SEMPER AUGUSTUS INVESTMENTS GROUP LLC 13F Holdings

CIK 0001115373 · Highlands Ranch, CO

As of Sep 30, 2025, SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported 38 positions worth $801.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
BERKSHIRE HATHAWAY INCBRK/BFinancial Services250,239 25.8M15.70%
DOLLAR GENERAL CORPDGConsumer Defensive925,826$95.7M11.94%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services116$87.5M10.92%
KINROSS GOLD CORPKGCBasic Materials2,589,755$64.4M8.03%
NEWMONT CORPNEMBasic Materials678,207$57.2M7.14%
OLIN CORPOLNBasic Materials1,924,245$48.1M6.00%
FIVE BELOW INCFIVEConsumer Cyclical308,341$47.7M5.95%
DOLLAR TREE INCDLTRConsumer Defensive505,157$47.7M5.95%
DECKERS OUTDOOR CORPDECKConsumer Cyclical374,841$38.0M4.74%
VALERO ENERGY CORPVLOEnergy199,527$34.0M4.24%
STARBUCKS CORPSBUXConsumer Cyclical238,961$20.2M2.52%
ALASKA AIR GROUP INCALKIndustrials378,591 8.8M2.35%
HF SINCLAIR CORPDINOEnergy356,712 8.7M2.33%
CUMMINS INCCMIIndustrials39,936 6.9M2.11%
WALT DISNEY CODISCommunication Services145,536 6.7M2.08%
EQUINOR ASAEQNREnergy573,731 4.0M1.75%
PARAMOUNT SKYDANCE CORPPSKYCommunication Services659,284 2.5M1.56%
EXXON MOBIL CORPXOMEnergy57,840$6.5M0.81%
TRAVELERS COMPANIES INCTRVFinancial Services19,100$5.3M0.67%
MERCK & CO INCMRKHealthcare44,443$3.7M0.47%
COSTCO WHOLESALE CORPCOSTConsumer Defensive3,435$3.2M0.40%
NXP SEMICONDUCTORS NVNXPITechnology13,394$3.1M0.38%
GE AEROSPACEGEIndustrials9,352$2.8M0.35%
GE VERNOVA INCGEVUtilities3,436$2.1M0.26%
SPDR GOLD MINISHARES TRUSTGLDM—19,864 .5M0.19%