SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Q2 2026 13F filing
Updated 27 days ago50 disclosed positions worth $884.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $136.7M | 273.1K | 15.45% | Added(+8.0%) |
| 2 | A ALK ALASKA AIR GROUP INC | $93.6M | 1.79M | 10.58% | Added(+5.8%) |
| 3 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $89.9M | 120 | 10.16% | Added(+3.5%) |
| 4 | D DG DOLLAR GEN CORP | $76.6M | 665.3K | 8.66% | Added(+2.6%) |
| 5 | D DECK DECKERS OUTDOOR CORP | $66.5M | 670.2K | 7.52% | Added(+1.4%) |
| 6 | D DLTR DOLLAR TREE INC | $64.1M | 530.1K | 7.25% | Added(+3.2%) |
| 7 | B BLDR BUILDERS FIRSTSOURCE INC | $49.5M | 553.7K | 5.60% | Added(+142.6%) |
| 8 | O OLN OLIN CORP | $42.7M | 2.15M | 4.83% | Added(+6.1%) |
| 9 | N NEMCL NEWMONT CORP | $41.8M | 447.2K | 4.72% | Trimmed(-6.7%) |
| 10 | K KGCRF KINROSS GOLD CORP | $36.6M | 1.55M | 4.14% | Added(+2.6%) |
| 11 | P PAYX PAYCHEX INC | $20.8M | 211.6K | 2.35% | — |
| 12 | F FIVE FIVE BELOW INC | $19M | 105.7K | 2.15% | Trimmed(-45.2%) |
| 13 | S SPGI S&P GLOBAL INC | $18.7M | 46.0K | 2.12% | — |
| 14 | D DINO HF SINCLAIR CORP | $17.6M | 252.2K | 1.99% | Trimmed(-30.1%) |
| 15 | D DIS DISNEY WALT CO | $15.5M | 160.7K | 1.75% | Added(+5.3%) |
| 16 | C CTSH COGNIZANT TECHNOLOGY SOLUTIO | $14.6M | 378.0K | 1.65% | — |
| 17 | V VLO VALERO ENERGY CORP | $9.9M | 37.9K | 1.12% | Trimmed(-14.0%) |
| 18 | C CMI CUMMINS INC | $9.3M | 13.0K | 1.05% | Trimmed(-67.2%) |
| 19 | X XOM EXXON MOBIL CORP | $7.8M | 57.2K | 0.88% | Trimmed(-0.6%) |
| 20 | P PSKY PARAMOUNT SKYDANCE CORP | $6.4M | 648.8K | 0.72% | Trimmed(-0.6%) |
| 21 | T TRV TRAVELERS COMPANIES INC | $6.3M | 19.1K | 0.71% | Unchanged |
| 22 | M MRK MERCK & CO INC | $5.7M | 44.6K | 0.65% | Unchanged |
| 23 | S STOHF EQUINOR ASA | $5.1M | 161.2K | 0.57% | Trimmed(-8.4%) |
| 24 | S SBUX STARBUCKS CORP | $4.7M | 45.8K | 0.53% | Trimmed(-81.8%) |
| 25 | G GE GE AEROSPACE | $3.5M | 9.4K | 0.40% | Unchanged |
| 26 | C COST COSTCO WHOLESALE CORPORATION | $3.1M | 3.4K | 0.35% | Trimmed(-0.4%) |
| 27 | G GEV GE VERNOVA INC | $2.3M | 2.0K | 0.26% | Unchanged |
| 28 | N NXPI NXP SEMICONDUCTORS N V | $2.2M | 7.7K | 0.24% | Trimmed(-41.0%) |
| 29 | G GLD WORLD GOLD TR | $1.9M | 24.1K | 0.22% | Added(+0.3%) |
| 30 | S SMHI SEACOR MARINE HLDGS INC | $1.6M | 208.2K | 0.18% | Unchanged |
| 31 | A AAPL APPLE INC | $1.3M | 4.6K | 0.15% | Added(+12.1%) |
| 32 | K KO COCA COLA CO | $1.2M | 15.3K | 0.14% | Unchanged |
| 33 | A AXP AMERICAN EXPRESS CO | $1.1M | 3.3K | 0.13% | Trimmed(-3.6%) |
| 34 | C CVX CHEVRON CORPORATION | $1M | 6.1K | 0.11% | Unchanged |
| 35 | E ETHA ISHARES TR | $863K | 8.6K | 0.10% | Trimmed(-13.6%) |
| 36 | G GOOGN ALPHABET INC | $859K | 2.4K | 0.10% | Unchanged |
| 37 | P PHYS SPROTT ASSET MANAGEMENT LP | $720K | 23.9K | 0.08% | Unchanged |
| 38 | R RYDAF SHELL PLC | $385K | 5.0K | 0.04% | Unchanged |
| 39 | M MA MASTERCARD INCORPORATED | $338K | 658 | 0.04% | Unchanged |
| 40 | S SYF-PB SYNCHRONY FINANCIAL | $337K | 4.4K | 0.04% | Unchanged |
| 41 | P PM PHILIP MORRIS INTL INC | $319K | 1.8K | 0.04% | Unchanged |
| 42 | G GEHC GE HEALTHCARE TECHNOLOGIES I | $293K | 4.6K | 0.03% | Unchanged |
| 43 | G GOOGN ALPHABET INC | $250K | 700 | 0.03% | Unchanged |
| 44 | P PSX PHILLIPS 66 | $249K | 1.5K | 0.03% | Unchanged |
| 45 | M MSFT MICROSOFT CORP | $239K | 641 | 0.03% | — |
| 46 | S SIVR ABRDN SILVER ETF TRUST | $239K | 4.2K | 0.03% | Unchanged |
| 47 | M MCHPP MICROCHIP TECHNOLOGY INC. | $221K | 2.4K | 0.02% | — |
| 48 | N NFLX NETFLIX INC. | $213K | 3.0K | 0.02% | Unchanged |
| 49 | S SUNB SUNBELT RENTALS HOLDINGS INC | $208K | 2.8K | 0.02% | — |
| 50 | J JNJ JOHNSON & JOHNSON | $202K | 794 | 0.02% | — |