SEMPER AUGUSTUS INVESTMENTS GROUP LLC
51 holdingsFiling period: 2026-06-30Current AUM: $899.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 273.1K | $136.7M | $136.7M | 15.19% | +20.1K | 2026-06-30 |
| 2 | ALK | ALASKA AIR GROUP INC | 1.79M | $93.6M | $71.6M | 7.96% | +98.6K | 2026-06-30 |
| 3 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 120 | $89.9M | $89.9M | 9.99% | +4 | 2026-06-30 |
| 4 | DG | DOLLAR GEN CORP | 665.3K | $76.6M | $83.0M | 9.22% | +17.1K | 2026-06-30 |
| 5 | DECK | DECKERS OUTDOOR CORP | 670.2K | $66.5M | $51.9M | 5.77% | +9.2K | 2026-06-30 |
| 6 | DLTR | DOLLAR TREE INC | 530.1K | $64.1M | $59.8M | 6.65% | +16.6K | 2026-06-30 |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 553.7K | $49.5M | $33.3M | 3.70% | +325.5K | 2026-06-30 |
| 8 | OLN | OLIN CORP | 2.15M | $42.7M | $36.9M | 4.10% | +124.5K | 2026-06-30 |
| 9 | NEM | NEWMONT CORP | 447.2K | $41.8M | $55.5M | 6.17% | -31,910 | 2026-06-30 |
| 10 | KGC | KINROSS GOLD CORP | 1.55M | $36.6M | $43.4M | 4.83% | +40.1K | 2026-06-30 |
| 11 | PAYX | PAYCHEX INC | 211.6K | $20.8M | $25.0M | 2.78% | -- | 2026-06-30 |
| 12 | FIVE | FIVE BELOW INC | 105.7K | $19.0M | $24.9M | 2.77% | -87,009 | 2026-06-30 |
| 13 | SPGI | S&P GLOBAL INC | 46.0K | $18.7M | $19.0M | 2.11% | -- | 2026-06-30 |
| 14 | DINO | HF SINCLAIR CORP | 252.2K | $17.6M | $28.3M | 3.15% | -108,491 | 2026-06-30 |
| 15 | DIS | DISNEY WALT CO | 160.7K | $15.5M | $17.1M | 1.90% | +8.1K | 2026-06-30 |
| 16 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 378.0K | $14.6M | $23.9M | 2.66% | -- | 2026-06-30 |
| 17 | VLO | VALERO ENERGY CORP | 37.9K | $9.9M | $15.0M | 1.67% | -6,163 | 2026-06-30 |
| 18 | CMI | CUMMINS INC | 13.0K | $9.3M | $7.0M | 0.78% | -26,558 | 2026-06-30 |
| 19 | XOM | EXXON MOBIL CORP | 57.2K | $7.8M | $9.7M | 1.08% | -341 | 2026-06-30 |
| 20 | XOM | EXXON MOBIL CORP | 57.2K | $7.8M | $9.7M | 1.08% | -341 | 2026-06-30 |
| 21 | PSKY | PARAMOUNT SKYDANCE CORP | 648.8K | $6.4M | $7.1M | 0.79% | -3,872 | 2026-06-30 |
| 22 | TRV | TRAVELERS COMPANIES INC | 19.1K | $6.3M | $7.2M | 0.80% | -- | 2026-06-30 |
| 23 | MRK | MERCK & CO INC | 44.6K | $5.7M | $6.4M | 0.71% | -- | 2026-06-30 |
| 24 | EQNR | EQUINOR ASA | 161.2K | $5.1M | $7.4M | 0.82% | -14,779 | 2026-06-30 |
| 25 | SBUX | STARBUCKS CORP | 45.8K | $4.7M | $4.4M | 0.49% | -205,539 | 2026-06-30 |
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