Semper Augustus Investments Group LLC Top Holdings and 13F Report (2025) About Semper Augustus Investments Group LLCInvestment ActivitySemper Augustus Investments Group LLC has $710.64 million in total holdings as of June 30, 2025.Semper Augustus Investments Group LLC owns shares of 37 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 9.97% of the portfolio was purchased this quarter.About 3.69% of the portfolio was sold this quarter.This quarter, Semper Augustus Investments Group LLC has purchased 36 new stocks and bought additional shares in 16 stocks.Semper Augustus Investments Group LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $119,821,971Dollar General $105,929,443Berkshire Hathaway $84,540,800Dollar Tree $50,153,460Kinross Gold $48,245,496 Largest New Holdings this Quarter 243537107 - Deckers Outdoor $21,698,606 HoldingY2573F102 - Flex $254,093 Holding Largest Purchases this Quarter Five Below 244,142 shares (about $32.03M)Deckers Outdoor 210,523 shares (about $21.70M)Berkshire Hathaway 7,315 shares (about $3.55M)Dollar General 18,940 shares (about $2.17M)HF Sinclair 49,653 shares (about $2.04M) Largest Sales this Quarter Kinross Gold 1,419,922 shares (about $22.19M)Costco Wholesale 477 shares (about $472.20K)CocaCola 6,378 shares (about $451.24K)iShares 0-3 Month Treasury Bond ETF 2,472 shares (about $248.91K)Travelers Companies 900 shares (about $240.79K) 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$119,821,971$3,553,408 ▲3.1%246,66416.9%FinanceDGDollar General$105,929,443$2,166,356 ▲2.1%926,11914.9%Retail/WholesaleBRK.ABerkshire Hathaway$84,540,8000.0%11611.9%FinanceDLTRDollar Tree$50,153,460$1,288,510 ▲2.6%506,3967.1%Retail/WholesaleKGCKinross Gold$48,245,496$22,193,381 ▼-31.5%3,086,7246.8%Basic MaterialsFIVEFive Below$42,345,691$32,026,547 ▲310.4%322,8066.0%Retail/WholesaleNEMNewmont$39,508,702$908,215 ▲2.4%678,1455.6%Basic MaterialsVLOValero Energy$26,710,181$1,103,991 ▲4.3%198,7073.8%EnergySBUXStarbucks$21,907,019$676,139 ▲3.2%239,0813.1%Retail/WholesaleDECKDeckers Outdoor$21,698,606$21,698,606 ▲New Holding210,5233.1%Retail/WholesalePARAParamount Global$21,693,850$632,603 ▲3.0%1,681,6943.1%Consumer DiscretionaryALKAlaska Air Group$18,407,203$1,344,817 ▲7.9%372,0132.6%TransportationDISWalt Disney$17,906,674$569,950 ▲3.3%144,3972.5%Consumer DiscretionaryOLNOlin$16,020,485$1,907,947 ▲13.5%797,4362.3%Basic MaterialsDINOHF Sinclair$14,334,216$2,039,746 ▲16.6%348,9342.0%EnergyCMICummins$13,112,7730.0%40,0391.8%Auto/Tires/TrucksEQNREquinor ASA$12,826,881$504,107 ▲4.1%510,2181.8%EnergyXOMExxon Mobil$6,126,597$60,476 ▲1.0%56,8330.9%EnergyTRVTravelers Companies$5,151,483$240,786 ▼-4.5%19,2550.7%FinanceCOSTCostco Wholesale$3,730,094$472,201 ▼-11.2%3,7680.5%Retail/WholesaleMRKMerck & Co., Inc.$3,518,1080.0%44,4430.5%MedicalNXPINXP Semiconductors$2,962,2870.0%13,5580.4%Computer and TechnologyGEGE Aerospace$2,407,111$126,121 ▼-5.0%9,3520.3%AerospaceGE VERNOVA INC$1,818,159$159,803 ▼-8.1%3,4360.3%COMAXPAmerican Express$1,413,7190.0%4,4320.2%FinanceGLDMSPDR Gold MiniShares Trust$1,113,906$51,237 ▲4.8%17,0010.2%FinanceKOCocaCola$1,105,257$451,244 ▼-29.0%15,6220.2%Consumer StaplesSMHISEACOR Marine$1,078,5480.0%211,4800.2%TransportationCVXChevron$914,841$32,361 ▲3.7%6,3890.1%EnergyAAPLApple$849,4040.0%4,1400.1%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$818,408$248,906 ▼-23.3%8,1280.1%ETFOVVOvintiv$627,3300.0%16,4870.1%EnergySPROTT PHYSICAL GOLD TR$605,0790.0%23,8690.1%UNITSHELShell$349,7970.0%4,9680.0%EnergyGEHCGE HealthCare Technologies$339,3150.0%4,5810.0%MedicalSYFSynchrony Financial$296,1250.0%4,4370.0%FinanceFLEXFlex$254,093$254,093 ▲New Holding5,0900.0%Computer and TechnologyNKENIKE$0$2,320,208 ▼-100.0%00.0%Consumer DiscretionaryShowing 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. 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