Holdings of SEMPER AUGUSTUS INVESTMENTS GROUP LLC
40 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 81.9 % of the equity sleeve
Sector breakdown
- Financials 26.9 %
- Consumer discretionary 19.8 %
- Materials 6.6 %
- Industrials 3.3 %
- Energy 2.7 %
- Communication 2.0 %
- Health care 0.7 %
- Consumer staples 0.6 %
- Technology 0.1 %
- Funds 0.1 %
- Unattributed 37.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|
| US | 39 | 787.1M $ | 99.94 % |
| GB | 1 | 462K $ | 0.06 % |
Positions
| Company | Shares | Value | Weight |
|---|
| Berkshire Hathaway Inc | 253,025 | 121.2M $ | |
| Berkshire Hathaway Inc | 116 | 83.3M $ | |
| Dollar General Corp | 648,227 | 77M $ | |
| Deckers Outdoor Corp | 661,029 | 66.2M $ | |
| Alaska Air Group Inc | 1,695,062 | 62.3M $ | |
| Olin Corp | 2,029,319 | 60.3M $ | |
| Dollar Tree Inc | 513,485 | 56.2M $ | |
| Newmont Corp | 479,138 | 51.9M $ | |
| Five Below Inc | 192,666 | 44M $ | |
| Starbucks Corp | 251,300 | 22.5M $ | |
| HF Sinclair Corp | 360,678 | 22.5M $ | |
| Cummins Inc | 39,530 | 21.3M $ | |
| Builders FirstSource Inc | 228,210 | 18.8M $ | |
| Walt Disney Co/The | 152,583 | 14.7M $ | |
| Valero Energy Corp | 44,056 | 10.9M $ | |
| Exxon Mobil Corp | 57,517 | 9.8M $ | |
| Equinor ASA | 175,954 | 7.4M $ | |
| Paramount Skydance Corp. | 652,707 | 5.9M $ | |
| Travelers Cos Inc/The | 19,100 | 5.6M $ | |
| Merck & Co Inc | 44,633 | 5.4M $ | |
| Costco Wholesale Corp | 3,367 | 3.4M $ | |
| General Electric Co | 9,352 | 2.7M $ | |
| SPDR Gold MiniShares Trust | 23,979 | 2.2M $ | |
| GE Vernova Inc | 1,994 | 1.7M $ | |
| SEACOR Marine Holdings Inc | 208,175 | 1.5M $ | |
| Chevron Corp | 6,063 | 1.3M $ | |
| Coca-Cola Co/The | 15,328 | 1.2M $ | |
| Apple Inc | 4,140 | 1.1M $ | |
| American Express Co | 3,436 | 1M $ | |
| iShares Trust | 9,916 | 998.1K $ | |
| Alphabet Inc | 2,432 | 697.6K $ | |
| Shell PLC | 4,968 | 462K $ | |
| Mastercard Inc | 658 | 328.9K $ | |
| GE HealthCare Technologies Inc | 4,581 | 326.1K $ | |
| ABRDN SILVER ETF TRUST | 4,245 | 304K $ | |
| Synchrony Financial | 4,437 | 301.8K $ | |
| Philip Morris International Inc. | 1,762 | 291.3K $ | |
| Netflix Inc | 2,980 | 286.5K $ | |
| Phillips 66 | 1,472 | 268.2K $ | |
| Alphabet Inc | 700 | 201.3K $ | |