13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001092
Total Value
$869.6M
Positions
39
Other Managers
0
Confidential Omitted
No
Holdings (39)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 249,211 | $125.3M | 14.41% |
| 2 | DOLLAR GEN CORP NEW | 256677105 | 925,955 | $122.9M | 14.14% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 116 | $87.6M | 10.07% |
| 4 | DECKERS OUTDOOR CORP | DECK | 639,698 | $66.3M | 7.63% |
| 5 | NEWMONT CORP | NEMCL | 663,239 | $66.2M | 7.62% |
| 6 | DOLLAR TREE INC | DLTR | 512,660 | $63.1M | 7.25% |
| 7 | KINROSS GOLD CORP | KGCRF | 2,112,933 | $59.5M | 6.84% |
| 8 | FIVE BELOW INC | FIVE | 265,234 | $50.0M | 5.75% |
| 9 | OLIN CORP | OLN | 1,943,440 | $40.5M | 4.66% |
| 10 | VALERO ENERGY CORP | VLO | 198,658 | $32.3M | 3.72% |
| 11 | ALASKA AIR GROUP INC | ALK | 409,282 | $20.6M | 2.37% |
| 12 | STARBUCKS CORP | SBUX | 241,470 | $20.3M | 2.34% |
| 13 | CUMMINS INC | CMI | 39,774 | $20.3M | 2.33% |
| 14 | DISNEY WALT CO | 254687106 | 145,782 | $16.6M | 1.91% |
| 15 | HF SINCLAIR CORP | DINO | 358,527 | $16.5M | 1.90% |
| 16 | EQUINOR ASA | STOHF | 598,385 | $14.1M | 1.63% |
| 17 | PARAMOUNT SKYDANCE CORP | PSKY | 659,061 | $8.8M | 1.02% |
| 18 | EXXON MOBIL CORP | XOM | 57,556 | $6.9M | 0.80% |
| 19 | TRAVELERS COMPANIES INC | TRV | 19,100 | $5.5M | 0.64% |
| 20 | MERCK & CO INC | MRK | 44,443 | $4.7M | 0.54% |
| 21 | COSTCO WHSL CORP NEW | 22160K105 | 3,447 | $3.0M | 0.34% |
| 22 | NXP SEMICONDUCTORS N V | NXPI | 13,298 | $2.9M | 0.33% |
| 23 | GE AEROSPACE | 369604301 | 9,352 | $2.9M | 0.33% |
| 24 | WORLD GOLD TR | GLDW | 23,979 | $2.0M | 0.24% |
| 25 | GE VERNOVA INC | GEV | 1,994 | $1.3M | 0.15% |
| 26 | AMERICAN EXPRESS CO | AXP | 3,441 | $1.3M | 0.15% |
| 27 | SEACOR MARINE HLDGS INC | SE | 208,175 | $1.3M | 0.14% |
| 28 | APPLE INC | AAPL | 4,140 | $1.1M | 0.13% |
| 29 | COCA COLA CO | KO | 15,328 | $1.1M | 0.12% |
| 30 | CHEVRON CORP NEW | CVX | 6,389 | $973,747 | 0.11% |
| 31 | SPROTT ASSET MANAGEMENT LP | SII | 23,869 | $788,154 | 0.09% |
| 32 | OVINTIV INC | OVV | 16,487 | $646,126 | 0.07% |
| 33 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,581 | $375,734 | 0.04% |
| 34 | SYNCHRONY FINANCIAL | SYF-PB | 4,437 | $370,179 | 0.04% |
| 35 | SHELL PLC | RYDAF | 4,968 | $365,049 | 0.04% |
| 36 | ISHARES TR | 46436E718 | 3,541 | $355,446 | 0.04% |
| 37 | ABRDN SILVER ETF TRUST | SIVR | 4,245 | $287,132 | 0.03% |
| 38 | FLEX LTD | FLEX | 4,485 | $270,984 | 0.03% |
| 39 | ALPHABET INC | GOOG | 700 | $219,100 | 0.03% |