Semper Augustus Investments Group LLC Holdings - 2Q26

As of June 30, 2026, Semper Augustus Investments Group LLC reported 50 positions comprising 50 stocks worth $884.6M. The top 5 holdings represented 52.4% of the portfolio. During the quarter, the fund entered 7 new positions and exited 1. Explore portfolio value and concentration trends, quarterly position counts, and a detailed breakdown of each holding below.