Filed: 5/15/2026ACC: 0001941040-26-000373
📋 What this filing means
SEMPER AUGUSTUS INVESTMENTS GROUP LLC filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $837.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$837.34M
Total AUM (reported)
10.36M
Total Shares
Allocation by class
COM$549.81M65.7%
CL B NEW$121.25M14.5%
CL A$83.63M10.0%
COM PAR $1$60.33M7.2%
SPONSORED ADR$7.43M0.9%
COM CL B$5.89M0.7%
COM NEW$2.65M0.3%
Portfolio Concentration
Top 3$281.52M33.6%
4–10$387.01M46.2%
11–25$155.47M18.6%
Rest$13.35M1.6%
Top 3 weight
33.6%
Top 10 weight
79.8%
Voting Authority Distribution
Total shares with voting rights: 10.36M
Sole
Full voting authority
10.36M
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)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares253.03K
TypeSH
Market value$121.25M
14.48%
Sole
253.03K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares116.00
TypeSH
Market value$83.30M
9.95%
Sole
116.00
Shared
0.00
None
0.00
DOLLAR GEN CORP
SOLEShares648.23K
TypeSH
Market value$76.96M
9.19%
Sole
648.23K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares661.03K
TypeSH
Market value$66.16M
7.90%
Sole
661.03K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares1.70M
TypeSH
Market value$62.34M
7.45%
Sole
1.70M
Shared
0.00
None
0.00
OLIN CORP
SOLEShares2.03M
TypeSH
Market value$60.33M
7.21%
Sole
2.03M
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares513.49K
TypeSH
Market value$56.23M
6.72%
Sole
513.49K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares479.14K
TypeSH
Market value$51.87M
6.19%
Sole
479.14K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares1.51M
TypeSH
Market value$46.05M
5.50%
Sole
1.51M
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares192.67K
TypeSH
Market value$44.02M
5.26%
Sole
192.67K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares251.30K
TypeSH
Market value$22.51M
2.69%
Sole
251.30K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares360.68K
TypeSH
Market value$22.50M
2.69%
Sole
360.68K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares39.53K
TypeSH
Market value$21.27M
2.54%
Sole
39.53K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares228.21K
TypeSH
Market value$18.79M
2.24%
Sole
228.21K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares152.58K
TypeSH
Market value$14.71M
1.76%
Sole
152.58K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares44.06K
TypeSH
Market value$10.89M
1.30%
Sole
44.06K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares57.52K
TypeSH
Market value$9.76M
1.17%
Sole
57.52K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares175.95K
TypeSH
Market value$7.43M
0.89%
Sole
175.95K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
SOLEShares652.71K
TypeSH
Market value$5.89M
0.70%
Sole
652.71K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares19.10K
TypeSH
Market value$5.57M
0.67%
Sole
19.10K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.63K
TypeSH
Market value$5.37M
0.64%
Sole
44.63K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORPORATION
SOLEShares3.37K
TypeSH
Market value$3.35M
0.40%
Sole
3.37K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.35K
TypeSH
Market value$2.65M
0.32%
Sole
9.35K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares13K
TypeSH
Market value$2.56M
0.31%
Sole
13K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares23.98K
TypeSH
Market value$2.22M
0.27%
Sole
23.98K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 253.03K | SH | $121.25M 14.48% | 253.03K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 116.00 | SH | $83.30M 9.95% | 116.00 | 0.00 | 0.00 |
DOLLAR GEN CORPSOLE | COM | 648.23K | SH | $76.96M 9.19% | 648.23K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 661.03K | SH | $66.16M 7.90% | 661.03K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 1.70M | SH | $62.34M 7.45% | 1.70M | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 2.03M | SH | $60.33M 7.21% | 2.03M | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 513.49K | SH | $56.23M 6.72% | 513.49K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 479.14K | SH | $51.87M 6.19% | 479.14K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 1.51M | SH | $46.05M 5.50% | 1.51M | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 192.67K | SH | $44.02M 5.26% | 192.67K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 251.30K | SH | $22.51M 2.69% | 251.30K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 360.68K | SH | $22.50M 2.69% | 360.68K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 39.53K | SH | $21.27M 2.54% | 39.53K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 228.21K | SH | $18.79M 2.24% | 228.21K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 152.58K | SH | $14.71M 1.76% | 152.58K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 44.06K | SH | $10.89M 1.30% | 44.06K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 57.52K | SH | $9.76M 1.17% | 57.52K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 175.95K | SH | $7.43M 0.89% | 175.95K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 652.71K | SH | $5.89M 0.70% | 652.71K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 19.10K | SH | $5.57M 0.67% | 19.10K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.63K | SH | $5.37M 0.64% | 44.63K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPORATIONSOLE | COM | 3.37K | SH | $3.35M 0.40% | 3.37K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.35K | SH | $2.65M 0.32% | 9.35K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 13K | SH | $2.56M 0.31% | 13K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 23.98K | SH | $2.22M 0.27% | 23.98K | 0.00 | 0.00 |
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