SEMPER AUGUSTUS INVESTMENTS GROUP LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $885M in reported equity holdings across 50 positions. The largest holdings are BRK.B (15.5%), ALK (10.6%), BRK.A (10.2%), DG (8.7%), DECK (7.5%). The portfolio is concentrated in Other (94.6%), Consumer Cyclical (2.1%), Energy (2.0%). Data sourced from SEC EDGAR 13F filings (CIK 1115373).

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