Skip to content
Disclosery

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Follow

13F filer, CIK 1115373, Highlands Ranch, CO

SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported $801,166,442 across 38 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 80.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-005018

Period
2025-09-30
Reported value
$801M
Holdings
38
Top 10 weight
80.62%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
OLNadded+1,126,809$28.2M
DECKadded+164,318$16.7M
SKYDnew+659,284$12.5M
BRK-Badded+3,575$1.8M
EQNRadded+63,513$1.55M

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
PARAMOUNT GLOBALexited-1,681,694-$21.7M
KGCreduced-496,969-$12.3M
FIVEreduced-14,465-$2.24M
COSTreduced-333-$308K
SGOVreduced-2,563-$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, Q3 2025

Share positions as resolved from 13F-HR 0001172661-25-005018, largest first. % of portfolio is the value over $801,166,442, 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; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,820 shares; 2024Q4: 238,053 shares; 2025Q1: 239,349 shares; 2025Q2: 246,664 shares; 2025Q3: 250,239 shares 250,239$126M15.7%+3,575Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,192 shares; 2024Q4: 611,529 shares; 2025Q1: 907,179 shares; 2025Q2: 926,119 shares; 2025Q3: 925,826 shares 925,826$95.7M11.94%-293Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 120 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares 116$87.5M10.92%0Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 2,589,755 shares 2,589,755$64.4M8.03%-496,969Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,314 shares; 2024Q4: 656,823 shares; 2025Q1: 662,556 shares; 2025Q2: 678,145 shares; 2025Q3: 678,207 shares 678,207$57.2M7.14%+62Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 527,442 shares; 2024Q4: 585,493 shares; 2025Q1: 702,466 shares; 2025Q2: 797,436 shares; 2025Q3: 1,924,245 shares 1,924,245$48.1M6%+1,126,809Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 76,357 shares; 2025Q1: 78,664 shares; 2025Q2: 322,806 shares; 2025Q3: 308,341 shares 308,341$47.7M5.95%-14,465Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,438 shares; 2024Q4: 783,822 shares; 2025Q1: 493,386 shares; 2025Q2: 506,396 shares; 2025Q3: 505,157 shares 505,157$47.7M5.95%-1,239Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,523 shares; 2025Q3: 374,841 shares 374,841$38M4.74%+164,318Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,046 shares; 2024Q4: 189,019 shares; 2025Q1: 190,494 shares; 2025Q2: 198,707 shares; 2025Q3: 199,527 shares 199,527$34M4.24%+820Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,517 shares; 2024Q4: 233,742 shares; 2025Q1: 231,702 shares; 2025Q2: 239,081 shares; 2025Q3: 238,961 shares 238,961$20.2M2.52%-120Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,864 shares; 2024Q4: 350,075 shares; 2025Q1: 344,834 shares; 2025Q2: 372,013 shares; 2025Q3: 378,591 shares 378,591$18.8M2.35%+6,578Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,949 shares; 2024Q4: 292,909 shares; 2025Q1: 299,281 shares; 2025Q2: 348,934 shares; 2025Q3: 356,712 shares 356,712$18.7M2.33%+7,778Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,456 shares; 2025Q1: 40,039 shares; 2025Q2: 40,039 shares; 2025Q3: 39,936 shares 39,936$16.9M2.11%-103Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,424 shares; 2024Q4: 140,063 shares; 2025Q1: 139,801 shares; 2025Q2: 144,397 shares; 2025Q3: 145,536 shares 145,536$16.7M2.08%+1,139Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,192 shares; 2024Q4: 490,140 shares; 2025Q1: 490,166 shares; 2025Q2: 510,218 shares; 2025Q3: 573,731 shares 573,731$14M1.75%+63,513Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 659,284 shares 659,284$12.5M1.56%newTimeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,431 shares; 2024Q4: 56,431 shares; 2025Q1: 56,272 shares; 2025Q2: 56,833 shares; 2025Q3: 57,840 shares 57,840$6.52M0.81%+1,007Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 20,155 shares; 2025Q1: 20,155 shares; 2025Q2: 19,255 shares; 2025Q3: 19,100 shares 19,100$5.33M0.67%-155Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,443 shares; 2024Q4: 44,443 shares; 2025Q1: 44,443 shares; 2025Q2: 44,443 shares; 2025Q3: 44,443 shares 44,443$3.73M0.47%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,350 shares; 2025Q1: 4,245 shares; 2025Q2: 3,768 shares; 2025Q3: 3,435 shares 3,435$3.18M0.4%-333Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,688 shares; 2025Q1: 13,558 shares; 2025Q2: 13,558 shares; 2025Q3: 13,394 shares 13,394$3.05M0.38%-164Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares 9,352$2.81M0.35%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,138 shares; 2025Q1: 3,738 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares 3,436$2.11M0.26%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 14,365 shares; 2025Q1: 16,219 shares; 2025Q2: 17,001 shares; 2025Q3: 19,864 shares 19,864$1.52M0.19%+2,863Timeline
SMHISEACOR MARINE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,480 shares; 2024Q4: 211,480 shares; 2025Q1: 211,480 shares; 2025Q2: 211,480 shares; 2025Q3: 211,480 shares 211,480$1.37M0.17%0Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,432 shares; 2025Q1: 4,432 shares; 2025Q2: 4,432 shares; 2025Q3: 4,106 shares 4,106$1.36M0.17%-326Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares 4,140$1.05M0.13%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,273 shares; 2025Q1: 22,000 shares; 2025Q2: 15,622 shares; 2025Q3: 15,328 shares 15,328$1.02M0.13%-294Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,389 shares; 2025Q3: 6,389 shares 6,389$992K0.12%0Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares; 2025Q2: 23,869 shares; 2025Q3: 23,869 shares 23,869$707K0.09%0Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: 16,487 shares; 2025Q1: 16,487 shares; 2025Q2: 16,487 shares; 2025Q3: 16,487 shares 16,487$666K0.08%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 8,128 shares; 2025Q3: 5,565 shares 5,565$560K0.07%-2,563Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,968 shares; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares 4,968$355K0.04%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares 4,581$344K0.04%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares 4,437$315K0.04%0Timeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares 5,090$295K0.04%0Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,472 shares 1,472$200K0.02%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
PARAMOUNT GLOBALPARAMOUNT GLOBAL1,681,694$21.7Mshares

How Q3 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 0001172661-25-005018 base2025-11-14acceptance time not in the bulk data set