SEC EDGAR Form 13F
Semper Augustus Investments
Semper Augustus Investments is an institutional investment manager identified in SEC EDGAR Form 13F data.
Latest Form 13F: 44 long U.S. equity positions, $837M reported value for the period ended Mar 31, 2026, led by BERKSHIRE HATHAWAY INC DEL, BERKSHIRE HATHAWAY INC DEL, and DOLLAR GEN CORP.
CIK: 1115373 · Filed: May 15, 2026 · Period: Mar 31, 2026
Reported value
$837M
Positions
44
Key person
13F reporting manager
Style
Institutional 13F
Top holding
BRKB · BERKSHIRE HATHAWAY INC DEL
Period
Mar 31, 2026
Filed
May 15, 2026
CIK
1115373
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →BRKB
BERKSHIRE HATHAWAY INC DEL
Portfolio weight
14.48%
BRKA
BERKSHIRE HATHAWAY INC DEL
Portfolio weight
9.95%
DG
DOLLAR GEN CORP
Portfolio weight
9.19%
DECK
DECKERS OUTDOOR CORP
Portfolio weight
7.90%
ALK
ALASKA AIR GROUP INC
Portfolio weight
7.45%
Top reported holdings
Showing the top 44 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-03-31; filed 2026-05-15.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | 253.0K | $121M | 14.48% | +1.5% |
| 2 | BRKA | BERKSHIRE HATHAWAY INC DEL | 116 | $83M | 9.95% | +0.0% |
| 3 | DG | DOLLAR GEN CORP | 648.2K | $77M | 9.19% | -30.0% |
| 4 | DECK | DECKERS OUTDOOR CORP | 661.0K | $66M | 7.90% | +3.3% |
| 5 | ALK | ALASKA AIR GROUP INC | 1.7M | $62M | 7.45% | +314.2% |
| 6 | OLN | OLIN CORP | 2.0M | $60M | 7.21% | +4.4% |
| 7 | DLTR | DOLLAR TREE INC | 513.5K | $56M | 6.72% | +0.2% |
| 8 | NEM | NEWMONT CORP | 479.1K | $52M | 6.19% | -27.8% |
| 9 | KGC | KINROSS GOLD CORP | 1.5M | $46M | 5.50% | -28.6% |
| 10 | FIVE | FIVE BELOW INC | 192.7K | $44M | 5.26% | -27.4% |
| 11 | SBUX | STARBUCKS CORP | 251.3K | $23M | 2.69% | +4.1% |
| 12 | DINO | HF SINCLAIR CORP | 360.7K | $23M | 2.69% | +0.6% |
| 13 | CMI | CUMMINS INC | 39.5K | $21M | 2.54% | -0.6% |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | 228.2K | $19M | 2.24% | -- |
| 15 | DIS | DISNEY WALT CO | 152.6K | $15M | 1.76% | +4.7% |
| 16 | VLO | VALERO ENERGY CORP | 44.1K | $11M | 1.30% | -77.8% |
| 17 | XOM | EXXON MOBIL CORP | 57.5K | $10M | 1.17% | -0.1% |
| 18 | EQNR | EQUINOR ASA | 176.0K | $7M | 0.89% | -70.6% |
| 19 | PSKY | PARAMOUNT SKYDANCE CORP | 652.7K | $6M | 0.70% | -1.0% |
| 20 | TRV | TRAVELERS COMPANIES INC | 19.1K | $6M | 0.67% | +0.0% |
| 21 | MRK | MERCK & CO INC | 44.6K | $5M | 0.64% | +0.4% |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 3.4K | $3M | 0.40% | -2.3% |
| 23 | GE | GE AEROSPACE | 9.4K | $3M | 0.32% | +0.0% |
| 24 | NXPI | NXP SEMICONDUCTORS N V | 13.0K | $3M | 0.31% | -2.3% |
| 25 | GLDM | WORLD GOLD TR | 24.0K | $2M | 0.27% | +0.0% |
| 26 | GEV | GE VERNOVA INC | 2.0K | $2M | 0.21% | +0.0% |
| 27 | SMHI | SEACOR MARINE HLDGS INC | 208.2K | $1M | 0.18% | +0.0% |
| 28 | CVX | CHEVRON CORPORATION | 6.1K | $1M | 0.15% | -5.1% |
| 29 | KO | COCA COLA CO | 15.3K | $1M | 0.14% | +0.0% |
| 30 | AAPL | APPLE INC | 4.1K | $1M | 0.13% | +0.0% |
| 31 | AXP | AMERICAN EXPRESS CO | 3.4K | $1M | 0.12% | -0.1% |
| 32 | SGOV | ISHARES TR | 9.9K | $998,145.00 | 0.12% | +180.0% |
| 33 | PHYS | SPROTT ASSET MANAGEMENT LP | 23.9K | $845,917.00 | 0.10% | +0.0% |
| 34 | GOOG | ALPHABET INC | 2.4K | $697,644.00 | 0.08% | -- |
| 35 | SHEL | SHELL PLC | 5.0K | $462,024.00 | 0.06% | +0.0% |
| 36 | MA | MASTERCARD INCORPORATED | 658 | $328,852.00 | 0.04% | -- |
| 37 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4.6K | $326,076.00 | 0.04% | +0.0% |
| 38 | SIVR | ABRDN SILVER ETF TRUST | 4.2K | $303,984.00 | 0.04% | +0.0% |
| 39 | SYF | SYNCHRONY FINANCIAL | 4.4K | $301,805.00 | 0.04% | +0.0% |
| 40 | FLEX | FLEXTRONICS INTL LTD | 4.5K | $293,588.00 | 0.04% | +0.0% |
| 41 | PM | PHILIP MORRIS INTL INC | 1.8K | $291,329.00 | 0.03% | -- |
| 42 | NFLX | NETFLIX INC. | 3.0K | $286,527.00 | 0.03% | -- |
| 43 | PSX | PHILLIPS 66 | 1.5K | $268,169.00 | 0.03% | -- |
| 44 | GOOGL | ALPHABET INC | 700 | $201,292.00 | 0.02% | +0.0% |
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