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HIGHLANDS RANCH, CO · CIK 0001115373
New positions
7
Added to
12
Trimmed
13
Exited
1
Source: SEC 13F-HR filing filed on 2026-08-14 ·View on SEC.gov →
Top 30 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | BRK/BBERKSHIRE HATHAWAY INC DEL | $136.68M | 15.45% | +8.0% |
| 2 | ALKALASKA AIR GROUP INC | $93.63M | 10.58% | +5.8% |
| 3 | BRK/ABERKSHIRE HATHAWAY INC DEL | $89.86M | 10.16% | +3.4% |
| 4 | DGDOLLAR GEN CORP | $76.58M | 8.66% | +2.6% |
| 5 | DECKDECKERS OUTDOOR CORP | $66.54M | 7.52% | +1.4% |
| 6 | DLTRDOLLAR TREE INC | $64.12M | 7.25% | +3.2% |
| 7 | BLDRBUILDERS FIRSTSOURCE INC | $49.55M | 5.60% | +142.6% |
| 8 | OLNOLIN CORP | $42.69M | 4.83% | +6.1% |
| 9 | NEMNEWMONT CORP | $41.77M | 4.72% | -6.7% |
| 10 | KGCKINROSS GOLD CORP | $36.59M | 4.14% | +2.7% |
| Stock | Value | Shares |
|---|---|---|
| PAYXPAYCHEX INC | $20.81M | 211,640 |
| SPGIS&P GLOBAL INC | $18.73M | 45,989 |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | $14.64M | 377,991 |
| MSFTMICROSOFT CORP | $239.11K | 641 |
| MCHPMICROCHIP TECHNOLOGY INC. | $220.52K | 2,418 |
| SUNBSUNBELT RENTALS HOLDINGS INC | $207.52K | 2,774 |
| JNJJOHNSON & JOHNSON | $201.65K | 794 |
As of Q2 2026, SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported a portfolio value of $884.60M across 50 positions in their 13F filing.
SEMPER AUGUSTUS INVESTMENTS GROUP LLC's largest holding is BRK/B with a position worth $136.68M. Their top holdings include BRK/B, ALK, BRK/A, DG, DECK.
In Q2 2026, SEMPER AUGUSTUS INVESTMENTS GROUP LLC made the following changes to their portfolio: 7 new positions, 1 position sold out, 12 positions increased, 13 positions reduced.
SEMPER AUGUSTUS INVESTMENTS GROUP LLC files quarterly 13F reports with the SEC, disclosing their long positions in U.S. equities. These filings are due within 45 days of the quarter end and provide transparency into their investment strategy and portfolio allocation.
Get alerts when SEMPER AUGUSTUS INVESTMENTS GROUP LLC files new 13F holdings.
Sectors derived from SEC SIC codes, value-weighted. Positions without a resolvable ticker are shown as Unclassified.