SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Top Portfolio Positions
41 positions ·
$752,339,582 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
253,025 | $121,249,580 | 16.12% | |
| DG |
Dollar General Corp
Consumer Defensive
|
648,227 | $76,963,991 | 10.23% | |
| DECK |
Deckers Outdoor Corp
Consumer Cyclical
|
661,029 | $66,162,392 | 8.79% | |
| ALK |
Alaska Air Group, Inc.
Industrials
|
1,695,062 | $62,344,380 | 8.29% | |
| OLN |
OLIN Corp
Basic Materials
|
2,029,319 | $60,331,653 | 8.02% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
513,485 | $56,231,742 | 7.47% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
479,138 | $51,866,688 | 6.89% | |
| KGC |
Kinross Gold Corp
Basic Materials
|
1,508,941 | $46,052,879 | 6.12% | |
| FIVE |
Five Below, Inc
Consumer Cyclical
|
192,666 | $44,020,327 | 5.85% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
251,300 | $22,513,967 | 2.99% |
Portfolio Trend
25 quarters · across all stocks
Holdings in DLTR
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $56,231,742 | 513,485 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,062,306 | 512,660 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,671,666 | 505,157 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $50,153,459 | 506,396 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $37,038,487 | 493,386 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $58,739,620 | 783,822 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $33,995,360 | 483,438 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $10,355,622 | 96,990 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,148,606 | 91,240 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $12,797,994 | 90,095 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $9,128,832 | 85,757 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,954,072 | 76,335 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $10,705,528 | 74,577 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $9,883,685 | 69,879 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $9,513,662 | 69,902 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,902,642 | 69,956 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $10,965,310 | 68,469 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $9,593,581 | 68,272 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,616,357 | 69,122 | Shares | Sole | 2021-11-15 | |
| No 13F history on record for this holder in this stock. | ||||||