Semper Augustus Investments as of June 30, 2014
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 29 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.6 | $27M | 210k | 126.56 | |
| Exxon Mobil Corporation (XOM) | 15.2 | $26M | 257k | 100.68 | |
| Berkshire Hathaway (BRK.A) | 9.6 | $16M | 86.00 | 189895.35 | |
| Mercury General Corporation (MCY) | 7.2 | $12M | 261k | 47.04 | |
| Leucadia National | 4.9 | $8.3M | 316k | 26.22 | |
| Newmont Mining Corporation (NEM) | 4.5 | $7.7M | 302k | 25.44 | |
| Microsoft Corporation (MSFT) | 3.6 | $6.1M | 147k | 41.70 | |
| Johnson & Johnson (JNJ) | 3.6 | $6.1M | 58k | 104.62 | |
| Goldcorp | 3.5 | $5.9M | 212k | 27.91 | |
| Intel Corporation (INTC) | 3.5 | $5.9M | 191k | 30.90 | |
| Merck & Co (MRK) | 3.3 | $5.7M | 98k | 57.85 | |
| Washington Federal (WAFD) | 3.2 | $5.5M | 245k | 22.43 | |
| Sanofi-Aventis SA (SNY) | 2.8 | $4.7M | 89k | 53.17 | |
| Pepsi (PEP) | 2.6 | $4.4M | 50k | 89.33 | |
| Statoil ASA | 2.4 | $4.0M | 130k | 30.83 | |
| General Electric Company | 2.3 | $4.0M | 150k | 26.28 | |
| Kinross Gold Corp (KGC) | 2.0 | $3.5M | 845k | 4.14 | |
| AVX Corporation | 1.7 | $2.9M | 219k | 13.28 | |
| Costco Wholesale Corporation (COST) | 1.4 | $2.4M | 21k | 115.16 | |
| Ritchie Bros. Auctioneers Inco | 1.4 | $2.4M | 96k | 24.65 | |
| Validus Holdings | 1.3 | $2.2M | 58k | 38.24 | |
| Coca-Cola Company (KO) | 1.2 | $2.1M | 50k | 42.36 | |
| Travelers Companies (TRV) | 1.1 | $1.9M | 20k | 94.05 | |
| CNA Financial Corporation (CNA) | 0.9 | $1.5M | 38k | 40.41 | |
| Chubb Corporation | 0.5 | $922k | 10k | 92.20 | |
| Vical Incorporated | 0.3 | $498k | 408k | 1.22 | |
| Royal Dutch Shell | 0.2 | $401k | 4.9k | 82.37 | |
| Medtronic | 0.2 | $319k | 5.0k | 63.80 | |
| Ampio Pharmaceuticals | 0.1 | $84k | 10k | 8.40 |
