Semper Augustus Investments as of Sept. 30, 2012
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 33 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 18.2 | $31M | 347k | 88.20 | |
| Exxon Mobil Corporation (XOM) | 15.3 | $26M | 283k | 91.45 | |
| Mercury General Corporation (MCY) | 8.9 | $15M | 390k | 38.65 | |
| Berkshire Hathaway (BRK.A) | 6.8 | $11M | 86.00 | 132697.67 | |
| Newmont Mining Corporation (NEM) | 6.1 | $10M | 182k | 56.01 | |
| Microsoft Corporation (MSFT) | 5.0 | $8.3M | 280k | 29.76 | |
| Kinross Gold Corp (KGC) | 4.0 | $6.7M | 658k | 10.21 | |
| Intel Corporation (INTC) | 3.9 | $6.6M | 290k | 22.66 | |
| Leucadia National | 3.8 | $6.3M | 278k | 22.75 | |
| Merck & Co (MRK) | 3.7 | $6.2M | 138k | 45.09 | |
| Sanofi-Aventis SA (SNY) | 2.4 | $4.1M | 95k | 43.06 | |
| Johnson & Johnson (JNJ) | 2.4 | $4.0M | 58k | 68.91 | |
| Washington Federal (WAFD) | 2.4 | $4.0M | 240k | 16.66 | |
| General Electric Company | 2.1 | $3.6M | 157k | 22.71 | |
| Pepsi (PEP) | 2.1 | $3.5M | 50k | 70.76 | |
| Statoil ASA | 1.9 | $3.2M | 125k | 25.79 | |
| Coca-Cola Company (KO) | 1.4 | $2.3M | 60k | 37.93 | |
| AVX Corporation | 1.3 | $2.1M | 222k | 9.59 | |
| Costco Wholesale Corporation (COST) | 1.2 | $2.1M | 21k | 100.16 | |
| Validus Holdings | 1.2 | $2.0M | 58k | 33.92 | |
| Vical Incorporated | 1.1 | $1.8M | 412k | 4.33 | |
| Travelers Companies (TRV) | 1.0 | $1.6M | 24k | 68.25 | |
| 3M Company (MMM) | 0.8 | $1.4M | 15k | 92.41 | |
| CNA Financial Corporation (CNA) | 0.6 | $1.0M | 39k | 26.80 | |
| Tellabs | 0.6 | $1.0M | 288k | 3.52 | |
| Chubb Corporation | 0.6 | $997k | 13k | 76.32 | |
| Royal Dutch Shell | 0.5 | $893k | 13k | 69.40 | |
| Procter & Gamble Company (PG) | 0.2 | $328k | 4.7k | 69.26 | |
| Pfizer (PFE) | 0.1 | $239k | 9.6k | 24.89 | |
| CIGNA Corporation | 0.1 | $234k | 5.0k | 47.19 | |
| Medtronic | 0.1 | $216k | 5.0k | 43.20 | |
| ConocoPhillips (COP) | 0.1 | $212k | 3.7k | 57.30 | |
| Molson Coors Brewing (TAP.A) | 0.1 | $225k | 5.0k | 45.00 |
