SEMPER AUGUSTUS INVESTMENTS GROUP LLC: 13F holdings
CIK 11153732026Q2
| Positions | 50 |
|---|
| Reported value | $884.6m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 50 (+6 vs prior quarter) |
|---|
| Reported value | $884.6m (+5.6%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BRK-B BERKSHIRE HATHAWAY INC DEL | 273,145 | $136.7m | 15.5% |
| ALK ALASKA AIR GROUP INC | 1,793,627 | $93.6m | 10.6% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 120 | $89.9m | 10.2% |
| DG DOLLAR GEN CORP | 665,307 | $76.6m | 8.7% |
| DECK DECKERS OUTDOOR CORP | 670,199 | $66.5m | 7.5% |
| DLTR DOLLAR TREE INC | 530,113 | $64.1m | 7.2% |
| BLDR BUILDERS FIRSTSOURCE INC | 553,722 | $49.5m | 5.6% |
| OLN OLIN CORP | 2,153,826 | $42.7m | 4.8% |
| NEM NEWMONT CORP | 447,228 | $41.8m | 4.7% |
| KGC KINROSS GOLD CORP | 1,548,995 | $36.6m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1115373")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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