CORP NEW | COM | 26,805 | $178.2 萬 | 0.32% | −32,720−55.0% | 減碼 | 查看 |
| NKENIKE INC CL B | Stock | 35,600 | $269.39 萬 | 0.48% | +726+2.1% | 加碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 13,688 | $284.51 萬 | 0.51% | −188−1.4% | 減碼 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,350 | $398.58 萬 | 0.71% | +20+0.5% | 加碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,443 | $442.12 萬 | 0.79% | 00.0% | 不變 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $485.51 萬 | 0.87% | 00.0% | 不變 | 查看 |
| XOMEXXON MOBIL CORP | COM | 56,431 | $607.03 萬 | 1.08% | 00.0% | 不變 | 查看 |
| FIVEFIVE BELOW INC | COM | 76,357 | $801.44 萬 | 1.43% | +2,214+3.0% | 加碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 292,909 | $1,026.65 萬 | 1.83% | −238,040−44.8% | 減碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 490,140 | $1,161.14 萬 | 2.08% | +10,948+2.3% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 1,180,089 | $1,234.37 萬 | 2.21% | −511,088−30.2% | 減碼 | – |
| CMICUMMINS INC COM | Stock | 40,456 | $1,410.3 萬 | 2.52% | −388−0.9% | 減碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 140,063 | $1,559.61 萬 | 2.79% | +639+0.5% | 加碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 585,493 | $1,978.97 萬 | 3.54% | +58,051+11.0% | 加碼 | 查看 |
| SBUXSTARBUCKS CORP COM | Stock | 233,742 | $2,132.9 萬 | 3.81% | +225+0.1% | 加碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 350,075 | $2,266.74 萬 | 4.05% | +2,211+0.6% | 加碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 189,019 | $2,317.18 萬 | 4.14% | +71,973+61.5% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 656,823 | $2,444.69 萬 | 4.37% | +5,509+0.8% | 加碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,608,191 | $4,271.79 萬 | 7.63% | −10,443−0.2% | 減碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 611,529 | $4,636.61 萬 | 8.29% | −249,663−29.0% | 減碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 783,822 | $5,873.96 萬 | 10.50% | +300,384+62.1% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 120 | $8,171.04 萬 | 14.60% | −7−5.5% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 238,053 | $1.08 億 | 19.29% | +233+0.1% | 加碼 | 查看 |