Semper Augustus Investments Group LLC Top Holdings and 13F Report (2025) About Semper Augustus Investments Group LLCInvestment ActivitySemper Augustus Investments Group LLC has $559.52 million in total holdings as of December 31, 2024.Semper Augustus Investments Group LLC owns shares of 37 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.17% of the portfolio was purchased this quarter.About 7.13% of the portfolio was sold this quarter.This quarter, Semper Augustus Investments Group LLC has purchased 37 new stocks and bought additional shares in 14 stocks.Semper Augustus Investments Group LLC sold shares of 10 stocks and completely divested from 0 stocks this quarter.Largest Holdings Berkshire Hathaway $107,904,664Berkshire Hathaway $81,710,400Dollar Tree $58,739,621Dollar General $46,366,109Kinross Gold $42,717,931 Largest Purchases this Quarter Dollar Tree 300,384 shares (about $22.51M)Valero Energy 71,973 shares (about $8.82M)Olin 58,051 shares (about $1.96M)Equinor ASA 10,948 shares (about $259.36K)Five Below 2,214 shares (about $232.38K) Largest Sales this Quarter Dollar General 249,663 shares (about $18.93M)HF Sinclair 238,040 shares (about $8.34M)Paramount Global 511,088 shares (about $5.35M)Berkshire Hathaway 7 shares (about $4.77M)Mercury General 32,720 shares (about $2.18M) 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$107,904,664$105,614 ▲0.1%238,05319.3%FinanceBRK.ABerkshire Hathaway$81,710,400$4,766,440 ▼-5.5%12014.6%FinanceDLTRDollar Tree$58,739,621$22,510,777 ▲62.1%783,82210.5%Retail/WholesaleDGDollar General$46,366,109$18,929,441 ▼-29.0%611,5298.3%Retail/WholesaleKGCKinross Gold$42,717,931$96,807 ▼-0.2%4,608,1917.6%Basic MaterialsNEMNewmont$24,446,935$205,045 ▲0.8%656,8234.4%Basic MaterialsVLOValero Energy$23,171,842$8,823,171 ▲61.5%189,0194.1%Oils/EnergyALKAlaska Air Group$22,667,356$143,162 ▲0.6%350,0754.1%TransportationSBUXStarbucks$21,328,970$20,531 ▲0.1%233,7423.8%Retail/WholesaleOLNOlin$19,789,650$1,962,122 ▲11.0%585,4933.5%Basic MaterialsDISWalt Disney$15,596,050$71,153 ▲0.5%140,0632.8%Consumer DiscretionaryCMICummins$14,102,962$135,257 ▼-0.9%40,4562.5%Auto/Tires/TrucksPARAParamount Global$12,343,730$5,345,980 ▼-30.2%1,180,0892.2%Consumer DiscretionaryEQNREquinor ASA$11,611,417$259,358 ▲2.3%490,1402.1%Oils/EnergyDINOHF Sinclair$10,266,461$8,343,302 ▼-44.8%292,9091.8%Oils/EnergyFIVEFive Below$8,014,431$232,381 ▲3.0%76,3571.4%Retail/WholesaleXOMExxon Mobil$6,070,2830.0%56,4311.1%Oils/EnergyTRVTravelers Companies$4,855,1380.0%20,1550.9%FinanceMRKMerck & Co., Inc.$4,421,1900.0%44,4430.8%MedicalCOSTCostco Wholesale$3,985,775$18,325 ▲0.5%4,3500.7%Retail/WholesaleNXPINXP Semiconductors$2,845,051$39,076 ▼-1.4%13,6880.5%Computer and TechnologyNKENIKE$2,693,855$54,936 ▲2.1%35,6000.5%Consumer DiscretionaryMCYMercury General$1,781,972$2,175,196 ▼-55.0%26,8050.3%FinanceGEGeneral Electric$1,641,5470.0%9,8420.3%TransportationSMHISEACOR Marine$1,387,3090.0%211,4800.2%TransportationKOCoca-Cola$1,386,717$16,997 ▲1.2%22,2730.2%Consumer StaplesGE VERNOVA INC$1,361,1120.0%4,1380.2%COMAXPAmerican Express$1,315,373$6,529 ▼-0.5%4,4320.2%FinanceAAPLApple$1,036,7390.0%4,1400.2%Computer and TechnologyCVXChevron$892,6490.0%6,1630.2%Oils/EnergyGLDMSPDR Gold MiniShares Trust$746,836$99,041 ▲15.3%14,3650.1%FinanceOVVOvintiv$667,7240.0%16,4870.1%Oils/EnergySPROTT PHYSICAL GOLD TR$480,7220.0%23,8690.1%UNITGEHCGE HealthCare Technologies$358,1430.0%4,5810.1%MedicalSHELShell$311,2450.0%4,9680.1%Oils/EnergySYFSynchrony Financial$288,4050.0%4,4370.1%FinanceAMZNAmazon.com$210,614$68,450 ▼-24.5%9600.0%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. 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