13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q2 2025 · Filed August 15, 2025 · Accession 0001172661-25-003548
Total Value
$710.6M
Positions
37
Other Managers
0
Confidential Omitted
No
Holdings (37)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 246,664 | $119.8M | 16.86% |
| 2 | DOLLAR GEN CORP NEW | 256677105 | 926,119 | $105.9M | 14.91% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 116 | $84.5M | 11.90% |
| 4 | DOLLAR TREE INC | DLTR | 506,396 | $50.2M | 7.06% |
| 5 | KINROSS GOLD CORP | KGCRF | 3,086,724 | $48.2M | 6.79% |
| 6 | FIVE BELOW INC | FIVE | 322,806 | $42.3M | 5.96% |
| 7 | NEWMONT CORP | NEMCL | 678,145 | $39.5M | 5.56% |
| 8 | VALERO ENERGY CORP | VLO | 198,707 | $26.7M | 3.76% |
| 9 | STARBUCKS CORP | SBUX | 239,081 | $21.9M | 3.08% |
| 10 | DECKERS OUTDOOR CORP | DECK | 210,523 | $21.7M | 3.05% |
| 11 | PARAMOUNT GLOBAL | 92556H206 | 1,681,694 | $21.7M | 3.05% |
| 12 | ALASKA AIR GROUP INC | ALK | 372,013 | $18.4M | 2.59% |
| 13 | DISNEY WALT CO | 254687106 | 144,397 | $17.9M | 2.52% |
| 14 | OLIN CORP | OLN | 797,436 | $16.0M | 2.25% |
| 15 | HF SINCLAIR CORP | DINO | 348,934 | $14.3M | 2.02% |
| 16 | CUMMINS INC | CMI | 40,039 | $13.1M | 1.85% |
| 17 | EQUINOR ASA | STOHF | 510,218 | $12.8M | 1.80% |
| 18 | EXXON MOBIL CORP | XOM | 56,833 | $6.1M | 0.86% |
| 19 | TRAVELERS COMPANIES INC | TRV | 19,255 | $5.2M | 0.72% |
| 20 | COSTCO WHSL CORP NEW | 22160K105 | 3,768 | $3.7M | 0.52% |
| 21 | MERCK & CO INC | MRK | 44,443 | $3.5M | 0.50% |
| 22 | NXP SEMICONDUCTORS N V | NXPI | 13,558 | $3.0M | 0.42% |
| 23 | GE AEROSPACE | 369604301 | 9,352 | $2.4M | 0.34% |
| 24 | GE VERNOVA INC | GEV | 3,436 | $1.8M | 0.26% |
| 25 | AMERICAN EXPRESS CO | AXP | 4,432 | $1.4M | 0.20% |
| 26 | WORLD GOLD TR | GLDW | 17,001 | $1.1M | 0.16% |
| 27 | COCA COLA CO | KO | 15,622 | $1.1M | 0.16% |
| 28 | SEACOR MARINE HLDGS INC | SE | 211,480 | $1.1M | 0.15% |
| 29 | CHEVRON CORP NEW | CVX | 6,389 | $914,841 | 0.13% |
| 30 | APPLE INC | AAPL | 4,140 | $849,404 | 0.12% |
| 31 | ISHARES TR | 46436E718 | 8,128 | $818,408 | 0.12% |
| 32 | OVINTIV INC | OVV | 16,487 | $627,330 | 0.09% |
| 33 | SPROTT PHYSICAL GOLD TR | SII | 23,869 | $605,079 | 0.09% |
| 34 | SHELL PLC | RYDAF | 4,968 | $349,797 | 0.05% |
| 35 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,581 | $339,315 | 0.05% |
| 36 | SYNCHRONY FINANCIAL | SYF-PB | 4,437 | $296,125 | 0.04% |
| 37 | FLEX LTD | FLEX | 5,090 | $254,093 | 0.04% |