Filed: 2/14/2025ACC: 0001172661-25-001116
📋 What this filing means
SEMPER AUGUSTUS INVESTMENTS GROUP LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $559.52M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$559.52M
Total AUM (reported)
11.01M
Total Shares
Allocation by class
COM$319.92M57.2%
CL B NEW$107.90M19.3%
CL A$81.71M14.6%
COM PAR $1$19.79M3.5%
CLASS B COM$12.34M2.2%
SPONSORED ADR$11.61M2.1%
CL B$2.69M0.5%
Portfolio Concentration
Top 3$248.35M44.4%
4–10$200.49M35.8%
11–25$101.62M18.2%
Rest$9.06M1.6%
Top 3 weight
44.4%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 11.01M
Sole
Full voting authority
11.01M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole37
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares238.05K
TypeSH
Market value$107.90M
19.29%
Sole
238.05K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares120.00
TypeSH
Market value$81.71M
14.60%
Sole
120.00
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares783.82K
TypeSH
Market value$58.74M
10.50%
Sole
783.82K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares611.53K
TypeSH
Market value$46.37M
8.29%
Sole
611.53K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares4.61M
TypeSH
Market value$42.72M
7.63%
Sole
4.61M
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares656.82K
TypeSH
Market value$24.45M
4.37%
Sole
656.82K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares189.02K
TypeSH
Market value$23.17M
4.14%
Sole
189.02K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares350.07K
TypeSH
Market value$22.67M
4.05%
Sole
350.07K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares233.74K
TypeSH
Market value$21.33M
3.81%
Sole
233.74K
Shared
0.00
None
0.00
OLIN CORP
SOLEShares585.49K
TypeSH
Market value$19.79M
3.54%
Sole
585.49K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares140.06K
TypeSH
Market value$15.60M
2.79%
Sole
140.06K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares40.46K
TypeSH
Market value$14.10M
2.52%
Sole
40.46K
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
SOLEShares1.18M
TypeSH
Market value$12.34M
2.21%
Sole
1.18M
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares490.14K
TypeSH
Market value$11.61M
2.08%
Sole
490.14K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares292.91K
TypeSH
Market value$10.27M
1.83%
Sole
292.91K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares76.36K
TypeSH
Market value$8.01M
1.43%
Sole
76.36K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares56.43K
TypeSH
Market value$6.07M
1.08%
Sole
56.43K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares20.16K
TypeSH
Market value$4.86M
0.87%
Sole
20.16K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.44K
TypeSH
Market value$4.42M
0.79%
Sole
44.44K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.35K
TypeSH
Market value$3.99M
0.71%
Sole
4.35K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares13.69K
TypeSH
Market value$2.85M
0.51%
Sole
13.69K
Shared
0.00
None
0.00
NIKE INC
SOLEShares35.60K
TypeSH
Market value$2.69M
0.48%
Sole
35.60K
Shared
0.00
None
0.00
MERCURY GENL CORP NEW
SOLEShares26.80K
TypeSH
Market value$1.78M
0.32%
Sole
26.80K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.84K
TypeSH
Market value$1.64M
0.29%
Sole
9.84K
Shared
0.00
None
0.00
SEACOR MARINE HLDGS INC
SOLEShares211.48K
TypeSH
Market value$1.39M
0.25%
Sole
211.48K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 238.05K | SH | $107.90M 19.29% | 238.05K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 120.00 | SH | $81.71M 14.60% | 120.00 | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 783.82K | SH | $58.74M 10.50% | 783.82K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 611.53K | SH | $46.37M 8.29% | 611.53K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 4.61M | SH | $42.72M 7.63% | 4.61M | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 656.82K | SH | $24.45M 4.37% | 656.82K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 189.02K | SH | $23.17M 4.14% | 189.02K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 350.07K | SH | $22.67M 4.05% | 350.07K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 233.74K | SH | $21.33M 3.81% | 233.74K | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 585.49K | SH | $19.79M 3.54% | 585.49K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 140.06K | SH | $15.60M 2.79% | 140.06K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 40.46K | SH | $14.10M 2.52% | 40.46K | 0.00 | 0.00 |
PARAMOUNT GLOBALSOLE | CLASS B COM | 1.18M | SH | $12.34M 2.21% | 1.18M | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 490.14K | SH | $11.61M 2.08% | 490.14K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 292.91K | SH | $10.27M 1.83% | 292.91K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 76.36K | SH | $8.01M 1.43% | 76.36K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 56.43K | SH | $6.07M 1.08% | 56.43K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 20.16K | SH | $4.86M 0.87% | 20.16K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.44K | SH | $4.42M 0.79% | 44.44K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.35K | SH | $3.99M 0.71% | 4.35K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 13.69K | SH | $2.85M 0.51% | 13.69K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 35.60K | SH | $2.69M 0.48% | 35.60K | 0.00 | 0.00 |
MERCURY GENL CORP NEWSOLE | COM | 26.80K | SH | $1.78M 0.32% | 26.80K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.84K | SH | $1.64M 0.29% | 9.84K | 0.00 | 0.00 |
SEACOR MARINE HLDGS INCSOLE | COM | 211.48K | SH | $1.39M 0.25% | 211.48K | 0.00 | 0.00 |
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