All Stocks Held By Semper Augustus Investments Group LLC

As of 12/31/2023, we find all stocks held by Semper Augustus Investments Group LLC to be as follows, presented in the table below with each row detailing each Semper Augustus Investments Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Semper Augustus Investments Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Semper Augustus Investments Group LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
BERKSHIRE HATHAWAY INC DEL			$151,124
BRK.B	233,545	+2,012	$83,296
BRK.A	125	-4	$67,828
DOLLAR GEN CORP NEW	416,140	+14,194	$56,574
DG	416,140	+14,194	$56,574
MERCURY GENL CORP NEW	1,391,249	+39,853	$51,908
MCY	1,391,249	+39,853	$51,908
OLIN CORP	505,528	-660	$27,273
OLN	505,528	-660	$27,273
KINROSS GOLD CORP	4,402,127	+209,950	$26,633
KGC	4,402,127	+209,950	$26,633
NEWMONT CORP	584,153	+57,476	$24,178
NEM	584,153	+57,476	$24,178
DISNEY WALT CO	200,311	+78,059	$18,086
DIS	200,311	+78,059	$18,086
HF SINCLAIR CORP	272,556	+4,258	$15,146
DINO	272,556	+4,258	$15,146
PARAMOUNT GLOBAL	890,526	-273,150	$13,171
PARA	890,526	-273,150	$13,171
DOLLAR TREE INC	90,095	+4,338	$12,798
DLTR	90,095	+4,338	$12,798
ALASKA AIR GROUP INC	314,106	+45,985	$12,272
ALK	314,106	+45,985	$12,272
CUMMINS INC	40,749	-139	$9,762
CMI	40,749	-139	$9,762
STARBUCKS CORP	96,221	+1,361	$9,238
SBUX	96,221	+1,361	$9,238
EQUINOR ASA	241,982	+2,928	$7,656
EQNR	241,982	+2,928	$7,656
EXXON MOBIL CORP	56,335	UNCH	$5,632
XOM	56,335	UNCH	$5,632
NXP SEMICONDUCTORS N V	24,471	-100	$5,620
NXPI	24,471	-100	$5,620
VALERO ENERGY CORP	38,482	+2,975	$5,003
VLO	38,482	+2,975	$5,003
MERCK & CO INC	44,575	+131	$4,860
MRK	44,575	+131	$4,860
TRAVELERS COMPANIES INC	20,155	UNCH	$3,839
TRV	20,155	UNCH	$3,839
SEACOR MARINE HLDGS INC	237,026	-9,951	$2,984
SMHI	237,026	-9,951	$2,984
COSTCO WHSL CORP NEW	4,341	+357	$2,865
COST	4,341	+357	$2,865
GENERAL ELECTRIC CO	16,559	UNCH	$2,113
GE	16,559	UNCH	$2,113
OVINTIV INC	32,974	+32,974	$1,448
OVV	32,974	+32,974	$1,448
COCA COLA CO	22,425	UNCH	$1,322
KO	22,425	UNCH	$1,322
NIKE INC	11,308	-35	$1,228
NKE	11,308	-35	$1,228
AMERICAN EXPRESS CO	6,426	UNCH	$1,204
AXP	6,426	UNCH	$1,204
WAFD INC	27,500	-75	$906
WAFD	27,500	-75	$906
APPLE INC	4,250	+1,042	$818
AAPL	4,250	+1,042	$818
CHEVRON CORP NEW	4,731	+1,478	$706
CVX	4,731	+1,478	$706
GE HEALTHCARE TECHNOLOGIES I	4,581	UNCH	$354
GEHC	4,581	UNCH	$354
SHELL PLC	4,968	+800	$327
SHEL	4,968	+800	$327
DOW INC	5,169	UNCH	$283
DOW	5,169	UNCH	$283
PEPSICO INC	1,457	UNCH	$247
PEP	1,457	UNCH	$247
MICROCHIP TECHNOLOGY INC.	2,418	+2,418	$218
MCHP	2,418	+2,418	$218

See Summary: Semper Augustus Investments Group LLC Top Holdings
See Details: Top 10 Stocks Held By Semper Augustus Investments Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
OVV	+32,974	+$1,448
MCHP	+2,418	+$218

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
PEP	-1,457	-$247

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
KGC	+209,950	+$7,517
DIS	+78,059	+$8,177
NEM	+57,476	+$4,717
ALK	+45,985	+$2,330
MCY	+39,853	+$14,028
DG	+14,194	+$14,048
DLTR	+4,338	+$3,669
DINO	+4,258	-$128
VLO	+2,975	-$29
EQNR	+2,928	-$183

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
PARA	-273,150	-$1,840
SMHI	-9,951	-$444
OLN	-660	+$1,974
CMI	-139	+$421
NXPI	-100	+$708
WAFD	-75	+$200
NKE	-35	+$143
PEP	UNCH	$UNCH
DOW	UNCH	+$16

Semper Augustus Investments Group LLC Info

Size ($ in 1000's)
At 12/31/2023: $477,796
At 09/30/2023: $417,195

Semper Augustus Investments Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Semper Augustus Investments Group LLC 13F filings. Link to 13F filings: SEC filings

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