SEMPER AUGUSTUS INVESTMENTS GROUP LLC Long-Term Concentrated

Location: Highlands Ranch, CO

CIK: 0001115373 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value: $801M (100.0% shares, 0.0% debt)

Holdings (38)

BRK/B BERKSHIRE HATHAWAY INC DEL 15.7%

Value $126M Shares 250,239 Est. Cost — Unrealized —

DG DOLLAR GEN CORP NEW 11.9%

Value $95.68M Shares 925,826 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 10.9%

Value $87.49M Shares 116 Est. Cost — Unrealized —

KGC KINROSS GOLD CORP 8.0%

Value $64.36M Shares 2,589,755 Est. Cost — Unrealized —

NEM NEWMONT CORP 7.1%

Value $57.18M Shares 678,207 Est. Cost — Unrealized —

OLN OLIN CORP 6.0%

Value $48.09M Shares 1,924,245 Est. Cost — Unrealized —

FIVE FIVE BELOW INC 6.0%

Value $47.7M Shares 308,341 Est. Cost — Unrealized —

DLTR DOLLAR TREE INC 6.0%

Value $47.67M Shares 505,157 Est. Cost — Unrealized —

DECK DECKERS OUTDOOR CORP 4.7%

Value $38M Shares 374,841 Est. Cost — Unrealized —

VLO VALERO ENERGY CORP 4.2%

Value $33.97M Shares 199,527 Est. Cost — Unrealized —

SBUX STARBUCKS CORP 2.5%

Value $20.22M Shares 238,961 Est. Cost — Unrealized —

ALK ALASKA AIR GROUP INC 2.4%

Value $18.85M Shares 378,591 Est. Cost — Unrealized —

DINO HF SINCLAIR CORP 2.3%

Value $18.67M Shares 356,712 Est. Cost — Unrealized —

CMI CUMMINS INC 2.1%

Value $16.87M Shares 39,936 Est. Cost — Unrealized —

DIS DISNEY WALT CO 2.1%

Value $16.66M Shares 145,536 Est. Cost — Unrealized —

EQNR EQUINOR ASA 1.7%

Value $13.99M Shares 573,731 Est. Cost — Unrealized —

PSKY PARAMOUNT SKYDANCE CORP 1.6%

Value $12.47M Shares 659,284 Est. Cost — Unrealized —

XOM EXXON MOBIL CORP 0.8%

Value $6.521M Shares 57,840 Est. Cost — Unrealized —

TRV TRAVELERS COMPANIES INC 0.7%

Value $5.333M Shares 19,100 Est. Cost — Unrealized —

MRK MERCK & CO INC 0.5%

Value $3.73M Shares 44,443 Est. Cost — Unrealized —

COST COSTCO WHSL CORP NEW 0.4%

Value $3.18M Shares 3,435 Est. Cost — Unrealized —

NXPI NXP SEMICONDUCTORS N V 0.4%

Value $3.05M Shares 13,394 Est. Cost — Unrealized —

GE GE AEROSPACE 0.4%

Value $2.813M Shares 9,352 Est. Cost — Unrealized —

GEV GE VERNOVA INC 0.3%

Value $2.113M Shares 3,436 Est. Cost — Unrealized —

GLDM WORLD GOLD TR 0.2%

Value $1.519M Shares 19,864 Est. Cost — Unrealized —

SMHI SEACOR MARINE HLDGS INC 0.2%

Value $1.373M Shares 211,480 Est. Cost — Unrealized —

AXP AMERICAN EXPRESS CO 0.2%

Value $1.364M Shares 4,106 Est. Cost — Unrealized —

AAPL APPLE INC 0.1%

Value $1.054M Shares 4,140 Est. Cost — Unrealized —

KO COCA COLA CO 0.1%

Value $1.017M Shares 15,328 Est. Cost — Unrealized —

CVX CHEVRON CORP NEW 0.1%

Value $992K Shares 6,389 Est. Cost — Unrealized —

PHYS SPROTT ASSET MANAGEMENT LP 0.1%

Value $707K Shares 23,869 Est. Cost — Unrealized —

OVV OVINTIV INC 0.1%

Value $666K Shares 16,487 Est. Cost — Unrealized —

SGOV ISHARES TR 0.1%

Value $560K Shares 5,565 Est. Cost — Unrealized —

SHEL SHELL PLC 0.0%

Value $355K Shares 4,968 Est. Cost — Unrealized —

GEHC GE HEALTHCARE TECHNOLOGIES I 0.0%

Value $344K Shares 4,581 Est. Cost — Unrealized —

SYF SYNCHRONY FINANCIAL 0.0%

Value $315K Shares 4,437 Est. Cost — Unrealized —

FLEX FLEX LTD 0.0%

Value $295K Shares 5,090 Est. Cost — Unrealized —

PSX PHILLIPS 66 0.0%

Value $200K Shares 1,472 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	250,239	$126M	15.7%	—	—	CL B NEW	084670702
DG	DOLLAR GEN CORP NEW	925,826	$95.68M	11.9%	—	—	COM	256677105
BRK/A	BERKSHIRE HATHAWAY INC DEL	116	$87.49M	10.9%	—	—	CL A	084670108
KGC	KINROSS GOLD CORP	2,589,755	$64.36M	8.0%	—	—	COM	496902404
NEM	NEWMONT CORP	678,207	$57.18M	7.1%	—	—	COM	651639106
OLN	OLIN CORP	1,924,245	$48.09M	6.0%	—	—	COM PAR $1	680665205
FIVE	FIVE BELOW INC	308,341	$47.7M	6.0%	—	—	COM	33829M101
DLTR	DOLLAR TREE INC	505,157	$47.67M	6.0%	—	—	COM	256746108
DECK	DECKERS OUTDOOR CORP	374,841	$38M	4.7%	—	—	COM	243537107
VLO	VALERO ENERGY CORP	199,527	$33.97M	4.2%	—	—	COM	91913Y100
SBUX	STARBUCKS CORP	238,961	$20.22M	2.5%	—	—	COM	855244109
ALK	ALASKA AIR GROUP INC	378,591	$18.85M	2.4%	—	—	COM	011659109
DINO	HF SINCLAIR CORP	356,712	$18.67M	2.3%	—	—	COM	403949100
CMI	CUMMINS INC	39,936	$16.87M	2.1%	—	—	COM	231021106
DIS	DISNEY WALT CO	145,536	$16.66M	2.1%	—	—	COM	254687106
EQNR	EQUINOR ASA	573,731	$13.99M	1.7%	—	—	SPONSORED ADR	29446M102
PSKY	PARAMOUNT SKYDANCE CORP	659,284	$12.47M	1.6%	—	—	COM CL B	69932A204
XOM	EXXON MOBIL CORP	57,840	$6.521M	0.8%	—	—	COM	30231G102
TRV	TRAVELERS COMPANIES INC	19,100	$5.333M	0.7%	—	—	COM	89417E109
MRK	MERCK & CO INC	44,443	$3.73M	0.5%	—	—	COM	58933Y105
COST	COSTCO WHSL CORP NEW	3,435	$3.18M	0.4%	—	—	COM	22160K105
NXPI	NXP SEMICONDUCTORS N V	13,394	$3.05M	0.4%	—	—	COM	N6596X109
GE	GE AEROSPACE	9,352	$2.813M	0.4%	—	—	COM NEW	369604301
GEV	GE VERNOVA INC	3,436	$2.113M	0.3%	—	—	COM	36828A101
GLDM	WORLD GOLD TR	19,864	$1.519M	0.2%	—	—	SPDR GLD MINIS	98149E303
SMHI	SEACOR MARINE HLDGS INC	211,480	$1.373M	0.2%	—	—	COM	78413P101
AXP	AMERICAN EXPRESS CO	4,106	$1.364M	0.2%	—	—	COM	025816109
AAPL	APPLE INC	4,140	$1.054M	0.1%	—	—	COM	037833100
KO	COCA COLA CO	15,328	$1.017M	0.1%	—	—	COM	191216100
CVX	CHEVRON CORP NEW	6,389	$992K	0.1%	—	—	COM	166764100
PHYS	SPROTT ASSET MANAGEMENT LP	23,869	$707K	0.1%	—	—	PHYSICAL GOLD TR	85207H104
OVV	OVINTIV INC	16,487	$666K	0.1%	—	—	COM	69047Q102
SGOV	ISHARES TR	5,565	$560K	0.1%	—	—	0-3 MNTH TREASRY	46436E718
SHEL	SHELL PLC	4,968	$355K	0.0%	—	—	SPON ADS	780259305
GEHC	GE HEALTHCARE TECHNOLOGIES I	4,581	$344K	0.0%	—	—	COMMON STOCK	36266G107
SYF	SYNCHRONY FINANCIAL	4,437	$315K	0.0%	—	—	COM	87165B103
FLEX	FLEX LTD	5,090	$295K	0.0%	—	—	ORD	Y2573F102
PSX	PHILLIPS 66	1,472	$200K	0.0%	—	—	COM	718546104