SA

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

13F
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Last update 2025-05-15 36 Stocks (1 new)
Value $620.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(20.55%)BRK.A(14.93%)DG(12.86%)KGC(9.16%)DLTR(5.97%)
Summary Stock Picks Current Portfolio
SEMPER AUGUSTUS INVESTMENTS GR... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
239,349
127,472.5
+0.54%
20.550
+0.11%
0.010
-9.00%
+6.59%
1,044,936.7
Insurance
BRK.A
Berkshire Hathaway Inc
116
92,619.2
-3.33%
14.930
-0.49%
0.010
-9.18%
+6.14%
1,035,120.2
Insurance
DG
Dollar General Corp
907,179
79,768.2
+48.35%
12.860
+4.19%
0.410
+16.64%
+46.00%
23,894.2
Retail - Defensive
KGC
Kinross Gold Corp
4,506,646
56,828.8
-2.20%
9.160
-0.17%
0.370
+9.54%
+71.68%
19,488.3
Metals & Mining
DLTR
Dollar Tree Inc
493,386
37,038.5
-37.05%
5.970
-3.89%
0.230
+41.59%
+52.23%
23,808.0
Retail - Defensive
NEM
Newmont Corp
662,556
31,988.2
+0.87%
5.160
+0.04%
0.060
+14.57%
+67.02%
67,565.6
Metals & Mining
VLO
Valero Energy Corp
190,494
25,158.5
+0.78%
4.060
+0.03%
0.060
+25.76%
+17.77%
44,112.5
Oil & Gas
SBUX
Starbucks Corp
231,702
22,727.7
-0.87%
3.660
-0.03%
0.020
+12.22%
+3.63%
106,128.4
Restaurants
PARA
Paramount Global
1,632,655
19,526.5
+38.35%
3.150
+0.87%
0.240
+16.17%
+30.84%
9,561.1
Media - Diversified
OLN
Olin Corp
702,466
17,027.8
+19.98%
2.750
+0.46%
0.610
-4.54%
-37.37%
2,396.0
Chemicals

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Historical Top Holdings Breakdowns

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DG
Dollar General Corp
2025-03-31
Add
Add
+4.19%
●
68.44 ($75.71) 87.93
$108.58
43.41%
Add 48.35%
907,179
295,650
DLTR
Dollar Tree Inc
2025-03-31
Reduce
Reduce
-3.89%
●
61.92 ($71.51) 76.95
$113.68
58.97%
Reduce -37.05%
493,386
-290,436
PARA
Paramount Global
2025-03-31
Add
Add
+0.87%
●
10.16 ($11.18) 12.14
$13.54
21.06%
Add 38.35%
1,632,655
452,566
BRK.A
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.49%
●
663000 ($729331) 801950
$724,991.00
-0.60%
Reduce -3.33%
116
-4
OLN
Olin Corp
2025-03-31
Add
Add
+0.46%
●
23.36 ($28.13) 34.41
$21.18
-24.72%
Add 19.98%
702,466
116,973
MCY
Mercury General Corp
2025-03-31
Sold Out
Sold Out
-0.32%
●
47.18 ($53.92) 65.75
$70.22
30.23%
Sold Out
0
-26,805
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.17%
●
100.34 ($100.51) 100.68
$100.66
0.15%
New holding
10,600
10,600
KGC
Kinross Gold Corp
2025-03-31
Reduce
Reduce
-0.17%
●
9.69 ($11.22) 12.61
$15.87
41.44%
Reduce -2.2%
4,506,646
-101,545
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.11%
●
442.66 ($486.15) 534.52
$482.01
-0.85%
Add 0.54%
239,349
1,296
ALK
Alaska Air Group Inc
2025-03-31
Reduce
Reduce
-0.06%
●
49.22 ($65.65) 76.6
$50.92
-22.44%
Reduce -1.5%
344,834
-5,241

SEMPER AUGUSTUS INVESTMENTS GROUP LLC Total Holding History ($B)

To

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Asset Allocation

To

SEMPER AUGUSTUS INVESTMENTS GROUP LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Hypothetical Growth since 2025-03-31

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Yearly Returns

Year Portfolio % % Excess Gain %

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Holdings Heat Map

Size field:

SEMPER AUGUSTUS INVESTMENTS GROUP LLC's Holdings Bubble Chart

SEMPER AUGUSTUS INVESTMENTS GROUP LLC News

  • 1

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