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
2025 年第 1 季 持倉
持倉截至 2025/3/31，申報日 2025/5/15。SEC
- 持股檔數
- 36
- 較 2024 年第 4 季 −1
- 總值
- $6.2 億
- 較 2024 年第 4 季 +$6,080.21 萬 (+10.9%)
持股
只含多頭部位。變化是跟 2024 年第 4 季 比股數。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 歷年 |
|---|---|---|---|---|---|---|---|
| SYFSYNCHRONY FINANCIAL | COM | 4,437 | $23.49 萬 | 0.04% | 00.0% | 不變 | 查看 |
| SHELSHELL PLC SPON ADS | ADR | 4,968 | $36.41 萬 | 0.06% | 00.0% | 不變 | 查看 |
| GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Stock | 4,581 | $36.97 萬 | 0.06% | 00.0% | 不變 | 查看 |
| PHYSSPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 23,869 | $57.43 萬 | 0.09% | 00.0% | 不變 | 查看 |
| OVVOVINTIV INC | COM | 16,487 | $70.56 萬 | 0.11% | 00.0% | 不變 | 查看 |
| AAPLAPPLE INC COM | Stock | 4,140 | $91.96 萬 | 0.15% | 00.0% | 不變 | 查看 |
| GLDMWORLD GOLD TR | SPDR GLD MINIS | 16,219 | $100.38 萬 | 0.16% | +1,854+12.9% | 加碼 | 查看 |
| CVXCHEVRON CORPORATION COM | Stock | 6,163 | $103.1 萬 | 0.17% | 00.0% | 不變 | 查看 |
| ISHARES TR46436E718 | 0-3 MTH TREASURY | 10,600 | $106.71 萬 | 0.17% | +10,600 | 新進 | – |
| SMHISEACOR MARINE HLDGS INC | COM | 211,480 | $107.01 萬 | 0.17% | 00.0% | 不變 | 查看 |
| GEVGE VERNOVA INC COM | Stock | 3,738 | $114.11 萬 | 0.18% | −400−9.7% | 減碼 | 查看 |
| AXPAMERICAN EXPRESS CO COM | Stock | 4,432 | $119.24 萬 | 0.19% | 00.0% | 不變 | 查看 |
| KOCOCA COLA CO COM | Stock | 22,000 | $157.56 萬 | 0.25% | −273−1.2% | 減碼 | 查看 |
| GEGE AEROSPACE COM NEW | Stock | 9,842 | $196.99 萬 | 0.32% | 00.0% | 不變 | 查看 |
| NKENIKE INC CL B | Stock | 36,550 | $232.02 萬 | 0.37% | +950+2.7% | 加碼 | 查看 |
| NXPINXP SEMICONDUCTORS N V | COM | 13,558 | $257.68 萬 | 0.42% | −130−0.9% | 減碼 | 查看 |
| MRKMERCK & CO INC COM | Stock | 44,443 | $398.92 萬 | 0.64% | 00.0% | 不變 | 查看 |
| COSTCOSTCO WHOLESALE CORPORATION COM | Stock | 4,245 | $401.48 萬 | 0.65% | −105−2.4% | 減碼 | 查看 |
| TRVTRAVELERS COMPANIES INC COM | Stock | 20,155 | $533.02 萬 | 0.86% | 00.0% | 不變 | 查看 |
| FIVEFIVE BELOW INC | COM | 78,664 | $589.39 萬 | 0.95% | +2,307+3.0% | 加碼 | 查看 |
| XOMEXXON MOBIL CORP | COM | 56,272 | $669.24 萬 | 1.08% | −159−0.3% | 減碼 | 查看 |
| DINOHF SINCLAIR CORP | COM | 299,281 | $984.04 萬 | 1.59% | +6,372+2.2% | 加碼 | 查看 |
| CMICUMMINS INC COM | Stock | 40,039 | $1,254.98 萬 | 2.02% | −417−1.0% | 減碼 | 查看 |
| EQNREQUINOR ASA | SPONSORED ADR | 490,166 | $1,296.49 萬 | 2.09% | +260.0% | 加碼 | 查看 |
| DISDISNEY WALT CO COM | Stock | 139,801 | $1,379.84 萬 | 2.22% | −262−0.2% | 減碼 | 查看 |
| ALKALASKA AIR GROUP INC | COM | 344,834 | $1,697.27 萬 | 2.74% | −5,241−1.5% | 減碼 | 查看 |
| OLNOLIN CORP COM PAR $1 | Stock | 702,466 | $1,702.78 萬 | 2.75% | +116,973+20.0% | 加碼 | 查看 |
| VIACOMCBS INC92556H206 | CL B | 1,632,655 | $1,952.66 萬 | 3.15% | +452,566+38.4% | 加碼 | – |
| SBUXSTARBUCKS CORP COM | Stock | 231,702 | $2,272.77 萬 | 3.66% | −2,040−0.9% | 減碼 | 查看 |
| VLOVALERO ENERGY CORP COM | Stock | 190,494 | $2,515.86 萬 | 4.06% | +1,475+0.8% | 加碼 | 查看 |
| NEMNEWMONT CORP COM | Stock | 662,556 | $3,198.82 萬 | 5.16% | +5,733+0.9% | 加碼 | 查看 |
| DLTRDOLLAR TREE INC | COM | 493,386 | $3,703.85 萬 | 5.97% | −290,436−37.1% | 減碼 | 查看 |
| KGCKINROSS GOLD CORP | COM | 4,506,646 | $5,682.88 萬 | 9.16% | −101,545−2.2% | 減碼 | 查看 |
| DGDOLLAR GEN CORP NEW | COM | 907,179 | $7,976.82 萬 | 12.86% | +295,650+48.3% | 加碼 | 查看 |
| BRK.ABERKSHIRE HATHAWAY INC DEL | CL A | 116 | $9,261.92 萬 | 14.93% | −4−3.3% | 減碼 | 查看 |
| BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 239,349 | $1.27 億 | 20.55% | +1,296+0.5% | 加碼 | 查看 |