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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

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13F filer, CIK 1115373, Highlands Ranch, CO

SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported $837,339,668 across 44 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 79.84% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001941040-26-000373

Period
2026-03-31
Reported value
$837M
Holdings
44
Top 10 weight
79.84%
New
6
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
ALKadded+1,285,780$47.3M
BLDRnew+228,210$18.8M
OLNadded+85,879$2.55M
DECKadded+21,331$2.14M
BRK-Badded+3,814$1.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VLOreduced-154,602-$38.2M
DGreduced-277,728-$33M
NEMreduced-184,101-$19.9M
KGCreduced-603,992-$18.4M
EQNRreduced-422,431-$17.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001941040-26-000373, largest first. % of portfolio is the value over $837,339,668, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 237,820 shares; 2024Q4: 238,053 shares; 2025Q1: 239,349 shares; 2025Q2: 246,664 shares; 2025Q3: 250,239 shares; 2025Q4: 249,211 shares; 2026Q1: 253,025 shares 253,025$121M14.48%+3,814Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 120 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares; 2026Q1: 116 shares 116$83.3M9.95%0Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 861,192 shares; 2024Q4: 611,529 shares; 2025Q1: 907,179 shares; 2025Q2: 926,119 shares; 2025Q3: 925,826 shares; 2025Q4: 925,955 shares; 2026Q1: 648,227 shares 648,227$77M9.19%-277,728Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,523 shares; 2025Q3: 374,841 shares; 2025Q4: 639,698 shares; 2026Q1: 661,029 shares 661,029$66.2M7.9%+21,331Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 347,864 shares; 2024Q4: 350,075 shares; 2025Q1: 344,834 shares; 2025Q2: 372,013 shares; 2025Q3: 378,591 shares; 2025Q4: 409,282 shares; 2026Q1: 1,695,062 shares 1,695,062$62.3M7.45%+1,285,780Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 527,442 shares; 2024Q4: 585,493 shares; 2025Q1: 702,466 shares; 2025Q2: 797,436 shares; 2025Q3: 1,924,245 shares; 2025Q4: 1,943,440 shares; 2026Q1: 2,029,319 shares 2,029,319$60.3M7.21%+85,879Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 483,438 shares; 2024Q4: 783,822 shares; 2025Q1: 493,386 shares; 2025Q2: 506,396 shares; 2025Q3: 505,157 shares; 2025Q4: 512,660 shares; 2026Q1: 513,485 shares 513,485$56.2M6.72%+825Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 651,314 shares; 2024Q4: 656,823 shares; 2025Q1: 662,556 shares; 2025Q2: 678,145 shares; 2025Q3: 678,207 shares; 2025Q4: 663,239 shares; 2026Q1: 479,138 shares 479,138$51.9M6.19%-184,101Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,618,634 shares; 2024Q4: 4,608,191 shares; 2025Q1: 4,506,646 shares; 2025Q2: 3,086,724 shares; 2025Q3: 2,589,755 shares; 2025Q4: 2,112,933 shares; 2026Q1: 1,508,941 shares 1,508,941$46.1M5.5%-603,992Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 76,357 shares; 2025Q1: 78,664 shares; 2025Q2: 322,806 shares; 2025Q3: 308,341 shares; 2025Q4: 265,234 shares; 2026Q1: 192,666 shares 192,666$44M5.26%-72,568Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,517 shares; 2024Q4: 233,742 shares; 2025Q1: 231,702 shares; 2025Q2: 239,081 shares; 2025Q3: 238,961 shares; 2025Q4: 241,470 shares; 2026Q1: 251,300 shares 251,300$22.5M2.69%+9,830Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 530,949 shares; 2024Q4: 292,909 shares; 2025Q1: 299,281 shares; 2025Q2: 348,934 shares; 2025Q3: 356,712 shares; 2025Q4: 358,527 shares; 2026Q1: 360,678 shares 360,678$22.5M2.69%+2,151Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,456 shares; 2025Q1: 40,039 shares; 2025Q2: 40,039 shares; 2025Q3: 39,936 shares; 2025Q4: 39,774 shares; 2026Q1: 39,530 shares 39,530$21.3M2.54%-244Timeline
BLDRBUILDERS FIRSTSOURCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 228,210 shares 228,210$18.8M2.24%newTimeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,424 shares; 2024Q4: 140,063 shares; 2025Q1: 139,801 shares; 2025Q2: 144,397 shares; 2025Q3: 145,536 shares; 2025Q4: 145,782 shares; 2026Q1: 152,583 shares 152,583$14.7M1.76%+6,801Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 117,046 shares; 2024Q4: 189,019 shares; 2025Q1: 190,494 shares; 2025Q2: 198,707 shares; 2025Q3: 199,527 shares; 2025Q4: 198,658 shares; 2026Q1: 44,056 shares 44,056$10.9M1.3%-154,602Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,431 shares; 2024Q4: 56,431 shares; 2025Q1: 56,272 shares; 2025Q2: 56,833 shares; 2025Q3: 57,840 shares; 2025Q4: 57,556 shares; 2026Q1: 57,517 shares 57,517$9.76M1.17%-39Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 479,192 shares; 2024Q4: 490,140 shares; 2025Q1: 490,166 shares; 2025Q2: 510,218 shares; 2025Q3: 573,731 shares; 2025Q4: 598,385 shares; 2026Q1: 175,954 shares 175,954$7.43M0.89%-422,431Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 659,284 shares; 2025Q4: 659,061 shares; 2026Q1: 652,707 shares 652,707$5.89M0.7%-6,354Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 20,155 shares; 2025Q1: 20,155 shares; 2025Q2: 19,255 shares; 2025Q3: 19,100 shares; 2025Q4: 19,100 shares; 2026Q1: 19,100 shares 19,100$5.57M0.67%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,443 shares; 2024Q4: 44,443 shares; 2025Q1: 44,443 shares; 2025Q2: 44,443 shares; 2025Q3: 44,443 shares; 2025Q4: 44,443 shares; 2026Q1: 44,633 shares 44,633$5.37M0.64%+190Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,350 shares; 2025Q1: 4,245 shares; 2025Q2: 3,768 shares; 2025Q3: 3,435 shares; 2025Q4: 3,447 shares; 2026Q1: 3,367 shares 3,367$3.35M0.4%-80Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares; 2026Q1: 9,352 shares 9,352$2.65M0.32%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,688 shares; 2025Q1: 13,558 shares; 2025Q2: 13,558 shares; 2025Q3: 13,394 shares; 2025Q4: 13,298 shares; 2026Q1: 12,996 shares 12,996$2.56M0.31%-302Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 14,365 shares; 2025Q1: 16,219 shares; 2025Q2: 17,001 shares; 2025Q3: 19,864 shares; 2025Q4: 23,979 shares; 2026Q1: 23,979 shares 23,979$2.22M0.27%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,138 shares; 2025Q1: 3,738 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 1,994 shares; 2026Q1: 1,994 shares 1,994$1.74M0.21%0Timeline
SMHISEACOR MARINE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,480 shares; 2024Q4: 211,480 shares; 2025Q1: 211,480 shares; 2025Q2: 211,480 shares; 2025Q3: 211,480 shares; 2025Q4: 208,175 shares; 2026Q1: 208,175 shares 208,175$1.49M0.18%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,389 shares; 2025Q3: 6,389 shares; 2025Q4: 6,389 shares; 2026Q1: 6,063 shares 6,063$1.25M0.15%-326Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,273 shares; 2025Q1: 22,000 shares; 2025Q2: 15,622 shares; 2025Q3: 15,328 shares; 2025Q4: 15,328 shares; 2026Q1: 15,328 shares 15,328$1.17M0.14%0Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares; 2026Q1: 4,140 shares 4,140$1.05M0.13%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,432 shares; 2025Q1: 4,432 shares; 2025Q2: 4,432 shares; 2025Q3: 4,106 shares; 2025Q4: 3,441 shares; 2026Q1: 3,436 shares 3,436$1.04M0.12%-5Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 8,128 shares; 2025Q3: 5,565 shares; 2025Q4: 3,541 shares; 2026Q1: 9,916 shares 9,916$998K0.12%+6,375Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares; 2025Q2: 23,869 shares; 2025Q3: 23,869 shares; 2025Q4: 23,869 shares; 2026Q1: 23,869 shares 23,869$846K0.1%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,432 shares 2,432$698K0.08%newTimeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,968 shares; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares; 2026Q1: 4,968 shares 4,968$462K0.06%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 658 shares 658$329K0.04%newTimeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares; 2025Q4: 4,581 shares; 2026Q1: 4,581 shares 4,581$326K0.04%0Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,245 shares; 2026Q1: 4,245 shares 4,245$304K0.04%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares; 2026Q1: 4,437 shares 4,437$302K0.04%0Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 4,485 shares; 2026Q1: 4,485 shares 4,485$294K0.04%0Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 1,762 shares 1,762$291K0.03%newTimeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 2,980 shares 2,980$287K0.03%newTimeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares; 2025Q4: not reported; 2026Q1: 1,472 shares 1,472$268K0.03%newTimeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares; 2026Q1: 700 shares 700$201K0.02%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
OVVOVINTIV INC16,487$646Kshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001941040-26-000373 base2026-05-15acceptance time not in the bulk data set