Semper Augustus Investments Group LLC
Semper Augustus Investments Group LLC reported 50 holdings worth US$885M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Semper Augustus Investments Group LLC reported 50 holdings worth US$885M as of Jun 30, 2026. Largest: Berkshire Hathaway Inc., Alaska Air Group, Inc. and Dollar General Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 50
- Value as reported
- US$885M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Berkshire Hathaway Inc. | 453K | US$227M | 25.6% |
| Alaska Air Group, Inc. | 1.79M | US$93.6M | 10.6% |
| Dollar General Corporation | 665K | US$76.6M | 8.7% |
| Deckers Outdoor Corporation | 670K | US$66.5M | 7.5% |
| Dollar Tree, Inc. | 530K | US$64.1M | 7.2% |
| Builders Firstsource, Inc. | 554K | US$49.5M | 5.6% |
| Olin Corporation | 2.15M | US$42.7M | 4.8% |
| Newmont Corporation | 447K | US$41.8M | 4.7% |
| Kinross Gold Corporation | 1.55M | US$36.6M | 4.1% |
| Paychex, Inc. | 212K | US$20.8M | 2.4% |
| Five Below, Inc. | 106K | US$19M | 2.1% |
| S&p Global Inc. | 45,989 | US$18.7M | 2.1% |
| Hf Sinclair Corporation | 252K | US$17.6M | 2.0% |
| Walt Disney Company (the) | 161K | US$15.5M | 1.7% |
| Cognizant Technology Solutions Corporation | 378K | US$14.6M | 1.7% |
| Valero Energy Corporation | 37,893 | US$9.87M | 1.1% |
| Cummins Inc. | 12,972 | US$9.25M | 1.0% |
| Exxon Mobil Corporation | 57,176 | US$7.82M | 0.88% |
| Paramount Skydance Corporation | 649K | US$6.4M | 0.72% |
| The Travelers Companies, Inc. | 19,100 | US$6.31M | 0.71% |
| Merck & Company, Inc. | 44,633 | US$5.74M | 0.65% |
| Equinor Asa | 161K | US$5.06M | 0.57% |
| Starbucks Corporation | 45,761 | US$4.68M | 0.53% |
| Ge Aerospace | 9,352 | US$3.5M | 0.40% |
| Costco Wholesale Corporation | 3,354 | US$3.14M | 0.35% |
| Ge Vernova Inc. | 1,994 | US$2.34M | 0.26% |
| Seacor Marine Holdings Inc. | 208K | US$1.59M | 0.18% |
| Apple Inc | 4,640 | US$1.34M | 0.15% |
| Coca-cola Company (the) | 15,328 | US$1.25M | 0.14% |
| American Express Company | 3,311 | US$1.12M | 0.13% |
| Alphabet Inc (google) Class C | 3,105 | US$1.11M | 0.13% |
| Chevron Corporation | 6,063 | US$1.01M | 0.11% |
| Shell Plc | 4,968 | US$385K | 0.04% |
| Mastercard Incorporated | 658 | US$338K | 0.04% |
| Synchrony Financial | 4,437 | US$337K | 0.04% |
| Philip Morris International Inc | 1,762 | US$319K | 0.04% |
| Ge Healthcare Technologies Inc. | 4,581 | US$293K | 0.03% |
| Phillips 66 | 1,472 | US$249K | 0.03% |
| Microsoft Corp. | 641 | US$239K | 0.03% |
| Microchip Technology Incorporated | 2,418 | US$221K | 0.02% |
| Netflix, Inc. | 2,980 | US$213K | 0.02% |
| Sunbelt Rentals Holdings, Inc. | 2,774 | US$208K | 0.02% |
| Johnson & Johnson | 794 | US$202K | 0.02% |
Source
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