Semper Augustus
SuperinvestorSemper Augustus Investments Group LLC
- SEC CIK
- 0001115373
- Manager
- Christopher Bloomstran
- Style
- Value
- Latest filing
- Aug 14, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 32
- 0 vs. Q1 2022
- Portfolio value
- $337.5M
- −$55.9M (−14.2%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHELShell plc | ADR | 4,868 | $255.0K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,582 | $264.0K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 4,079 | $591.0K | 0.2% | +791+24.1% | Added | History |
| GEGeneral Electric Co | Stock | 17,821 | $1.14M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 11,335 | $1.16M | 0.3% | +696+6.5% | Added | History |
| KOCoca Cola Co | Stock | 22,425 | $1.41M | 0.4% | +425+1.9% | Added | History |
| SMHISEACOR Marine Holdings Inc. | COM | 251,428 | $1.45M | 0.4% | −3,316−1.3% | Reduced | History |
| WAFDWafd Inc | Stock | 61,190 | $1.84M | 0.5% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 5,119 | $2.45M | 0.7% | −47−0.9% | Reduced | History |
| AXPAmerican Express Co | Stock | 20,451 | $2.83M | 0.8% | −173−0.8% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 20,000 | $3.38M | 1.0% | 00.0% | Unchanged | History |
| HXLHexcel Corp | COM | 71,438 | $3.74M | 1.1% | −52−0.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 44,473 | $4.05M | 1.2% | +400+0.9% | Added | History |
| NXPINXP Semiconductors N.V. | COM | 36,231 | $5.36M | 1.6% | +9,274+34.4% | Added | History |
| DISWalt Disney Co | Stock | 65,975 | $6.23M | 1.8% | +16,868+34.3% | Added | History |
| MCYMercury General Corp | COM | 142,802 | $6.33M | 1.9% | +340.0% | Added | History |
| EQNREquinor ASA | SPONSORED ADR | 196,717 | $6.84M | 2.0% | −350.0% | Reduced | History |
| SBUXStarbucks Corp | Stock | 98,901 | $7.55M | 2.2% | +10,828+12.3% | Added | History |
| CMICummins Inc | Stock | 41,141 | $7.96M | 2.4% | +5,759+16.3% | Added | History |
| ALKAlaska Air Group, Inc. | COM | 202,318 | $8.10M | 2.4% | +48,013+31.1% | Added | History |
| DGDollar General Corp | COM | 44,100 | $10.8M | 3.2% | +29,005+192.1% | Added | History |
| DLTRDollar Tree, Inc. | COM | 69,956 | $10.9M | 3.2% | +1,487+2.2% | Added | History |
| DINOHF Sinclair Corp | COM | 279,209 | $12.6M | 3.7% | +240.0% | Added | History |
| VLOValero Energy Corp | Stock | 118,892 | $12.6M | 3.7% | −187−0.2% | Reduced | History |
| KGCKinross Gold Corp | COM | 3,615,556 | $12.9M | 3.8% | +1,126,792+45.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 159,565 | $13.7M | 4.0% | +471+0.3% | Added | History |
| YAlleghany Corp | COM | 20,681 | $17.2M | 5.1% | −12,076−36.9% | Reduced | History |
| Paramount Global92556H206 | CL B | 955,864 | $23.6M | 7.0% | +49,461+5.5% | Added | – |
| NEMNEWMONT Corp | Stock | 406,256 | $24.2M | 7.2% | +16,016+4.1% | Added | History |
| OLNOLIN Corp | Stock | 573,688 | $26.6M | 7.9% | −177,565−23.6% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 92 | $37.6M | 11.1% | +12+15.0% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 226,209 | $61.8M | 18.3% | +15,463+7.3% | Added | History |