Your AI-powered financial co-pilot
Ask me about any stock — valuations, financials, comparisons, and more.
What Fortuna can do
Free to join · No credit card required
Sign in to access your investment analysis
Semper Augustus Investments · Value
13F for Q2 2026 · filed Aug 14, 2026View on SEC
Largest trades by estimated dollar size vs Q1 2026
Q2 2026 vs Q1 2026
You're seeing 17 of 51 positions. Create a free account to see every buy and sell.
Berkshire Hathaway Inc Del
Portfolio
15.45%
Shares
253.0K → 273.1K
Since Q-end
+16.6%
Alaska Air Group Inc
Portfolio
10.58%
Shares
1.70M → 1.79M
Since Q-end
-20.4%
Berkshire Hathaway Inc Del
Portfolio
10.16%
Shares
116 → 120
Since Q-end
+16.9%
Dollar GEN Corp
Portfolio
8.66%
Shares
648.2K → 665.3K
Since Q-end
+19.3%
Deckers Outdoor Corp
Portfolio
7.52%
Shares
661.0K → 670.2K
Since Q-end
-9.6%
Dollar Tree Inc
Portfolio
7.25%
Shares
513.5K → 530.1K
Since Q-end
+16.4%
Builders Firstsource Inc
Portfolio
5.60%
Shares
228.2K → 553.7K
Since Q-end
-29.7%
Olin Corp
Portfolio
4.83%
Shares
2.03M → 2.15M
Since Q-end
-11.7%
Newmont Corp
Portfolio
4.72%
Shares
479.1K → 447.2K
Since Q-end
+28.4%
Kinross Gold Corp
Portfolio
4.14%
Shares
1.51M → 1.55M
Since Q-end
-8.8%
Paychex Inc
Portfolio
2.35%
Shares
0 → 211.6K
Since Q-end
+18.2%
Five Below Inc
Portfolio
2.15%
Shares
192.7K → 105.7K
Since Q-end
+41.0%
S&P Global Inc
Portfolio
2.12%
Shares
0 → 46.0K
Since Q-end
+16.2%
HF Sinclair Corp
Portfolio
1.99%
Shares
360.7K → 252.2K
Since Q-end
+41.8%
Cognizant Technology Solutio
Portfolio
1.65%
Shares
0 → 378.0K
Since Q-end
+67.8%
Cummins Inc
Portfolio
1.05%
Shares
39.5K → 13.0K
Since Q-end
-36.3%
Starbucks Corp
Portfolio
0.53%
Shares
251.3K → 45.8K
Since Q-end
+7.6%
34 more positions are hidden. It's free to see them all.
Source: SEC Form 13F-HR (CIK 0001115373). Positions are a quarter-end snapshot filed up to 45 days later and may have changed since. Only US-listed long positions and listed options are reported. Not investment advice.