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Semper Augustus Investments Group Llc

Portfolio Manager
Semper Augustus Investments Group LLC
Performance
+4.11% (2026 Q1)
AUM (13F)
$837.34M
# of Holdings
44
Performance Rank
Allocation (Top 20)
96.5%

Semper Augustus Investments Group Llc Holdings Map

Top 44 Semper Augustus Investments Group Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BRK.B
BERKSHIRE HATHAWAY INC DEL
14.48%253.0K$121.2M
+1.53%(+3.81K)
2025-Q1: 239.3K shares2025-Q2: 246.7K shares2025-Q3: 250.2K shares2025-Q4: 249.2K shares2026-Q1: 253.0K shares
$165.04(+192.48%)
2026-03-31
BRK.A
BERKSHIRE HATHAWAY INC DEL
9.95%116$83.3M
+0.00%(+0)
2025-Q1: 116 shares2025-Q2: 116 shares2025-Q3: 116 shares2025-Q4: 116 shares2026-Q1: 116 shares
$272745.03(+165.38%)
2026-03-31
DG
DOLLAR GEN CORP
9.19%648.2K$77.0M
-29.99%(-277.73K)
2025-Q1: 907.2K shares2025-Q2: 926.1K shares2025-Q3: 925.8K shares2025-Q4: 926.0K shares2026-Q1: 648.2K shares
$116.75(-12.31%)
2026-03-31
DECK
DECKERS OUTDOOR CORP
7.9%661.0K$66.2M
+3.33%(+21.33K)
2025-Q1: 0 shares2025-Q2: 210.5K shares2025-Q3: 374.8K shares2025-Q4: 639.7K shares2026-Q1: 661.0K shares
$103.95(-10.00%)
2026-03-31
ALK
ALASKA AIR GROUP INC
7.45%1.70M$62.3M
+314.16%(+1.29M)
2025-Q1: 344.8K shares2025-Q2: 372.0K shares2025-Q3: 378.6K shares2025-Q4: 409.3K shares2026-Q1: 1.70M shares
$44.56(-17.11%)
2026-03-31
OLN
OLIN CORP
7.21%2.03M$60.3M
+4.42%(+85.88K)
2025-Q1: 702.5K shares2025-Q2: 797.4K shares2025-Q3: 1.92M shares2025-Q4: 1.94M shares2026-Q1: 2.03M shares
$23.50(+13.95%)
2026-03-31
DLTR
DOLLAR TREE INC
6.72%513.5K$56.2M
+0.16%(+825)
2025-Q1: 493.4K shares2025-Q2: 506.4K shares2025-Q3: 505.2K shares2025-Q4: 512.7K shares2026-Q1: 513.5K shares
$85.19(+5.15%)
2026-03-31
NEM
NEWMONT CORP
6.19%479.1K$51.9M
-27.76%(-184.10K)
2025-Q1: 662.6K shares2025-Q2: 678.1K shares2025-Q3: 678.2K shares2025-Q4: 663.2K shares2026-Q1: 479.1K shares
$49.99(+118.17%)
2026-03-31
KGC
KINROSS GOLD CORP
5.5%1.51M$46.1M
-28.59%(-603.99K)
2025-Q1: 4.51M shares2025-Q2: 3.09M shares2025-Q3: 2.59M shares2025-Q4: 2.11M shares2026-Q1: 1.51M shares
$5.52(+413.93%)
2026-03-31
FIVE
FIVE BELOW INC
5.26%192.7K$44.0M
-27.36%(-72.57K)
2025-Q1: 78.7K shares2025-Q2: 322.8K shares2025-Q3: 308.3K shares2025-Q4: 265.2K shares2026-Q1: 192.7K shares
$110.82(+92.78%)
2026-03-31

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