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Value
SEMPER AUGUSTUS INVESTMENTS GROUP LLC (Data extracted from 13F, 13D, 13G and Form 4)

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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

AUM: $597.22 M

13-F Portfolio Value: $884.60 M

Last 13-F Filed: Q2 2026

Concentration in top 10: 78.91%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
PAYX	PAYCHEX INC	2.35%	211,640	$20,810,577	211,640	New	$98.33	13F
SPGI	S&P GLOBAL INC	2.12%	45,989	$18,729,480	45,989	New	$407.26	13F
CTSH	COGNIZANT TECHNOLOGY SOLUTIO	1.65%	377,991	$14,639,591	377,991	New	$38.73	13F
MSFT	MICROSOFT CORP	0.03%	641	$239,106	641	New	$373.02	13F
JNJ	JOHNSON & JOHNSON	0.02%	794	$201,652	794	New	$253.97	13F
MCHP	MICROCHIP TECHNOLOGY INC.	0.02%	2,418	$220,522	2,418	New	$91.2	13F
SUNB	SUNBELT RENTALS HOLDINGS INC	0.02%	2,774	$207,523	2,774	New	$74.81	13F