SEC 13F Intelligence

Semper Augustus Investments Group LLC / YUSD

Semper Augustus Investments Group LLC’s Alleghany Corp Md Position

Does Semper Augustus Investments Group LLC own Alleghany Corp Md (YUSD)? Not currently — the last reported position was 11.1K shares worth $9M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q3 2022
Shares
11.1K
% of Portfolio
+2.81%
Quarters Held
11
position exited

Position History YUSD

Reported value by quarter
Q1 ’20: $2MQ1 ’20Q2 ’20: $4MQ3 ’20: $4MQ3 ’20Q4 ’20: $5MQ1 ’21: $5MQ1 ’21Q2 ’21: $6MQ3 ’21: $5MQ3 ’21Q4 ’21: $6MQ1 ’22: $28MQ1 ’22Q2 ’22: $17MQ3 ’22: $9MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202211.1K$9M+2.81%
Q2 202220.7K$17M+5.10%
Q1 202232.8K$28M+7.05%
Q4 20218.7K$6M+1.82%
Q3 20218.6K$5M+1.73%
Q2 20218.5K$6M+1.88%
Q1 20218.5K$5M+2.02%
Q4 20208.0K$5M+2.12%
Q3 20208.0K$4M+2.14%
Q2 20208.0K$4M+2.20%
Q1 20203.7K$2M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Semper Augustus Investments Group LLC’s full portfolio or all institutional holders of YUSD.