SEMPER AUGUSTUS INVESTMENTS GROUP LLC
SEMPER AUGUSTUS INVESTMENTS GROUP LLC runs SEMPER AUGUSTUS INVESTMENTS GROUP LLC and currently holds 50 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $884.60M. Their top holdings are BRK-B, ALK, BRK-A, DG, DECK. The top five represent 52.4% of reported portfolio weight. SEMPER AUGUSTUS INVESTMENTS GROUP LLC ranks #N/A out of 1000 investors tracked by Alpha Score. In the most recent quarter, SEMPER AUGUSTUS INVESTMENTS GROUP LLC initiated 6 new positions. They added to 11 existing positions. They trimmed 13 positions. Their current best-performing preview position is NXPI with returns of +42.76%.
50 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
BRK-B BERKSHIRE HATHAWAY INC DEL | 15.45% | $185.97 | $495.77 | +166.59% | Added +7.95% |
ALK ALASKA AIR GROUP INC | 10.58% | $39.01 | $40.38 | +3.51% | Added +5.81% |
BRK-A BERKSHIRE HATHAWAY INC DEL | 10.16% | $273,882.15 | $743,666.12 | +171.53% | Added +3.45% |
DG DOLLAR GEN CORP | 8.66% | $103.98 | $123.38 | +18.66% | Added +2.63% |
DECK DECKERS OUTDOOR CORP | 7.52% | $102.74 | $91.65 | -10.79% | Added +1.39% |
DLTR DOLLAR TREE INC | 7.25% | $78.96 | $131.48 | +66.51% | Added +3.24% |
BLDR BUILDERS FIRSTSOURCE INC | 5.60% | $86.53 | $70.21 | -18.87% | Added +142.64% |
OLN OLIN CORP | 4.83% | $23.61 | $18.41 | -22.02% | Added +6.14% |
NEM NEWMONT CORP | 4.72% | $41.68 | $131.59 | +215.71% | Trimmed -6.66% |
KGC KINROSS GOLD CORP | 4.14% | $5.76 | $32.76 | +468.66% | Added +2.65% |
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