SEMPER AUGUSTUS INVESTMENTS GROUP LLC [Rocket]

Holdings

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:

Name	Ticker	Class	Shares	Change	Value	Change	% Port	% OS	Hist	Date
BERKSHIRE HATHAWAY INC	BRK/B	Common	234,530	5,523	79,974,730,000	9,234,468,000	18.91		Hist	06/30/2023
BERKSHIRE HATHAWAY INC	BRK.A	Common	129	22	66,797,490,000	16,645,417,000	15.79		Hist	06/30/2023
MERCURY GENERAL CORP	MCY	Common	1,259,725	663,240	38,131,886,000	17,732,109,000	9.01		Hist	06/30/2023
OLIN Corp	OLN	Common	519,139	-121,754	26,678,553,000	-7,250,322,000	6.31	0.40	Hist	06/30/2023
DOLLAR GENERAL CORP	DG	COM	146,025	102,028	24,792,125,000	13,957,864,000	5.86	0.07	Hist	06/30/2023
NEWMONT Corp /DE/	NEM	Common	520,677	64,631	22,212,081,000	686,710,000	5.25	0.07	Hist	06/30/2023
KINROSS GOLD CORP	KGC	Common	4,176,999	640,438	19,924,285,000	5,459,751,000	4.71	0.34	Hist	06/30/2023
Paramount Global	CBS	Common	1,134,831	187,111	18,055,161,000	2,057,647,000	4.27		Hist	06/30/2023
HF Sinclair Corp	DINO	COM	325,025	44,813	14,499,365,000	-40,836,000	3.43	0.17	Hist	06/30/2023
ALASKA AIR GROUP, INC.	ALK	Common	254,566	30,165	13,537,820,000	3,902,041,000	3.20		Hist	06/30/2023
VALERO ENERGY CORP/TX	VLO	Common	97,893	-22,840	11,482,849,000	-3,833,339,000	2.71	0.03	Hist	06/30/2023
DOLLAR TREE, INC.	DLTR	COM	76,335	6,456	10,954,073,000	1,070,387,000	2.59	0.03	Hist	06/30/2023
Walt Disney Co	DIS	Common	122,023	8,913	10,894,213,000	1,067,216,000	2.58	0.01	Hist	06/30/2023
CUMMINS INC	CMI	Common	41,272	-343	10,118,244,000	35,346,000	2.39	0.03	Hist	06/30/2023
STARBUCKS CORP	SBUX	Common	97,140	-1,714	9,622,688,000	-183,629,000	2.27	0.01	Hist	06/30/2023
NXP Semiconductors N.V.	NXPI	COM	39,718	-60	8,129,480,000	1,843,363,000	1.92	0.02	Hist	06/30/2023
EXXON MOBIL CORP	XOM	Common	74,348	-27,897	7,973,829,000	-3,303,836,000	1.89	0.00	Hist	06/30/2023
EQUINOR ASA	EQNR	COM	237,162	41,279	6,927,502,000	-87,068,000	1.64		Hist	06/30/2023
Merck & Co., Inc.	MRK	COM	44,444	-29	5,128,393,000	194,114,000	1.21		Hist	06/30/2023
TRAVELERS COMPANIES, INC.	TRV	Common	20,155	0	3,500,117,000	-278,744,000	0.83		Hist	06/30/2023
SEACOR Marine Holdings Inc.	SMHI	Common	246,977	-3,410	2,822,947,000	529,402,000	0.67	0.91	Hist	06/30/2023
COSTCO WHOLESALE CORP /NEW	COST	Common	4,172	-797	2,246,121,000	-22,228,000	0.53		Hist	06/30/2023
GENERAL ELECTRIC CO	GE	Stock	16,559	-1,262	1,819,006,000	325,784,000	0.43	0.00	Hist	06/30/2023
COCA COLA CO	KO	Common	22,425	0	1,350,434,000	-76,020,000	0.32		Hist	06/30/2023
NIKE, Inc.	NKE	Common	11,342	-159	1,251,816,000	-93,966,000	0.30		Hist	06/30/2023
AMERICAN EXPRESS CO	AXP	Common	6,426	-172	1,119,409,000	144,554,000	0.26		Hist	06/30/2023
WASHINGTON FEDERAL INC	WAFD	STOCK	27,575	-272	731,289,000	-202,978,000	0.17	0.04	Hist	06/30/2023
Apple Inc.	AAPL	Common	3,208	-317	622,256,000	164,253,000	0.15		Hist	06/30/2023
CHEVRON CORP	CVX	Common	3,253	-250	511,860,000	-116,818,000	0.12	0.00	Hist	06/30/2023
GE HealthCare Technologies Inc.	GEHC	Common	4,581	4,581	372,160,000	372,160,000	0.09		Hist	06/30/2023
PEPSICO INC	PEP	Common	1,582	0	293,018,000	7,214,000	0.07		Hist	06/30/2023
DOW CHEMICAL CO /DE/	DOW	COM	5,169	0	275,301,000	14,835,000	0.07		Hist	06/30/2023
Shell plc	SHEL	Call	4,168	-700	251,664,000	-25,569,000	0.06		Hist	06/30/2023
HEXCEL CORP /DE/	HXL	Common	0	-71,309	0	-4,196,535,000	0.00	0.00	Hist	06/30/2023