Semper Augustus Investments Group LLC Top Holdings and 13F Report (2024) About Semper Augustus Investments Group LLCInvestment ActivitySemper Augustus Investments Group LLC has $591.64 million in total holdings as of September 30, 2024.Semper Augustus Investments Group LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 15.80% of the portfolio was purchased this quarter.About 15.08% of the portfolio was sold this quarter.This quarter, Semper Augustus Investments Group LLC has purchased 39 new stocks and bought additional shares in 16 stocks.Semper Augustus Investments Group LLC sold shares of 10 stocks and completely divested from 4 stocks this quarter.Largest Holdings Berkshire Hathaway $109,459,033Berkshire Hathaway $87,779,860Dollar General $72,830,975Kinross Gold $43,230,414Newmont $34,812,747 Largest New Holdings this Quarter SPDR Gold MiniShares Trust $649,540 HoldingAmazon.com $237,012 Holding Largest Purchases this Quarter Dollar General 420,897 shares (about $35.60M)Dollar Tree 386,448 shares (about $27.18M)HF Sinclair 258,235 shares (about $11.51M)Valero Energy 79,427 shares (about $10.73M)Equinor ASA 208,850 shares (about $5.29M) Largest Sales this Quarter Mercury General 1,335,455 shares (about $84.11M)Apple 8,510 shares (about $1.98M)Berkshire Hathaway 1 shares (about $691.18K)General Electric 3,105 shares (about $585.54K)Kinross Gold 32,730 shares (about $306.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSemper Augustus Investments Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$109,459,033$343,354 ▲0.3%237,82018.5%FinanceBRK.ABerkshire Hathaway$87,779,860$691,180 ▼-0.8%12714.8%FinanceDGDollar General$72,830,975$35,595,243 ▲95.6%861,19212.3%Retail/WholesaleKGCKinross Gold$43,230,414$306,353 ▼-0.7%4,618,6347.3%Basic MaterialsNEMNewmont$34,812,747$93,056 ▲0.3%651,3145.9%Basic MaterialsDLTRDollar Tree$33,995,360$27,175,023 ▲398.4%483,4385.7%Retail/WholesaleOLNOlin$25,306,650$2,831 ▲0.0%527,4424.3%Basic MaterialsDINOHF Sinclair$23,664,397$11,509,534 ▲94.7%530,9494.0%Oils/EnergySBUXStarbucks$22,765,544$360,128 ▲1.6%233,5173.8%Retail/WholesalePARAParamount Global$17,960,295$93,042 ▲0.5%1,691,1773.0%Consumer DiscretionaryVLOValero Energy$15,804,719$10,725,026 ▲211.1%117,0462.7%Oils/EnergyALKAlaska Air Group$15,726,931$275,645 ▲1.8%347,8642.7%TransportationDISWalt Disney$13,411,225$262,695 ▲2.0%139,4242.3%Consumer DiscretionaryCMICummins$13,224,879$21,046 ▼-0.2%40,8442.2%Auto/Tires/TrucksEQNREquinor ASA$12,137,933$5,290,170 ▲77.3%479,1922.1%Oils/EnergyXOMExxon Mobil$6,614,842$19,576 ▲0.3%56,4311.1%Oils/EnergyFIVEFive Below$6,550,534$685,508 ▲11.7%74,1431.1%Retail/WholesaleMRKMerck & Co., Inc.$5,046,9470.0%44,4430.9%MedicalTRVTravelers Companies$4,718,6890.0%20,1550.8%FinanceCOSTCostco Wholesale$3,838,6320.0%4,3300.6%Retail/WholesaleMCYMercury General$3,748,878$84,106,810 ▼-95.7%59,5250.6%FinanceNXPINXP Semiconductors$3,330,379$12,961 ▼-0.4%13,8760.6%Computer and TechnologyNKENIKE$3,082,873$150,723 ▲5.1%34,8740.5%Consumer DiscretionarySMHISEACOR Marine$2,040,782$29,732 ▼-1.4%211,4800.3%TransportationGEGeneral Electric$1,856,004$585,541 ▼-24.0%9,8420.3%TransportationKOCoca-Cola$1,580,920$30,541 ▼-1.9%22,0000.3%Consumer StaplesAXPAmerican Express$1,207,925$17,357 ▼-1.4%4,4540.2%FinanceGE VERNOVA INC$1,055,1070.0%4,1380.2%COMAAPLApple$964,620$1,982,830 ▼-67.3%4,1400.2%Computer and TechnologyCVXChevron$907,625$18,703 ▲2.1%6,1630.2%Oils/EnergyGLDMSPDR Gold MiniShares Trust$649,540$649,540 ▲New Holding12,4600.1%FinanceOVVOvintiv$631,6170.0%16,4870.1%Oils/EnergySPROTT PHYSICAL GOLD TR$486,4500.0%23,8690.1%UNITGEHCGE HealthCare Technologies$429,9270.0%4,5810.1%MedicalSHELShell$327,6400.0%4,9680.1%Oils/EnergyAMZNAmazon.com$237,012$237,012 ▲New Holding1,2720.0%Retail/WholesaleSYFSynchrony Financial$221,3180.0%4,4370.0%FinanceWAFDWaFd$0$773,718 ▼-100.0%00.0%FinanceMCHPMicrochip Technology$0$221,247 ▼-100.0%00.0%Computer and TechnologyGOOGLAlphabet$0$211,294 ▼-100.0%00.0%Computer and TechnologyPSXPhillips 66$0$207,802 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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