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SEMPER AUGUSTUS INVESTMENTS GROUP LLC

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13F filer, CIK 1115373, Highlands Ranch, CO

SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported $710,643,112 across 37 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-15. Its ten largest share positions make up 78.92% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-003548

Period
2025-06-30
Reported value
$711M
Holdings
37
Top 10 weight
78.92%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FIVEadded+244,142$32M
DECKnew+210,523$21.7M
BRK-Badded+7,315$3.55M
DGadded+18,940$2.17M
DINOadded+49,653$2.04M

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
KGCreduced-1,419,922-$22.2M
NKEexited-36,550-$2.32M
COSTreduced-477-$472K
KOreduced-6,378-$451K
SGOVreduced-2,472-$249K

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, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-003548, largest first. % of portfolio is the value over $710,643,112, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,820 shares; 2024Q4: 238,053 shares; 2025Q1: 239,349 shares; 2025Q2: 246,664 shares 246,664$120M16.86%+7,315Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,192 shares; 2024Q4: 611,529 shares; 2025Q1: 907,179 shares; 2025Q2: 926,119 shares 926,119$106M14.91%+18,940Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 120 shares; 2025Q1: 116 shares; 2025Q2: 116 shares 116$84.5M11.9%0Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,438 shares; 2024Q4: 783,822 shares; 2025Q1: 493,386 shares; 2025Q2: 506,396 shares 506,396$50.2M7.06%+13,010Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,618,634 shares; 2024Q4: 4,608,191 shares; 2025Q1: 4,506,646 shares; 2025Q2: 3,086,724 shares 3,086,724$48.2M6.79%-1,419,922Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 76,357 shares; 2025Q1: 78,664 shares; 2025Q2: 322,806 shares 322,806$42.3M5.96%+244,142Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,314 shares; 2024Q4: 656,823 shares; 2025Q1: 662,556 shares; 2025Q2: 678,145 shares 678,145$39.5M5.56%+15,589Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,046 shares; 2024Q4: 189,019 shares; 2025Q1: 190,494 shares; 2025Q2: 198,707 shares 198,707$26.7M3.76%+8,213Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,517 shares; 2024Q4: 233,742 shares; 2025Q1: 231,702 shares; 2025Q2: 239,081 shares 239,081$21.9M3.08%+7,379Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,523 shares 210,523$21.7M3.05%newTimeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691,177 shares; 2024Q4: 1,180,089 shares; 2025Q1: 1,632,655 shares; 2025Q2: 1,681,694 shares 1,681,694$21.7M3.05%+49,039
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,864 shares; 2024Q4: 350,075 shares; 2025Q1: 344,834 shares; 2025Q2: 372,013 shares 372,013$18.4M2.59%+27,179Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,424 shares; 2024Q4: 140,063 shares; 2025Q1: 139,801 shares; 2025Q2: 144,397 shares 144,397$17.9M2.52%+4,596Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,442 shares; 2024Q4: 585,493 shares; 2025Q1: 702,466 shares; 2025Q2: 797,436 shares 797,436$16M2.25%+94,970Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,949 shares; 2024Q4: 292,909 shares; 2025Q1: 299,281 shares; 2025Q2: 348,934 shares 348,934$14.3M2.02%+49,653Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,456 shares; 2025Q1: 40,039 shares; 2025Q2: 40,039 shares 40,039$13.1M1.85%0Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,192 shares; 2024Q4: 490,140 shares; 2025Q1: 490,166 shares; 2025Q2: 510,218 shares 510,218$12.8M1.8%+20,052Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,431 shares; 2024Q4: 56,431 shares; 2025Q1: 56,272 shares; 2025Q2: 56,833 shares 56,833$6.13M0.86%+561Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 20,155 shares; 2025Q1: 20,155 shares; 2025Q2: 19,255 shares 19,255$5.15M0.72%-900Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,350 shares; 2025Q1: 4,245 shares; 2025Q2: 3,768 shares 3,768$3.73M0.52%-477Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,443 shares; 2024Q4: 44,443 shares; 2025Q1: 44,443 shares; 2025Q2: 44,443 shares 44,443$3.52M0.5%0Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,688 shares; 2025Q1: 13,558 shares; 2025Q2: 13,558 shares 13,558$2.96M0.42%0Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,352 shares 9,352$2.41M0.34%-490Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,138 shares; 2025Q1: 3,738 shares; 2025Q2: 3,436 shares 3,436$1.82M0.26%-302Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,432 shares; 2025Q1: 4,432 shares; 2025Q2: 4,432 shares 4,432$1.41M0.2%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 14,365 shares; 2025Q1: 16,219 shares; 2025Q2: 17,001 shares 17,001$1.11M0.16%+782Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,273 shares; 2025Q1: 22,000 shares; 2025Q2: 15,622 shares 15,622$1.11M0.16%-6,378Timeline
SMHISEACOR MARINE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,480 shares; 2024Q4: 211,480 shares; 2025Q1: 211,480 shares; 2025Q2: 211,480 shares 211,480$1.08M0.15%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,389 shares 6,389$915K0.13%+226Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares 4,140$849K0.12%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 8,128 shares 8,128$818K0.12%-2,472Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: 16,487 shares; 2025Q1: 16,487 shares; 2025Q2: 16,487 shares 16,487$627K0.09%0Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares; 2025Q2: 23,869 shares 23,869$605K0.09%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,968 shares; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares 4,968$350K0.05%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares 4,581$339K0.05%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares; 2025Q2: 4,437 shares 4,437$296K0.04%0Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares 5,090$254K0.04%newTimeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
NKENIKE INC36,550$2.32Mshares

How Q2 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 0001172661-25-003548 base2025-08-15acceptance time not in the bulk data set