Loading...
Loading...
HIGHLANDS RANCH, CO · CIK 0001115373
New positions
7
Added to
12
Trimmed
13
Exited
1
SEMPER AUGUSTUS INVESTMENTS GROUP LLC (HIGHLANDS RANCH, CO) reported a portfolio value of $884.60M across 50 positions in their Q2 2026 SEC 13F filing (period ending 2026-06-30). The top 10 positions account for 78.9% 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 | $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 |
Get alerts when SEMPER AUGUSTUS INVESTMENTS GROUP LLC files new 13F holdings.