Semper Augustus Investments as of Sept. 30, 2015
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 31 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.6 | $25M | 193k | 130.40 | |
| Exxon Mobil Corporation (XOM) | 13.4 | $19M | 256k | 74.35 | |
| Berkshire Hathaway (BRK.A) | 11.8 | $17M | 86.00 | 195244.19 | |
| Mercury General Corporation (MCY) | 7.0 | $9.9M | 197k | 50.51 | |
| Precision Castparts | 5.7 | $8.1M | 35k | 229.71 | |
| Leucadia National | 4.4 | $6.2M | 308k | 20.26 | |
| Goldcorp | 4.4 | $6.2M | 497k | 12.52 | |
| Washington Federal (WAFD) | 3.8 | $5.4M | 235k | 22.75 | |
| Sanofi-Aventis SA (SNY) | 2.8 | $3.9M | 83k | 47.46 | |
| Merck & Co (MRK) | 2.7 | $3.9M | 79k | 49.38 | |
| General Electric Company | 2.6 | $3.7M | 146k | 25.22 | |
| Microsoft Corporation (MSFT) | 2.5 | $3.6M | 80k | 44.26 | |
| Intel Corporation (INTC) | 2.5 | $3.5M | 116k | 30.14 | |
| AVX Corporation | 2.1 | $3.0M | 227k | 13.09 | |
| Costco Wholesale Corporation (COST) | 2.1 | $2.9M | 20k | 144.57 | |
| Validus Holdings | 1.8 | $2.5M | 56k | 45.06 | |
| Pepsi (PEP) | 1.4 | $2.0M | 22k | 94.30 | |
| Coca-Cola Company (KO) | 1.4 | $2.0M | 50k | 40.12 | |
| Travelers Companies (TRV) | 1.4 | $2.0M | 20k | 99.55 | |
| Johnson & Johnson (JNJ) | 1.3 | $1.9M | 20k | 93.33 | |
| Statoil ASA | 1.3 | $1.9M | 128k | 14.56 | |
| American Express Company (AXP) | 1.3 | $1.8M | 24k | 74.13 | |
| Newmont Mining Corporation (NEM) | 0.9 | $1.3M | 83k | 16.07 | |
| CNA Financial Corporation (CNA) | 0.9 | $1.3M | 38k | 34.92 | |
| Chicago Bridge & Iron Company | 0.9 | $1.3M | 33k | 39.65 | |
| Chubb Corporation | 0.9 | $1.2M | 10k | 122.60 | |
| Kinross Gold Corp (KGC) | 0.7 | $938k | 545k | 1.72 | |
| Medtronic (MDT) | 0.2 | $335k | 5.0k | 67.00 | |
| DST Systems | 0.2 | $258k | 2.5k | 105.31 | |
| Royal Dutch Shell | 0.2 | $231k | 4.9k | 47.45 | |
| Vical Incorporated | 0.1 | $185k | 403k | 0.46 |
