Investor Details
| Filer Name: | SEMPER AUGUSTUS INVESTMENTS GROUP LLC |
|---|---|
| CIK: | 1115373 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-14 |
| Number of Holdings: | 37 |
| Portfolio Value: | $0.56B |
Semper Augustus Investments Group Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BRK/B | US | BERKSHIRE HATHAWAY INC-CL B | 238,053 | $108M | 19.29% | 0.1% | - |
| BRK/A | US | BERKSHIRE HATHAWAY INC-CL A | 120 | $82M | 14.60% | -5.5% | - |
| DLTR | US | DOLLAR TREE INC | 783,822 | $59M | 10.50% | 62.1% | - |
| DG | US | DOLLAR GENERAL CORP | 611,529 | $46M | 8.29% | -29.0% | - |
| KGC | US | KINROSS GOLD CORP | 4,608,191 | $43M | 7.63% | -0.2% | - |
| NEM | US | NEWMONT CORP | 656,823 | $24M | 4.37% | 0.8% | - |
| VLO | US | VALERO ENERGY CORP | 189,019 | $23M | 4.14% | 61.5% | - |
| ALK | US | ALASKA AIR GROUP INC | 350,075 | $23M | 4.05% | 0.6% | - |
| SBUX | US | STARBUCKS CORP | 233,742 | $21M | 3.81% | 0.1% | - |
| OLN | US | OLIN CORP | 585,493 | $20M | 3.54% | 11.0% | - |
| DIS | US | WALT DISNEY CO/THE | 140,063 | $16M | 2.79% | 0.5% | - |
| CMI | US | CUMMINS INC | 40,456 | $14M | 2.52% | -0.9% | - |
| PARA | US | PARAMOUNT GLOBAL-CLASS B | 1,180,089 | $12M | 2.21% | -30.2% | - |
| EQNR | US | EQUINOR ASA-SPON ADR | 490,140 | $12M | 2.08% | 2.3% | - |
| DINO | US | HF SINCLAIR CORP | 292,909 | $10M | 1.83% | -44.8% | - |
| FIVE | US | FIVE BELOW | 76,357 | $8M | 1.43% | 3.0% | - |
| XOM | US | EXXON MOBIL CORP | 56,431 | $6M | 1.08% | - | - |
| TRV | US | TRAVELERS COS INC/THE | 20,155 | $5M | 0.87% | - | - |
| MRK | US | MERCK & CO. INC. | 44,443 | $4M | 0.79% | - | - |
| COST | US | COSTCO WHOLESALE CORP | 4,350 | $4M | 0.71% | 0.5% | - |