SEMPER AUGUSTUS INVESTMENTS GROUP LLC — 13F holdings

SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported 50 holdings worth $885M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. BRK.B BERKSHIRE HATHAWAY INC DEL — $137M (15.5%)
2. ALK ALASKA AIR GROUP INC — $93.6M (10.6%)
3. BRK.A BERKSHIRE HATHAWAY INC DEL — $89.9M (10.2%)
4. DG DOLLAR GEN CORP NEW — $76.6M (8.7%)
5. DECK Deckers Outdoor Corp — $66.5M (7.5%)
6. DLTR DOLLAR TREE INC — $64.1M (7.2%)
7. BLDR BUILDERS FIRSTSOURCE INC — $49.5M (5.6%)
8. OLN OLIN CORP — $42.7M (4.8%)
9. NEM NEWMONT CORP — $41.8M (4.7%)
10. KGC KINROSS GOLD CORP — $36.6M (4.1%)