Semper Augustus Investments Group LLC

13F filer · CIK 0001115373

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$885MU.S. long equity reported on 13F

Positions497 new · 1 closed

Net flow last quarter+$41.1MBuys minus sells

Top 10 positions weight78.9%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202649 positions
BRK.BBerkshire Hathaway Inc	$137M	15.45%	Not reported	+8.0%	Q2 2013
ALKAlaska Air Group, Inc.	$93.6M	10.58%	1.61%	+5.8%	Q1 2020
BRK.ABerkshire Hathaway Inc	$89.9M	10.16%	Not reported	+3.5%	Q2 2013
DGDollar General Corp	$76.6M	8.66%	0.30%	+2.6%	Q1 2017
DECKDeckers Outdoor Corp	$66.5M	7.52%	0.49%	+1.4%	Q2 2025
DLTRDollar Tree, Inc.	$64.1M	7.25%	0.28%	+3.2%	Q3 2021
BLDRBuilders FirstSource, Inc.	$49.5M	5.60%	0.51%	+142.6%	Q1 2026
OLNOLIN Corp	$42.7M	4.83%	1.89%	+6.1%	Q3 2019
NEMNEWMONT Corp	$41.8M	4.72%	0.04%	-6.7%	Q2 2013
KGCKinross Gold Corp	$36.6M	4.14%	0.13%	+2.7%	Q2 2013
PAYXPaychex Inc	$20.8M	2.35%	0.06%	New	Q2 2026
FIVEFive Below, Inc	$19M	2.15%	0.19%	-45.2%	Q2 2024
SPGIS&P Global Inc.	$18.7M	2.12%	0.02%	New	Q2 2026
DINOHF Sinclair Corp	$17.6M	1.99%	0.14%	-30.1%	Q1 2022
DISWalt Disney Co	$15.5M	1.75%	0.01%	+5.3%	Q2 2018
CTSHCognizant Technology Solutions Corp	$14.6M	1.65%	0.08%	New	Q2 2026
VLOValero Energy Corp	$9.87M	1.12%	0.01%	-14.0%	Q4 2020
CMICummins Inc	$9.25M	1.05%	0.01%	-67.2%	Q3 2018
XOMExxonMobil Holdings Corp	$7.82M	0.88%	0.00%	-0.6%	Q2 2013
PSKYParamount Skydance Corp	$6.4M	0.72%	0.06%	-0.6%	Q3 2025
TRVTravelers Companies, Inc.	$6.31M	0.71%	0.01%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$5.74M	0.65%	0.00%	Not reported	Q2 2013
EQNREquinor ASA	$5.06M	0.57%	0.01%	-8.4%	Q2 2018
SBUXStarbucks Corp	$4.68M	0.53%	0.00%	-81.8%	Q2 2018
GEGeneral Electric Co	$3.5M	0.40%	0.00%	Not reported	Q3 2021
COSTCostco Wholesale Corp	$3.14M	0.35%	0.00%	-0.4%	Q2 2013
GEVGE Vernova Inc.	$2.34M	0.26%	0.00%	Not reported	Q2 2024
NXPINXP Semiconductors N.V.	$2.15M	0.24%	0.00%	-41.0%	Q3 2018
GLDMWorld Gold Trust	$1.91M	0.22%	0.01%	+0.4%	Q3 2024
SMHISEACOR Marine Holdings Inc.	$1.59M	0.18%	0.77%	Not reported	Q2 2017
AAPLApple Inc.	$1.34M	0.15%	0.00%	+12.1%	Q3 2022
KOCoca Cola Co	$1.25M	0.14%	0.00%	Not reported	Q2 2013
AXPAmerican Express Co	$1.12M	0.13%	0.00%	-3.6%	Q1 2015
CVXChevron Corp	$1.01M	0.11%	0.00%	Not reported	Q1 2021
GOOGAlphabet Inc.	$859K	0.10%	Not reported	Not reported	Q1 2026
PHYSSprott Physical Gold Trust	$720K	0.08%	0.01%	Not reported	Q2 2024
SHELShell plc	$385K	0.04%	0.00%	Not reported	Q1 2022
MAMastercard Inc	$338K	0.04%	0.00%	Not reported	Q1 2026
SYFSynchrony Financial	$337K	0.04%	0.00%	Not reported	Q4 2015
PMPhilip Morris International Inc.	$319K	0.04%	0.00%	Not reported	Q1 2026
GEHCGE HealthCare Technologies Inc.	$293K	0.03%	0.00%	Not reported	Q1 2023
GOOGLAlphabet Inc.	$250K	0.03%	0.00%	Not reported	Q2 2024
PSXPhillips 66	$249K	0.03%	0.00%	Not reported	Q1 2024
MSFTMicrosoft Corp	$239K	0.03%	0.00%	Not reported	Q2 2013
SIVRabrdn Silver ETF Trust	$239K	0.03%	0.01%	Not reported	Q4 2025
MCHPMicrochip Technology Inc	$221K	0.02%	0.00%	Not reported	Q4 2023
NFLXNetflix Inc	$213K	0.02%	0.00%	Not reported	Q1 2026
SUNBSunbelt Rentals Holdings, Inc.	$208K	0.02%	0.00%	New	Q2 2026
JNJJohnson & Johnson	$202K	0.02%	0.00%	Not reported	Q2 2013
Q1 2026Reported May 15, 202643 positions
BRK.BBerkshire Hathaway Inc	$121M	14.48%	Not reported	+1.5%	Q2 2013
BRK.ABerkshire Hathaway Inc	$83.3M	9.95%	Not reported	Not reported	Q2 2013
DGDollar General Corp	$77M	9.19%	0.29%	-30.0%	Q1 2017
DECKDeckers Outdoor Corp	$66.2M	7.90%	0.47%	+3.3%	Q2 2025
ALKAlaska Air Group, Inc.	$62.3M	7.45%	1.52%	+314.2%	Q1 2020
OLNOLIN Corp	$60.3M	7.21%	1.78%	+4.4%	Q3 2019
DLTRDollar Tree, Inc.	$56.2M	6.72%	0.26%	+0.2%	Q3 2021
NEMNEWMONT Corp	$51.9M	6.19%	0.04%	-27.8%	Q2 2013
KGCKinross Gold Corp	$46.1M	5.50%	0.13%	-28.6%	Q2 2013
FIVEFive Below, Inc	$44M	5.26%	0.35%	-27.4%	Q2 2024
SBUXStarbucks Corp	$22.5M	2.69%	0.02%	+4.1%	Q2 2018
DINOHF Sinclair Corp	$22.5M	2.69%	0.20%	+0.6%	Q1 2022
CMICummins Inc	$21.3M	2.54%	0.03%	-0.6%	Q3 2018
BLDRBuilders FirstSource, Inc.	$18.8M	2.24%	0.21%	New	Q1 2026
DISWalt Disney Co	$14.7M	1.76%	0.01%	+4.7%	Q2 2018
VLOValero Energy Corp	$10.9M	1.30%	0.01%	-77.8%	Q4 2020
XOMExxonMobil Holdings Corp	$9.76M	1.17%	0.00%	-0.1%	Q2 2013
EQNREquinor ASA	$7.43M	0.89%	0.01%	-70.6%	Q2 2018
PSKYParamount Skydance Corp	$5.89M	0.70%	0.06%	-1.0%	Q3 2025
TRVTravelers Companies, Inc.	$5.57M	0.67%	0.01%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$5.37M	0.64%	0.00%	+0.4%	Q2 2013
COSTCostco Wholesale Corp	$3.35M	0.40%	0.00%	-2.3%	Q2 2013
GEGeneral Electric Co	$2.65M	0.32%	0.00%	Not reported	Q3 2021
NXPINXP Semiconductors N.V.	$2.56M	0.31%	0.01%	-2.3%	Q3 2018
GLDMWorld Gold Trust	$2.22M	0.27%	0.01%	Not reported	Q3 2024
GEVGE Vernova Inc.	$1.74M	0.21%	0.00%	Not reported	Q2 2024
SMHISEACOR Marine Holdings Inc.	$1.49M	0.18%	0.77%	Not reported	Q2 2017
CVXChevron Corp	$1.25M	0.15%	0.00%	-5.1%	Q1 2021
KOCoca Cola Co	$1.17M	0.14%	0.00%	Not reported	Q2 2013
AAPLApple Inc.	$1.05M	0.13%	0.00%	Not reported	Q3 2022
AXPAmerican Express Co	$1.04M	0.12%	0.00%	-0.2%	Q1 2015
PHYSSprott Physical Gold Trust	$846K	0.10%	0.01%	Not reported	Q2 2024
GOOGAlphabet Inc.	$698K	0.08%	Not reported	New	Q1 2026
SHELShell plc	$462K	0.06%	0.00%	Not reported	Q1 2022
MAMastercard Inc	$329K	0.04%	0.00%	New	Q1 2026
GEHCGE HealthCare Technologies Inc.	$326K	0.04%	0.00%	Not reported	Q1 2023
SIVRabrdn Silver ETF Trust	$304K	0.04%	0.01%	Not reported	Q4 2025
SYFSynchrony Financial	$302K	0.04%	0.00%	Not reported	Q4 2015
FLEXFlex Ltd.	$294K	0.04%	0.00%	Not reported	Q2 2025
PMPhilip Morris International Inc.	$291K	0.03%	0.00%	New	Q1 2026
NFLXNetflix Inc	$287K	0.03%	0.00%	New	Q1 2026
PSXPhillips 66	$268K	0.03%	0.00%	Not reported	Q1 2024
GOOGLAlphabet Inc.	$201K	0.02%	0.00%	Not reported	Q2 2024
Q4 2025Reported Feb 17, 202638 positions
BRK.BBerkshire Hathaway Inc	$125M	14.41%	Not reported	-0.4%	Q2 2013
DGDollar General Corp	$123M	14.14%	0.42%	0.0%	Q1 2017
BRK.ABerkshire Hathaway Inc	$87.6M	10.07%	Not reported	Not reported	Q2 2013
DECKDeckers Outdoor Corp	$66.3M	7.63%	0.45%	+70.7%	Q2 2025
NEMNEWMONT Corp	$66.2M	7.62%	0.06%	-2.2%	Q2 2013
DLTRDollar Tree, Inc.	$63.1M	7.25%	0.26%	+1.5%	Q3 2021
KGCKinross Gold Corp	$59.5M	6.84%	0.18%	-18.4%	Q2 2013
FIVEFive Below, Inc	$50M	5.75%	0.48%	-14.0%	Q2 2024
OLNOLIN Corp	$40.5M	4.66%	1.71%	+1.0%	Q3 2019
VLOValero Energy Corp	$32.3M	3.72%	0.07%	-0.4%	Q4 2020
ALKAlaska Air Group, Inc.	$20.6M	2.37%	0.35%	+8.1%	Q1 2020
SBUXStarbucks Corp	$20.3M	2.34%	0.02%	+1.1%	Q2 2018
CMICummins Inc	$20.3M	2.33%	0.03%	-0.4%	Q3 2018
DISWalt Disney Co	$16.6M	1.91%	0.01%	+0.2%	Q2 2018
DINOHF Sinclair Corp	$16.5M	1.90%	0.19%	+0.5%	Q1 2022
EQNREquinor ASA	$14.1M	1.63%	0.02%	+4.3%	Q2 2018
PSKYParamount Skydance Corp	$8.83M	1.02%	0.06%	0.0%	Q3 2025
XOMExxonMobil Holdings Corp	$6.93M	0.80%	0.00%	-0.5%	Q2 2013
TRVTravelers Companies, Inc.	$5.54M	0.64%	0.01%	Not reported	Q2 2013
MRKMerck & Co., Inc.	$4.68M	0.54%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$2.97M	0.34%	0.00%	+0.4%	Q2 2013
NXPINXP Semiconductors N.V.	$2.89M	0.33%	0.01%	-0.7%	Q3 2018
GEGeneral Electric Co	$2.88M	0.33%	0.00%	Not reported	Q3 2021
GLDMWorld Gold Trust	$2.05M	0.24%	0.01%	+20.7%	Q3 2024
GEVGE Vernova Inc.	$1.3M	0.15%	0.00%	-42.0%	Q2 2024
AXPAmerican Express Co	$1.27M	0.15%	0.00%	-16.2%	Q1 2015
SMHISEACOR Marine Holdings Inc.	$1.25M	0.14%	0.77%	-1.6%	Q2 2017
AAPLApple Inc.	$1.13M	0.13%	0.00%	Not reported	Q3 2022
KOCoca Cola Co	$1.07M	0.12%	0.00%	Not reported	Q2 2013
CVXChevron Corp	$974K	0.11%	0.00%	Not reported	Q1 2021
PHYSSprott Physical Gold Trust	$788K	0.09%	0.01%	Not reported	Q2 2024
OVVOvintiv Inc.	$646K	0.07%	0.01%	Not reported	Q4 2023
GEHCGE HealthCare Technologies Inc.	$376K	0.04%	0.00%	Not reported	Q1 2023
SYFSynchrony Financial	$370K	0.04%	0.00%	Not reported	Q4 2015
SHELShell plc	$365K	0.04%	0.00%	Not reported	Q1 2022
SIVRabrdn Silver ETF Trust	$287K	0.03%	0.01%	New	Q4 2025
FLEXFlex Ltd.	$271K	0.03%	0.00%	-11.9%	Q2 2025
GOOGLAlphabet Inc.	$219K	0.03%	0.00%	Not reported	Q2 2024
Q3 2025Reported Nov 14, 202537 positions
BRK.BBerkshire Hathaway Inc	$126M	15.70%	Not reported	+1.5%	Q2 2013
DGDollar General Corp	$95.7M	11.94%	0.42%	0.0%	Q1 2017
BRK.ABerkshire Hathaway Inc	$87.5M	10.92%	Not reported	Not reported	Q2 2013
KGCKinross Gold Corp	$64.4M	8.03%	0.21%	-16.1%	Q2 2013
NEMNEWMONT Corp	$57.2M	7.14%	0.06%	0.0%	Q2 2013
OLNOLIN Corp	$48.1M	6.00%	1.69%	+141.3%	Q3 2019
FIVEFive Below, Inc	$47.7M	5.95%	0.56%	-4.5%	Q2 2024
DLTRDollar Tree, Inc.	$47.7M	5.95%	0.25%	-0.2%	Q3 2021
DECKDeckers Outdoor Corp	$38M	4.74%	0.26%	+78.1%	Q2 2025
VLOValero Energy Corp	$34M	4.24%	0.06%	+0.4%	Q4 2020
SBUXStarbucks Corp	$20.2M	2.52%	0.02%	-0.1%	Q2 2018
ALKAlaska Air Group, Inc.	$18.8M	2.35%	0.33%	+1.8%	Q1 2020
DINOHF Sinclair Corp	$18.7M	2.33%	0.19%	+2.2%	Q1 2022
CMICummins Inc	$16.9M	2.11%	0.03%	-0.3%	Q3 2018
DISWalt Disney Co	$16.7M	2.08%	0.01%	+0.8%	Q2 2018
EQNREquinor ASA	$14M	1.75%	0.02%	+12.5%	Q2 2018
PSKYParamount Skydance Corp	$12.5M	1.56%	65928.40%	New	Q3 2025
XOMExxonMobil Holdings Corp	$6.52M	0.81%	0.00%	+1.8%	Q2 2013
TRVTravelers Companies, Inc.	$5.33M	0.67%	0.01%	-0.8%	Q2 2013
MRKMerck & Co., Inc.	$3.73M	0.47%	0.00%	Not reported	Q2 2013
COSTCostco Wholesale Corp	$3.18M	0.40%	0.00%	-8.8%	Q2 2013
NXPINXP Semiconductors N.V.	$3.05M	0.38%	0.01%	-1.2%	Q3 2018
GEGeneral Electric Co	$2.81M	0.35%	0.00%	Not reported	Q3 2021
GEVGE Vernova Inc.	$2.11M	0.26%	0.00%	Not reported	Q2 2024
GLDMWorld Gold Trust	$1.52M	0.19%	0.01%	+16.8%	Q3 2024
SMHISEACOR Marine Holdings Inc.	$1.37M	0.17%	0.78%	Not reported	Q2 2017
AXPAmerican Express Co	$1.36M	0.17%	0.00%	-7.4%	Q1 2015
AAPLApple Inc.	$1.05M	0.13%	0.00%	Not reported	Q3 2022
KOCoca Cola Co	$1.02M	0.13%	0.00%	-1.9%	Q2 2013
CVXChevron Corp	$992K	0.12%	0.00%	Not reported	Q1 2021
PHYSSprott Physical Gold Trust	$707K	0.09%	0.01%	Not reported	Q2 2024
OVVOvintiv Inc.	$666K	0.08%	0.01%	Not reported	Q4 2023
SHELShell plc	$355K	0.04%	0.00%	Not reported	Q1 2022
GEHCGE HealthCare Technologies Inc.	$344K	0.04%	0.00%	Not reported	Q1 2023
SYFSynchrony Financial	$315K	0.04%	0.00%	Not reported	Q4 2015
FLEXFlex Ltd.	$295K	0.04%	0.00%	Not reported	Q2 2025
PSXPhillips 66	$200K	0.02%	0.00%	Not reported	Q1 2024

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