SEMPER AUGUSTUS INVESTMENTS GROUP LLC
45 holdingsFiling period: 2026-03-31Current AUM: $852.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 253.0K | $121.2M | $121.2M | 14.22% | +3.8K | 2026-03-31 |
| 2 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 116 | $83.3M | $83.3M | 9.77% | -- | 2026-03-31 |
| 3 | DG | DOLLAR GEN CORP | 648.2K | $77.0M | $82.4M | 9.66% | -277,728 | 2026-03-31 |
| 4 | DECK | DECKERS OUTDOOR CORP | 661.0K | $66.2M | $64.0M | 7.51% | +21.3K | 2026-03-31 |
| 5 | ALK | ALASKA AIR GROUP INC | 1.70M | $62.3M | $80.4M | 9.43% | +1.29M | 2026-03-31 |
| 6 | OLN | OLIN CORP | 2.03M | $60.3M | $37.6M | 4.40% | +85.9K | 2026-03-31 |
| 7 | DLTR | DOLLAR TREE INC | 513.5K | $56.2M | $65.3M | 7.66% | +825 | 2026-03-31 |
| 8 | NEM | NEWMONT CORP | 479.1K | $51.9M | $44.9M | 5.26% | -184,101 | 2026-03-31 |
| 9 | KGC | KINROSS GOLD CORP | 1.51M | $46.1M | $34.9M | 4.09% | -603,992 | 2026-03-31 |
| 10 | FIVE | FIVE BELOW INC | 192.7K | $44.0M | $41.8M | 4.90% | -72,568 | 2026-03-31 |
| 11 | SBUX | STARBUCKS CORP | 251.3K | $22.5M | $26.4M | 3.10% | +9.8K | 2026-03-31 |
| 12 | DINO | HF SINCLAIR CORP | 360.7K | $22.5M | $33.0M | 3.87% | +2.2K | 2026-03-31 |
| 13 | CMI | CUMMINS INC | 39.5K | $21.3M | $25.1M | 2.94% | -244 | 2026-03-31 |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | 228.2K | $18.8M | $15.2M | 1.78% | -- | 2026-03-31 |
| 15 | DIS | DISNEY WALT CO | 152.6K | $14.7M | $14.7M | 1.72% | +6.8K | 2026-03-31 |
| 16 | VLO | VALERO ENERGY CORP | 44.1K | $10.9M | $13.8M | 1.62% | -154,602 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 57.5K | $9.8M | $8.9M | 1.05% | -39 | 2026-03-31 |
| 18 | XOM | EXXON MOBIL CORP | 57.5K | $9.8M | $8.9M | 1.05% | -39 | 2026-03-31 |
| 19 | EQNR | EQUINOR ASA | 176.0K | $7.4M | $7.2M | 0.85% | -422,431 | 2026-03-31 |
| 20 | PSKY | PARAMOUNT SKYDANCE CORP | 652.7K | $5.9M | $5.2M | 0.61% | -6,354 | 2026-03-31 |
| 21 | TRV | TRAVELERS COMPANIES INC | 19.1K | $5.6M | $7.2M | 0.84% | -- | 2026-03-31 |
| 22 | MRK | MERCK & CO INC | 44.6K | $5.4M | $5.8M | 0.68% | +190 | 2026-03-31 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | 3.4K | $3.4M | $3.2M | 0.38% | -80 | 2026-03-31 |
| 24 | GE | GE AEROSPACE | 9.4K | $2.7M | $3.4M | 0.39% | -- | 2026-03-31 |
| 25 | — | NXP SEMICONDUCTORS N V | 13.0K | $2.6M | $2.6M | 0.30% | -302 | 2026-03-31 |
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