Semper Augustus Investments Group LLC
- Period:
- Q1 2026
- Portfolio date:
- Mar 31, 2026
- No. of stocks:
- 44
- Portfolio value:
- $837,341,000
- Filed:
- May 15, 2026
- CIK:
- 1115373
| Stock | Issuer | % of Portfolio | Recent Activity | Shares | Price | Value ▼ |
|---|---|---|---|---|---|---|
| BRK.Bhist | BERKSHIRE HATHAWAY INC DEL | 14.48 | Add 1.00% | 253,025 | $479.20 | $121.25M |
| BRK.Ahist | BERKSHIRE HATHAWAY INC DEL | 9.95 | Buy | 116 | $718137.93 | $83.30M |
| DGhist | DOLLAR GEN CORP | 9.19 | Reduce 30.00% | 648,227 | $118.73 | $76.96M |
| DECKhist | DECKERS OUTDOOR CORP | 7.90 | Add 3.00% | 661,029 | $100.09 | $66.16M |
| ALKhist | ALASKA AIR GROUP INC | 7.45 | Add 314.00% | 1,695,062 | $36.78 | $62.34M |
| OLNhist | OLIN CORP | 7.21 | Add 4.00% | 2,029,319 | $29.73 | $60.33M |
| DLTRhist | DOLLAR TREE INC | 6.72 | — | 513,485 | $109.51 | $56.23M |
| NEMhist | NEWMONT CORP | 6.19 | Reduce 28.00% | 479,138 | $108.25 | $51.87M |
| KGChist | KINROSS GOLD CORP | 5.50 | Reduce 29.00% | 1,508,941 | $30.52 | $46.05M |
| FIVEhist | FIVE BELOW INC | 5.26 | Reduce 27.00% | 192,666 | $228.48 | $44.02M |
| SBUXhist | STARBUCKS CORP | 2.69 | Add 4.00% | 251,300 | $89.59 | $22.51M |
| DINOhist | HF SINCLAIR CORP | 2.69 | Add 1.00% | 360,678 | $62.39 | $22.50M |
| CMIhist | CUMMINS INC | 2.54 | Reduce 1.00% | 39,530 | $538.02 | $21.27M |
| BLDRhist | BUILDERS FIRSTSOURCE INC | 2.24 | Buy | 228,210 | $82.33 | $18.79M |
| DIShist | DISNEY WALT CO | 1.76 | Add 5.00% | 152,583 | $96.38 | $14.71M |
| VLOhist | VALERO ENERGY CORP | 1.30 | Reduce 78.00% | 44,056 | $247.07 | $10.88M |
| XOMhist | EXXON MOBIL CORP | 1.17 | — | 57,517 | $169.65 | $9.76M |
| EQNRhist | EQUINOR ASA | 0.89 | Reduce 71.00% | 175,954 | $42.20 | $7.42M |
| PSKYhist | PARAMOUNT SKYDANCE CORP | 0.70 | Reduce 1.00% | 652,707 | $9.02 | $5.89M |
| TRVhist | TRAVELERS COMPANIES INC | 0.67 | — | 19,100 | $291.68 | $5.57M |
| MRKhist | MERCK & CO INC | 0.64 | — | 44,633 | $120.29 | $5.37M |
| COSThist | COSTCO WHOLESALE CORPORATION | 0.40 | Reduce 2.00% | 3,367 | $996.44 | $3.35M |
| GEhist | GE AEROSPACE | 0.32 | — | 9,352 | $283.79 | $2.65M |
| NXPIhist | NXP SEMICONDUCTORS N V | 0.31 | Reduce 2.00% | 12,996 | $196.83 | $2.56M |
| GLDMhist | WORLD GOLD TR | 0.27 | — | 23,979 | $92.71 | $2.22M |
| GEVhist | GE VERNOVA INC | 0.21 | — | 1,994 | $873.12 | $1.74M |
| SMHIhist | SEACOR MARINE HLDGS INC | 0.18 | — | 208,175 | $7.16 | $1.49M |
| CVXhist | CHEVRON CORPORATION | 0.15 | Reduce 5.00% | 6,063 | $206.83 | $1.25M |
| KOhist | COCA COLA CO | 0.14 | — | 15,328 | $76.07 | $1.17M |
| AAPLhist | APPLE INC | 0.13 | — | 4,140 | $253.86 | $1.05M |
| AXPhist | AMERICAN EXPRESS CO | 0.12 | — | 3,436 | $302.39 | $1.04M |
| ETHBhist | ISHARES TR | 0.12 | Buy | 9,916 | $100.65 | $998K |
| SIIhist | SPROTT ASSET MANAGEMENT LP | 0.10 | — | 23,869 | $35.44 | $846K |
| GOOGhist | ALPHABET INC | 0.08 | Buy | 2,432 | $287.01 | $698K |
| SHELhist | SHELL PLC | 0.06 | — | 4,968 | $93.00 | $462K |
| MAhist | MASTERCARD INCORPORATED | 0.04 | Buy | 658 | $500.00 | $329K |
| GEHChist | GE HEALTHCARE TECHNOLOGIES I | 0.04 | — | 4,581 | $71.16 | $326K |
| SIVRhist | ABRDN SILVER ETF TRUST | 0.04 | — | 4,245 | $71.61 | $304K |
| SYFhist | SYNCHRONY FINANCIAL | 0.04 | — | 4,437 | $68.06 | $302K |
| FLEXhist | FLEXTRONICS INTL LTD | 0.04 | — | 4,485 | $65.55 | $294K |
| PMhist | PHILIP MORRIS INTL INC | 0.03 | Buy | 1,762 | $165.15 | $291K |
| NFLXhist | NETFLIX INC. | 0.03 | Buy | 2,980 | $96.31 | $287K |
| PSXhist | PHILLIPS 66 | 0.03 | Buy | 1,472 | $182.07 | $268K |
| GOOGLhist | ALPHABET INC | 0.02 | — | 700 | $287.14 | $201K |
| OVVhist | OVINTIV INC | 0.00 | Sell | 0 | — | $0 |
| ETHBhist | ISHARES TR | 0.00 | Sell | 0 | — | $0 |