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Asset Manager ← All Institutions

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
39
-1
New Purchases
0
Added To
0
Closed
39
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 13 $0 0%
Large Cap 22 $0 0%
Mid Cap 3 $0 0%
Micro Cap 1 $0 0%

Portfolio Analytics

Avg Market Cap
$401.4B
Median Market Cap
$79.9B
Avg P/E
25.8
Median P/E
19.5
Avg Dividend Yield
0.01%
Avg Beta
0.80
# Stocks
35
# ETFs / Funds
4

Top Holdings (39 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AXP —% -$1M -3,441 -100.0% SOLD
2 KO —% -$1M -15,328 -100.0% SOLD
3 DIS —% -$17M -145,782 -100.0% SOLD
4 CVX —% -$974K -6,389 -100.0% SOLD
5 DECK —% -$66M -639,698 -100.0% SOLD
6 DINO —% -$17M -358,527 -100.0% SOLD
7 XOM —% -$7M -57,556 -100.0% SOLD
8 SGOV —% -$355K -3,541 -100.0% SOLD
9 GE —% -$3M -9,352 -100.0% SOLD
10 ALK —% -$21M -409,282 -100.0% SOLD
11 BRK-B —% -$125M -249,211 -100.0% SOLD
12 BRK-A —% -$88M -116 -100.0% SOLD
13 SHEL —% -$365K -4,968 -100.0% SOLD
14 GEV —% -$1M -1,994 -100.0% SOLD
15 OVV —% -$646K -16,487 -100.0% SOLD
16 EQNR —% -$14M -598,385 -100.0% SOLD
17 DG —% -$123M -925,955 -100.0% SOLD
18 KGC —% -$60M -2,112,933 -100.0% SOLD
19 TRV —% -$6M -19,100 -100.0% SOLD
20 SMHI —% -$1M -208,175 -100.0% SOLD
21 SYF —% -$370K -4,437 -100.0% SOLD
22 CMI —% -$20M -39,774 -100.0% SOLD
23 NEM —% -$66M -663,239 -100.0% SOLD
24 MRK —% -$5M -44,443 -100.0% SOLD
25 VLO —% -$32M -198,658 -100.0% SOLD
26 OLN —% -$40M -1,943,440 -100.0% SOLD
27 COST —% -$3M -3,447 -100.0% SOLD
28 FIVE —% -$50M -265,234 -100.0% SOLD
29 DLTR —% -$63M -512,660 -100.0% SOLD
30 FLEX —% -$271K -4,485 -100.0% SOLD
31 AAPL —% -$1M -4,140 -100.0% SOLD
32 GEHC —% -$376K -4,581 -100.0% SOLD
33 PSKY —% -$9M -659,061 -100.0% SOLD
34 SIVR —% -$287K -4,245 -100.0% SOLD
35 SBUX —% -$20M -241,470 -100.0% SOLD
36 GOOGL —% -$219K -700 -100.0% SOLD
37 NXPI —% -$3M -13,298 -100.0% SOLD
38 GLDM —% -$2M -23,979 -100.0% SOLD
39 PHYS —% -$788K -23,869 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
BRK-A —%
DIS —%
CVX —%
DECK —%
DINO —%
XOM —%
SGOV —%
GE —%
ALK —%
AXP —%
KO —%
SHEL —%
GEV —%
OVV —%
EQNR —%
View SEC EDGAR Filings for SEMPER AUGUSTUS INVESTMENTS GROUP LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms