13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001172661-25-001116
Total Value
$559.5M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 238,053 | $107.9M | 19.29% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 120 | $81.7M | 14.60% |
| 3 | DOLLAR TREE INC | DLTR | 783,822 | $58.7M | 10.50% |
| 4 | DOLLAR GEN CORP NEW | 256677105 | 611,529 | $46.4M | 8.29% |
| 5 | KINROSS GOLD CORP | KGCRF | 4,608,191 | $42.7M | 7.63% |
| 6 | NEWMONT CORP | NEMCL | 656,823 | $24.4M | 4.37% |
| 7 | VALERO ENERGY CORP | VLO | 189,019 | $23.2M | 4.14% |
| 8 | ALASKA AIR GROUP INC | ALK | 350,075 | $22.7M | 4.05% |
| 9 | STARBUCKS CORP | SBUX | 233,742 | $21.3M | 3.81% |
| 10 | OLIN CORP | OLN | 585,493 | $19.8M | 3.54% |
| 11 | DISNEY WALT CO | 254687106 | 140,063 | $15.6M | 2.79% |
| 12 | CUMMINS INC | CMI | 40,456 | $14.1M | 2.52% |
| 13 | PARAMOUNT GLOBAL | 92556H206 | 1,180,089 | $12.3M | 2.21% |
| 14 | EQUINOR ASA | STOHF | 490,140 | $11.6M | 2.08% |
| 15 | HF SINCLAIR CORP | DINO | 292,909 | $10.3M | 1.83% |
| 16 | FIVE BELOW INC | FIVE | 76,357 | $8.0M | 1.43% |
| 17 | EXXON MOBIL CORP | XOM | 56,431 | $6.1M | 1.08% |
| 18 | TRAVELERS COMPANIES INC | TRV | 20,155 | $4.9M | 0.87% |
| 19 | MERCK & CO INC | MRK | 44,443 | $4.4M | 0.79% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 4,350 | $4.0M | 0.71% |
| 21 | NXP SEMICONDUCTORS N V | NXPI | 13,688 | $2.8M | 0.51% |
| 22 | NIKE INC | NKE | 35,600 | $2.7M | 0.48% |
| 23 | MERCURY GENL CORP NEW | 589400100 | 26,805 | $1.8M | 0.32% |
| 24 | GE AEROSPACE | 369604301 | 9,842 | $1.6M | 0.29% |
| 25 | SEACOR MARINE HLDGS INC | SE | 211,480 | $1.4M | 0.25% |
| 26 | COCA COLA CO | KO | 22,273 | $1.4M | 0.25% |
| 27 | GE VERNOVA INC | GEV | 4,138 | $1.4M | 0.24% |
| 28 | AMERICAN EXPRESS CO | AXP | 4,432 | $1.3M | 0.24% |
| 29 | APPLE INC | AAPL | 4,140 | $1.0M | 0.19% |
| 30 | CHEVRON CORP NEW | CVX | 6,163 | $892,649 | 0.16% |
| 31 | WORLD GOLD TR | GLDW | 14,365 | $746,836 | 0.13% |
| 32 | OVINTIV INC | OVV | 16,487 | $667,724 | 0.12% |
| 33 | SPROTT PHYSICAL GOLD TR | SII | 23,869 | $480,722 | 0.09% |
| 34 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,581 | $358,143 | 0.06% |
| 35 | SHELL PLC | RYDAF | 4,968 | $311,245 | 0.06% |
| 36 | SYNCHRONY FINANCIAL | SYF-PB | 4,437 | $288,405 | 0.05% |
| 37 | AMAZON COM INC | AMZN | 960 | $210,614 | 0.04% |