Filed: 2/17/2026ACC: 0001172661-26-001092
📋 What this filing means
SEMPER AUGUSTUS INVESTMENTS GROUP LLC filed this quarterly 13F‑HR report disclosing 39 equity positions with a total reported market value of $869.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
39
Positions
$869.56M
Total AUM (reported)
10.44M
Total Shares
Allocation by class
COM$585.69M67.4%
CL B NEW$125.27M14.4%
CL A$87.56M10.1%
COM PAR $1$40.48M4.7%
SPONSORED ADR$14.14M1.6%
COM CL B$8.83M1.0%
COM NEW$2.88M0.3%
Portfolio Concentration
Top 3$335.76M38.6%
4–10$377.89M43.5%
11–25$146.54M16.9%
Rest$9.37M1.1%
Top 3 weight
38.6%
Top 10 weight
82.1%
Voting Authority Distribution
Total shares with voting rights: 10.44M
Sole
Full voting authority
10.44M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole39
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings39
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares249.21K
TypeSH
Market value$125.27M
14.41%
Sole
249.21K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares925.96K
TypeSH
Market value$122.94M
14.14%
Sole
925.96K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares116.00
TypeSH
Market value$87.56M
10.07%
Sole
116.00
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares639.70K
TypeSH
Market value$66.32M
7.63%
Sole
639.70K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares663.24K
TypeSH
Market value$66.22M
7.62%
Sole
663.24K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares512.66K
TypeSH
Market value$63.06M
7.25%
Sole
512.66K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares2.11M
TypeSH
Market value$59.50M
6.84%
Sole
2.11M
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares265.23K
TypeSH
Market value$49.96M
5.75%
Sole
265.23K
Shared
0.00
None
0.00
OLIN CORP
SOLEShares1.94M
TypeSH
Market value$40.48M
4.66%
Sole
1.94M
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares198.66K
TypeSH
Market value$32.34M
3.72%
Sole
198.66K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares409.28K
TypeSH
Market value$20.59M
2.37%
Sole
409.28K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares241.47K
TypeSH
Market value$20.33M
2.34%
Sole
241.47K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares39.77K
TypeSH
Market value$20.30M
2.33%
Sole
39.77K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares145.78K
TypeSH
Market value$16.59M
1.91%
Sole
145.78K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares358.53K
TypeSH
Market value$16.52M
1.90%
Sole
358.53K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares598.38K
TypeSH
Market value$14.14M
1.63%
Sole
598.38K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
SOLEShares659.06K
TypeSH
Market value$8.83M
1.02%
Sole
659.06K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares57.56K
TypeSH
Market value$6.93M
0.80%
Sole
57.56K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares19.10K
TypeSH
Market value$5.54M
0.64%
Sole
19.10K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.44K
TypeSH
Market value$4.68M
0.54%
Sole
44.44K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.45K
TypeSH
Market value$2.97M
0.34%
Sole
3.45K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares13.30K
TypeSH
Market value$2.89M
0.33%
Sole
13.30K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.35K
TypeSH
Market value$2.88M
0.33%
Sole
9.35K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares23.98K
TypeSH
Market value$2.05M
0.24%
Sole
23.98K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares1.99K
TypeSH
Market value$1.30M
0.15%
Sole
1.99K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 249.21K | SH | $125.27M 14.41% | 249.21K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 925.96K | SH | $122.94M 14.14% | 925.96K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 116.00 | SH | $87.56M 10.07% | 116.00 | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 639.70K | SH | $66.32M 7.63% | 639.70K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 663.24K | SH | $66.22M 7.62% | 663.24K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 512.66K | SH | $63.06M 7.25% | 512.66K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 2.11M | SH | $59.50M 6.84% | 2.11M | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 265.23K | SH | $49.96M 5.75% | 265.23K | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 1.94M | SH | $40.48M 4.66% | 1.94M | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 198.66K | SH | $32.34M 3.72% | 198.66K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 409.28K | SH | $20.59M 2.37% | 409.28K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 241.47K | SH | $20.33M 2.34% | 241.47K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 39.77K | SH | $20.30M 2.33% | 39.77K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 145.78K | SH | $16.59M 1.91% | 145.78K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 358.53K | SH | $16.52M 1.90% | 358.53K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 598.38K | SH | $14.14M 1.63% | 598.38K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 659.06K | SH | $8.83M 1.02% | 659.06K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 57.56K | SH | $6.93M 0.80% | 57.56K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 19.10K | SH | $5.54M 0.64% | 19.10K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.44K | SH | $4.68M 0.54% | 44.44K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.45K | SH | $2.97M 0.34% | 3.45K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 13.30K | SH | $2.89M 0.33% | 13.30K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.35K | SH | $2.88M 0.33% | 9.35K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 23.98K | SH | $2.05M 0.24% | 23.98K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 1.99K | SH | $1.30M 0.15% | 1.99K | 0.00 | 0.00 |
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