SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Position in ALK — Alaska Air Group, Inc.

CIK 1115373 Highlands Ranch, CO

Position in ALK

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$62,344,380

+$41,757,496 QoQ

Shares Held

1,695,062

+314.2% QoQ

Ownership

1.52%

of shares outstanding

% of Portfolio

8.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

SEMPER AUGUSTUS INVESTMENTS GROUP LLC holds $62,344,380 across 1 Airlines name. ALK ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ALK	Alaska Air Group, Inc. This page	1,695,062	$62,344,380

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$62,344,380	1,695,062	+314.2%	Shares	Sole	2026-05-15
2025-12-31	$20,586,884	409,282	+8.1%	Shares	Sole	2026-02-17
2025-09-30	$18,846,259	378,591	+1.8%	Shares	Sole	2025-11-14
2025-06-30	$18,407,203	372,013	+7.9%	Shares	Sole	2025-08-15
2025-03-31	$16,972,729	344,834	-1.5%	Shares	Sole	2025-05-15
2024-12-31	$22,667,356	350,075	+0.6%	Shares	Sole	2025-02-14
2024-09-30	$15,726,931	347,864	+1.8%	Shares	Sole	2024-11-14
2024-06-30	$13,807,386	341,767	+6.8%	Shares	Sole	2024-08-14
2024-03-31	$13,751,125	319,868	+1.8%	Shares	Sole	2024-05-15
2023-12-31	$12,272,121	314,106	+17.2%	Shares	Sole	2024-02-14
2023-09-30	$9,941,926	268,121	+5.3%	Shares	Sole	2023-11-14
2023-06-30	$13,537,819	254,566	+12.0%	Shares	Sole	2023-08-14
2023-03-31	$9,540,025	227,360	+1.3%	Shares	Sole	2023-05-15
2022-12-31	$9,635,778	224,401	+7.7%	Shares	Sole	2023-02-14
2022-09-30	$8,160,700	208,447	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$8,102,835	202,318	+31.1%	Shares	Sole	2022-08-15
2022-03-31	$8,951,233	154,305	+13.7%	Shares	Sole	2022-05-16
2021-12-31	$7,071,168	135,723	+11.0%	Shares	Sole	2022-02-14
2021-09-30	$7,162,502	122,227	+37.8%	Shares	Sole	2021-11-15
2021-06-30	$5,349,497	88,700	-3.4%	Shares	Sole	2021-08-16
2021-03-31	$6,354,239	91,811	-0.1%	Shares	Sole	2021-05-14
2020-12-31	$4,778,280	91,890	-0.2%	Shares	Sole	2021-02-12
2020-09-30	$3,371,242	92,035	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$3,354,050	92,500	-0.8%	Shares	Sole	2020-08-14
2020-03-31	$2,654,172	93,227	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.