SEMPER AUGUSTUS INVESTMENTS GROUP LLC
13F filer · CIK 1115373 · Highlands Ranch, CO
Summary
SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported $884.60M across 50 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are BRK.B (15.5%), ALK (10.6%), BRK.A (10.2%). Versus 2026 Q1, leaving options aside, it opened 7 new positions, added to 12, trimmed 13 and sold out of 1.
Reported value$884.60M
Positions50
Report period2026 Q2
FiledAug 14, 2026
New positions7
Added12
Trimmed13
Sold out1
Top 25 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 15.5%Value $136.68MPrice $502.35Shares 273K +7.95%Since Jun 30 +0.39%
Weight 10.6%Value $93.63MPrice $39.93Shares 1.79M +5.81%Since Jun 30 -23.51%
Weight 10.2%Value $89.86MPrice $753368Shares 120 +3.45%Since Jun 30 +0.60%
Weight 8.7%Value $76.58MPrice $122.64Shares 665K +2.63%Since Jun 30 +6.54%
Weight 7.5%Value $66.54MPrice $77.68Shares 670K +1.39%Since Jun 30 -21.76%
Weight 7.2%Value $64.12MPrice $113.30Shares 530K +3.24%Since Jun 30 -6.32%
Weight 5.6%Value $49.55MPrice $57.53Shares 554K +142.64%Since Jun 30 -35.71%
Weight 4.8%Value $42.69MPrice $15.43Shares 2.15M +6.14%Since Jun 30 -22.15%
Weight 4.7%Value $41.77MPrice $117.09Shares 447K -6.66%Since Jun 30 +25.36%
Weight 4.1%Value $36.59MPrice $24.32Shares 1.55M +2.65%Since Jun 30 +2.96%
Weight 2.4%Value $20.81MPrice $99.31Shares 212KSince Jun 30 +1.00%
Weight 2.1%Value $19.00MPrice $222.03Shares 106K -45.16%Since Jun 30 +23.49%
Weight 2.1%Value $18.73MPrice $392.45Shares 46KSince Jun 30 -3.64%
Weight 2.0%Value $17.56MPrice $105.59Shares 252K -30.08%Since Jun 30 +51.60%
Weight 1.7%Value $15.46MPrice $105.41Shares 161K +5.29%Since Jun 30 +9.52%
Weight 1.7%Value $14.64MPrice $56.84Shares 378KSince Jun 30 +46.76%
Weight 1.1%Value $9.87MPrice $387.72Shares 38K -13.99%Since Jun 30 +48.87%
Weight 1.0%Value $9.25MPrice $521.37Shares 13K -67.18%Since Jun 30 -26.90%
Weight 0.9%Value $7.82MPrice $161.35Shares 57K -0.59%Since Jun 30 +18.01%
Weight 0.7%Value $6.40MPrice $9.99Shares 649K -0.59%Since Jun 30 +1.32%
Weight 0.7%Value $6.31MPrice $363.21Shares 19KSince Jun 30 +10.02%
Weight 0.6%Value $5.74MPrice $149.28Shares 45KSince Jun 30 +16.17%
Weight 0.6%Value $5.06MPrice $41.34Shares 161K -8.40%Since Jun 30 +31.66%
Weight 0.5%Value $4.68MPrice $95.43Shares 46K -81.79%Since Jun 30 -6.62%
Weight 0.4%Value $3.50MPrice $317.89Shares 9,352Since Jun 30 -14.94%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
 BRK.BBERKSHIRE HATHAWAY INC DEL | 15.5% | $136.68M | +0.39% | +7.95% | Add |
| 10.6% | $93.63M | -23.51% | +5.81% | Add | |
| BRK.ABERKSHIRE HATHAWAY INC DEL | 10.2% | $89.86M | +0.60% | +3.45% | Add |
| 8.7% | $76.58M | +6.54% | +2.63% | Add | |
| 7.5% | $66.54M | -21.76% | +1.39% | Add | |
| 7.2% | $64.12M | -6.32% | +3.24% | Add | |
| 5.6% | $49.55M | -35.71% | +142.64% | Add | |
| 4.8% | $42.69M | -22.15% | +6.14% | Add | |
| 4.7% | $41.77M | +25.36% | -6.66% | Trim | |
| 4.1% | $36.59M | +2.96% | +2.65% | Add | |
| 2.4% | $20.81M | +1.00% | — | New | |
| 2.1% | $19.00M | +23.49% | -45.16% | Trim | |
| 2.1% | $18.73M | -3.64% | — | New | |
| 2.0% | $17.56M | +51.60% | -30.08% | Trim | |
| 1.7% | $15.46M | +9.52% | +5.29% | Add | |
| 1.7% | $14.64M | +46.76% | — | New | |
| 1.1% | $9.87M | +48.87% | -13.99% | Trim | |
| 1.0% | $9.25M | -26.90% | -67.18% | Trim | |
| 0.9% | $7.82M | +18.01% | -0.59% | Trim | |
| 0.7% | $6.40M | +1.32% | -0.59% | Trim | |
| 0.7% | $6.31M | +10.02% | — | Hold | |
| 0.6% | $5.74M | +16.17% | — | Hold | |
| 0.6% | $5.06M | +31.66% | -8.40% | Trim | |
| 0.5% | $4.68M | -6.62% | -81.79% | Trim | |
| 0.4% | $3.50M | -14.94% | — | Hold |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
BRK.BBERKSHIRE HATHAWAY INC DEL≈ $10.07MAddLargest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.