13F HOLDINGS REPORT
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001172661-25-005018
Total Value
$801.2M
Positions
38
Other Managers
0
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 250,239 | $125.8M | 15.70% |
| 2 | DOLLAR GEN CORP NEW | 256677105 | 925,826 | $95.7M | 11.94% |
| 3 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 116 | $87.5M | 10.92% |
| 4 | KINROSS GOLD CORP | KGCRF | 2,589,755 | $64.4M | 8.03% |
| 5 | NEWMONT CORP | NEMCL | 678,207 | $57.2M | 7.14% |
| 6 | OLIN CORP | OLN | 1,924,245 | $48.1M | 6.00% |
| 7 | FIVE BELOW INC | FIVE | 308,341 | $47.7M | 5.95% |
| 8 | DOLLAR TREE INC | DLTR | 505,157 | $47.7M | 5.95% |
| 9 | DECKERS OUTDOOR CORP | DECK | 374,841 | $38.0M | 4.74% |
| 10 | VALERO ENERGY CORP | VLO | 199,527 | $34.0M | 4.24% |
| 11 | STARBUCKS CORP | SBUX | 238,961 | $20.2M | 2.52% |
| 12 | ALASKA AIR GROUP INC | ALK | 378,591 | $18.8M | 2.35% |
| 13 | HF SINCLAIR CORP | DINO | 356,712 | $18.7M | 2.33% |
| 14 | CUMMINS INC | CMI | 39,936 | $16.9M | 2.11% |
| 15 | DISNEY WALT CO | 254687106 | 145,536 | $16.7M | 2.08% |
| 16 | EQUINOR ASA | STOHF | 573,731 | $14.0M | 1.75% |
| 17 | PARAMOUNT SKYDANCE CORP | PSKY | 659,284 | $12.5M | 1.56% |
| 18 | EXXON MOBIL CORP | XOM | 57,840 | $6.5M | 0.81% |
| 19 | TRAVELERS COMPANIES INC | TRV | 19,100 | $5.3M | 0.67% |
| 20 | MERCK & CO INC | MRK | 44,443 | $3.7M | 0.47% |
| 21 | COSTCO WHSL CORP NEW | 22160K105 | 3,435 | $3.2M | 0.40% |
| 22 | NXP SEMICONDUCTORS N V | NXPI | 13,394 | $3.1M | 0.38% |
| 23 | GE AEROSPACE | 369604301 | 9,352 | $2.8M | 0.35% |
| 24 | GE VERNOVA INC | GEV | 3,436 | $2.1M | 0.26% |
| 25 | WORLD GOLD TR | GLDW | 19,864 | $1.5M | 0.19% |
| 26 | SEACOR MARINE HLDGS INC | SE | 211,480 | $1.4M | 0.17% |
| 27 | AMERICAN EXPRESS CO | AXP | 4,106 | $1.4M | 0.17% |
| 28 | APPLE INC | AAPL | 4,140 | $1.1M | 0.13% |
| 29 | COCA COLA CO | KO | 15,328 | $1.0M | 0.13% |
| 30 | CHEVRON CORP NEW | CVX | 6,389 | $992,148 | 0.12% |
| 31 | SPROTT ASSET MANAGEMENT LP | SII | 23,869 | $707,000 | 0.09% |
| 32 | OVINTIV INC | OVV | 16,487 | $665,745 | 0.08% |
| 33 | ISHARES TR | 46436E718 | 5,565 | $560,396 | 0.07% |
| 34 | SHELL PLC | RYDAF | 4,968 | $355,361 | 0.04% |
| 35 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 4,581 | $344,033 | 0.04% |
| 36 | SYNCHRONY FINANCIAL | SYF-PB | 4,437 | $315,249 | 0.04% |
| 37 | FLEX LTD | FLEX | 5,090 | $295,067 | 0.04% |
| 38 | PHILLIPS 66 | PSX | 1,472 | $200,221 | 0.02% |