Filed: 11/14/2025ACC: 0001172661-25-005018
📋 What this filing means
SEMPER AUGUSTUS INVESTMENTS GROUP LLC filed this quarterly 13F‑HR report disclosing 38 equity positions with a total reported market value of $801.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
38
Positions
$801.17M
Total AUM (reported)
10.63M
Total Shares
Allocation by class
COM$506.73M63.2%
CL B NEW$125.81M15.7%
CL A$87.49M10.9%
COM PAR $1$48.09M6.0%
SPONSORED ADR$13.99M1.7%
COM CL B$12.47M1.6%
COM NEW$2.81M0.4%
Portfolio Concentration
Top 3$308.98M38.6%
4–10$336.96M42.1%
11–25$145.98M18.2%
Rest$9.24M1.2%
Top 3 weight
38.6%
Top 10 weight
80.6%
Voting Authority Distribution
Total shares with voting rights: 10.63M
Sole
Full voting authority
10.63M
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)
Sole38
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings38
Rows:
BERKSHIRE HATHAWAY INC DEL
SOLEShares250.24K
TypeSH
Market value$125.81M
15.70%
Sole
250.24K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares925.83K
TypeSH
Market value$95.68M
11.94%
Sole
925.83K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares116.00
TypeSH
Market value$87.49M
10.92%
Sole
116.00
Shared
0.00
None
0.00
KINROSS GOLD CORP
SOLEShares2.59M
TypeSH
Market value$64.36M
8.03%
Sole
2.59M
Shared
0.00
None
0.00
NEWMONT CORP
SOLEShares678.21K
TypeSH
Market value$57.18M
7.14%
Sole
678.21K
Shared
0.00
None
0.00
OLIN CORP
SOLEShares1.92M
TypeSH
Market value$48.09M
6.00%
Sole
1.92M
Shared
0.00
None
0.00
FIVE BELOW INC
SOLEShares308.34K
TypeSH
Market value$47.70M
5.95%
Sole
308.34K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares505.16K
TypeSH
Market value$47.67M
5.95%
Sole
505.16K
Shared
0.00
None
0.00
DECKERS OUTDOOR CORP
SOLEShares374.84K
TypeSH
Market value$38.00M
4.74%
Sole
374.84K
Shared
0.00
None
0.00
VALERO ENERGY CORP
SOLEShares199.53K
TypeSH
Market value$33.97M
4.24%
Sole
199.53K
Shared
0.00
None
0.00
STARBUCKS CORP
SOLEShares238.96K
TypeSH
Market value$20.22M
2.52%
Sole
238.96K
Shared
0.00
None
0.00
ALASKA AIR GROUP INC
SOLEShares378.59K
TypeSH
Market value$18.85M
2.35%
Sole
378.59K
Shared
0.00
None
0.00
HF SINCLAIR CORP
SOLEShares356.71K
TypeSH
Market value$18.67M
2.33%
Sole
356.71K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares39.94K
TypeSH
Market value$16.87M
2.11%
Sole
39.94K
Shared
0.00
None
0.00
DISNEY WALT CO
SOLEShares145.54K
TypeSH
Market value$16.66M
2.08%
Sole
145.54K
Shared
0.00
None
0.00
EQUINOR ASA
SOLEShares573.73K
TypeSH
Market value$13.99M
1.75%
Sole
573.73K
Shared
0.00
None
0.00
PARAMOUNT SKYDANCE CORP
SOLEShares659.28K
TypeSH
Market value$12.47M
1.56%
Sole
659.28K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares57.84K
TypeSH
Market value$6.52M
0.81%
Sole
57.84K
Shared
0.00
None
0.00
TRAVELERS COMPANIES INC
SOLEShares19.10K
TypeSH
Market value$5.33M
0.67%
Sole
19.10K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares44.44K
TypeSH
Market value$3.73M
0.47%
Sole
44.44K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares3.44K
TypeSH
Market value$3.18M
0.40%
Sole
3.44K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares13.39K
TypeSH
Market value$3.05M
0.38%
Sole
13.39K
Shared
0.00
None
0.00
GE AEROSPACE
SOLEShares9.35K
TypeSH
Market value$2.81M
0.35%
Sole
9.35K
Shared
0.00
None
0.00
GE VERNOVA INC
SOLEShares3.44K
TypeSH
Market value$2.11M
0.26%
Sole
3.44K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares19.86K
TypeSH
Market value$1.52M
0.19%
Sole
19.86K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 250.24K | SH | $125.81M 15.70% | 250.24K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 925.83K | SH | $95.68M 11.94% | 925.83K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL A | 116.00 | SH | $87.49M 10.92% | 116.00 | 0.00 | 0.00 |
KINROSS GOLD CORPSOLE | COM | 2.59M | SH | $64.36M 8.03% | 2.59M | 0.00 | 0.00 |
NEWMONT CORPSOLE | COM | 678.21K | SH | $57.18M 7.14% | 678.21K | 0.00 | 0.00 |
OLIN CORPSOLE | COM PAR $1 | 1.92M | SH | $48.09M 6.00% | 1.92M | 0.00 | 0.00 |
FIVE BELOW INCSOLE | COM | 308.34K | SH | $47.70M 5.95% | 308.34K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 505.16K | SH | $47.67M 5.95% | 505.16K | 0.00 | 0.00 |
DECKERS OUTDOOR CORPSOLE | COM | 374.84K | SH | $38.00M 4.74% | 374.84K | 0.00 | 0.00 |
VALERO ENERGY CORPSOLE | COM | 199.53K | SH | $33.97M 4.24% | 199.53K | 0.00 | 0.00 |
STARBUCKS CORPSOLE | COM | 238.96K | SH | $20.22M 2.52% | 238.96K | 0.00 | 0.00 |
ALASKA AIR GROUP INCSOLE | COM | 378.59K | SH | $18.85M 2.35% | 378.59K | 0.00 | 0.00 |
HF SINCLAIR CORPSOLE | COM | 356.71K | SH | $18.67M 2.33% | 356.71K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 39.94K | SH | $16.87M 2.11% | 39.94K | 0.00 | 0.00 |
DISNEY WALT COSOLE | COM | 145.54K | SH | $16.66M 2.08% | 145.54K | 0.00 | 0.00 |
EQUINOR ASASOLE | SPONSORED ADR | 573.73K | SH | $13.99M 1.75% | 573.73K | 0.00 | 0.00 |
PARAMOUNT SKYDANCE CORPSOLE | COM CL B | 659.28K | SH | $12.47M 1.56% | 659.28K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 57.84K | SH | $6.52M 0.81% | 57.84K | 0.00 | 0.00 |
TRAVELERS COMPANIES INCSOLE | COM | 19.10K | SH | $5.33M 0.67% | 19.10K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 44.44K | SH | $3.73M 0.47% | 44.44K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 3.44K | SH | $3.18M 0.40% | 3.44K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 13.39K | SH | $3.05M 0.38% | 13.39K | 0.00 | 0.00 |
GE AEROSPACESOLE | COM NEW | 9.35K | SH | $2.81M 0.35% | 9.35K | 0.00 | 0.00 |
GE VERNOVA INCSOLE | COM | 3.44K | SH | $2.11M 0.26% | 3.44K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 19.86K | SH | $1.52M 0.19% | 19.86K | 0.00 | 0.00 |
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