Not yet filed. No Q3 2026 Form 13F from Semper Augustus has been detected on SEC EDGAR yet. The deadline for the quarter ended Sep 30, 2026 is Monday, Nov 16, 2026.
From the fund's 2026 Q2 Form 13F (filed Aug 14, 2026) — the latest quarter fully processed on this site.
| Stock | Shares | Portfolio weight |
|---|---|---|
| BRK.B · BERKSHIRE HATHAWAY INC | 273,145 | 15.45% |
| ALK · ALASKA AIR GROUP, INC. | 1,793,627 | 10.58% |
| BRK.A · BERKSHIRE HATHAWAY INC | 120 | 10.16% |
| DG · DOLLAR GENERAL CORP | 665,307 | 8.66% |
| DECK · DECKERS OUTDOOR CORP | 670,199 | 7.52% |
| DLTR · DOLLAR TREE, INC. | 530,113 | 7.25% |
| BLDR · Builders FirstSource, Inc. | 553,722 | 5.60% |
| OLN · OLIN Corp | 2,153,826 | 4.83% |
| NEM · NEWMONT Corp /DE/ | 447,228 | 4.72% |
| KGC · KINROSS GOLD CORP | 1,548,995 | 4.14% |
Largest increase 2026 Q1 → 2026 Q2: BLDR (+142.6% of shares). New position in 2026 Q2: PAYX (2.35% of the portfolio). Largest trim 2026 Q1 → 2026 Q2: SBUX (-81.8% of shares). Exited in 2026 Q2: FLEX.
Full record: Semper Augustus fund page · manager profile & 13F-clone record · Q3 2026 season tracker.
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