Semper Augustus Investments Group as of March 31, 2025
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 36 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 20.5 | $128M | 239k | 532.58 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 14.9 | $93M | 116.00 | 798441.60 | |
| Dollar General (DG) | 12.9 | $80M | 907k | 87.93 | |
| Kinross Gold Corp (KGC) | 9.2 | $57M | 4.5M | 12.61 | |
| Dollar Tree (DLTR) | 6.0 | $37M | 493k | 75.07 | |
| Newmont Mining Corporation (NEM) | 5.2 | $32M | 663k | 48.28 | |
| Valero Energy Corporation (VLO) | 4.1 | $25M | 191k | 132.07 | |
| Starbucks Corporation (SBUX) | 3.7 | $23M | 232k | 98.09 | |
| Paramount Global Class B Com (PARA) | 3.1 | $20M | 1.6M | 11.96 | |
| Olin Corp Com Par $1 (OLN) | 2.7 | $17M | 703k | 24.24 | |
| Alaska Air (ALK) | 2.7 | $17M | 345k | 49.22 | |
| Walt Disney Company (DIS) | 2.2 | $14M | 140k | 98.70 | |
| Equinor Asa Sponsored Adr (EQNR) | 2.1 | $13M | 490k | 26.45 | |
| Cummins (CMI) | 2.0 | $13M | 40k | 313.44 | |
| Hf Sinclair Corp (DINO) | 1.6 | $9.8M | 299k | 32.88 | |
| Exxon Mobil Corporation (XOM) | 1.1 | $6.7M | 56k | 118.93 | |
| Five Below (FIVE) | 1.0 | $5.9M | 79k | 74.92 | |
| Travelers Companies (TRV) | 0.9 | $5.3M | 20k | 264.46 | |
| Costco Wholesale Corporation (COST) | 0.6 | $4.0M | 4.2k | 945.78 | |
| Merck & Co (MRK) | 0.6 | $4.0M | 44k | 89.76 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $2.6M | 14k | 190.06 | |
| Nike CL B (NKE) | 0.4 | $2.3M | 37k | 63.48 | |
| Ge Aerospace Com New (GE) | 0.3 | $2.0M | 9.8k | 200.15 | |
| Coca-Cola Company (KO) | 0.3 | $1.6M | 22k | 71.62 | |
| American Express Company (AXP) | 0.2 | $1.2M | 4.4k | 269.05 | |
| Ge Vernova (GEV) | 0.2 | $1.1M | 3.7k | 305.28 | |
| Seacor Marine Hldgs (SMHI) | 0.2 | $1.1M | 212k | 5.06 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.2 | $1.1M | 11k | 100.67 | |
| Chevron Corporation (CVX) | 0.2 | $1.0M | 6.2k | 167.29 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $1.0M | 16k | 61.89 | |
| Apple (AAPL) | 0.1 | $920k | 4.1k | 222.13 | |
| Encana Corporation (OVV) | 0.1 | $706k | 17k | 42.80 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $574k | 24k | 24.06 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.1 | $370k | 4.6k | 80.71 | |
| Shell Spon Ads (SHEL) | 0.1 | $364k | 5.0k | 73.28 | |
| Synchrony Financial (SYF) | 0.0 | $235k | 4.4k | 52.94 |
