Semper Augustus Investments Group LLC Holdings - 1Q26

As of March 31, 2026, Semper Augustus Investments Group LLC reported 44 positions comprising 44 stocks worth $837.3M. The top 5 holdings represented 49.0% of the portfolio. During the quarter, the fund entered 6 new positions and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.