Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SEMPER AUGUSTUS INVESTMENTS GROUP LLC (CIK 1115373) reported $837.3M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BRK/B ($121.2M, 14.48%), BRK/A ($83.3M, 9.95%), DG ($77.0M, 9.19%), DECK ($66.2M, 7.90%), ALK ($62.3M, 7.45%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $121.2M | 14.48% | 253,025 | Added |
| 2 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $83.3M | 9.95% | 116 | Hold |
| 3 | DG | DOLLAR GEN CORP | $77.0M | 9.19% | 648,227 | Trimmed |
| 4 | DECK | DECKERS OUTDOOR CORP | $66.2M | 7.90% | 661,029 | Added |
| 5 | ALK | ALASKA AIR GROUP INC | $62.3M | 7.45% | 1.7M | Added |
| 6 | OLN | OLIN CORP | $60.3M | 7.21% | 2.0M | Added |
| 7 | DLTR | DOLLAR TREE INC | $56.2M | 6.72% | 513,485 | Added |
| 8 | NEM | NEWMONT CORP | $51.9M | 6.19% | 479,138 | Trimmed |
| 9 | KGC | KINROSS GOLD CORP | $46.1M | 5.50% | 1.5M | Trimmed |
| 10 | FIVE | FIVE BELOW INC | $44.0M | 5.26% | 192,666 | Trimmed |
| 11 | SBUX | STARBUCKS CORP | $22.5M | 2.69% | 251,300 | Added |
| 12 | DINO | HF SINCLAIR CORP | $22.5M | 2.69% | 360,678 | Added |
| 13 | CMI | CUMMINS INC | $21.3M | 2.54% | 39,530 | Trimmed |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | $18.8M | 2.24% | 228,210 | New |
| 15 | DIS | DISNEY WALT CO | $14.7M | 1.76% | 152,583 | Added |
| 16 | VLO | VALERO ENERGY CORP | $10.9M | 1.30% | 44,056 | Trimmed |
| 17 | XOM | EXXON MOBIL CORP | $9.8M | 1.17% | 57,517 | Trimmed |
| 18 | EQNR | EQUINOR ASA | $7.4M | 0.89% | 175,954 | Trimmed |
| 19 | PSKY | PARAMOUNT SKYDANCE CORP | $5.9M | 0.70% | 652,707 | Trimmed |
| 20 | TRV | TRAVELERS COMPANIES INC | $5.6M | 0.67% | 19,100 | Hold |
| 21 | MRK | MERCK & CO INC | $5.4M | 0.64% | 44,633 | Added |
| 22 | COST | COSTCO WHOLESALE CORPORATION | $3.4M | 0.40% | 3,367 | Trimmed |
| 23 | GE | GE AEROSPACE | $2.7M | 0.32% | 9,352 | Hold |
| 24 | NXPI | NXP SEMICONDUCTORS N V | $2.6M | 0.31% | 12,996 | Trimmed |
| 25 | GLDM | WORLD GOLD TR | $2.2M | 0.27% | 23,979 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31