We are live on
!
Find out more
SAIG
Semper Augustus Investments Group Portfolio holdings
AUM
$837M
1-Year Est. Return
42.35%
This Fund
S&P 500
This Quarter
Est. Return
-0.2%
1 Year Est. Return
+42.35%
3 Year Est. Return
+90.15%
5 Year Est. Return
+125.37%
10 Year Est. Return
+431.58%
AUM
$138M
AUM Growth
-$64K
(-0.05%)
Cap. Flow
+$789K
Cap. Flow
% of AUM
0.57%
Top 10 Holdings %
Top 10 Hldgs %
72.05%
Holding
30
New
–
Increased
2
Reduced
12
Closed
–
Top Buys
| 1 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$752K |
| 2 |
Sanofi
SNY
|
+$170K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$32K |
| 2 |
ExxonMobil
XOM
|
+$23.2K |
| 3 |
GG
Goldcorp Inc
GG
|
+$21.6K |
| 4 |
Mercury Insurance
MCY
|
+$20K |
| 5 |
Merck
MRK
|
+$15.4K |
Sector Composition
| 1 | Financials | 53.72% |
| 2 | Materials | 11.74% |
| 3 | Healthcare | 8.58% |
| 4 | Energy | 8.48% |
| 5 | Industrials | 6.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.05T
| $27.2M | 19.76% |
188,605
-219
| -0.1% | -$32K |
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.05T
| $18.6M | 13.49% |
86
| – | – |
|
|
3
ExxonMobil
XOM
$599B
| $9.32M | 6.76% |
106,768
-261
| -0.2% | -$23.2K |
|
|
4
Mercury Insurance
MCY
$5.83B
| $9.31M | 6.76% |
169,788
-370
| -0.2% | -$20K |
|
5
Newmont
NEM
$102B
| $7.78M | 5.64% |
197,896
| – | – |
|
|
GG
6
DELISTED
Goldcorp Inc
GG
| $6.17M | 4.48% |
373,810
-1,227
| -0.3% | -$21.6K |
|
7
WaFd
WAFD
$2.84B
| $6.17M | 4.47% |
231,068
-475
| -0.2% | -$12.2K |
|
8
Jefferies Financial Group
JEF
$13.2B
| $5.81M | 4.21% |
340,754
-56
| -0% | -$928 |
|
|
9
Merck
MRK
$305B
| $4.9M | 3.55% |
82,244
-264
| -0.3% | -$15.4K |
|
|
10
Sanofi
SNY
$105B
| $4.04M | 2.93% |
105,774
+4,235
| +4% | +$170K |
|
11
GE Aerospace
GE
$376B
| $3.83M | 2.78% |
27,004
| – | – |
|
12
Hexcel
HXL
$7.75B
| $3.67M | 2.66% |
82,904
-46
| -0.1% | -$2.01K |
|
13
Intel
INTC
$518B
| $3.29M | 2.39% |
87,125
-50
| -0.1% | -$1.77K |
|
14
Costco
COST
$406B
| $3.1M | 2.25% |
20,302
| – | – |
|
|
AVX
15
DELISTED
AVX Corporation
AVX
| $3.08M | 2.23% |
223,449
-100
| -0% | -$1.36K |
|
|
VR
16
DELISTED
Validus Hold Ltd
VR
| $2.79M | 2.02% |
56,001
| – | – |
|
17
Johnson & Johnson
JNJ
$595B
| $2.35M | 1.7% |
19,870
| – | – |
|
18
American Express
AXP
$245B
| $2.32M | 1.69% |
36,267
| – | – |
|
19
Travelers Companies
TRV
$70B
| $2.29M | 1.66% |
20,000
| – | – |
|
20
Kinross Gold
KGC
$28.3B
| $2.23M | 1.62% |
529,940
-250
| -0% | -$1.21K |
|
21
Equinor
EQNR
$85.3B
| $2.13M | 1.55% |
126,974
| – | – |
|
22
Coca-Cola
KO
$355B
| $2.12M | 1.53% |
50,000
| – | – |
|
|
CBI
23
DELISTED
Chicago Bridge & Iron Nv
CBI
| $1.57M | 1.14% |
56,018
+23,190
| +71% | +$752K |
|
24
CNA Financial
CNA
$13.5B
| $1.29M | 0.94% |
37,580
| – | – |
|
25
Chubb
CB
$131B
| $756K | 0.55% |
6,018
| – | – |
|
Similar funds
CAM
ES
DLP
FPGK
MPM
MCM
CB
MAP