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Disclosery

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

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13F filer, CIK 1115373, Highlands Ranch, CO

SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported $620,319,051 across 36 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 82.24% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002345

Period
2025-03-31
Reported value
$620M
Holdings
36
Top 10 weight
82.24%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DGadded+295,650$26M
PARAMOUNT GLOBALadded+452,566$5.41M
OLNadded+116,973$2.84M
SGOVnew+10,600$1.07M
BRK-Badded+1,296$690K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
DLTRreduced-290,436-$21.8M
BRK-Areduced-4-$3.19M
MCYexited-26,805-$1.78M
KGCreduced-101,545-$1.28M
ALKreduced-5,241-$258K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001172661-25-002345, largest first. % of portfolio is the value over $620,319,051, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,820 shares; 2024Q4: 238,053 shares; 2025Q1: 239,349 shares 239,349$127M20.55%+1,296Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 120 shares; 2025Q1: 116 shares 116$92.6M14.93%-4Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,192 shares; 2024Q4: 611,529 shares; 2025Q1: 907,179 shares 907,179$79.8M12.86%+295,650Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618,634 shares; 2024Q4: 4,608,191 shares; 2025Q1: 4,506,646 shares 4,506,646$56.8M9.16%-101,545Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,438 shares; 2024Q4: 783,822 shares; 2025Q1: 493,386 shares 493,386$37M5.97%-290,436Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,314 shares; 2024Q4: 656,823 shares; 2025Q1: 662,556 shares 662,556$32M5.16%+5,733Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,046 shares; 2024Q4: 189,019 shares; 2025Q1: 190,494 shares 190,494$25.2M4.06%+1,475Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,517 shares; 2024Q4: 233,742 shares; 2025Q1: 231,702 shares 231,702$22.7M3.66%-2,040Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691,177 shares; 2024Q4: 1,180,089 shares; 2025Q1: 1,632,655 shares 1,632,655$19.5M3.15%+452,566
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,442 shares; 2024Q4: 585,493 shares; 2025Q1: 702,466 shares 702,466$17M2.75%+116,973Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,864 shares; 2024Q4: 350,075 shares; 2025Q1: 344,834 shares 344,834$17M2.74%-5,241Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,424 shares; 2024Q4: 140,063 shares; 2025Q1: 139,801 shares 139,801$13.8M2.22%-262Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,192 shares; 2024Q4: 490,140 shares; 2025Q1: 490,166 shares 490,166$13M2.09%+26Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,456 shares; 2025Q1: 40,039 shares 40,039$12.5M2.02%-417Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,949 shares; 2024Q4: 292,909 shares; 2025Q1: 299,281 shares 299,281$9.84M1.59%+6,372Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,431 shares; 2024Q4: 56,431 shares; 2025Q1: 56,272 shares 56,272$6.69M1.08%-159Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 76,357 shares; 2025Q1: 78,664 shares 78,664$5.89M0.95%+2,307Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 20,155 shares; 2025Q1: 20,155 shares 20,155$5.33M0.86%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,350 shares; 2025Q1: 4,245 shares 4,245$4.01M0.65%-105Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,443 shares; 2024Q4: 44,443 shares; 2025Q1: 44,443 shares 44,443$3.99M0.64%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,688 shares; 2025Q1: 13,558 shares 13,558$2.58M0.42%-130Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,874 shares; 2024Q4: 35,600 shares; 2025Q1: 36,550 shares 36,550$2.32M0.37%+950Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares 9,842$1.97M0.32%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,273 shares; 2025Q1: 22,000 shares 22,000$1.58M0.25%-273Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,432 shares; 2025Q1: 4,432 shares 4,432$1.19M0.19%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,138 shares; 2025Q1: 3,738 shares 3,738$1.14M0.18%-400Timeline
SMHISEACOR MARINE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,480 shares; 2024Q4: 211,480 shares; 2025Q1: 211,480 shares 211,480$1.07M0.17%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares 10,600$1.07M0.17%newTimeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares 6,163$1.03M0.17%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 14,365 shares; 2025Q1: 16,219 shares 16,219$1M0.16%+1,854Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares 4,140$920K0.15%0Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: 16,487 shares; 2025Q1: 16,487 shares 16,487$706K0.11%0Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares 23,869$574K0.09%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares 4,581$370K0.06%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,968 shares; 2025Q1: 4,968 shares 4,968$364K0.06%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares 4,437$235K0.04%0Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
MCYMERCURY GENL CORP NEW26,805$1.78Mshares
AMZNAMAZON COM INC960$211Kshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002345 base2025-05-15acceptance time not in the bulk data set