Holders — by stockHoldings — by fund
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1115373
$884.6M
disclosed book value
50
positions
15.5%
largest position share
Positions, as of 2026-06-30
top 50 of 50 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | 273,145 | $136.7M | 15.5% |
| 2 | ALKALASKA AIR GROUP INC | 1.8M | $93.6M | 10.6% |
| 3 | BRK/ABERKSHIRE HATHAWAY INC DEL | 120 | $89.9M | 10.2% |
| 4 | DGDOLLAR GEN CORP | 665,307 | $76.6M | 8.7% |
| 5 | DECKDECKERS OUTDOOR CORP | 670,199 | $66.5M | 7.5% |
| 6 | DLTRDOLLAR TREE INC | 530,113 | $64.1M | 7.2% |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | 553,722 | $49.5M | 5.6% |
| 8 | OLNOLIN CORP | 2.2M | $42.7M | 4.8% |
| 9 | NEMNEWMONT CORP | 447,228 | $41.8M | 4.7% |
| 10 | KGCKINROSS GOLD CORP | 1.5M | $36.6M | 4.1% |
| 11 | PAYXPAYCHEX INC | 211,640 | $20.8M | 2.4% |
| 12 | FIVEFIVE BELOW INC | 105,657 | $19.0M | 2.1% |
| 13 | SPGIS&P GLOBAL INC | 45,989 | $18.7M | 2.1% |
| 14 | DINOHF SINCLAIR CORP | 252,187 | $17.6M | 2% |
| 15 | DISDISNEY WALT CO | 160,653 | $15.5M | 1.7% |
| 16 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 377,991 | $14.6M | 1.7% |
| 17 | VLOVALERO ENERGY CORP | 37,893 | $9.9M | 1.1% |
| 18 | CMICUMMINS INC | 12,972 | $9.3M | 1% |
| 19 | EXMOCEXXON MOBIL CORP | 57,176 | $7.8M | 0.9% |
| 20 | PSKYPARAMOUNT SKYDANCE CORP | 648,835 | $6.4M | 0.7% |
| 21 | TRVTRAVELERS COMPANIES INC | 19,100 | $6.3M | 0.7% |
| 22 | MRKMERCK & CO INC | 44,633 | $5.7M | 0.6% |
| 23 | EQNREQUINOR ASA | 161,175 | $5.1M | 0.6% |
| 24 | SBUXSTARBUCKS CORP | 45,761 | $4.7M | 0.5% |
| 25 | GEGE AEROSPACE | 9,352 | $3.5M | 0.4% |
| 26 | COSTCOSTCO WHOLESALE CORPORATION | 3,354 | $3.1M | 0.4% |
| 27 | GEVGE VERNOVA INC | 1,994 | $2.3M | 0.3% |
| 28 | NXP SEMICONDUCTORS N V | 7,662 | $2.2M | 0.2% |
| 29 | GLDMWORLD GOLD TR | 24,063 | $1.9M | 0.2% |
| 30 | SMHISEACOR MARINE HLDGS INC | 208,175 | $1.6M | 0.2% |
| 31 | AAPLAPPLE INC | 4,640 | $1.3M | 0.2% |
| 32 | KOCOCA COLA CO | 15,328 | $1.2M | 0.1% |
| 33 | AXPAMERICAN EXPRESS CO | 3,311 | $1.1M | 0.1% |
| 34 | CVXCHEVRON CORPORATION | 6,063 | $1.0M | 0.1% |
| 35 | SGOVISHARES TR | 8,570 | $862,742 | 0.1% |
| 36 | GOOGALPHABET INC | 2,432 | $859,299 | 0.1% |
| 37 | PHYSSPROTT ASSET MANAGEMENT LP | 23,869 | $720,128 | 0.1% |
| 38 | SHELSHELL PLC | 4,968 | $385,219 | 0% |
| 39 | MAMASTERCARD INCORPORATED | 658 | $338,038 | 0% |
| 40 | SYFSYNCHRONY FINANCIAL | 4,437 | $337,434 | 0% |
| 41 | PMPHILIP MORRIS INTL INC | 1,762 | $318,763 | 0% |
| 42 | GEHCGE HEALTHCARE TECHNOLOGIES I | 4,581 | $293,230 | 0% |
| 43 | GOOGLALPHABET INC | 700 | $250,159 | 0% |
| 44 | PSXPHILLIPS 66 | 1,472 | $248,842 | 0% |
| 45 | MSFTMICROSOFT CORP | 641 | $239,106 | 0% |
| 46 | SIVRABRDN SILVER ETF TRUST | 4,245 | $238,654 | 0% |
| 47 | MCHPMICROCHIP TECHNOLOGY INC. | 2,418 | $220,522 | 0% |
| 48 | NFLXNETFLIX INC. | 2,980 | $212,772 | 0% |
| 49 | SUNBSUNBELT RENTALS HOLDINGS INC | 2,774 | $207,523 | 0% |
| 50 | JNJJOHNSON & JOHNSON | 794 | $201,652 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.