Skip to content
Disclosery

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

Follow

13F filer, CIK 1115373, Highlands Ranch, CO

SEMPER AUGUSTUS INVESTMENTS GROUP LLC reported $869,557,914 across 39 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-17. Its ten largest share positions make up 82.07% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-26-001092

Period
2025-12-31
Reported value
$870M
Holdings
39
Top 10 weight
82.07%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
DECKadded+264,857$27.5M
ALKadded+30,691$1.54M
DLTRadded+7,503$923K
EQNRadded+24,654$583K
OLNadded+19,195$400K

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-476,822-$13.4M
FIVEreduced-43,107-$8.12M
NEMreduced-14,968-$1.49M
GEVreduced-1,442-$942K
BRK-Breduced-1,028-$517K

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, Q4 2025

Share positions as resolved from 13F-HR 0001172661-26-001092, largest first. % of portfolio is the value over $869,557,914, 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,820 shares; 2024Q4: 238,053 shares; 2025Q1: 239,349 shares; 2025Q2: 246,664 shares; 2025Q3: 250,239 shares; 2025Q4: 249,211 shares 249,211$125M14.41%-1,028Timeline
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 861,192 shares; 2024Q4: 611,529 shares; 2025Q1: 907,179 shares; 2025Q2: 926,119 shares; 2025Q3: 925,826 shares; 2025Q4: 925,955 shares 925,955$123M14.14%+129Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127 shares; 2024Q4: 120 shares; 2025Q1: 116 shares; 2025Q2: 116 shares; 2025Q3: 116 shares; 2025Q4: 116 shares 116$87.6M10.07%0Timeline
DECKDECKERS OUTDOOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 210,523 shares; 2025Q3: 374,841 shares; 2025Q4: 639,698 shares 639,698$66.3M7.63%+264,857Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,314 shares; 2024Q4: 656,823 shares; 2025Q1: 662,556 shares; 2025Q2: 678,145 shares; 2025Q3: 678,207 shares; 2025Q4: 663,239 shares 663,239$66.2M7.62%-14,968Timeline
DLTRDOLLAR TREE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 483,438 shares; 2024Q4: 783,822 shares; 2025Q1: 493,386 shares; 2025Q2: 506,396 shares; 2025Q3: 505,157 shares; 2025Q4: 512,660 shares 512,660$63.1M7.25%+7,503Timeline
KGCKINROSS GOLD CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 2,112,933 shares 2,112,933$59.5M6.84%-476,822Timeline
FIVEFIVE BELOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 74,143 shares; 2024Q4: 76,357 shares; 2025Q1: 78,664 shares; 2025Q2: 322,806 shares; 2025Q3: 308,341 shares; 2025Q4: 265,234 shares 265,234$50M5.75%-43,107Timeline
OLNOLIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,943,440 shares 1,943,440$40.5M4.66%+19,195Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,046 shares; 2024Q4: 189,019 shares; 2025Q1: 190,494 shares; 2025Q2: 198,707 shares; 2025Q3: 199,527 shares; 2025Q4: 198,658 shares 198,658$32.3M3.72%-869Timeline
ALKALASKA AIR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 347,864 shares; 2024Q4: 350,075 shares; 2025Q1: 344,834 shares; 2025Q2: 372,013 shares; 2025Q3: 378,591 shares; 2025Q4: 409,282 shares 409,282$20.6M2.37%+30,691Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 233,517 shares; 2024Q4: 233,742 shares; 2025Q1: 231,702 shares; 2025Q2: 239,081 shares; 2025Q3: 238,961 shares; 2025Q4: 241,470 shares 241,470$20.3M2.34%+2,509Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,844 shares; 2024Q4: 40,456 shares; 2025Q1: 40,039 shares; 2025Q2: 40,039 shares; 2025Q3: 39,936 shares; 2025Q4: 39,774 shares 39,774$20.3M2.33%-162Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,424 shares; 2024Q4: 140,063 shares; 2025Q1: 139,801 shares; 2025Q2: 144,397 shares; 2025Q3: 145,536 shares; 2025Q4: 145,782 shares 145,782$16.6M1.91%+246Timeline
DINOHF SINCLAIR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 530,949 shares; 2024Q4: 292,909 shares; 2025Q1: 299,281 shares; 2025Q2: 348,934 shares; 2025Q3: 356,712 shares; 2025Q4: 358,527 shares 358,527$16.5M1.9%+1,815Timeline
EQNREQUINOR ASAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 479,192 shares; 2024Q4: 490,140 shares; 2025Q1: 490,166 shares; 2025Q2: 510,218 shares; 2025Q3: 573,731 shares; 2025Q4: 598,385 shares 598,385$14.1M1.63%+24,654Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 659,284 shares; 2025Q4: 659,061 shares 659,061$8.83M1.02%-223Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,431 shares; 2024Q4: 56,431 shares; 2025Q1: 56,272 shares; 2025Q2: 56,833 shares; 2025Q3: 57,840 shares; 2025Q4: 57,556 shares 57,556$6.93M0.8%-284Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,155 shares; 2024Q4: 20,155 shares; 2025Q1: 20,155 shares; 2025Q2: 19,255 shares; 2025Q3: 19,100 shares; 2025Q4: 19,100 shares 19,100$5.54M0.64%0Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,443 shares; 2024Q4: 44,443 shares; 2025Q1: 44,443 shares; 2025Q2: 44,443 shares; 2025Q3: 44,443 shares; 2025Q4: 44,443 shares 44,443$4.68M0.54%0Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,330 shares; 2024Q4: 4,350 shares; 2025Q1: 4,245 shares; 2025Q2: 3,768 shares; 2025Q3: 3,435 shares; 2025Q4: 3,447 shares 3,447$2.97M0.34%+12Timeline
NXPINXP SEMICONDUCTORS N VQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,876 shares; 2024Q4: 13,688 shares; 2025Q1: 13,558 shares; 2025Q2: 13,558 shares; 2025Q3: 13,394 shares; 2025Q4: 13,298 shares 13,298$2.89M0.33%-96Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,842 shares; 2024Q4: 9,842 shares; 2025Q1: 9,842 shares; 2025Q2: 9,352 shares; 2025Q3: 9,352 shares; 2025Q4: 9,352 shares 9,352$2.88M0.33%0Timeline
GLDMWORLD GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,460 shares; 2024Q4: 14,365 shares; 2025Q1: 16,219 shares; 2025Q2: 17,001 shares; 2025Q3: 19,864 shares; 2025Q4: 23,979 shares 23,979$2.05M0.24%+4,115Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,138 shares; 2024Q4: 4,138 shares; 2025Q1: 3,738 shares; 2025Q2: 3,436 shares; 2025Q3: 3,436 shares; 2025Q4: 1,994 shares 1,994$1.3M0.15%-1,442Timeline
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,454 shares; 2024Q4: 4,432 shares; 2025Q1: 4,432 shares; 2025Q2: 4,432 shares; 2025Q3: 4,106 shares; 2025Q4: 3,441 shares 3,441$1.27M0.15%-665Timeline
SMHISEACOR MARINE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,480 shares; 2024Q4: 211,480 shares; 2025Q1: 211,480 shares; 2025Q2: 211,480 shares; 2025Q3: 211,480 shares; 2025Q4: 208,175 shares 208,175$1.25M0.14%-3,305Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,140 shares; 2024Q4: 4,140 shares; 2025Q1: 4,140 shares; 2025Q2: 4,140 shares; 2025Q3: 4,140 shares; 2025Q4: 4,140 shares 4,140$1.13M0.13%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,000 shares; 2024Q4: 22,273 shares; 2025Q1: 22,000 shares; 2025Q2: 15,622 shares; 2025Q3: 15,328 shares; 2025Q4: 15,328 shares 15,328$1.07M0.12%0Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,163 shares; 2024Q4: 6,163 shares; 2025Q1: 6,163 shares; 2025Q2: 6,389 shares; 2025Q3: 6,389 shares; 2025Q4: 6,389 shares 6,389$974K0.11%0Timeline
PHYSSPROTT ASSET MANAGEMENT LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,869 shares; 2024Q4: 23,869 shares; 2025Q1: 23,869 shares; 2025Q2: 23,869 shares; 2025Q3: 23,869 shares; 2025Q4: 23,869 shares 23,869$788K0.09%0Timeline
OVVOVINTIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,487 shares; 2024Q4: 16,487 shares; 2025Q1: 16,487 shares; 2025Q2: 16,487 shares; 2025Q3: 16,487 shares; 2025Q4: 16,487 shares 16,487$646K0.07%0Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,581 shares; 2024Q4: 4,581 shares; 2025Q1: 4,581 shares; 2025Q2: 4,581 shares; 2025Q3: 4,581 shares; 2025Q4: 4,581 shares 4,581$376K0.04%0Timeline
SYFSYNCHRONY FINANCIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,437 shares; 2024Q4: 4,437 shares; 2025Q1: 4,437 shares; 2025Q2: 4,437 shares; 2025Q3: 4,437 shares; 2025Q4: 4,437 shares 4,437$370K0.04%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,968 shares; 2024Q4: 4,968 shares; 2025Q1: 4,968 shares; 2025Q2: 4,968 shares; 2025Q3: 4,968 shares; 2025Q4: 4,968 shares 4,968$365K0.04%0Timeline
SGOVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,600 shares; 2025Q2: 8,128 shares; 2025Q3: 5,565 shares; 2025Q4: 3,541 shares 3,541$355K0.04%-2,024Timeline
SIVRABRDN SILVER ETF TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,245 shares 4,245$287K0.03%newTimeline
FLEXFLEX LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,090 shares; 2025Q3: 5,090 shares; 2025Q4: 4,485 shares 4,485$271K0.03%-605Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 700 shares 700$219K0.03%newTimeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
PSXPHILLIPS 661,472$200Kshares

How Q4 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 0001172661-26-001092 base2026-02-17acceptance time not in the bulk data set