13F filing recap · Q2 2023
What did Semper Augustus buy in Q2 2023?
Reported stock-position changes between this filing and the previous one.
Stock value
$423.00M
Positions
33
Estimated turnover
12.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Increased positions
BRK.BBerkshire Hathaway Inc$79.97Mreported value+1.4K shares+0.6%BRK.ABerkshire Hathaway Inc$66.80Mreported value+8 shares+6.6%MCYMercury General Corp$38.13Mreported value+603.2K shares+91.9%DGDollar General Corp$24.79Mreported value+63.5K shares+76.9%NEMNewmont Corporation$22.21Mreported value+22.3K shares+4.5%KGCKinross Gold Corp$19.92Mreported value+166.4K shares+4.1%PARAParamount Global$18.06Mreported value+148.2K shares+15.0%DINOHf Sinclair Corporation$14.50Mreported value+25.6K shares+8.5%ALKAlaska Air Group, Inc.$13.54Mreported value+27.2K shares+12.0%DLTRDollar Tree, Inc.$10.95Mreported value+1.8K shares+2.4%DISWalt Disney Co/$10.89Mreported value+7.9K shares+7.0%NXPINxp Semiconductors N.v.$8.13Mreported value+120 shares+0.3%EQNREquinor Asa$6.93Mreported value+8.5K shares+3.7%