Semper Augustus Investments Group LLC 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows DG unchanged to 18.44%; BRK.A unchanged to 13.13%; DECK unchanged to 9.95%. Combined with top 5 60.91%, top 10 85.46%, top 20 98.67%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 60.91%, top 10 85.46%, top 20 98.67%. The largest names are DG (Dollar General Corporation) 18.44%, BRK.A (Berkshire Hathaway Inc.) 13.13%, DECK (Deckers Outdoor Corporation) 9.95%, NEM (Newmont Corporation) 9.94%, and DLTR (Dollar Tree, Inc.) 9.45%, and the largest sector exposures are Consumer Staples 28.49%, Consumer Discretionary 20.48%, and Materials 16.02%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by DG (Dollar General Corporation) 18.44%, BRK.A (Berkshire Hathaway Inc.) 13.13%, and DECK (Deckers Outdoor Corporation) 9.95%, with sector exposure of Consumer Staples 28.49%, Consumer Discretionary 20.48%, and Materials 16.02%. The baseline metrics show return 13.18%, alpha 2.55%, beta 0.79, Sharpe 0.79, Sortino 1.06, and max drawdown -29.63%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.