Loading…
CIK 0001115373 • 6 13F filings • May 15, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("semper-augustus-investments-group-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | $287K | 0.0% | 4,245 SH | New |
| ALASKA AIR GROUP INC | COM | $20.6M | 2.4%Prev: 2.4% | 409,282 SH | Increased+30,691 SH |
| ALPHABET INC | CAP STK CL A | $219K | 0.0% | 700 SH | New |
| AMERICAN EXPRESS CO | COM | $1.3M | 0.1%Prev: 0.2% | 3,441 SH | Decreased-665 SH |
| APPLE INC | COM | $1.1M | 0.1%Prev: 0.1% | 4,140 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL A | $87.6M | 10.1%Prev: 10.9% | 116 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $125.3M | 14.4%Prev: 15.7% | 249,211 SH | Decreased-1,028 SH |
| CHEVRON CORP NEW | COM | $974K | 0.1%Prev: 0.1% | 6,389 SH | Decreased |
| COCA COLA CO | COM | $1.1M | 0.1%Prev: 0.1% | 15,328 SH | Increased |
| COSTCO WHSL CORP NEW | COM | $3.0M | 0.3%Prev: 0.4% | 3,447 SH | Decreased+12 SH |
| CUMMINS INC | COM | $20.3M | 2.3%Prev: 2.1% | 39,774 SH | Increased-162 SH |
| DECKERS OUTDOOR CORP | COM | $66.3M | 7.6%Prev: 4.7% | 639,698 SH | Increased+264,857 SH |
| DISNEY WALT CO | COM | $16.6M | 1.9%Prev: 2.1% | 145,782 SH | Decreased+246 SH |
| DOLLAR GEN CORP NEW | COM | $122.9M | 14.1%Prev: 11.9% | 925,955 SH | Increased+129 SH |
| DOLLAR TREE INC | COM | $63.1M | 7.3%Prev: 6.0% | 512,660 SH | Increased+7,503 SH |
| EQUINOR ASA | SPONSORED ADR | $14.1M | 1.6%Prev: 1.7% | 598,385 SH | Increased+24,654 SH |
| EXXON MOBIL CORP | COM | $6.9M | 0.8%Prev: 0.8% | 57,556 SH | Increased-284 SH |
| FIVE BELOW INC | COM | $50.0M | 5.7%Prev: 6.0% | 265,234 SH | Increased-43,107 SH |
| FLEX LTD | ORD | $271K | 0.0%Prev: 0.0% | 4,485 SH | Decreased-605 SH |
| GE AEROSPACE | COM NEW | $2.9M | 0.3%Prev: 0.4% | 9,352 SH | Increased |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | $376K | 0.0%Prev: 0.0% | 4,581 SH | Increased |
| GE VERNOVA INC | COM | $1.3M | 0.1%Prev: 0.3% | 1,994 SH | Decreased-1,442 SH |
| HF SINCLAIR CORP | COM | $16.5M | 1.9%Prev: 2.3% | 358,527 SH | Decreased+1,815 SH |
| ISHARES TR | 0-3 MNTH TREASRY | $355K | 0.0%Prev: 0.1% | 3,541 SH | Decreased-2,024 SH |
| KINROSS GOLD CORP | COM | $59.5M | 6.8%Prev: 8.0% | 2,112,933 SH | Decreased-476,822 SH |
| MERCK & CO INC | COM | $4.7M | 0.5%Prev: 0.5% | 44,443 SH | Increased |
| NEWMONT CORP | COM | $66.2M | 7.6%Prev: 7.1% | 663,239 SH | Increased-14,968 SH |
| NXP SEMICONDUCTORS N V | COM | $2.9M | 0.3%Prev: 0.4% | 13,298 SH | Decreased-96 SH |
| OLIN CORP | COM PAR $1 | $40.5M | 4.7%Prev: 6.0% | 1,943,440 SH | Decreased+19,195 SH |
| OVINTIV INC | COM | $646K | 0.1%Prev: 0.1% | 16,487 SH | Decreased |
| PARAMOUNT SKYDANCE CORP | COM CL B | $8.8M | 1.0%Prev: 1.6% | 659,061 SH | Decreased-223 SH |
| SEACOR MARINE HLDGS INC | COM | $1.3M | 0.1%Prev: 0.2% | 208,175 SH | Decreased-3,305 SH |
| SHELL PLC | SPON ADS | $365K | 0.0%Prev: 0.0% | 4,968 SH | Increased |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | $788K | 0.1%Prev: 0.1% | 23,869 SH | Increased |
| STARBUCKS CORP | COM | $20.3M | 2.3%Prev: 2.5% | 241,470 SH | Increased+2,509 SH |
| SYNCHRONY FINANCIAL | COM | $370K | 0.0%Prev: 0.0% | 4,437 SH | Increased |
| TRAVELERS COMPANIES INC | COM | $5.5M | 0.6%Prev: 0.7% | 19,100 SH | Increased |
| VALERO ENERGY CORP | COM | $32.3M | 3.7%Prev: 4.2% | 198,658 SH | Decreased-869 SH |
| WORLD GOLD TR | SPDR GLD MINIS | $2.0M | 0.2%Prev: 0.2% | 23,979 SH | Increased+4,115 SH |
| 13F-HR |
| 0001941040-26-000625 |
| $884.6M |
| View |
| Aug 15, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003548 | $710.6M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000373 | $837.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002345 | $620.3M | View |