13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002345
Total Value
$620.3M
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 239,349 | $127.5M | 20.55% |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 116 | $92.6M | 14.93% |
| 3 | DOLLAR GEN CORP NEW | 256677105 | 907,179 | $79.8M | 12.86% |
| 4 | KINROSS GOLD CORP | KGCRF | 4,506,646 | $56.8M | 9.16% |
| 5 | DOLLAR TREE INC | DLTR | 493,386 | $37.0M | 5.97% |
| 6 | NEWMONT CORP | NEMCL | 662,556 | $32.0M | 5.16% |
| 7 | VALERO ENERGY CORP | VLO | 190,494 | $25.2M | 4.06% |
| 8 | STARBUCKS CORP | SBUX | 231,702 | $22.7M | 3.66% |
| 9 | PARAMOUNT GLOBAL | 92556H206 | 1,632,655 | $19.5M | 3.15% |
| 10 | OLIN CORP | OLN | 702,466 | $17.0M | 2.75% |
| 11 | ALASKA AIR GROUP INC | ALK | 344,834 | $17.0M | 2.74% |
| 12 | DISNEY WALT CO | 254687106 | 139,801 | $13.8M | 2.22% |
| 13 | EQUINOR ASA | STOHF | 490,166 | $13.0M | 2.09% |
| 14 | CUMMINS INC | CMI | 40,039 | $12.5M | 2.02% |
| 15 | HF SINCLAIR CORP | DINO | 299,281 | $9.8M | 1.59% |
| 16 | EXXON MOBIL CORP | XOM | 56,272 | $6.7M | 1.08% |
| 17 | FIVE BELOW INC | FIVE | 78,664 | $5.9M | 0.95% |
| 18 | TRAVELERS COMPANIES INC | TRV | 20,155 | $5.3M | 0.86% |
| 19 | COSTCO WHSL CORP NEW | 22160K105 | 4,245 | $4.0M | 0.65% |
| 20 | MERCK & CO INC | MRK | 44,443 | $4.0M | 0.64% |
| 21 | NXP SEMICONDUCTORS N V | NXPI | 13,558 | $2.6M | 0.42% |
| 22 | NIKE INC | NKE | 36,550 | $2.3M | 0.37% |
| 23 | GE AEROSPACE | 369604301 | 9,842 | $2.0M | 0.32% |
| 24 | COCA COLA CO | KO | 22,000 | $1.6M | 0.25% |
| 25 | AMERICAN EXPRESS CO | AXP | 4,432 | $1.2M | 0.19% |
| 26 | GE VERNOVA INC | GEV | 3,738 | $1.1M | 0.18% |
| 27 | SEACOR MARINE HLDGS INC | SE | 211,480 | $1.1M | 0.17% |
| 28 | ISHARES TR | 46436E718 | 10,600 | $1.1M | 0.17% |
| 29 | CHEVRON CORP NEW | CVX | 6,163 | $1.0M | 0.17% |
| 30 | WORLD GOLD TR | GLDW | 16,219 | $1.0M | 0.16% |
| 31 | APPLE INC | AAPL | 4,140 | $919,618 | 0.15% |
| 32 | OVINTIV INC | OVV | 16,487 | $705,644 | 0.11% |
| 33 | SPROTT PHYSICAL GOLD TR | SII | 23,869 | $574,288 | 0.09% |
| 34 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,581 | $369,733 | 0.06% |
| 35 | SHELL PLC | RYDAF | 4,968 | $364,055 | 0.06% |
| 36 | SYNCHRONY FINANCIAL | SYF-PB | 4,437 | $234,895 | 0.04% |