Semper Augustus Investments Group as of June 30, 2025
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 37 positions in its portfolio as reported in the June 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) | 16.9 | $120M | 247k | 485.77 | |
| Dollar General (DG) | 14.9 | $106M | 926k | 114.38 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 11.9 | $85M | 116.00 | 728800.00 | |
| Dollar Tree (DLTR) | 7.1 | $50M | 506k | 99.04 | |
| Kinross Gold Corp (KGC) | 6.8 | $48M | 3.1M | 15.63 | |
| Five Below (FIVE) | 6.0 | $42M | 323k | 131.18 | |
| Newmont Mining Corporation (NEM) | 5.6 | $40M | 678k | 58.26 | |
| Valero Energy Corporation (VLO) | 3.8 | $27M | 199k | 134.42 | |
| Starbucks Corporation (SBUX) | 3.1 | $22M | 239k | 91.63 | |
| Deckers Outdoor Corporation (DECK) | 3.1 | $22M | 211k | 103.07 | |
| Paramount Global Class B Com (PARA) | 3.1 | $22M | 1.7M | 12.90 | |
| Alaska Air (ALK) | 2.6 | $18M | 372k | 49.48 | |
| Walt Disney Company (DIS) | 2.5 | $18M | 144k | 124.01 | |
| Olin Corp Com Par $1 (OLN) | 2.3 | $16M | 797k | 20.09 | |
| Hf Sinclair Corp (DINO) | 2.0 | $14M | 349k | 41.08 | |
| Cummins (CMI) | 1.8 | $13M | 40k | 327.50 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.8 | $13M | 510k | 25.14 | |
| Exxon Mobil Corporation (XOM) | 0.9 | $6.1M | 57k | 107.80 | |
| Travelers Companies (TRV) | 0.7 | $5.2M | 19k | 267.54 | |
| Costco Wholesale Corporation (COST) | 0.5 | $3.7M | 3.8k | 989.94 | |
| Merck & Co (MRK) | 0.5 | $3.5M | 44k | 79.16 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $3.0M | 14k | 218.49 | |
| Ge Aerospace Com New (GE) | 0.3 | $2.4M | 9.4k | 257.39 | |
| Ge Vernova (GEV) | 0.3 | $1.8M | 3.4k | 529.15 | |
| American Express Company (AXP) | 0.2 | $1.4M | 4.4k | 318.98 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $1.1M | 17k | 65.52 | |
| Coca-Cola Company (KO) | 0.2 | $1.1M | 16k | 70.75 | |
| Seacor Marine Hldgs (SMHI) | 0.2 | $1.1M | 212k | 5.10 | |
| Chevron Corporation (CVX) | 0.1 | $915k | 6.4k | 143.19 | |
| Apple (AAPL) | 0.1 | $849k | 4.1k | 205.17 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $818k | 8.1k | 100.69 | |
| Encana Corporation (OVV) | 0.1 | $627k | 17k | 38.05 | |
| Sprott Physical Gold Tr Unit (PHYS) | 0.1 | $605k | 24k | 25.35 | |
| Shell Spon Ads (SHEL) | 0.0 | $350k | 5.0k | 70.41 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $339k | 4.6k | 74.07 | |
| Synchrony Financial (SYF) | 0.0 | $296k | 4.4k | 66.74 | |
| Flex Ord (FLEX) | 0.0 | $254k | 5.1k | 49.92 |
