§ 13F · FUND PROFILE
SEMPER AUGUSTUS INVESTMENTS GROUP LLC.
AUM · $801M (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$55M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 273K | $137M | 15.5% | +8% |
| 2 | ALK | ALASKA AIR GROUP INC | 1.79M | $94M | 10.6% | +6% |
| 3 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 120 | $90M | 10.2% | +3% |
| 4 | DG | DOLLAR GEN CORP | 665K | $77M | 8.7% | +3% |
| 5 | DECK | DECKERS OUTDOOR CORP | 670K | $67M | 7.5% | +1% |
| 6 | DLTR | DOLLAR TREE INC | 530K | $64M | 7.2% | +3% |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 554K | $50M | 5.6% | +143% |
| 8 | OLN | OLIN CORP | 2.15M | $43M | 4.8% | +6% |
| 9 | NEM | NEWMONT CORP | 447K | $42M | 4.7% | −7% |
| 10 | KGC | KINROSS GOLD CORP | 1.55M | $37M | 4.1% | +3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SEMPER SIGNAL
AC read
SEMPER AUGUSTUS INVESTMENTS GROUP LLC is a Other fund managing $801 million in assets. The fund runs a portfolio of 38 positions.
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