13F Filing
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
St. Louis-based boutique founded by Chris Bloomstran in 1998 that runs concentrated equity portfolios of well-run, well-capitalized businesses bought below conservative appraisals of intrinsic value, with Berkshire Hathaway as its signature holding. Widely known for its annual letters that include exhaustive multi-decade analysis of Berkshire Hathaway.
Filed2026.08.14
FilingCurrent Portfolio
$884.6M
Previous Portfolio
$837.3M
Change
+5.64%
Holdings
BRK-BBERKSHIRE HATHAWAY INC DELIncreased$136.7M15.45%
ALKALASKA AIR GROUP INCIncreased$93.6M10.58%
BRK-ABERKSHIRE HATHAWAY INC DELIncreased$89.9M10.16%
DGDOLLAR GEN CORPIncreased$76.6M8.66%
DECKDECKERS OUTDOOR CORPIncreased$66.5M7.52%
DLTRDOLLAR TREE INCIncreased$64.1M7.25%
BLDRBUILDERS FIRSTSOURCE INCIncreased$49.5M5.60%
OLNOLIN CORPIncreased$42.7M4.83%
NEMNEWMONT CORPReduced$41.8M4.72%
KGCKINROSS GOLD CORPIncreased$36.6M4.14%
| # | Company | % of Portfolio | Activity | Market Value | Shares | Change | Sector |
|---|---|---|---|---|---|---|---|
| 1 |  BRK-B BERKSHIRE HATHAWAY INC DEL | 15.45% | Increased | $136.7M | 273,145 | +20,120 | Financials |
| 2 |  ALK ALASKA AIR GROUP INC | 10.58% | Increased | $93.6M | 1,793,627 | +98,565 | Industrials |
| 3 |  BRK-A BERKSHIRE HATHAWAY INC DEL | 10.16% | Increased | $89.9M | 120 | +4 | Financials |
| 4 |  DG DOLLAR GEN CORP | 8.66% | Increased | $76.6M | 665,307 | +17,080 | Consumer Staples |
| 5 |  DECK DECKERS OUTDOOR CORP | 7.52% | Increased | $66.5M | 670,199 | +9,170 | Consumer Discretionary |
| 6 |  DLTR DOLLAR TREE INC | 7.25% | Increased | $64.1M | 530,113 | +16,628 | Consumer Staples |
| 7 |  BLDR BUILDERS FIRSTSOURCE INC | 5.60% | Increased | $49.5M | 553,722 | +325,512 | Industrials |
| 8 |  OLN OLIN CORP | 4.83% | Increased | $42.7M | 2,153,826 | +124,507 | Materials |
| 9 |  NEM NEWMONT CORP | 4.72% | Reduced | $41.8M | 447,228 | −31,910 | Materials |
| 10 |  KGC KINROSS GOLD CORP | 4.14% | Increased | $36.6M | 1,548,995 | +40,054 | Materials |
Portfolio Changes
Buy Positions
New Buy
Current 2.35%
+211,640Shares
Current 2.12%
+45,989Shares
Current 1.65%
+377,991Shares
Current 0.03%
+641Shares
Current 0.02%
+2,418Shares
Additional Buy
+7.95%
+20,120Shares
+5.81%
+98,565Shares
+3.45%
+4Shares
+2.63%
+17,080Shares
+1.39%
+9,170Shares
Sell Positions
Full Exit
Full Exit
0Shares
Partial Exit
−6.66%
−31,910Shares
−45.16%
−87,009Shares
−30.08%
−108,491Shares
−13.99%
−6,163Shares
−67.18%
−26,558Shares
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