Filed: 8/14/2026ACC: 0001941040-26-000625
📋 What this filing means
SEMPER AUGUSTUS INVESTMENTS GROUP LLC filed this quarterly 13F‑HR report disclosing 50 equity positions with a total reported market value of $884.60M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
50
Positions
$884.60M
Total AUM (reported)
11.17M
Total Shares
Allocation by class
COM$579.71M65.5%
CL B NEW$136.68M15.5%
CL A$104.84M11.9%
COM PAR $1$42.69M4.8%
COM CL B$6.40M0.7%
SPONSORED ADR$5.06M0.6%
COM NEW$3.50M0.4%
Portfolio Concentration
Top 3$320.17M36.2%
4–10$377.84M42.7%
11–25$164.81M18.6%
Rest$21.78M2.5%
Top 3 weight
36.2%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 11.17M
Sole
Full voting authority
11.17M
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)
Sole50
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings50
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares273.14K
TypeSH
Market value$136.68M
15.45%
Sole
273.14K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares1.79M
TypeSH
Market value$93.63M
10.58%
Sole
1.79M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares120.00
TypeSH
Market value$89.86M
10.16%
Sole
120.00
Shared
0.00
None
0.00
DOLLAR GEN CORP
SOLEShares665.31K
TypeSH
Market value$76.58M
8.66%
Sole
665.31K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares670.20K
TypeSH
Market value$66.54M
7.52%
Sole
670.20K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares530.11K
TypeSH
Market value$64.12M
7.25%
Sole
530.11K
Shared
0.00
None
0.00
BUILDERS FIRSTSOURCE INC
SOLEShares553.72K
TypeSH
Market value$49.55M
5.60%
Sole
553.72K
Shared
0.00
None
0.00
OLIN CORP
SOLEShares2.15M
TypeSH
Market value$42.69M
4.83%
Sole
2.15M
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares447.23K
TypeSH
Market value$41.77M
4.72%
Sole
447.23K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares1.55M
TypeSH
Market value$36.59M
4.14%
Sole
1.55M
Shared
0.00
None
0.00
PAYCHEX INC
SOLEShares211.64K
TypeSH
Market value$20.81M
2.35%
Sole
211.64K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares105.66K
TypeSH
Market value$19.00M
2.15%
Sole
105.66K
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares45.99K
TypeSH
Market value$18.73M
2.12%
Sole
45.99K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares252.19K
TypeSH
Market value$17.56M
1.99%
Sole
252.19K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares160.65K
TypeSH
Market value$15.46M
1.75%
Sole
160.65K
Shared
0.00
None
0.00
COGNIZANT TECHNOLOGY SOLUTIO
SOLEShares377.99K
TypeSH
Market value$14.64M
1.65%
Sole
377.99K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares37.89K
TypeSH
Market value$9.87M
1.12%
Sole
37.89K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares12.97K
TypeSH
Market value$9.25M
1.05%
Sole
12.97K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares57.18K
TypeSH
Market value$7.82M
0.88%
Sole
57.18K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
SOLEShares648.84K
TypeSH
Market value$6.40M
0.72%
Sole
648.84K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares19.10K
TypeSH
Market value$6.31M
0.71%
Sole
19.10K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.63K
TypeSH
Market value$5.74M
0.65%
Sole
44.63K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares161.18K
TypeSH
Market value$5.06M
0.57%
Sole
161.18K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares45.76K
TypeSH
Market value$4.68M
0.53%
Sole
45.76K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.35K
TypeSH
Market value$3.50M
0.40%
Sole
9.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 273.14K | SH | $136.68M 15.45% | 273.14K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 1.79M | SH | $93.63M 10.58% | 1.79M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 120.00 | SH | $89.86M 10.16% | 120.00 | 0.00 | 0.00 |
DOLLAR GEN CORPSOLE | COM | 665.31K | SH | $76.58M 8.66% | 665.31K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 670.20K | SH | $66.54M 7.52% | 670.20K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 530.11K | SH | $64.12M 7.25% | 530.11K | 0.00 | 0.00 |
BUILDERS FIRSTSOURCE INCSOLE | COM | 553.72K | SH | $49.55M 5.60% | 553.72K | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 2.15M | SH | $42.69M 4.83% | 2.15M | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 447.23K | SH | $41.77M 4.72% | 447.23K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 1.55M | SH | $36.59M 4.14% | 1.55M | 0.00 | 0.00 |
PAYCHEX INCSOLE | COM | 211.64K | SH | $20.81M 2.35% | 211.64K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 105.66K | SH | $19.00M 2.15% | 105.66K | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 45.99K | SH | $18.73M 2.12% | 45.99K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 252.19K | SH | $17.56M 1.99% | 252.19K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 160.65K | SH | $15.46M 1.75% | 160.65K | 0.00 | 0.00 |
COGNIZANT TECHNOLOGY SOLUTIOSOLE | CL A | 377.99K | SH | $14.64M 1.65% | 377.99K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 37.89K | SH | $9.87M 1.12% | 37.89K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 12.97K | SH | $9.25M 1.05% | 12.97K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 57.18K | SH | $7.82M 0.88% | 57.18K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 648.84K | SH | $6.40M 0.72% | 648.84K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 19.10K | SH | $6.31M 0.71% | 19.10K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.63K | SH | $5.74M 0.65% | 44.63K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 161.18K | SH | $5.06M 0.57% | 161.18K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 45.76K | SH | $4.68M 0.53% | 45.76K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.35K | SH | $3.50M 0.40% | 9.35K | 0.00 | 0.00 |
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