SEMPER AUGUSTUS INVESTMENTS GROUP LLC
CIK 1115373 · Holdings on Dec 31, 2023 · First reported Feb 14, 2024
Top ten holdings
Q4 2023- BRK.B17.43%
- BRK.A14.20%
- DG11.84%
- MCY10.86%
- OLN5.71%
- KGC5.57%
- NEM5.06%
- DIS3.79%
- DINO3.17%
- 92556H2062.76%
Share classes counted separately80.39%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- BRK.AWeight decreased · -2.23 pp16.43% → 14.20%Shares -4 (-3.10%)
- BRK.BWeight decreased · -2.01 pp19.44% → 17.43%Shares +2.01K (+0.87%)
- MCYWeight increased · +1.78 pp9.08% → 10.86%Shares +39.85K (+2.95%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $83.30M | 17.43% | 233.54K shares | 19.44% → 17.43%-2.01 pp +2.01K (+0.87%) | Added | ↗▾ |
| 02 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $67.83M | 14.20% | 125 shares | 16.43% → 14.20%-2.23 pp -4 (-3.10%) | Reduced | ↗▾ |
| 03 | DGDOLLAR GENERAL CORP View history and evidence | $56.57M | 11.84% | 416.14K shares | 10.19% → 11.84%+1.65 pp +14.19K (+3.53%) | Added | ↗▾ |
| 04 | MCYMERCURY GENERAL CORP View history and evidence | $51.91M | 10.86% | 1.39M shares | 9.08% → 10.86%+1.78 pp +39.85K (+2.95%) | Added | ↗▾ |
| 05 | OLNOLIN CORPCOM PAR $1 View history and evidence | $27.27M | 5.71% | 505.53K shares | 6.06% → 5.71%-0.35 pp -660 (-0.13%) | Reduced | ↗▾ |
| 06 | KGCKINROSS GOLD CORP View history and evidence | $26.63M | 5.57% | 4.40M shares | 4.58% → 5.57%+0.99 pp +209.95K (+5.01%) | Added | ↗▾ |
| 07 | NEMNEWMONT CORP View history and evidence | $24.18M | 5.06% | 584.15K shares | 4.66% → 5.06%+0.40 pp +57.48K (+10.91%) | Added | ↗▾ |
| 08 | DISWALT DISNEY CO/THE View history and evidence | $18.09M | 3.79% | 200.31K shares | 2.38% → 3.79%+1.41 pp +78.06K (+63.85%) | Added | ↗▾ |
| 09 | DINOHF SINCLAIR CORP View history and evidence | $15.15M | 3.17% | 272.56K shares | 3.66% → 3.17%-0.49 pp +4.26K (+1.59%) | Added | ↗▾ |
| 10 | 92556H206PARAMOUNT GLOBAL-CLASS BCLASS B COM View history and evidence | $13.17M | 2.76% | 890.53K shares | 3.60% → 2.76%-0.84 pp -273.15K (-23.47%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1115373 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 477799143
}Research all 35 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.