Filed: 8/15/2025ACC: 0001172661-25-003548
📋 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 $710.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$710.64M
Total AUM (reported)
10.79M
Total Shares
Allocation by class
COM$449.85M63.3%
CL B NEW$119.82M16.9%
CL A$84.54M11.9%
CLASS B COM$21.69M3.1%
COM PAR $1$16.02M2.3%
SPONSORED ADR$12.83M1.8%
COM NEW$2.41M0.3%
Portfolio Concentration
Top 3$310.29M43.7%
4–10$250.57M35.3%
11–25$141.43M19.9%
Rest$8.35M1.2%
Top 3 weight
43.7%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 10.79M
Sole
Full voting authority
10.79M
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
SOLEShares246.66K
TypeSH
Market value$119.82M
16.86%
Sole
246.66K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares926.12K
TypeSH
Market value$105.93M
14.91%
Sole
926.12K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares116.00
TypeSH
Market value$84.54M
11.90%
Sole
116.00
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares506.40K
TypeSH
Market value$50.15M
7.06%
Sole
506.40K
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares3.09M
TypeSH
Market value$48.25M
6.79%
Sole
3.09M
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares322.81K
TypeSH
Market value$42.35M
5.96%
Sole
322.81K
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares678.14K
TypeSH
Market value$39.51M
5.56%
Sole
678.14K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares198.71K
TypeSH
Market value$26.71M
3.76%
Sole
198.71K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares239.08K
TypeSH
Market value$21.91M
3.08%
Sole
239.08K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares210.52K
TypeSH
Market value$21.70M
3.05%
Sole
210.52K
Shared
0.00
None
0.00
PARAMOUNT GLOBAL
SOLEShares1.68M
TypeSH
Market value$21.69M
3.05%
Sole
1.68M
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares372.01K
TypeSH
Market value$18.41M
2.59%
Sole
372.01K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares144.40K
TypeSH
Market value$17.91M
2.52%
Sole
144.40K
Shared
0.00
None
0.00
OLIN CORP
SOLEShares797.44K
TypeSH
Market value$16.02M
2.25%
Sole
797.44K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares348.93K
TypeSH
Market value$14.33M
2.02%
Sole
348.93K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares40.04K
TypeSH
Market value$13.11M
1.85%
Sole
40.04K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares510.22K
TypeSH
Market value$12.83M
1.80%
Sole
510.22K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares56.83K
TypeSH
Market value$6.13M
0.86%
Sole
56.83K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares19.25K
TypeSH
Market value$5.15M
0.72%
Sole
19.25K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.77K
TypeSH
Market value$3.73M
0.52%
Sole
3.77K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.44K
TypeSH
Market value$3.52M
0.50%
Sole
44.44K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares13.56K
TypeSH
Market value$2.96M
0.42%
Sole
13.56K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.35K
TypeSH
Market value$2.41M
0.34%
Sole
9.35K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.44K
TypeSH
Market value$1.82M
0.26%
Sole
3.44K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares4.43K
TypeSH
Market value$1.41M
0.20%
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 | 246.66K | SH | $119.82M 16.86% | 246.66K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 926.12K | SH | $105.93M 14.91% | 926.12K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 116.00 | SH | $84.54M 11.90% | 116.00 | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 506.40K | SH | $50.15M 7.06% | 506.40K | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 3.09M | SH | $48.25M 6.79% | 3.09M | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 322.81K | SH | $42.35M 5.96% | 322.81K | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 678.14K | SH | $39.51M 5.56% | 678.14K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 198.71K | SH | $26.71M 3.76% | 198.71K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 239.08K | SH | $21.91M 3.08% | 239.08K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 210.52K | SH | $21.70M 3.05% | 210.52K | 0.00 | 0.00 |
PARAMOUNT GLOBALSOLE | CLASS B COM | 1.68M | SH | $21.69M 3.05% | 1.68M | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 372.01K | SH | $18.41M 2.59% | 372.01K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 144.40K | SH | $17.91M 2.52% | 144.40K | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 797.44K | SH | $16.02M 2.25% | 797.44K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 348.93K | SH | $14.33M 2.02% | 348.93K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 40.04K | SH | $13.11M 1.85% | 40.04K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 510.22K | SH | $12.83M 1.80% | 510.22K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 56.83K | SH | $6.13M 0.86% | 56.83K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 19.25K | SH | $5.15M 0.72% | 19.25K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.77K | SH | $3.73M 0.52% | 3.77K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.44K | SH | $3.52M 0.50% | 44.44K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 13.56K | SH | $2.96M 0.42% | 13.56K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.35K | SH | $2.41M 0.34% | 9.35K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.44K | SH | $1.82M 0.26% | 3.44K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 4.43K | SH | $1.41M 0.20% | 4.43K | 0.00 | 0.00 |
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