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Livermore
Livermore
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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Superinvestor

Semper Augustus

SEC CIK
0001115373
Manager
Christopher Bloomstran
Style
Value

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 14, 2026.SEC

Positions
50
+6 vs. Q1 2026
Total value
$884.6M
+$47.3M (+5.6%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

SEMPER AUGUSTUS INVESTMENTS GROUP LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock273,145$136.7M15.45%+20,120+8.0%AddedView
ALKALASKA AIR GROUP INCCOM1,793,627$93.6M10.58%+98,565+5.8%AddedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A120$89.9M10.16%+4+3.4%AddedView
DGDOLLAR GEN CORP NEWCOM665,307$76.6M8.66%+17,080+2.6%AddedView
DECKDECKERS OUTDOOR CORPCOM670,199$66.5M7.52%+9,170+1.4%AddedView
DLTRDOLLAR TREE INCCOM530,113$64.1M7.25%+16,628+3.2%AddedView
BLDRBUILDERS FIRSTSOURCE INC COMStock553,722$49.5M5.60%+325,512+142.6%AddedView
OLNOLIN CORP COM PAR $1Stock2,153,826$42.7M4.83%+124,507+6.1%AddedView
NEMNEWMONT CORP COMStock447,228$41.8M4.72%−31,910−6.7%ReducedView
KGCKINROSS GOLD CORPCOM1,548,995$36.6M4.14%+40,054+2.7%AddedView
PAYXPAYCHEX INC COMStock211,640$20.8M2.35%+211,640NewView
FIVEFIVE BELOW INCCOM105,657$19.0M2.15%−87,009−45.2%ReducedView
SPGIS&P GLOBAL INC COMStock45,989$18.7M2.12%+45,989NewView
DINOHF SINCLAIR CORPCOM252,187$17.6M1.99%−108,491−30.1%ReducedView
DISDISNEY WALT CO COMStock160,653$15.5M1.75%+8,070+5.3%AddedView
CTSHCOGNIZANT TECHNOLOGY SOLUTIOCL A377,991$14.6M1.65%+377,991NewView
VLOVALERO ENERGY CORP COMStock37,893$9.87M1.12%−6,163−14.0%ReducedView
CMICUMMINS INC COMStock12,972$9.25M1.05%−26,558−67.2%ReducedView
XOMEXXON MOBIL CORPCOM57,176$7.82M0.88%−341−0.6%ReducedView
PSKYPARAMOUNT SKYDANCE CORPCOM CL B648,835$6.40M0.72%−3,872−0.6%ReducedView
TRVTRAVELERS COMPANIES INC COMStock19,100$6.31M0.71%00.0%UnchangedView
MRKMERCK & CO INC COMStock44,633$5.74M0.65%00.0%UnchangedView
EQNREQUINOR ASASPONSORED ADR161,175$5.06M0.57%−14,779−8.4%ReducedView
SBUXSTARBUCKS CORP COMStock45,761$4.68M0.53%−205,539−81.8%ReducedView
GEGE AEROSPACE COM NEWStock9,352$3.50M0.40%00.0%UnchangedView
COSTCOSTCO WHOLESALE CORPORATION COMStock3,354$3.14M0.35%−13−0.4%ReducedView
GEVGE VERNOVA INC COMStock1,994$2.34M0.26%00.0%UnchangedView
NXPINXP SEMICONDUCTORS N VCOM7,662$2.15M0.24%−5,334−41.0%ReducedView
GLDMWORLD GOLD TRSPDR GLD MINIS24,063$1.91M0.22%+84+0.4%AddedView
SMHISEACOR MARINE HLDGS INCCOM208,175$1.59M0.18%00.0%UnchangedView
AAPLAPPLE INC COMStock4,640$1.34M0.15%+500+12.1%AddedView
KOCOCA COLA CO COMStock15,328$1.25M0.14%00.0%UnchangedView
AXPAMERICAN EXPRESS CO COMStock3,311$1.12M0.13%−125−3.6%ReducedView
CVXCHEVRON CORPORATION COMStock6,063$1.01M0.11%00.0%UnchangedView
ISHARES TR46436E7180-3 MTH TREASURY8,570$862.7K0.10%−1,346−13.6%Reduced–
GOOGALPHABET INC CAP STK CL CStock2,432$859.3K0.10%00.0%UnchangedView
PHYSSPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR23,869$720.1K0.08%00.0%UnchangedView
SHELSHELL PLC SPON ADSADR4,968$385.2K0.04%00.0%UnchangedView
MAMASTERCARD INCORPORATED CL AStock658$338.0K0.04%00.0%UnchangedView
SYFSYNCHRONY FINANCIALCOM4,437$337.4K0.04%00.0%UnchangedView
PMPHILIP MORRIS INTL INC COMStock1,762$318.8K0.04%00.0%UnchangedView
GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCKStock4,581$293.2K0.03%00.0%UnchangedView
GOOGLALPHABET INC CAP STK CL AStock700$250.2K0.03%00.0%UnchangedView
PSXPHILLIPS 66 COMStock1,472$248.8K0.03%00.0%UnchangedView
MSFTMICROSOFT CORP COMStock641$239.1K0.03%+641NewView
SIVRABRDN SILVER ETF TRUSTPHYSCL SILVR SHS4,245$238.7K0.03%00.0%UnchangedView
MCHPMICROCHIP TECHNOLOGY INC. COMStock2,418$220.5K0.02%+2,418NewView
NFLXNETFLIX INC. COMStock2,980$212.8K0.02%00.0%UnchangedView
SUNBSUNBELT RENTALS HOLDINGS INCSHS2,774$207.5K0.02%+2,774NewView
JNJJOHNSON & JOHNSON COMStock794$201.7K0.02%+794NewView

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are no longer in this filing.

SEMPER AUGUSTUS INVESTMENTS GROUP LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
FLEXFLEX LTD ORDStock4,485$293.6K0.04%

13F filings by quarter

SEMPER AUGUSTUS INVESTMENTS GROUP LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 14, 202650$884.6Mvs. Q1 2026SEC
Q1 2026May 15, 202644$837.3Mvs. Q4 2025SEC
Q4 2025Feb 17, 202639$869.6Mvs. Q3 2025SEC
Q3 2025Nov 14, 202538$801.2Mvs. Q2 2025SEC
Q2 2025Aug 15, 202537$710.6Mvs. Q1 2025SEC
Q1 2025May 15, 202536$620.3Mvs. Q4 2024SEC
Q4 2024Feb 14, 202537$559.5Mvs. Q3 2024SEC
Q3 2024Nov 14, 202437$591.6Mvs. Q2 2024SEC
Q2 2024Aug 14, 202439$559.0Mvs. Q1 2024SEC
Q1 2024May 15, 202436$546.7Mvs. Q4 2023SEC
Q4 2023Feb 14, 202435$477.8Mvs. Q3 2023SEC
Q3 2023Nov 14, 202333$417.2Mvs. Q2 2023SEC
Q2 2023Aug 14, 202333$423.0Mvs. Q1 2023SEC
Q1 2023May 15, 202334$390.6Mvs. Q4 2022SEC
Q4 2022Feb 14, 202333$367.3Mvs. Q3 2022SEC
Q3 2022Nov 14, 202234$330.6Mvs. Q2 2022SEC
Q2 2022Aug 15, 202232$337.5Mvs. Q1 2022SEC
Q1 2022May 16, 202232$393.4Mvs. Q4 2021SEC
Q4 2021Feb 14, 202233$320.5Mvs. Q3 2021SEC
Q3 2021Nov 15, 202138$309.5Mvs. Q2 2021SEC
Q2 2021Aug 16, 202136$301.2Mvs. Q1 2021SEC
Q1 2021May 14, 202130$265.0M–SEC