SEMPER AUGUSTUS INVESTMENTS GROUP LLC Long-Term Concentrated

Location: Highlands Ranch, CO

CIK: 0001115373 · Show all filings

Period: Q1 2025 (← Previous) (Next →)

Filing Date: May 15, 2025

Total Value: $620M (100.0% shares, 0.0% debt)

Holdings (36)

BRK/B BERKSHIRE HATHAWAY INC DEL 20.5%

Value $127M Shares 239,349 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 14.9%

Value $92.62M Shares 116 Est. Cost — Unrealized —

DG DOLLAR GEN CORP NEW 12.9%

Value $79.77M Shares 907,179 Est. Cost — Unrealized —

KGC KINROSS GOLD CORP 9.2%

Value $56.83M Shares 4,506,646 Est. Cost — Unrealized —

DLTR DOLLAR TREE INC 6.0%

Value $37.04M Shares 493,386 Est. Cost — Unrealized —

NEM NEWMONT CORP 5.2%

Value $31.99M Shares 662,556 Est. Cost — Unrealized —

VLO VALERO ENERGY CORP 4.1%

Value $25.16M Shares 190,494 Est. Cost — Unrealized —

SBUX STARBUCKS CORP 3.7%

Value $22.73M Shares 231,702 Est. Cost — Unrealized —

— PARAMOUNT GLOBAL 3.1%

Value $19.53M Shares 1,632,655 Est. Cost — Unrealized —

OLN OLIN CORP 2.7%

Value $17.03M Shares 702,466 Est. Cost — Unrealized —

ALK ALASKA AIR GROUP INC 2.7%

Value $16.97M Shares 344,834 Est. Cost — Unrealized —

DIS DISNEY WALT CO 2.2%

Value $13.8M Shares 139,801 Est. Cost — Unrealized —

EQNR EQUINOR ASA 2.1%

Value $12.96M Shares 490,166 Est. Cost — Unrealized —

CMI CUMMINS INC 2.0%

Value $12.55M Shares 40,039 Est. Cost — Unrealized —

DINO HF SINCLAIR CORP 1.6%

Value $9.84M Shares 299,281 Est. Cost — Unrealized —

XOM EXXON MOBIL CORP 1.1%

Value $6.692M Shares 56,272 Est. Cost — Unrealized —

FIVE FIVE BELOW INC 1.0%

Value $5.894M Shares 78,664 Est. Cost — Unrealized —

TRV TRAVELERS COMPANIES INC 0.9%

Value $5.33M Shares 20,155 Est. Cost — Unrealized —

COST COSTCO WHSL CORP NEW 0.6%

Value $4.015M Shares 4,245 Est. Cost — Unrealized —

MRK MERCK & CO INC 0.6%

Value $3.989M Shares 44,443 Est. Cost — Unrealized —

NXPI NXP SEMICONDUCTORS N V 0.4%

Value $2.577M Shares 13,558 Est. Cost — Unrealized —

NKE NIKE INC 0.4%

Value $2.32M Shares 36,550 Est. Cost — Unrealized —

GE GE AEROSPACE 0.3%

Value $1.97M Shares 9,842 Est. Cost — Unrealized —

KO COCA COLA CO 0.3%

Value $1.576M Shares 22,000 Est. Cost — Unrealized —

AXP AMERICAN EXPRESS CO 0.2%

Value $1.192M Shares 4,432 Est. Cost — Unrealized —

GEV GE VERNOVA INC 0.2%

Value $1.141M Shares 3,738 Est. Cost — Unrealized —

SMHI SEACOR MARINE HLDGS INC 0.2%

Value $1.07M Shares 211,480 Est. Cost — Unrealized —

SGOV ISHARES TR 0.2%

Value $1.067M Shares 10,600 Est. Cost — Unrealized —

CVX CHEVRON CORP NEW 0.2%

Value $1.031M Shares 6,163 Est. Cost — Unrealized —

GLDM WORLD GOLD TR 0.2%

Value $1.004M Shares 16,219 Est. Cost — Unrealized —

AAPL APPLE INC 0.1%

Value $920K Shares 4,140 Est. Cost — Unrealized —

OVV OVINTIV INC 0.1%

Value $706K Shares 16,487 Est. Cost — Unrealized —

PHYS SPROTT PHYSICAL GOLD TR 0.1%

Value $574K Shares 23,869 Est. Cost — Unrealized —

GEHC GE HEALTHCARE TECHNOLOGIES I 0.1%

Value $370K Shares 4,581 Est. Cost — Unrealized —

SHEL SHELL PLC 0.1%

Value $364K Shares 4,968 Est. Cost — Unrealized —

SYF SYNCHRONY FINANCIAL 0.0%

Value $235K Shares 4,437 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	239,349	$127M	20.5%	—	—	CL B NEW	084670702
BRK/A	BERKSHIRE HATHAWAY INC DEL	116	$92.62M	14.9%	—	—	CL A	084670108
DG	DOLLAR GEN CORP NEW	907,179	$79.77M	12.9%	—	—	COM	256677105
KGC	KINROSS GOLD CORP	4,506,646	$56.83M	9.2%	—	—	COM	496902404
DLTR	DOLLAR TREE INC	493,386	$37.04M	6.0%	—	—	COM	256746108
NEM	NEWMONT CORP	662,556	$31.99M	5.2%	—	—	COM	651639106
VLO	VALERO ENERGY CORP	190,494	$25.16M	4.1%	—	—	COM	91913Y100
SBUX	STARBUCKS CORP	231,702	$22.73M	3.7%	—	—	COM	855244109
—	PARAMOUNT GLOBAL	1,632,655	$19.53M	3.1%	—	—	CLASS B COM	92556H206
OLN	OLIN CORP	702,466	$17.03M	2.7%	—	—	COM PAR $1	680665205
ALK	ALASKA AIR GROUP INC	344,834	$16.97M	2.7%	—	—	COM	011659109
DIS	DISNEY WALT CO	139,801	$13.8M	2.2%	—	—	COM	254687106
EQNR	EQUINOR ASA	490,166	$12.96M	2.1%	—	—	SPONSORED ADR	29446M102
CMI	CUMMINS INC	40,039	$12.55M	2.0%	—	—	COM	231021106
DINO	HF SINCLAIR CORP	299,281	$9.84M	1.6%	—	—	COM	403949100
XOM	EXXON MOBIL CORP	56,272	$6.692M	1.1%	—	—	COM	30231G102
FIVE	FIVE BELOW INC	78,664	$5.894M	1.0%	—	—	COM	33829M101
TRV	TRAVELERS COMPANIES INC	20,155	$5.33M	0.9%	—	—	COM	89417E109
COST	COSTCO WHSL CORP NEW	4,245	$4.015M	0.6%	—	—	COM	22160K105
MRK	MERCK & CO INC	44,443	$3.989M	0.6%	—	—	COM	58933Y105
NXPI	NXP SEMICONDUCTORS N V	13,558	$2.577M	0.4%	—	—	COM	N6596X109
NKE	NIKE INC	36,550	$2.32M	0.4%	—	—	CL B	654106103
GE	GE AEROSPACE	9,842	$1.97M	0.3%	—	—	COM NEW	369604301
KO	COCA COLA CO	22,000	$1.576M	0.3%	—	—	COM	191216100
AXP	AMERICAN EXPRESS CO	4,432	$1.192M	0.2%	—	—	COM	025816109
GEV	GE VERNOVA INC	3,738	$1.141M	0.2%	—	—	COM	36828A101
SMHI	SEACOR MARINE HLDGS INC	211,480	$1.07M	0.2%	—	—	COM	78413P101
SGOV	ISHARES TR	10,600	$1.067M	0.2%	—	—	0-3 MNTH TREASRY	46436E718
CVX	CHEVRON CORP NEW	6,163	$1.031M	0.2%	—	—	COM	166764100
GLDM	WORLD GOLD TR	16,219	$1.004M	0.2%	—	—	SPDR GLD MINIS	98149E303
AAPL	APPLE INC	4,140	$920K	0.1%	—	—	COM	037833100
OVV	OVINTIV INC	16,487	$706K	0.1%	—	—	COM	69047Q102
PHYS	SPROTT PHYSICAL GOLD TR	23,869	$574K	0.1%	—	—	UNIT	85207H104
GEHC	GE HEALTHCARE TECHNOLOGIES I	4,581	$370K	0.1%	—	—	COMMON STOCK	36266G107
SHEL	SHELL PLC	4,968	$364K	0.1%	—	—	SPON ADS	780259305
SYF	SYNCHRONY FINANCIAL	4,437	$235K	0.0%	—	—	COM	87165B103