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 FIVE
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $44,020,327 | 192,666 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $49,959,476 | 265,234 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $47,700,352 | 308,341 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $42,345,691 | 322,806 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $5,894,293 | 78,664 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,014,430 | 76,357 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,550,534 | 74,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,233,864 | 66,384 | Shares | Sole | 2024-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||