Semper Augustus Investments Group as of June 30, 2026
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 50 positions in its portfolio as reported in the June 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) | 15.5 | $137M | 273k | 500.39 | |
| Alaska Air (ALK) | 10.6 | $94M | 1.8M | 52.20 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 10.2 | $90M | 120.00 | 748850.00 | |
| Dollar General (DG) | 8.7 | $77M | 665k | 115.11 | |
| Deckers Outdoor Corporation (DECK) | 7.5 | $67M | 670k | 99.29 | |
| Dollar Tree (DLTR) | 7.2 | $64M | 530k | 120.95 | |
| Builders FirstSource (BLDR) | 5.6 | $50M | 554k | 89.48 | |
| Olin Corp Com Par $1 (OLN) | 4.8 | $43M | 2.2M | 19.82 | |
| Newmont Mining Corporation (NEM) | 4.7 | $42M | 447k | 93.40 | |
| Kinross Gold Corp (KGC) | 4.1 | $37M | 1.5M | 23.62 | |
| Paychex (PAYX) | 2.4 | $21M | 212k | 98.33 | |
| Five Below (FIVE) | 2.1 | $19M | 106k | 179.79 | |
| S&p Global (SPGI) | 2.1 | $19M | 46k | 407.26 | |
| Hf Sinclair Corp (DINO) | 2.0 | $18M | 252k | 69.65 | |
| Walt Disney Company (DIS) | 1.7 | $16M | 161k | 96.25 | |
| Cognizant Technology Solutio Cl A (CTSH) | 1.7 | $15M | 378k | 38.73 | |
| Valero Energy Corporation (VLO) | 1.1 | $9.9M | 38k | 260.44 | |
| Cummins (CMI) | 1.0 | $9.3M | 13k | 713.21 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $7.8M | 57k | 136.72 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.7 | $6.4M | 649k | 9.86 | |
| Travelers Companies (TRV) | 0.7 | $6.3M | 19k | 330.12 | |
| Merck & Co (MRK) | 0.6 | $5.7M | 45k | 128.50 | |
| Equinor Asa Sponsored Adr (EQNR) | 0.6 | $5.1M | 161k | 31.40 | |
| Starbucks Corporation (SBUX) | 0.5 | $4.7M | 46k | 102.19 | |
| Ge Aerospace Com New (GE) | 0.4 | $3.5M | 9.4k | 373.73 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.1M | 3.4k | 935.47 | |
| Ge Vernova (GEV) | 0.3 | $2.3M | 2.0k | 1174.86 | |
| Nxp Semiconductors N V (NXPI) | 0.2 | $2.2M | 7.7k | 281.03 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $1.9M | 24k | 79.42 | |
| Seacor Marine Hldgs (SMHI) | 0.2 | $1.6M | 208k | 7.65 | |
| Apple (AAPL) | 0.2 | $1.3M | 4.6k | 289.36 | |
| Coca-Cola Company (KO) | 0.1 | $1.2M | 15k | 81.27 | |
| American Express Company (AXP) | 0.1 | $1.1M | 3.3k | 338.25 | |
| Chevron Corporation (CVX) | 0.1 | $1.0M | 6.1k | 165.76 | |
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.1 | $863k | 8.6k | 100.67 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $859k | 2.4k | 353.33 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $720k | 24k | 30.17 | |
| Shell Spon Ads (SHEL) | 0.0 | $385k | 5.0k | 77.54 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $338k | 658.00 | 513.74 | |
| Synchrony Financial (SYF) | 0.0 | $337k | 4.4k | 76.05 | |
| Philip Morris International (PM) | 0.0 | $319k | 1.8k | 180.91 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $293k | 4.6k | 64.01 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $250k | 700.00 | 357.37 | |
| Phillips 66 (PSX) | 0.0 | $249k | 1.5k | 169.05 | |
| Microsoft Corporation (MSFT) | 0.0 | $239k | 641.00 | 373.02 | |
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.0 | $239k | 4.2k | 56.22 | |
| Microchip Technology (MCHP) | 0.0 | $221k | 2.4k | 91.20 | |
| Netflix (NFLX) | 0.0 | $213k | 3.0k | 71.40 | |
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $208k | 2.8k | 74.81 | |
| Johnson & Johnson (JNJ) | 0.0 | $202k | 794.00 | 253.97 |
