SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | KGC | 2.59M | $64.36M |
 | OLN | 1.92M | $48.09M |
 | DG | 926K | $95.68M |
 | NEM | 678K | $57.18M |
 | PSKY | 659K | $12.47M |
 | EQNR | 574K | $13.99M |
 | DLTR | 505K | $47.67M |
 | ALK | 379K | $18.85M |
 | DECK | 375K | $38.00M |
 | DINO | 357K | $18.67M |
 | FIVE | 308K | $47.70M |
 | BRK-B | 250K | $125.81M |
 | SBUX | 239K | $20.22M |
 | SMHI | 211K | $1.37M |
 | VLO | 200K | $33.97M |
 | DIS | 146K | $16.66M |
 | XOM | 58K | $6.52M |
 | MRK | 44K | $3.73M |
 | CMI | 40K | $16.87M |
 | TRV | 19K | $5.33M |
Kinross Gold Corporation
KGC
Shares Held
2.59M
Value
$64.36M
Olin Corporation
OLN
Shares Held
1.92M
Value
$48.09M
Dollar General Corporation
DG
Shares Held
926K
Value
$95.68M
Newmont Corporation
NEM
Shares Held
678K
Value
$57.18M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
659K
Value
$12.47M
Equinor ASA
EQNR
Shares Held
574K
Value
$13.99M
Dollar Tree, Inc.
DLTR
Shares Held
505K
Value
$47.67M
Alaska Air Group, Inc.
ALK
Shares Held
379K
Value
$18.85M
Deckers Outdoor Corporation
DECK
Shares Held
375K
Value
$38.00M
HF Sinclair Corporation
DINO
Shares Held
357K
Value
$18.67M
Five Below, Inc.
FIVE
Shares Held
308K
Value
$47.70M
Berkshire Hathaway Inc.
BRK-B
Shares Held
250K
Value
$125.81M
Starbucks Corporation
SBUX
Shares Held
239K
Value
$20.22M
SEACOR Marine Holdings Inc.
SMHI
Shares Held
211K
Value
$1.37M
Valero Energy Corporation
VLO
Shares Held
200K
Value
$33.97M
The Walt Disney Company
DIS
Shares Held
146K
Value
$16.66M
Exxon Mobil Corporation
XOM
Shares Held
58K
Value
$6.52M
Merck & Co., Inc.
MRK
Shares Held
44K
Value
$3.73M
Cummins Inc.
CMI
Shares Held
40K
Value
$16.87M
The Travelers Companies, Inc.
TRV
Shares Held
19K
Value
$5.33M