SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | OLN | 2.03M | $60.33M |
 | ALK | 1.70M | $62.34M |
 | KGC | 1.51M | $46.05M |
 | DECK | 661K | $66.16M |
 | PSKY | 653K | $5.89M |
 | DG | 648K | $76.96M |
 | DLTR | 513K | $56.23M |
 | NEM | 479K | $51.87M |
 | DINO | 361K | $22.50M |
 | BRK-B | 253K | $121.25M |
 | SBUX | 251K | $22.51M |
 | BLDR | 228K | $18.79M |
 | SMHI | 208K | $1.49M |
 | FIVE | 193K | $44.02M |
 | EQNR | 176K | $7.43M |
 | DIS | 153K | $14.71M |
 | XOM | 58K | $9.76M |
 | MRK | 45K | $5.37M |
 | VLO | 44K | $10.89M |
 | CMI | 40K | $21.27M |
Olin Corporation
OLN
Shares Held
2.03M
Value
$60.33M
Alaska Air Group, Inc.
ALK
Shares Held
1.70M
Value
$62.34M
Kinross Gold Corporation
KGC
Shares Held
1.51M
Value
$46.05M
Deckers Outdoor Corporation
DECK
Shares Held
661K
Value
$66.16M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
653K
Value
$5.89M
Dollar General Corporation
DG
Shares Held
648K
Value
$76.96M
Dollar Tree, Inc.
DLTR
Shares Held
513K
Value
$56.23M
Newmont Corporation
NEM
Shares Held
479K
Value
$51.87M
HF Sinclair Corporation
DINO
Shares Held
361K
Value
$22.50M
Berkshire Hathaway Inc.
BRK-B
Shares Held
253K
Value
$121.25M
Starbucks Corporation
SBUX
Shares Held
251K
Value
$22.51M
Builders FirstSource, Inc.
BLDR
Shares Held
228K
Value
$18.79M
SEACOR Marine Holdings Inc.
SMHI
Shares Held
208K
Value
$1.49M
Five Below, Inc.
FIVE
Shares Held
193K
Value
$44.02M
Equinor ASA
EQNR
Shares Held
176K
Value
$7.43M
The Walt Disney Company
DIS
Shares Held
153K
Value
$14.71M
Exxon Mobil Corporation
XOM
Shares Held
58K
Value
$9.76M
Merck & Co., Inc.
MRK
Shares Held
45K
Value
$5.37M
Valero Energy Corporation
VLO
Shares Held
44K
Value
$10.89M
Cummins Inc.
CMI
Shares Held
40K
Value
$21.27M