SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Est. AUM

$837.3M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$121.3M	253025	14.48%	SOLE
2	BERKSHIRE HATHAWAY INC DEL	CL A	$83.3M	116	9.95%	SOLE
3	DOLLAR GEN CORP	COM	$77.0M	648227	9.19%	SOLE
4	DECKERS OUTDOOR CORP	COM	$66.2M	661029	7.90%	SOLE
5	ALASKA AIR GROUP INC	COM	$62.3M	1695062	7.45%	SOLE
6	OLIN CORP	COM PAR $1	$60.3M	2029319	7.21%	SOLE
7	DOLLAR TREE INC	COM	$56.2M	513485	6.72%	SOLE
8	NEWMONT CORP	COM	$51.9M	479138	6.19%	SOLE
9	KINROSS GOLD CORP	COM	$46.1M	1508941	5.50%	SOLE
10	FIVE BELOW INC	COM	$44.0M	192666	5.26%	SOLE
11	STARBUCKS CORP	COM	$22.5M	251300	2.69%	SOLE
12	HF SINCLAIR CORP	COM	$22.5M	360678	2.69%	SOLE
13	CUMMINS INC	COM	$21.3M	39530	2.54%	SOLE
14	BUILDERS FIRSTSOURCE INC	COM	$18.8M	228210	2.24%	SOLE
15	DISNEY WALT CO	COM	$14.7M	152583	1.76%	SOLE
16	VALERO ENERGY CORP	COM	$10.9M	44056	1.30%	SOLE
17	EXXON MOBIL CORP	COM	$9.8M	57517	1.17%	SOLE
18	EQUINOR ASA	SPONSORED ADR	$7.4M	175954	0.89%	SOLE
19	PARAMOUNT SKYDANCE CORP	COM CL B	$5.9M	652707	0.70%	SOLE
20	TRAVELERS COMPANIES INC	COM	$5.6M	19100	0.67%	SOLE
21	MERCK & CO INC	COM	$5.4M	44633	0.64%	SOLE
22	COSTCO WHOLESALE CORPORATION	COM	$3.4M	3367	0.40%	SOLE
23	GE AEROSPACE	COM NEW	$2.7M	9352	0.32%	SOLE
24	NXP SEMICONDUCTORS N V	COM	$2.6M	12996	0.31%	SOLE
25	WORLD GOLD TR	SPDR GLD MINIS	$2.2M	23979	0.27%	SOLE
26	GE VERNOVA INC	COM	$1.7M	1994	0.21%	SOLE
27	SEACOR MARINE HLDGS INC	COM	$1.5M	208175	0.18%	SOLE
28	CHEVRON CORPORATION	COM	$1.3M	6063	0.15%	SOLE
29	COCA COLA CO	COM	$1.2M	15328	0.14%	SOLE
30	APPLE INC	COM	$1.1M	4140	0.13%	SOLE
31	AMERICAN EXPRESS CO	COM	$1.0M	3436	0.12%	SOLE
32	ISHARES TR	0-3 MNTH TREASRY	$998K	9916	0.12%	SOLE
33	SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$846K	23869	0.10%	SOLE
34	ALPHABET INC	CAP STK CL C	$698K	2432	0.08%	SOLE
35	SHELL PLC	SPON ADS	$462K	4968	0.06%	SOLE
36	MASTERCARD INCORPORATED	CL A	$329K	658	0.04%	SOLE
37	GE HEALTHCARE TECHNOLOGIES I	COMMON STOCK	$326K	4581	0.04%	SOLE
38	ABRDN SILVER ETF TRUST	PHYSCL SILVR SHS	$304K	4245	0.04%	SOLE
39	SYNCHRONY FINANCIAL	COM	$302K	4437	0.04%	SOLE
40	FLEXTRONICS INTL LTD	ORD	$294K	4485	0.04%	SOLE
41	PHILIP MORRIS INTL INC	COM	$291K	1762	0.03%	SOLE
42	NETFLIX INC.	COM	$287K	2980	0.03%	SOLE
43	PHILLIPS 66	COM	$268K	1472	0.03%	SOLE
44	ALPHABET INC	CAP STK CL A	$201K	700	0.02%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.