Semper Augustus Investments Group as of March 31, 2026
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 44 positions in its portfolio as reported in the March 2026 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) | 14.5 | $121M | 253k | 479.20 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 9.9 | $83M | 116.00 | 718140.00 | |
| Dollar General (DG) | 9.2 | $77M | 648k | 118.73 | |
| Deckers Outdoor Corporation (DECK) | 7.9 | $66M | 661k | 100.09 | |
| Alaska Air (ALK) | 7.4 | $62M | 1.7M | 36.78 | |
| Olin Corp Com Par $1 (OLN) | 7.2 | $60M | 2.0M | 29.73 | |
| Dollar Tree (DLTR) | 6.7 | $56M | 514k | 109.51 | |
| Newmont Mining Corporation (NEM) | 6.2 | $52M | 479k | 108.25 | |
| Kinross Gold Corp (KGC) | 5.5 | $46M | 1.5M | 30.52 | |
| Five Below (FIVE) | 5.3 | $44M | 193k | 228.48 | |
| Starbucks Corporation (SBUX) | 2.7 | $23M | 251k | 89.59 | |
| Hf Sinclair Corp (DINO) | 2.7 | $23M | 361k | 62.39 | |
| Cummins (CMI) | 2.5 | $21M | 40k | 538.02 | |
| Builders FirstSource (BLDR) | 2.2 | $19M | 228k | 82.33 | |
| Walt Disney Company (DIS) | 1.8 | $15M | 153k | 96.38 | |
| Valero Energy Corporation (VLO) | 1.3 | $11M | 44k | 247.08 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $9.8M | 58k | 169.66 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.9 | $7.4M | 176k | 42.20 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.7 | $5.9M | 653k | 9.02 | |
| Travelers Companies (TRV) | 0.7 | $5.6M | 19k | 291.68 | |
| Merck & Co (MRK) | 0.6 | $5.4M | 45k | 120.29 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.4M | 3.4k | 996.43 | |
| Ge Aerospace Com New (GE) | 0.3 | $2.7M | 9.4k | 283.77 | |
| Nxp Semiconductors N V (NXPI) | 0.3 | $2.6M | 13k | 196.86 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.3 | $2.2M | 24k | 92.69 | |
| Ge Vernova (GEV) | 0.2 | $1.7M | 2.0k | 872.90 | |
| Seacor Marine Hldgs (SMHI) | 0.2 | $1.5M | 208k | 7.16 | |
| Chevron Corporation (CVX) | 0.1 | $1.3M | 6.1k | 206.90 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 15k | 76.05 | |
| Apple (AAPL) | 0.1 | $1.1M | 4.1k | 253.79 | |
| American Express Company (AXP) | 0.1 | $1.0M | 3.4k | 302.48 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $998k | 9.9k | 100.66 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $846k | 24k | 35.44 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $698k | 2.4k | 286.86 | |
| Shell Spon Ads (SHEL) | 0.1 | $462k | 5.0k | 93.00 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $329k | 658.00 | 499.78 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $326k | 4.6k | 71.18 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $304k | 4.2k | 71.61 | |
| Synchrony Financial (SYF) | 0.0 | $302k | 4.4k | 68.02 | |
| Flextronics Intl Ord (FLEX) | 0.0 | $294k | 4.5k | 65.46 | |
| Philip Morris International (PM) | 0.0 | $291k | 1.8k | 165.34 | |
| Netflix (NFLX) | 0.0 | $287k | 3.0k | 96.15 | |
| Phillips 66 (PSX) | 0.0 | $268k | 1.5k | 182.18 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $201k | 700.00 | 287.56 |
