Semper Augustus Investments Group LLC Top Holdings and 13F Report (2025) About Semper Augustus Investments Group LLCInvestment ActivitySemper Augustus Investments Group LLC has $620.32 million in total holdings as of March 31, 2025.Semper Augustus Investments Group LLC owns shares of 36 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 5.97% of the portfolio was purchased this quarter.About 4.70% of the portfolio was sold this quarter.This quarter, Semper Augustus Investments Group LLC has purchased 37 new stocks and bought additional shares in 11 stocks.Semper Augustus Investments Group LLC sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings Berkshire Hathaway $127,472,490Berkshire Hathaway $92,619,226Dollar General $79,768,209Kinross Gold $56,828,806Dollar Tree $37,038,487 Largest New Holdings this Quarter 46436E718 - iShares 0-3 Month Treasury Bond ETF $1,067,102 Holding Largest Purchases this Quarter Dollar General 295,650 shares (about $26.00M)Paramount Global 452,566 shares (about $5.41M)Olin 116,973 shares (about $2.84M)iShares 0-3 Month Treasury Bond ETF 10,600 shares (about $1.07M)Berkshire Hathaway 1,296 shares (about $690.22K) Largest Sales this Quarter Dollar Tree 290,436 shares (about $21.80M)Berkshire Hathaway 4 shares (about $3.19M)Kinross Gold 101,545 shares (about $1.28M)Alaska Air Group 5,241 shares (about $257.96K)Starbucks 2,040 shares (about $200.10K) Sector Allocation Over TimeMap of 500 Largest Holdings ofSemper Augustus Investments Group LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$127,472,490$690,224 ▲0.5%239,34920.5%FinanceBRK.ABerkshire Hathaway$92,619,226$3,193,766 ▼-3.3%11614.9%FinanceDGDollar General$79,768,209$25,996,491 ▲48.3%907,17912.9%Retail/WholesaleKGCKinross Gold$56,828,806$1,280,482 ▼-2.2%4,506,6469.2%Basic MaterialsDLTRDollar Tree$37,038,487$21,803,031 ▼-37.1%493,3866.0%Retail/WholesaleNEMNewmont$31,988,209$276,789 ▲0.9%662,5565.2%Basic MaterialsVLOValero Energy$25,158,553$194,803 ▲0.8%190,4944.1%EnergySBUXStarbucks$22,727,679$200,104 ▼-0.9%231,7023.7%Retail/WholesalePARAParamount Global$19,526,554$5,412,689 ▲38.4%1,632,6553.1%Consumer DiscretionaryOLNOlin$17,027,772$2,835,425 ▲20.0%702,4662.7%Basic MaterialsALKAlaska Air Group$16,972,729$257,962 ▼-1.5%344,8342.7%TransportationDISWalt Disney$13,798,360$25,859 ▼-0.2%139,8012.2%Consumer DiscretionaryEQNREquinor ASA$12,964,891$688 ▲0.0%490,1662.1%EnergyCMICummins$12,549,824$130,704 ▼-1.0%40,0392.0%Auto/Tires/TrucksDINOHF Sinclair$9,840,351$209,511 ▲2.2%299,2811.6%EnergyXOMExxon Mobil$6,692,429$18,910 ▼-0.3%56,2721.1%EnergyFIVEFive Below$5,893,901$172,852 ▲3.0%78,6641.0%Retail/WholesaleTRVTravelers Companies$5,330,1910.0%20,1550.9%FinanceCOSTCostco Wholesale$4,014,836$99,307 ▼-2.4%4,2450.6%Retail/WholesaleMRKMerck & Co., Inc.$3,989,2040.0%44,4430.6%MedicalNXPINXP Semiconductors$2,576,833$24,708 ▼-0.9%13,5580.4%Computer and TechnologyNKENIKE$2,320,208$60,306 ▲2.7%36,5500.4%Consumer DiscretionaryGEGE Aerospace$1,969,8760.0%9,8420.3%IndustrialsKOCoca-Cola$1,575,640$19,552 ▼-1.2%22,0000.3%Consumer StaplesAXPAmerican Express$1,192,4300.0%4,4320.2%FinanceGE VERNOVA INC$1,141,137$122,112 ▼-9.7%3,7380.2%COMSMHISEACOR Marine$1,070,0890.0%211,4800.2%TransportationSGOViShares 0-3 Month Treasury Bond ETF$1,067,102$1,067,102 ▲New Holding10,6000.2%ETFCVXChevron$1,031,0080.0%6,1630.2%EnergyGLDMSPDR Gold MiniShares Trust$1,003,794$114,744 ▲12.9%16,2190.2%FinanceAAPLApple$919,6180.0%4,1400.1%Computer and TechnologyOVVOvintiv$705,6440.0%16,4870.1%EnergySPROTT PHYSICAL GOLD TR$574,2880.0%23,8690.1%UNITGEHCGE HealthCare Technologies$369,7330.0%4,5810.1%MedicalSHELShell$364,0550.0%4,9680.1%EnergySYFSynchrony Financial$234,8950.0%4,4370.0%FinanceMCYMercury General$0$1,781,972 ▼-100.0%00.0%FinanceAMZNAmazon.com$0$210,614 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
