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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: $837.34 M

Last 13-F Filed: Q1 2026

Concentration in top 10: 79.85%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
BLDR	BUILDERS FIRSTSOURCE INC	2.24%	228,210	$18,788,529	228,210	New	$82.33	13F
GOOG	ALPHABET INC	0.08%	2,432	$697,644	2,432	New	$286.86	13F
MA	MASTERCARD INCORPORATED	0.04%	658	$328,852	658	New	$499.78	13F
NFLX	NETFLIX INC.	0.03%	2,980	$286,527	2,980	New	$96.15	13F
PM	PHILIP MORRIS INTL INC	0.03%	1,762	$291,329	1,762	New	$165.34	13F
PSX	PHILLIPS 66	0.03%	1,472	$268,169	1,472	New	$182.18	13F