Semper Augustus

Superinvestor

Semper Augustus Investments Group LLC

SEC CIK: 0001115373
Manager: Christopher Bloomstran
Style: Value
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

Holdings in Q3 2025

Holdings as of Sep 30, 2025, filed Nov 14, 2025. Long positions only; changes compare share counts with Q2 2025.

Positions: 38; +1 vs. Q2 2025
Portfolio value: $801.2M; +$90.5M (+12.7%) vs. Q2 2025
Filed: Nov 14, 2025; SEC

Holdings of Semper Augustus in Q3 2025
Security	Class	Shares	Value	% of portfolio	Share change	Action	History
BRK.BBerkshire Hathaway Inc	Stock	250,239	$125.8M	15.7%	+3,575+1.4%	Added	History
DGDollar General Corp	COM	925,826	$95.7M	11.9%	−2930.0%	Reduced	History
BRK.ABerkshire Hathaway Inc	CL A	116	$87.5M	10.9%	00.0%	Unchanged	History
KGCKinross Gold Corp	COM	2,589,755	$64.4M	8.0%	−496,969−16.1%	Reduced	History
NEMNEWMONT Corp	Stock	678,207	$57.2M	7.1%	+620.0%	Added	History
OLNOLIN Corp	Stock	1,924,245	$48.1M	6.0%	+1,126,809+141.3%	Added	History
FIVEFive Below, Inc	COM	308,341	$47.7M	6.0%	−14,465−4.5%	Reduced	History
DLTRDollar Tree, Inc.	COM	505,157	$47.7M	6.0%	−1,239−0.2%	Reduced	History
DECKDeckers Outdoor Corp	COM	374,841	$38.0M	4.7%	+164,318+78.1%	Added	History
VLOValero Energy Corp	Stock	199,527	$34.0M	4.2%	+820+0.4%	Added	History
SBUXStarbucks Corp	Stock	238,961	$20.2M	2.5%	−120−0.1%	Reduced	History
ALKAlaska Air Group, Inc.	COM	378,591	$18.8M	2.4%	+6,578+1.8%	Added	History
DINOHF Sinclair Corp	COM	356,712	$18.7M	2.3%	+7,778+2.2%	Added	History
CMICummins Inc	Stock	39,936	$16.9M	2.1%	−103−0.3%	Reduced	History
DISWalt Disney Co	Stock	145,536	$16.7M	2.1%	+1,139+0.8%	Added	History
EQNREquinor ASA	SPONSORED ADR	573,731	$14.0M	1.7%	+63,513+12.4%	Added	History
SKYDSkydance Corp	COM CL B	659,284	$12.5M	1.6%	+659,284	New	History
XOMExxonMobil Holdings Corp	COM	57,840	$6.52M	0.8%	+1,007+1.8%	Added	History
TRVTravelers Companies, Inc.	Stock	19,100	$5.33M	0.7%	−155−0.8%	Reduced	History
MRKMerck & Co., Inc.	Stock	44,443	$3.73M	0.5%	00.0%	Unchanged	History
COSTCostco Wholesale Corp	Stock	3,435	$3.18M	0.4%	−333−8.8%	Reduced	History
NXPINXP Semiconductors N.V.	COM	13,394	$3.05M	0.4%	−164−1.2%	Reduced	History
GEGeneral Electric Co	Stock	9,352	$2.81M	0.4%	00.0%	Unchanged	History
GEVGE Vernova Inc.	Stock	3,436	$2.11M	0.3%	00.0%	Unchanged	History
GLDMWorld Gold Trust	SPDR GLD MINIS	19,864	$1.52M	0.2%	+2,863+16.8%	Added	History
SMHISEACOR Marine Holdings Inc.	COM	211,480	$1.37M	0.2%	00.0%	Unchanged	History
AXPAmerican Express Co	Stock	4,106	$1.36M	0.2%	−326−7.4%	Reduced	History
AAPLApple Inc.	Stock	4,140	$1.05M	0.1%	00.0%	Unchanged	History
KOCoca Cola Co	Stock	15,328	$1.02M	0.1%	−294−1.9%	Reduced	History
CVXChevron Corp	Stock	6,389	$992.1K	0.1%	00.0%	Unchanged	History
PHYSSprott Physical Gold Trust	PHYSICAL GOLD TR	23,869	$707.0K	0.1%	00.0%	Unchanged	History
OVVOvintiv Inc.	COM	16,487	$665.7K	0.1%	00.0%	Unchanged	History
iShares Tr46436E718	0-3 MTH TREASURY	5,565	$560.4K	0.1%	−2,563−31.5%	Reduced	–
SHELShell plc	ADR	4,968	$355.4K	<0.1%	00.0%	Unchanged	History
GEHCGE HealthCare Technologies Inc.	Stock	4,581	$344.0K	<0.1%	00.0%	Unchanged	History
SYFSynchrony Financial	COM	4,437	$315.2K	<0.1%	00.0%	Unchanged	History
FLEXFlex Ltd.	Stock	5,090	$295.1K	<0.1%	00.0%	Unchanged	History
PSXPhillips 66	Stock	1,472	$200.2K	<0.1%	+1,472	New	History

Sold out since Q2 2025 (1)

Positions held at the end of Q2 2025 that are gone from this filing.

Positions of Semper Augustus sold out since Q2 2025
Security	Class	Shares in Q2 2025	Value in Q2 2025	% of portfolio in Q2 2025	History
Paramount Global92556H206	CL B	1,681,694	$21.7M	3.1%	–