← Back to Discover
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $884,603,403
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $136,679,027
- ALASKA AIR GROUP INC · COM · 011659109 · shares: $93,627,329
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $89,862,000
- DOLLAR GEN CORP · COM · 256677105 · shares: $76,583,445
- DECKERS OUTDOOR CORP · COM · 243537107 · shares: $66,544,059
- DOLLAR TREE INC · COM · 256746108 · shares: $64,117,167
- BUILDERS FIRSTSOURCE INC · COM · 12008R107 · shares: $49,547,045
- OLIN CORP · COM PAR $1 · 680665205 · shares: $42,688,822
- NEWMONT CORP · COM · 651639106 · shares: $41,771,064
- KINROSS GOLD CORP · COM · 496902404 · shares: $36,587,262
Reported holdings
50 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 273,145 shares | $136,679,027 |
| ALASKA AIR GROUP INC | COM | 011659109 | — | 1,793,627 shares | $93,627,329 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 120 shares | $89,862,000 |
| DOLLAR GEN CORP | COM | 256677105 | — | 665,307 shares | $76,583,445 |
| DECKERS OUTDOOR CORP | COM | 243537107 | — | 670,199 shares | $66,544,059 |
| DOLLAR TREE INC | COM | 256746108 | — | 530,113 shares | $64,117,167 |
| BUILDERS FIRSTSOURCE INC | COM | 12008R107 | — | 553,722 shares | $49,547,045 |
| OLIN CORP | COM PAR $1 | 680665205 | — | 2,153,826 shares | $42,688,822 |
| NEWMONT CORP | COM | 651639106 | — | 447,228 shares | $41,771,064 |
| KINROSS GOLD CORP | COM | 496902404 | — | 1,548,995 shares | $36,587,262 |
| PAYCHEX INC | COM | 704326107 | — | 211,640 shares | $20,810,577 |
| FIVE BELOW INC | COM | 33829M101 | — | 105,657 shares | $18,996,072 |
| S&P GLOBAL INC | COM | 78409V104 | — | 45,989 shares | $18,729,480 |
| HF SINCLAIR CORP | COM | 403949100 | — | 252,187 shares | $17,564,807 |
| DISNEY WALT CO | COM | 254687106 | — | 160,653 shares | $15,462,848 |
| COGNIZANT TECHNOLOGY SOLUTIO | CL A | 192446102 | — | 377,991 shares | $14,639,591 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 37,893 shares | $9,868,963 |
| CUMMINS INC | COM | 231021106 | — | 12,972 shares | $9,251,760 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 57,176 shares | $7,817,103 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 648,835 shares | $6,397,512 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 19,100 shares | $6,305,292 |
| MERCK & CO INC | COM | 58933Y105 | — | 44,633 shares | $5,735,341 |
| EQUINOR ASA | SPONSORED ADR | 29446M102 | — | 161,175 shares | $5,060,895 |
| STARBUCKS CORP | COM | 855244109 | — | 45,761 shares | $4,676,339 |
| GE AEROSPACE | COM NEW | 369604301 | — | 9,352 shares | $3,495,123 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 3,354 shares | $3,137,566 |
| GE VERNOVA INC | COM | 36828A101 | — | 1,994 shares | $2,342,671 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 | — | 7,662 shares | $2,153,252 |
| WORLD GOLD TR | SPDR GLD MINIS | 98149E303 | — | 24,063 shares | $1,911,083 |
| SEACOR MARINE HLDGS INC | COM | 78413P101 | — | 208,175 shares | $1,592,539 |
| APPLE INC | COM | 037833100 | — | 4,640 shares | $1,342,630 |
| COCA COLA CO | COM | 191216100 | — | 15,328 shares | $1,245,707 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 3,311 shares | $1,119,946 |
| CHEVRON CORPORATION | COM | 166764100 | — | 6,063 shares | $1,005,003 |
| ISHARES TR | 0-3 MTH TREASURY | 46436E718 | — | 8,570 shares | $862,742 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 2,432 shares | $859,299 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | — | 23,869 shares | $720,128 |
| SHELL PLC | SPON ADS | 780259305 | — | 4,968 shares | $385,219 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 658 shares | $338,038 |
| SYNCHRONY FINANCIAL | COM | 87165B103 | — | 4,437 shares | $337,434 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 1,762 shares | $318,763 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 4,581 shares | $293,230 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 700 shares | $250,159 |
| PHILLIPS 66 | COM | 718546104 | — | 1,472 shares | $248,842 |
| MICROSOFT CORP | COM | 594918104 | — | 641 shares | $239,106 |
| ABRDN SILVER ETF TRUST | PHYSCL SILVR SHS | 003264108 | — | 4,245 shares | $238,654 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 2,418 shares | $220,522 |
| NETFLIX INC. | COM | 64110L106 | — | 2,980 shares | $212,772 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 2,774 shares | $207,523 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 794 shares | $201,652 |