SL

Semper Augustus Investments Group LLC

CIK: 1115373

Portfolio Value

$869.56M

Total Holdings

38

Report Period

Dec 2025

Top 10 Holdings

BRK.B
24.5%
DG
14.1%
DECK
7.6%
NEM
7.6%
DLTR
7.3%
KGCRF
6.8%
FIVE
5.7%
OLN
4.7%
VLO
3.7%
ALK
2.4%
Others
15.6%
Showing top 10 of 39 total holdings

Holdings (39)

Latest 13F positions

BR
BRK.B📈 History
BERKSHIRE HATHAWAY INC DEL
249.3K$212.82M24.5%
-
DG
DG📈 History
DOLLAR GEN CORP NEW
926.0K$122.94M14.1%
-
DE
DECK📈 History
DECKERS OUTDOOR CORP
639.7K$66.32M7.6%
+71%
NE
NEM📈 History
NEWMONT CORP
663.2K$66.22M7.6%
-2%
DL
DLTR📈 History
DOLLAR TREE INC
512.7K$63.06M7.3%
+1%
KG
KGCRF📈 History
KINROSS GOLD CORP
2.11M$59.50M6.8%
-18%
FI
FIVE📈 History
FIVE BELOW INC
265.2K$49.96M5.7%
-14%
OL
1.94M$40.48M4.7%
+1%
VL
VLO📈 History
VALERO ENERGY CORP
198.7K$32.34M3.7%
-
AL
ALK📈 History
ALASKA AIR GROUP INC
409.3K$20.59M2.4%
+8%
SB
SBUX📈 History
STARBUCKS CORP
241.5K$20.33M2.3%
+1%
CM
CMI📈 History
CUMMINS INC
39.8K$20.30M2.3%
-
DI
DIS📈 History
DISNEY WALT CO
145.8K$16.59M1.9%
-
DI
DINO📈 History
HF SINCLAIR CORP
358.5K$16.52M1.9%
+1%
ST
598.4K$14.14M1.6%
+4%
PS
PSKY📈 History
PARAMOUNT SKYDANCE CORP
659.1K$8.83M1.0%
-
XO
XOM📈 History
EXXON MOBIL CORP
57.6K$6.93M0.8%
-
TR
TRV📈 History
TRAVELERS COMPANIES INC
19.1K$5.54M0.6%
-
MR
MRK📈 History
MERCK & CO INC
44.4K$4.68M0.5%
-
CO
COST📈 History
COSTCO WHSL CORP NEW
3.4K$2.97M0.3%
-