Semper Augustus Investments Group LLC holds a focused book of 44 stocks worth $837.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Builders Firstsource Inc and trimmed Dollar General Corp. Their largest long position is Berkshire Hathaway Inc-CL B at 14% of the equity book.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1115373/holdings"
Use Arkolith to show SEMPER AUGUSTUS INVESTMENTS GROUP LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Del CL B NEW | $121.2M | 253.0K | 14.5% | ▲+1.5% Added · +4K sh | |
| 2 | Berkshire Hathaway Inc Del CL A | $83.3M | 116 | 9.9% | —Held | |
| 3 | Dollar Gen Corp COM | $77.0M | 648.2K | 9.2% | ▼−30% Reduced · −278K sh | |
| 4 | Deckers Outdoor Corp COM | $66.2M | 661.0K | 7.9% | ▲+3.3% Added · +21K sh | |
| 5 | Alaska Air Group Inc COM | $62.3M | 1.70M | 7.4% | ▲+314% Added · +1.3M sh | |
| 6 | Olin Corp COM PAR $1 | $60.3M | 2.03M | 7.2% | ▲+4.4% Added · +86K sh | |
| 7 | Dollar Tree Inc COM | $56.2M | 513.5K | 6.7% | ▲+0.2% Added · +825 sh | |
| 8 | Newmont Corp COM | $51.9M | 479.1K | 6.2% | ▼−28% Reduced · −184K sh | |
| 9 | Kinross Gold Corp COM | $46.1M | 1.51M | 5.5% | ▼−29% Reduced · −604K sh | |
| 10 | Five Below Inc COM | $44.0M | 192.7K | 5.3% | ▼−27% Reduced · −73K sh | |
| 11 | Starbucks Corp COM | $22.5M | 251.3K | 2.7% | ▲+4.1% Added · +10K sh | |
| 12 | HF Sinclair Corp COM | $22.5M | 360.7K | 2.7% | ▲+0.6% Added · +2K sh | |
| 13 | Cummins Inc COM | $21.3M | 39.5K | 2.5% | ▼−0.6% Reduced · −244 sh | |
| 14 | Builders Firstsource Inc COM | $18.8M | 228.2K | 2.2% | ▲New New position | |
| 15 | Disney Walt Co COM | $14.7M | 152.6K | 1.8% | ▲+4.7% Added · +7K sh | |
| 16 | Valero Energy Corp COM | $10.9M | 44.1K | 1.3% | ▼−78% Reduced · −155K sh | |
| 17 | Exxon Mobil Corp COM | $9.8M | 57.5K | 1.2% | ▼−0.1% Reduced · −39 sh | |
| 18 | Equinor ASA SPONSORED ADR | $7.4M | 176.0K | 0.9% | ▼−71% Reduced · −422K sh | |
| 19 | Paramount Skydance Corp COM CL B | $5.9M | 652.7K | 0.7% | ▼−1.0% Reduced · −6K sh | |
| 20 | Travelers Companies Inc COM | $5.6M | 19.1K | 0.7% | —Held | |
| 21 | Merck & Co Inc COM | $5.4M | 44.6K | 0.6% | ▲+0.4% Added · +190 sh | |
| 22 | Costco Wholesale Corporation COM | $3.4M | 3.4K | 0.4% | ▼−2.3% Reduced · −80 sh | |
| 23 | Ge Aerospace COM NEW | $2.7M | 9.4K | 0.3% | —Held | |
| 24 | NXP Semiconductors N V COM | $2.6M | 13.0K | 0.3% | ▼−2.3% Reduced · −302 sh | |
| 25 | World Gold TR SPDR GLD MINIS | $2.2M | 24.0K | 0.3% | —Held | |
| 26 | Ge Vernova Inc COM | $1.7M | 2.0K | 0.2% | —Held | |
| 27 | Seacor Marine Hldgs Inc COM | $1.5M | 208.2K | 0.2% | —Held | |
| 28 | Chevron Corporation COM | $1.3M | 6.1K | 0.1% | ▼−5.1% Reduced · −326 sh | |
| 29 | Coca Cola Co COM | $1.2M | 15.3K | 0.1% | —Held | |
| 30 | Apple Inc COM | $1.1M | 4.1K | 0.1% | —Held | |
| 31 | American Express Co COM | $1.0M | 3.4K | 0.1% | ▼−0.1% Reduced · −5 sh | |
| 32 | Ishares TR 0-3 MNTH TREASRY | $998K | 9.9K | 0.1% | ▲+180% Added · +6K sh | |
| 33 | Sprott Asset Management LP PHYSICAL GOLD TR | $846K | 23.9K | 0.1% | —Held | |
| 34 | Alphabet Inc CAP STK CL C | $698K | 2.4K | 0.1% | ▲New New position | |
| 35 | Shell PLC SPON ADS | $462K | 5.0K | 0.1% | —Held | |
| 36 | Mastercard Incorporated CL A | $329K | 658 | 0.0% | ▲New New position | |
| 37 | Ge Healthcare Technologies I COMMON STOCK | $326K | 4.6K | 0.0% | —Held | |
| 38 | Abrdn Silver ETF Trust PHYSCL SILVR SHS | $304K | 4.2K | 0.0% | —Held | |
| 39 | Synchrony Financial COM | $302K | 4.4K | 0.0% | —Held | |
| 40 | Flextronics Intl Ltd ORD | $294K | 4.5K | 0.0% | —Held | |
| 41 | Philip Morris Intl Inc COM | $291K | 1.8K | 0.0% | ▲New New position | |
| 42 | Netflix Inc. COM | $287K | 3.0K | 0.0% | ▲New New position | |
| 43 | Phillips 66 COM | $268K | 1.5K | 0.0% | ▲New New position | |
| 44 | Alphabet Inc CAP STK CL A | $201K | 700 | 0.0% | —Held |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.