Semper Augustus Investments Group
Semper Augustus Investments Group reported 50 stocks worth $885M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BRK.B (15.4%), ALK (10.6%) and BRK.A (10.2%). Compared with Q1 2026, the fund opened new positions in PAYX, SPGI and CTSH, added to BRK.B, ALK and BRK.A, trimmed NEM, FIVE and DINO and sold out of FLEX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  BRK.B Berkshire Hathaway Inc Del | $137M | 15.4% | 273K | +20K (+8%) | 8 of 8 | |
| 2 |  ALK Alaska Air Group Inc | $93.6M | 10.6% | 1.8M | +99K (+6%) | 8 of 8 | |
| 3 |  BRK.A Berkshire Hathaway Inc Dclass A | $89.9M | 10.2% | 120 | +4 (+3%) | 8 of 8 | |
| 4 |  DG Dollar Gen Corp New | $76.6M | 8.7% | 665K | +17K (+3%) | 8 of 8 | |
| 5 |  DECK Deckers Outdoor Corp | $66.5M | 7.5% | 670K | +9,170 (+1%) | 5 of 8 | |
| 6 |  DLTR Dollar Tree Inc | $64.1M | 7.3% | 530K | +17K (+3%) | 8 of 8 | |
| 7 |  BLDR Builders Firstsource Inc | $49.5M | 5.6% | 554K | +326K (+143%) | 2 of 8 | |
| 8 |  OLN Olin Corp | $42.7M | 4.8% | 2.2M | +125K (+6%) | 8 of 8 | |
| 9 |  NEM Newmont Corp | $41.8M | 4.7% | 447K | −32K (−7%) | 8 of 8 | |
| 10 |  KGC Kinross Gold Corp | $36.6M | 4.1% | 1.5M | +40K (+3%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 FLEX Flex Ltd | $294K | 4,485 |
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Semper Augustus Investments Group 13F FAQ
What does Semper Augustus Investments Group own?
Semper Augustus Investments Group reported 50 stocks worth $885M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are BRK.B (15.4%), ALK (10.6%) and BRK.A (10.2%). The table above lists every position in the filing (the top 10 without an account).
What did Semper Augustus Investments Group buy and sell in Q2 2026?
Compared with Q1 2026: 7 new positions, 12 added to, 13 trimmed and 1 sold out. New positions include PAYX, SPGI and CTSH. It sold all of FLEX.
When will Semper Augustus Investments Group file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Semper Augustus Investments Group's portfolio worth?
The Q2 2026 filing reports $885M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.