Semper Augustus Investments as of Dec. 31, 2011
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 38 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.1 | $26M | 345k | 76.30 | |
| Exxon Mobil Corporation (XOM) | 14.6 | $24M | 281k | 84.76 | |
| Mercury General Corporation (MCY) | 11.5 | $19M | 411k | 45.62 | |
| Berkshire Hathaway (BRK.A) | 6.0 | $9.9M | 86.00 | 114755.81 | |
| Newmont Mining Corporation (NEM) | 5.1 | $8.3M | 139k | 60.01 | |
| Microsoft Corporation (MSFT) | 4.5 | $7.3M | 282k | 25.96 | |
| Intel Corporation (INTC) | 4.3 | $7.1M | 291k | 24.25 | |
| Merck & Co (MRK) | 3.2 | $5.2M | 138k | 37.70 | |
| Kinross Gold Corp (KGC) | 3.1 | $5.1M | 449k | 11.40 | |
| General Electric Company | 2.6 | $4.3M | 240k | 17.91 | |
| Leucadia National | 2.5 | $4.1M | 180k | 22.74 | |
| Johnson & Johnson (JNJ) | 2.2 | $3.5M | 54k | 65.58 | |
| Washington Federal (WAFD) | 2.1 | $3.4M | 242k | 13.99 | |
| Pepsi (PEP) | 2.0 | $3.3M | 49k | 66.36 | |
| Statoil ASA | 2.0 | $3.2M | 125k | 25.61 | |
| Sanofi-Aventis SA (SNY) | 1.9 | $3.1M | 84k | 36.54 | |
| Coca-Cola Company (KO) | 1.5 | $2.5M | 36k | 69.97 | |
| AVX Corporation | 1.5 | $2.5M | 195k | 12.76 | |
| Validus Holdings | 1.1 | $1.9M | 59k | 31.49 | |
| Vical Incorporated | 1.1 | $1.8M | 412k | 4.41 | |
| Costco Wholesale Corporation (COST) | 1.1 | $1.7M | 21k | 83.33 | |
| White Mountains Insurance Gp (WTM) | 1.0 | $1.7M | 3.7k | 453.36 | |
| Paychex (PAYX) | 0.9 | $1.5M | 50k | 30.12 | |
| Travelers Companies (TRV) | 0.9 | $1.4M | 24k | 59.17 | |
| Philip Morris International (PM) | 0.8 | $1.3M | 17k | 78.45 | |
| 3M Company (MMM) | 0.8 | $1.2M | 15k | 81.71 | |
| Tellabs | 0.7 | $1.2M | 289k | 4.04 | |
| Target Corporation (TGT) | 0.6 | $1.1M | 21k | 51.22 | |
| CNA Financial Corporation (CNA) | 0.6 | $1.0M | 39k | 26.75 | |
| Royal Dutch Shell | 0.6 | $953k | 13k | 73.11 | |
| Chubb Corporation | 0.6 | $904k | 13k | 69.20 | |
| Wal-Mart Stores (WMT) | 0.6 | $896k | 15k | 59.73 | |
| Pfizer (PFE) | 0.5 | $885k | 41k | 21.64 | |
| Abbott Laboratories (ABT) | 0.4 | $641k | 11k | 56.23 | |
| Procter & Gamble Company (PG) | 0.3 | $514k | 7.7k | 66.76 | |
| ConocoPhillips (COP) | 0.2 | $270k | 3.7k | 72.97 | |
| Gannett | 0.2 | $280k | 21k | 13.39 | |
| CIGNA Corporation | 0.1 | $208k | 5.0k | 41.94 |
