Semper Augustus
SuperinvestorSemper Augustus Investments Group LLC
- SEC CIK
- 0001115373
- Manager
- Christopher Bloomstran
- Style
- Value
- Latest filing
- Aug 14, 2026
Holdings in Q3 2023
Institution overviewHoldings as of Sep 30, 2023, filed Nov 14, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 33
- 0 vs. Q2 2023
- Portfolio value
- $417.2M
- −$5.81M (−1.4%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| BRK.BBerkshire Hathaway Inc | Stock | 231,533 | $81.1M | 19.4% | −2,997−1.3% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 129 | $68.6M | 16.4% | 00.0% | Unchanged | History |
| DGDollar General Corp | COM | 401,946 | $42.5M | 10.2% | +255,921+175.3% | Added | History |
| MCYMercury General Corp | COM | 1,351,396 | $37.9M | 9.1% | +91,671+7.3% | Added | History |
| OLNOLIN Corp | Stock | 506,188 | $25.3M | 6.1% | −12,951−2.5% | Reduced | History |
| NEMNEWMONT Corp | Stock | 526,677 | $19.5M | 4.7% | +6,000+1.2% | Added | History |
| KGCKinross Gold Corp | COM | 4,192,177 | $19.1M | 4.6% | +15,178+0.4% | Added | History |
| DINOHF Sinclair Corp | COM | 268,298 | $15.3M | 3.7% | −56,727−17.5% | Reduced | History |
| Paramount Global92556H206 | CL B | 1,163,676 | $15.0M | 3.6% | +28,845+2.5% | Added | – |
| ALKAlaska Air Group, Inc. | COM | 268,121 | $9.94M | 2.4% | +13,555+5.3% | Added | History |
| DISWalt Disney Co | Stock | 122,252 | $9.91M | 2.4% | +229+0.2% | Added | History |
| CMICummins Inc | Stock | 40,888 | $9.34M | 2.2% | −384−0.9% | Reduced | History |
| DLTRDollar Tree, Inc. | COM | 85,757 | $9.13M | 2.2% | +9,422+12.3% | Added | History |
| SBUXStarbucks Corp | Stock | 94,860 | $8.66M | 2.1% | −2,280−2.3% | Reduced | History |
| EQNREquinor ASA | SPONSORED ADR | 239,054 | $7.84M | 1.9% | +1,892+0.8% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 56,335 | $6.62M | 1.6% | −18,013−24.2% | Reduced | History |
| VLOValero Energy Corp | Stock | 35,507 | $5.03M | 1.2% | −62,386−63.7% | Reduced | History |
| NXPINXP Semiconductors N.V. | COM | 24,571 | $4.91M | 1.2% | −15,147−38.1% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 44,444 | $4.58M | 1.1% | 00.0% | Unchanged | History |
| SMHISEACOR Marine Holdings Inc. | COM | 246,977 | $3.43M | 0.8% | 00.0% | Unchanged | History |
| TRVTravelers Companies, Inc. | Stock | 20,155 | $3.29M | 0.8% | 00.0% | Unchanged | History |
| COSTCostco Wholesale Corp | Stock | 3,984 | $2.25M | 0.5% | −188−4.5% | Reduced | History |
| GEGeneral Electric Co | Stock | 16,559 | $1.83M | 0.4% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 22,425 | $1.26M | 0.3% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 11,343 | $1.08M | 0.3% | +10.0% | Added | History |
| AXPAmerican Express Co | Stock | 6,426 | $958.7K | 0.2% | 00.0% | Unchanged | History |
| WAFDWafd Inc | Stock | 27,575 | $706.5K | 0.2% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 3,208 | $549.2K | 0.1% | 00.0% | Unchanged | History |
| CVXChevron Corp | Stock | 3,253 | $548.5K | 0.1% | 00.0% | Unchanged | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 4,581 | $311.7K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 4,168 | $268.3K | 0.1% | 00.0% | Unchanged | History |
| DOWDow Inc. | Stock | 5,169 | $266.5K | 0.1% | 00.0% | Unchanged | History |
| PEPPepsiCo Inc | Stock | 1,457 | $246.9K | 0.1% | −125−7.9% | Reduced | History |