Filed: 5/15/2025ACC: 0001172661-25-002345
📋 What this filing means
SEMPER AUGUSTUS INVESTMENTS GROUP LLC filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $620.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$620.32M
Total AUM (reported)
11.48M
Total Shares
Allocation by class
COM$343.04M55.3%
CL B NEW$127.47M20.5%
CL A$92.62M14.9%
CLASS B COM$19.53M3.1%
COM PAR $1$17.03M2.7%
SPONSORED ADR$12.96M2.1%
CL B$2.32M0.4%
Portfolio Concentration
Top 3$299.86M48.3%
4–10$210.30M33.9%
11–25$101.68M16.4%
Rest$8.48M1.4%
Top 3 weight
48.3%
Top 10 weight
82.2%
Voting Authority Distribution
Total shares with voting rights: 11.48M
Sole
Full voting authority
11.48M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares239.35K
TypeSH
Market value$127.47M
20.55%
Sole
239.35K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares116.00
TypeSH
Market value$92.62M
14.93%
Sole
116.00
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares907.18K
TypeSH
Market value$79.77M
12.86%
Sole
907.18K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares4.51M
TypeSH
Market value$56.83M
9.16%
Sole
4.51M
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares493.39K
TypeSH
Market value$37.04M
5.97%
Sole
493.39K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares662.56K
TypeSH
Market value$31.99M
5.16%
Sole
662.56K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares190.49K
TypeSH
Market value$25.16M
4.06%
Sole
190.49K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares231.70K
TypeSH
Market value$22.73M
3.66%
Sole
231.70K
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
SOLEShares1.63M
TypeSH
Market value$19.53M
3.15%
Sole
1.63M
Shared
0.00
None
0.00
OLIN CORP
SOLEShares702.47K
TypeSH
Market value$17.03M
2.75%
Sole
702.47K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares344.83K
TypeSH
Market value$16.97M
2.74%
Sole
344.83K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares139.80K
TypeSH
Market value$13.80M
2.22%
Sole
139.80K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares490.17K
TypeSH
Market value$12.96M
2.09%
Sole
490.17K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares40.04K
TypeSH
Market value$12.55M
2.02%
Sole
40.04K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares299.28K
TypeSH
Market value$9.84M
1.59%
Sole
299.28K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares56.27K
TypeSH
Market value$6.69M
1.08%
Sole
56.27K
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares78.66K
TypeSH
Market value$5.89M
0.95%
Sole
78.66K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares20.16K
TypeSH
Market value$5.33M
0.86%
Sole
20.16K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares4.25K
TypeSH
Market value$4.01M
0.65%
Sole
4.25K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.44K
TypeSH
Market value$3.99M
0.64%
Sole
44.44K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares13.56K
TypeSH
Market value$2.58M
0.42%
Sole
13.56K
Shared
0.00
None
0.00
NIKE INC
SOLEShares36.55K
TypeSH
Market value$2.32M
0.37%
Sole
36.55K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.84K
TypeSH
Market value$1.97M
0.32%
Sole
9.84K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares22K
TypeSH
Market value$1.58M
0.25%
Sole
22K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares4.43K
TypeSH
Market value$1.19M
0.19%
Sole
4.43K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 239.35K | SH | $127.47M 20.55% | 239.35K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 116.00 | SH | $92.62M 14.93% | 116.00 | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 907.18K | SH | $79.77M 12.86% | 907.18K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 4.51M | SH | $56.83M 9.16% | 4.51M | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 493.39K | SH | $37.04M 5.97% | 493.39K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 662.56K | SH | $31.99M 5.16% | 662.56K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 190.49K | SH | $25.16M 4.06% | 190.49K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 231.70K | SH | $22.73M 3.66% | 231.70K | 0.00 | 0.00 |
PARAMOUNT GLOBALSOLE | CLASS B COM | 1.63M | SH | $19.53M 3.15% | 1.63M | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 702.47K | SH | $17.03M 2.75% | 702.47K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 344.83K | SH | $16.97M 2.74% | 344.83K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 139.80K | SH | $13.80M 2.22% | 139.80K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 490.17K | SH | $12.96M 2.09% | 490.17K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 40.04K | SH | $12.55M 2.02% | 40.04K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 299.28K | SH | $9.84M 1.59% | 299.28K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 56.27K | SH | $6.69M 1.08% | 56.27K | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 78.66K | SH | $5.89M 0.95% | 78.66K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 20.16K | SH | $5.33M 0.86% | 20.16K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 4.25K | SH | $4.01M 0.65% | 4.25K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.44K | SH | $3.99M 0.64% | 44.44K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 13.56K | SH | $2.58M 0.42% | 13.56K | 0.00 | 0.00 |
NIKE INCSOLE | CL B | 36.55K | SH | $2.32M 0.37% | 36.55K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.84K | SH | $1.97M 0.32% | 9.84K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 22K | SH | $1.58M 0.25% | 22K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 4.43K | SH | $1.19M 0.19% | 4.43K | 0.00 | 0.00 |
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