Semper Augustus Investments Group as of Sept. 30, 2025
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 38 positions in its portfolio as reported in the September 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) | 15.7 | $126M | 250k | 502.74 | |
| Dollar General (DG) | 11.9 | $96M | 926k | 103.35 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 10.9 | $88M | 116.00 | 754200.00 | |
| Kinross Gold Corp (KGC) | 8.0 | $64M | 2.6M | 24.85 | |
| Newmont Mining Corporation (NEM) | 7.1 | $57M | 678k | 84.31 | |
| Olin Corp Com Par $1 (OLN) | 6.0 | $48M | 1.9M | 24.99 | |
| Five Below (FIVE) | 6.0 | $48M | 308k | 154.70 | |
| Dollar Tree (DLTR) | 6.0 | $48M | 505k | 94.37 | |
| Deckers Outdoor Corporation (DECK) | 4.7 | $38M | 375k | 101.37 | |
| Valero Energy Corporation (VLO) | 4.2 | $34M | 200k | 170.26 | |
| Starbucks Corporation (SBUX) | 2.5 | $20M | 239k | 84.60 | |
| Alaska Air (ALK) | 2.4 | $19M | 379k | 49.78 | |
| Hf Sinclair Corp (DINO) | 2.3 | $19M | 357k | 52.34 | |
| Cummins (CMI) | 2.1 | $17M | 40k | 422.37 | |
| Walt Disney Company (DIS) | 2.1 | $17M | 146k | 114.50 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.7 | $14M | 574k | 24.38 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 1.6 | $13M | 659k | 18.92 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $6.5M | 58k | 112.75 | |
| Travelers Companies (TRV) | 0.7 | $5.3M | 19k | 279.22 | |
| Merck & Co (MRK) | 0.5 | $3.7M | 44k | 83.93 | |
| Costco Wholesale Corporation (COST) | 0.4 | $3.2M | 3.4k | 925.63 | |
| Nxp Semiconductors N V (NXPI) | 0.4 | $3.1M | 13k | 227.73 | |
| Ge Aerospace Com New (GE) | 0.4 | $2.8M | 9.4k | 300.82 | |
| Ge Vernova (GEV) | 0.3 | $2.1M | 3.4k | 614.90 | |
| World Gold Tr Spdr Gld Minis (GLDM) | 0.2 | $1.5M | 20k | 76.45 | |
| Seacor Marine Hldgs (SMHI) | 0.2 | $1.4M | 212k | 6.49 | |
| American Express Company (AXP) | 0.2 | $1.4M | 4.1k | 332.16 | |
| Apple (AAPL) | 0.1 | $1.1M | 4.1k | 254.63 | |
| Coca-Cola Company (KO) | 0.1 | $1.0M | 15k | 66.32 | |
| Chevron Corporation (CVX) | 0.1 | $992k | 6.4k | 155.29 | |
| Sprott Asset Management Physical Gold Tr (PHYS) | 0.1 | $707k | 24k | 29.62 | |
| Encana Corporation (OVV) | 0.1 | $666k | 17k | 40.38 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $560k | 5.6k | 100.70 | |
| Shell Spon Ads (SHEL) | 0.0 | $355k | 5.0k | 71.53 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $344k | 4.6k | 75.10 | |
| Synchrony Financial (SYF) | 0.0 | $315k | 4.4k | 71.05 | |
| Flex Ord (FLEX) | 0.0 | $295k | 5.1k | 57.97 | |
| Phillips 66 (PSX) | 0.0 | $200k | 1.5k | 136.02 |
