SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KGC | 2.11M | $59.50M |
 | OLN | 1.94M | $40.48M |
 | DG | 926K | $122.94M |
 | NEM | 663K | $66.22M |
 | PSKY | 659K | $8.83M |
 | DECK | 640K | $66.32M |
 | EQNR | 598K | $14.14M |
 | DLTR | 513K | $63.06M |
 | ALK | 409K | $20.59M |
 | DINO | 359K | $16.52M |
 | FIVE | 265K | $49.96M |
 | BRK-B | 249K | $125.27M |
 | SBUX | 241K | $20.33M |
 | SMHI | 208K | $1.25M |
 | VLO | 199K | $32.34M |
 | DIS | 146K | $16.59M |
 | XOM | 58K | $6.93M |
 | MRK | 44K | $4.68M |
 | CMI | 40K | $20.30M |
 | TRV | 19K | $5.54M |
Kinross Gold Corporation
KGC
Shares Held
2.11M
Value
$59.50M
Olin Corporation
OLN
Shares Held
1.94M
Value
$40.48M
Dollar General Corporation
DG
Shares Held
926K
Value
$122.94M
Newmont Corporation
NEM
Shares Held
663K
Value
$66.22M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
659K
Value
$8.83M
Deckers Outdoor Corporation
DECK
Shares Held
640K
Value
$66.32M
Equinor ASA
EQNR
Shares Held
598K
Value
$14.14M
Dollar Tree, Inc.
DLTR
Shares Held
513K
Value
$63.06M
Alaska Air Group, Inc.
ALK
Shares Held
409K
Value
$20.59M
HF Sinclair Corporation
DINO
Shares Held
359K
Value
$16.52M
Five Below, Inc.
FIVE
Shares Held
265K
Value
$49.96M
Berkshire Hathaway Inc.
BRK-B
Shares Held
249K
Value
$125.27M
Starbucks Corporation
SBUX
Shares Held
241K
Value
$20.33M
SEACOR Marine Holdings Inc.
SMHI
Shares Held
208K
Value
$1.25M
Valero Energy Corporation
VLO
Shares Held
199K
Value
$32.34M
The Walt Disney Company
DIS
Shares Held
146K
Value
$16.59M
Exxon Mobil Corporation
XOM
Shares Held
58K
Value
$6.93M
Merck & Co., Inc.
MRK
Shares Held
44K
Value
$4.68M
Cummins Inc.
CMI
Shares Held
40K
Value
$20.30M
The Travelers Companies, Inc.
TRV
Shares Held
19K
Value
$5.54M