1y return+23.2%S&P 500 +20.9%
3y return+69.9%S&P 500 +68.5%
5y return+74.8%S&P 500 +74.5%
10y return+254.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $355 against $357 in the S&P 500.2
Semper Augustus Investments Group LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| BRK/BBerkshire Hathaway Inc Del | $136.7M | 15.5% | +8.0% |
| ALKAlaska Air Group Inc | $93.6M | 10.6% | +5.8% |
| BRK/ABerkshire Hathaway Inc Del | $89.9M | 10.2% | +3.4% |
| DGDollar Gen Corp | $76.6M | 8.7% | +2.6% |
| DECKDeckers Outdoor Corp | $66.5M | 7.5% | +1.4% |
| DLTRDollar Tree Inc | $64.1M | 7.2% | +3.2% |
| BLDRBuilders Firstsource Inc | $49.5M | 5.6% | +142.6% |
| OLNOlin Corp | $42.7M | 4.8% | +6.1% |
| NEMNewmont Corp | $41.8M | 4.7% | −6.7% |
| KGCKinross Gold Corp | $36.6M | 4.1% | +2.7% |
| PAYXPaychex Inc | $20.8M | 2.4% | New |
| FIVEFive Below Inc | $19.0M | 2.1% | −45.2% |
| SPGIS&p Global Inc | $18.7M | 2.1% | New |
| DINOHf Sinclair Corp | $17.6M | 2.0% | −30.1% |
| DISDisney Walt Co | $15.5M | 1.7% | +5.3% |
| CTSHCognizant Technology Solutio | $14.6M | 1.7% | New |
| VLOValero Energy Corp | $9.9M | 1.1% | −14.0% |
| CMICummins Inc | $9.3M | 1.0% | −67.2% |
| Exxon Mobil CorpCUSIP 30231G102 | $7.8M | 0.9% | |
| SKYDParamount Skydance Corp | $6.4M | 0.7% | |
| TRVTravelers Companies Inc | $6.3M | 0.7% | |
| MRKMerck & Co Inc | $5.7M | 0.6% | |
| EQNREquinor Asa | $5.1M | 0.6% | −8.4% |
| SBUXStarbucks Corp | $4.7M | 0.5% | −81.8% |
| GEGe Aerospace | $3.5M | 0.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GEVGe Vernova Inc | June 30, 2024 | +585.0% | $2.3M |
| VLOValero Energy Corp | December 31, 2020 | +360.4% | $9.9M |
| CMICummins Inc | June 30, 2020 | +311.7% | $9.3M |
| GEGe Aerospace | September 30, 2021 | +262.7% | $3.5M |
| AXPAmerican Express Co | June 30, 2020 | +255.3% | $1.1M |
| KGCKinross Gold Corp | June 30, 2020 | +227.3% | $36.6M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $3.1M |
| Exxon Mobil CorpCUSIP 30231G102 | June 30, 2020 | +205.7% | $7.8M |
| SMHISeacor Marine Hldgs Inc | June 30, 2020 | +200.1% | $1.6M |
| TRVTravelers Companies Inc | June 30, 2020 | +189.5% | $6.3M |
Sold off last quarter
- Flextronics Intl LtdCUSIP Y2573F102 was $294K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.8% | +14.8% |
| March 31, 2026 | +4.2% | −4.6% |
| December 31, 2025 | +7.7% | +2.4% |
| September 30, 2025 | +9.0% | +7.8% |
| June 30, 2025 | +7.4% | +10.5% |
| March 31, 2025 | +9.4% | −4.6% |
| December 31, 2024 | −4.5% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | −3.6% | +4.0% |
| March 31, 2024 | +14.0% | +10.0% |
| December 31, 2023 | +11.2% | +11.2% |
| September 30, 2023 | −4.3% | −3.6% |
| June 30, 2023 | −0.3% | +8.3% |
| March 31, 2023 | +2.4% | +7.0% |
| December 31, 2022 | +12.8% | +7.1% |
| September 30, 2022 | −5.0% | −5.3% |
| June 30, 2022 | −17.1% | −16.5% |
| March 31, 2022 | +12.5% | −4.9% |
| December 31, 2021 | +5.5% | +10.7% |
| September 30, 2021 | −4.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Semper Augustus Investments Group LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1115373&type=13F-HR&dateb=&owner=include&count=40CIK 1115373
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1115373/000194104026000625/Filed August 14, 2026 · accession 0001941040-26-000625