Semper Augustus Investments Group as of Dec. 31, 2025
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 39 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 14.4 | $125M | 249k | 502.65 | |
| Dollar General (DG) | 14.1 | $123M | 926k | 132.77 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 10.1 | $88M | 116.00 | 754800.00 | |
| Deckers Outdoor Corporation (DECK) | 7.6 | $66M | 640k | 103.67 | |
| Newmont Mining Corporation (NEM) | 7.6 | $66M | 663k | 99.85 | |
| Dollar Tree (DLTR) | 7.3 | $63M | 513k | 123.01 | |
| Kinross Gold Corp (KGC) | 6.8 | $60M | 2.1M | 28.16 | |
| Five Below (FIVE) | 5.7 | $50M | 265k | 188.36 | |
| Olin Corp Com Par $1 (OLN) | 4.7 | $41M | 1.9M | 20.83 | |
| Valero Energy Corporation (VLO) | 3.7 | $32M | 199k | 162.79 | |
| Alaska Air (ALK) | 2.4 | $21M | 409k | 50.30 | |
| Starbucks Corporation (SBUX) | 2.3 | $20M | 242k | 84.21 | |
| Cummins (CMI) | 2.3 | $20M | 40k | 510.45 | |
| Walt Disney Company (DIS) | 1.9 | $17M | 146k | 113.77 | |
| Hf Sinclair Corp (DINO) | 1.9 | $17M | 359k | 46.08 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.6 | $14M | 598k | 23.63 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 1.0 | $8.8M | 659k | 13.40 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $6.9M | 58k | 120.34 | |
| Travelers Companies (TRV) | 0.6 | $5.5M | 19k | 290.06 | |
| Merck & Co (MRK) | 0.5 | $4.7M | 44k | 105.26 | |
| Costco Wholesale Corporation (COST) | 0.3 | $3.0M | 3.4k | 862.34 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $2.9M | 13k | 217.06 | |
| Ge Aerospace Com New (GE) | 0.3 | $2.9M | 9.4k | 308.03 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $2.0M | 24k | 85.37 | |
| Ge Vernova (GEV) | 0.1 | $1.3M | 2.0k | 653.57 | |
| American Express Company (AXP) | 0.1 | $1.3M | 3.4k | 369.95 | |
| Seacor Marine Hldgs (SMHI) | 0.1 | $1.3M | 208k | 6.02 | |
| Apple (AAPL) | 0.1 | $1.1M | 4.1k | 271.86 | |
| Coca-Cola Company (KO) | 0.1 | $1.1M | 15k | 69.91 | |
| Chevron Corporation (CVX) | 0.1 | $974k | 6.4k | 152.41 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $788k | 24k | 33.02 | |
| Encana Corporation (OVV) | 0.1 | $646k | 17k | 39.19 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $376k | 4.6k | 82.02 | |
| Synchrony Financial (SYF) | 0.0 | $370k | 4.4k | 83.43 | |
| Shell Spon Ads (SHEL) | 0.0 | $365k | 5.0k | 73.48 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $355k | 3.5k | 100.38 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $287k | 4.2k | 67.64 | |
| Flex Ord (FLEX) | 0.0 | $271k | 4.5k | 60.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $219k | 700.00 | 313.00 |
