SEMPER AUGUSTUS INVESTMENTS GROUP LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $837M in reported equity holdings across 44 positions. The largest holdings are BRK.B (14.5%), BRK.A (9.9%), DG (9.2%), DECK (7.9%), ALK (7.4%). The portfolio is concentrated in Other (90.9%), Consumer Cyclical (5.3%), Energy (2.7%). Data sourced from SEC EDGAR 13F filings (CIK 1115373).

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