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 OLN
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $60,331,653 | 2,029,319 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,481,855 | 1,943,440 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $48,086,882 | 1,924,245 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,020,489 | 797,436 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $17,027,775 | 702,466 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,789,663 | 585,493 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $25,306,667 | 527,442 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $24,866,108 | 527,383 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,713,933 | 505,339 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $27,273,235 | 505,528 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,299,276 | 506,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $26,678,553 | 519,139 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $29,436,034 | 530,379 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $33,928,875 | 640,893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $27,497,657 | 641,270 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $26,550,280 | 573,688 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $39,275,506 | 751,253 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,237,641 | 716,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,333,378 | 732,298 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $33,950,214 | 733,900 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,423,794 | 722,249 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $17,784,952 | 724,143 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $8,975,413 | 724,993 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $8,184,005 | 712,272 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,045,333 | 689,403 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||