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HIGHLANDS RANCH, CO · CIK 0001115373
New positions
7
Added to
9
Trimmed
13
Exited
2
SEMPER AUGUSTUS INVESTMENTS GROUP LLC (HIGHLANDS RANCH, CO) reported a portfolio value of $837.34M across 44 positions in their Q1 2026 SEC 13F filing (period ending 2026-03-31). The top 10 positions account for 79.8% of the portfolio.
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 | $121.25M | 14.48% | +1.5% |
| 2 | BRK/ABERKSHIRE HATHAWAY INC DEL | $83.30M | 9.95% | - |
| 3 | DGDOLLAR GEN CORP | $76.96M | 9.19% | -30.0% |
| 4 | DECKDECKERS OUTDOOR CORP | $66.16M | 7.90% | +3.3% |
| 5 | ALKALASKA AIR GROUP INC | $62.34M | 7.45% | +314.2% |
| 6 | OLNOLIN CORP | $60.33M | 7.21% | +4.4% |
| 7 | DLTRDOLLAR TREE INC | $56.23M | 6.72% | +0.2% |
| 8 | NEMNEWMONT CORP | $51.87M | 6.19% | -27.8% |
| 9 | KGCKINROSS GOLD CORP | $46.05M | 5.50% | -28.6% |
| 10 | FIVEFIVE BELOW INC | $44.02M | 5.26% | -27.4% |
| Stock | Value | Shares |
|---|---|---|
| BLDRBUILDERS FIRSTSOURCE INC | $18.79M | 228,210 |
| SGOVISHARES TR | $998.14K | 9,916 |
| GOOGALPHABET INC | $697.64K | 2,432 |
| MAMASTERCARD INCORPORATED | $328.85K | 658 |
| PMPHILIP MORRIS INTL INC | $291.33K | 1,762 |
| NFLXNETFLIX INC. | $286.53K | 2,980 |
| PSXPHILLIPS 66 | $268.17K | 1,472 |
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