SEMPER AUGUSTUS INVESTMENTS GROUP LLC
CIK 1115373
13F filing for Q2 2026・No. 2,776
- Holdings
- US$884.6M
- Quarter change
- +US$47.26M
- Entries
- 50
- Net bought (estimate)
- +US$41.35M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 1
- Cut 13
- Added 12
- Corporate actions 0
- Unchanged 18
Largest holdings
50 stocks worth US$884.6M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 273,145 | US$136.68M | 15.45% |
| ALKALASKA AIR GROUP INCCOM | Added | 1,793,627 | US$93.63M | 10.58% |
| BERKSHIRE HATHAWAY INC DELCL A | Added | 120 | US$89.86M | 10.16% |
| DGDOLLAR GEN CORPCOM | Added | 665,307 | US$76.58M | 8.66% |
| DECKDECKERS OUTDOOR CORPCOM | Added | 670,199 | US$66.54M | 7.52% |
| DLTRDOLLAR TREE INCCOM | Added | 530,113 | US$64.12M | 7.25% |
| BLDRBUILDERS FIRSTSOURCE INCCOM | Added | 553,722 | US$49.55M | 5.60% |
| OLNOLIN CORPCOM PAR $1 | Added | 2,153,826 | US$42.69M | 4.83% |
| NEMNEWMONT CORPCOM | Cut | 447,228 | US$41.77M | 4.72% |
| KGCKINROSS GOLD CORPCOM | Added | 1,548,995 | US$36.59M | 4.14% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.