SEMPER AUGUSTUS INVESTMENTS GROUP LLC

CIK

1115373

City

Highlands Ranch

State / Country

Stock

SMHI — SEACOR Marine Holdings Inc.

Top Portfolio Positions

41 positions · $752,339,582 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,490,533	208,175	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,253,213	208,175	-1.6%	Shares	Sole	2026-02-17
2025-09-30	$1,372,505	211,480	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,078,548	211,480	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,070,088	211,480	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,387,308	211,480	0.0%	Shares	Sole	2025-02-14
2024-09-30	$2,040,782	211,480	-1.4%	Shares	Sole	2024-11-14
2024-06-30	$2,894,427	214,561	-8.5%	Shares	Sole	2024-08-14
2024-03-31	$3,268,623	234,478	-1.1%	Shares	Sole	2024-05-15
2023-12-31	$2,984,157	237,026	-4.0%	Shares	Sole	2024-02-14
2023-09-30	$3,428,040	246,977	0.0%	Shares	Sole	2023-11-14
2023-06-30	$2,822,947	246,977	-0.5%	Shares	Sole	2023-08-14
2023-03-31	$1,888,216	248,123	-0.9%	Shares	Sole	2023-05-15
2022-12-31	$2,293,544	250,387	-0.2%	Shares	Sole	2023-02-14
2022-09-30	$1,410,181	250,922	-0.2%	Shares	Sole	2022-11-14
2022-06-30	$1,448,225	251,428	-1.3%	Shares	Sole	2022-08-15
2022-03-31	$2,055,784	254,744	0.0%	Shares	Sole	2022-05-16
2021-12-31	$866,129	254,744	-2.2%	Shares	Sole	2022-02-14
2021-09-30	$1,205,522	260,372	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$1,149,841	260,735	+1.6%	Shares	Sole	2021-08-16
2021-03-31	$1,368,168	256,692	-0.1%	Shares	Sole	2021-05-14
2020-12-31	$696,540	257,026	-0.3%	Shares	Sole	2021-02-12
2020-09-30	$523,074	257,672	-0.5%	Shares	Sole	2020-11-13
2020-06-30	$660,488	259,015	-1.3%	Shares	Sole	2020-08-14
2020-03-31	$1,149,193	262,373	—	Shares	Sole	2020-05-14
No 13F history on record for this holder in this stock.