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Form 13F manager

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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Latest quarter 2026-06-30 · filed 2026-08-14 · reported total $885M · filing —

As filed on Form 13F — long US-listed positions only. No shorts, cash, bonds, or non-13F assets appear here.

Filed up to 45 days after quarter end; holdings may have changed since.

Positions

RowIssuerClassPut/callValue% of totalSH/PRN qty
1BRK-B · BERKSHIRE HATHAWAY INC DELCL B NEW—$137M15.5%SH 273,145
2ALK · ALASKA AIR GROUP INCCOM—$94M10.6%SH 1,793,627
3BRK-A · BERKSHIRE HATHAWAY INC DELCL A—$90M10.2%SH 120
4DOLLAR GEN CORPCOM—$77M8.7%SH 665,307
5DECK · DECKERS OUTDOOR CORPCOM—$67M7.5%SH 670,199
6DLTR · DOLLAR TREE INCCOM—$64M7.2%SH 530,113
7BLDR · BUILDERS FIRSTSOURCE INCCOM—$50M5.6%SH 553,722
8OLN · OLIN CORPCOM PAR $1—$43M4.8%SH 2,153,826
9NEWMONT CORPCOM—$42M4.7%SH 447,228
10KINROSS GOLD CORPCOM—$37M4.1%SH 1,548,995
11PAYX · PAYCHEX INCCOM—$21M2.4%SH 211,640
12FIVE · FIVE BELOW INCCOM—$19M2.1%SH 105,657
13SPGI · S&P GLOBAL INCCOM—$19M2.1%SH 45,989
14DINO · HF SINCLAIR CORPCOM—$18M2.0%SH 252,187
15DIS · DISNEY WALT COCOM—$15M1.7%SH 160,653
16COGNIZANT TECHNOLOGY SOLUTIOCL A—$15M1.7%SH 377,991
17VALERO ENERGY CORPCOM—$9.9M1.1%SH 37,893
18CMI · CUMMINS INCCOM—$9.3M1.0%SH 12,972
19EXXON MOBIL CORPCOM—$7.8M0.9%SH 57,176
20PSKY · PARAMOUNT SKYDANCE CORPCOM CL B—$6.4M0.7%SH 648,835
21TRV · TRAVELERS COMPANIES INCCOM—$6.3M0.7%SH 19,100
22MRK · MERCK & CO INCCOM—$5.7M0.6%SH 44,633
23EQUINOR ASASPONSORED ADR—$5.1M0.6%SH 161,175
24SBUX · STARBUCKS CORPCOM—$4.7M0.5%SH 45,761
25GE AEROSPACECOM NEW—$3.5M0.4%SH 9,352
26COSTCO WHOLESALE CORPORATIONCOM—$3.1M0.4%SH 3,354
27GEV · GE VERNOVA INCCOM—$2.3M0.3%SH 1,994
28NXPI · NXP SEMICONDUCTORS N VCOM—$2.2M0.2%SH 7,662
29WORLD GOLD TRSPDR GLD MINIS—$1.9M0.2%SH 24,063
30SEACOR MARINE HLDGS INCCOM—$1.6M0.2%SH 208,175
31AAPL · APPLE INCCOM—$1.3M0.2%SH 4,640
32KO · COCA COLA COCOM—$1.2M0.1%SH 15,328
33AXP · AMERICAN EXPRESS COCOM—$1.1M0.1%SH 3,311
34CVX · CHEVRON CORPORATIONCOM—$1.0M0.1%SH 6,063
35ISHARES TR0-3 MTH TREASURY—$0.9M<0.1%SH 8,570
36GOOG · ALPHABET INCCAP STK CL C—$0.9M<0.1%SH 2,432
37SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR—$0.7M<0.1%SH 23,869
38SHELL PLCSPON ADS—<$1M<0.1%SH 4,968
39MA · MASTERCARD INCORPORATEDCL A—<$1M<0.1%SH 658
40SYNCHRONY FINANCIALCOM—<$1M<0.1%SH 4,437
41PM · PHILIP MORRIS INTL INCCOM—<$1M<0.1%SH 1,762
42GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK—<$1M<0.1%SH 4,581
43GOOGL · ALPHABET INCCAP STK CL A—<$1M<0.1%SH 700
44PSX · PHILLIPS 66COM—<$1M<0.1%SH 1,472
45MSFT · MICROSOFT CORPCOM—<$1M<0.1%SH 641
46SIVR · ABRDN SILVER ETF TRUSTPHYSCL SILVR SHS—<$1M<0.1%SH 4,245
47MICROCHIP TECHNOLOGY INC.COM—<$1M<0.1%SH 2,418
48NFLX · NETFLIX INC.COM—<$1M<0.1%SH 2,980
49SUNB · SUNBELT RENTALS HOLDINGS INCSHS—<$1M<0.1%SH 2,774
50JNJ · JOHNSON & JOHNSONCOM—<$1M<0.1%SH 794
Filed rows (50) — as filed
RowIssuerClassPut/callValue% of totalSH/PRN qtySource
1BERKSHIRE HATHAWAY INC DELCL B NEW—$137M15.5%SH 273,1450001941040-26-000625
2ALASKA AIR GROUP INCCOM—$94M10.6%SH 1,793,6270001941040-26-000625
3BERKSHIRE HATHAWAY INC DELCL A—$90M10.2%SH 1200001941040-26-000625
4DOLLAR GEN CORPCOM—$77M8.7%SH 665,3070001941040-26-000625
5DECKERS OUTDOOR CORPCOM—$67M7.5%SH 670,1990001941040-26-000625
6DOLLAR TREE INCCOM—$64M7.2%SH 530,1130001941040-26-000625
7BUILDERS FIRSTSOURCE INCCOM—$50M5.6%SH 553,7220001941040-26-000625
8OLIN CORPCOM PAR $1—$43M4.8%SH 2,153,8260001941040-26-000625
9NEWMONT CORPCOM—$42M4.7%SH 447,2280001941040-26-000625
10KINROSS GOLD CORPCOM—$37M4.1%SH 1,548,9950001941040-26-000625
11PAYCHEX INCCOM—$21M2.4%SH 211,6400001941040-26-000625
12FIVE BELOW INCCOM—$19M2.1%SH 105,6570001941040-26-000625
13S&P GLOBAL INCCOM—$19M2.1%SH 45,9890001941040-26-000625
14HF SINCLAIR CORPCOM—$18M2.0%SH 252,1870001941040-26-000625
15DISNEY WALT COCOM—$15M1.7%SH 160,6530001941040-26-000625
16COGNIZANT TECHNOLOGY SOLUTIOCL A—$15M1.7%SH 377,9910001941040-26-000625
17VALERO ENERGY CORPCOM—$9.9M1.1%SH 37,8930001941040-26-000625
18CUMMINS INCCOM—$9.3M1.0%SH 12,9720001941040-26-000625
19EXXON MOBIL CORPCOM—$7.8M0.9%SH 57,1760001941040-26-000625
20PARAMOUNT SKYDANCE CORPCOM CL B—$6.4M0.7%SH 648,8350001941040-26-000625
21TRAVELERS COMPANIES INCCOM—$6.3M0.7%SH 19,1000001941040-26-000625
22MERCK & CO INCCOM—$5.7M0.6%SH 44,6330001941040-26-000625
23EQUINOR ASASPONSORED ADR—$5.1M0.6%SH 161,1750001941040-26-000625
24STARBUCKS CORPCOM—$4.7M0.5%SH 45,7610001941040-26-000625
25GE AEROSPACECOM NEW—$3.5M0.4%SH 9,3520001941040-26-000625
26COSTCO WHOLESALE CORPORATIONCOM—$3.1M0.4%SH 3,3540001941040-26-000625
27GE VERNOVA INCCOM—$2.3M0.3%SH 1,9940001941040-26-000625
28NXP SEMICONDUCTORS N VCOM—$2.2M0.2%SH 7,6620001941040-26-000625
29WORLD GOLD TRSPDR GLD MINIS—$1.9M0.2%SH 24,0630001941040-26-000625
30SEACOR MARINE HLDGS INCCOM—$1.6M0.2%SH 208,1750001941040-26-000625
31APPLE INCCOM—$1.3M0.2%SH 4,6400001941040-26-000625
32COCA COLA COCOM—$1.2M0.1%SH 15,3280001941040-26-000625
33AMERICAN EXPRESS COCOM—$1.1M0.1%SH 3,3110001941040-26-000625
34CHEVRON CORPORATIONCOM—$1.0M0.1%SH 6,0630001941040-26-000625
35ISHARES TR0-3 MTH TREASURY—$0.9M<0.1%SH 8,5700001941040-26-000625
36ALPHABET INCCAP STK CL C—$0.9M<0.1%SH 2,4320001941040-26-000625
37SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR—$0.7M<0.1%SH 23,8690001941040-26-000625
38SHELL PLCSPON ADS—<$1M<0.1%SH 4,9680001941040-26-000625
39MASTERCARD INCORPORATEDCL A—<$1M<0.1%SH 6580001941040-26-000625
40SYNCHRONY FINANCIALCOM—<$1M<0.1%SH 4,4370001941040-26-000625
41PHILIP MORRIS INTL INCCOM—<$1M<0.1%SH 1,7620001941040-26-000625
42GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK—<$1M<0.1%SH 4,5810001941040-26-000625
43ALPHABET INCCAP STK CL A—<$1M<0.1%SH 7000001941040-26-000625
44PHILLIPS 66COM—<$1M<0.1%SH 1,4720001941040-26-000625
45MICROSOFT CORPCOM—<$1M<0.1%SH 6410001941040-26-000625
46ABRDN SILVER ETF TRUSTPHYSCL SILVR SHS—<$1M<0.1%SH 4,2450001941040-26-000625
47MICROCHIP TECHNOLOGY INC.COM—<$1M<0.1%SH 2,4180001941040-26-000625
48NETFLIX INC.COM—<$1M<0.1%SH 2,9800001941040-26-000625
49SUNBELT RENTALS HOLDINGS INCSHS—<$1M<0.1%SH 2,7740001941040-26-000625
50JOHNSON & JOHNSONCOM—<$1M<0.1%SH 7940001941040-26-000625

Changes from 2026-03-31 (rows of a security combined)

Reported change, not a confirmed trade: this compares quarter-end reports filed up to 45 days later, and the position may since have changed. Amendments, corporate actions, and changes in reporting scope can also move these rows. Value change compares period-end reported values; for continuing rows it includes market price movement.

7 new · ▲ 12 up · ▼ 13 down · 1 exited · 18 unchanged — by reported quantity, largest value change first

RowChangeIssuerClassPut/callValue changeQty change
1▲ upALASKA AIR GROUP INCCOM—+$31MSH +98,565 (+5.8%)
2▲ upBUILDERS FIRSTSOURCE INCCOM—+$31MSH +325,512 (+142.6%)
3▼ downFIVE BELOW INCCOM—−$25MSH −87,009 (−45.2%)
4newPAYCHEX INCCOM—+$21MSH +211,640
5newS&P GLOBAL INCCOM—+$19MSH +45,989
6▼ downSTARBUCKS CORPCOM—−$18MSH −205,539 (−81.8%)
7▲ upOLIN CORPCOM PAR $1—−$18MSH +124,507 (+6.1%)
8▲ upBERKSHIRE HATHAWAY INC DELCL B NEW—+$15MSH +20,120 (+8.0%)
9newCOGNIZANT TECHNOLOGY SOLUTIOCL A—+$15MSH +377,991
10▼ downCUMMINS INCCOM—−$12MSH −26,558 (−67.2%)
11▼ downNEWMONT CORPCOM—−$10MSH −31,910 (−6.7%)
12▲ upKINROSS GOLD CORPCOM—−$9.5MSH +40,054 (+2.7%)
13▲ upDOLLAR TREE INCCOM—+$7.9MSH +16,628 (+3.2%)
14▲ upBERKSHIRE HATHAWAY INC DELCL A—+$6.6MSH +4 (+3.4%)
15▼ downHF SINCLAIR CORPCOM—−$4.9MSH −108,491 (−30.1%)
16▼ downEQUINOR ASASPONSORED ADR—−$2.4MSH −14,779 (−8.4%)
17▼ downEXXON MOBIL CORPCOM—−$1.9MSH −341 (−0.6%)
18▼ downVALERO ENERGY CORPCOM—−$1.0MSH −6,163 (−14.0%)
19▲ upDISNEY WALT COCOM—+$0.8MSH +8,070 (+5.3%)
20▼ downPARAMOUNT SKYDANCE CORPCOM CL B—+$0.5MSH −3,872 (−0.6%)
Remaining 13 reported changes
RowChangeIssuerClassPut/callValue changeQty change
21▼ downNXP SEMICONDUCTORS N VCOM—−<$1MSH −5,334 (−41.0%)
22▲ upDECKERS OUTDOOR CORPCOM—+<$1MSH +9,170 (+1.4%)
23▲ upDOLLAR GEN CORPCOM—−<$1MSH +17,080 (+2.6%)
24▲ upWORLD GOLD TRSPDR GLD MINIS—−<$1MSH +84 (+0.4%)
25exitedFLEXTRONICS INTL LTDORD—−<$1MSH −4,485
26▲ upAPPLE INCCOM—+<$1MSH +500 (+12.1%)
27newMICROSOFT CORPCOM—+<$1MSH +641
28newMICROCHIP TECHNOLOGY INC.COM—+<$1MSH +2,418
29▼ downCOSTCO WHOLESALE CORPORATIONCOM—−<$1MSH −13 (−0.4%)
30newSUNBELT RENTALS HOLDINGS INCSHS—+<$1MSH +2,774
31newJOHNSON & JOHNSONCOM—+<$1MSH +794
32▼ downISHARES TR0-3 MNTH TREASRY / 0-3 MTH TREASURY—−<$1MSH −1,346 (−13.6%)
33▼ downAMERICAN EXPRESS COCOM—+<$1MSH −125 (−3.6%)

Changes appear only where the prior quarter's validated report exists.

Filing details

CIK set: 0001115373

Filing history

2026-06-3013F-HR