Semper Augustus Investments Group

Semper Augustus Investments as of March 31, 2011

Portfolio Holdings for Semper Augustus Investments

Semper Augustus Investments holds 41 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Exxon Mobil Corporation (XOM) 15.5 $24M 282k 84.13
Berkshire Hathaway (BRK.B) 13.2 $20M 241k 83.63
Mercury General Corporation (MCY) 10.7 $16M 417k 39.13
Berkshire Hathaway (BRK.A) 7.1 $11M 86.00 125302.33
General Electric Company 5.3 $8.1M 403k 20.05
Newmont Mining Corporation (NEM) 5.0 $7.6M 139k 54.58
Constellation Energy 4.9 $7.5M 239k 31.19
Microsoft Corporation (MSFT) 4.6 $7.0M 276k 25.39
Merck & Co (MRK) 3.0 $4.5M 137k 33.01
Kinross Gold Corp (KGC) 2.8 $4.2M 267k 15.75
Washington Federal (WAFD) 2.5 $3.9M 224k 17.34
Johnson & Johnson (JNJ) 2.1 $3.2M 54k 59.26
Intel Corporation (INTC) 2.0 $3.1M 155k 20.18
Statoil ASA 2.0 $3.1M 112k 27.64
Sanofi-Aventis SA (SNY) 1.9 $3.0M 84k 35.22
Coca-Cola Company (KO) 1.6 $2.4M 36k 66.34
Philip Morris International (PM) 1.5 $2.2M 34k 65.69
AVX Corporation 1.3 $1.9M 129k 14.91
Validus Holdings 1.1 $1.6M 49k 33.33
Leucadia National 1.1 $1.6M 43k 37.54
Costco Wholesale Corporation (COST) 1.0 $1.5M 21k 73.32
Tellabs 1.0 $1.5M 289k 5.24
Travelers Companies (TRV) 0.9 $1.4M 24k 59.50
White Mountains Insurance Gp (WTM) 0.9 $1.3M 3.7k 364.13
Vical Incorporated 0.8 $1.2M 412k 2.96
CNA Financial Corporation (CNA) 0.8 $1.1M 39k 29.55
Bristol Myers Squibb (BMY) 0.7 $987k 37k 26.43
Chubb Corporation 0.6 $973k 16k 61.33
Target Corporation (TGT) 0.6 $978k 20k 50.03
Royal Dutch Shell 0.6 $945k 13k 72.87
Pfizer (PFE) 0.5 $786k 39k 20.32
Wal-Mart Stores (WMT) 0.5 $781k 15k 52.07
Abbott Laboratories (ABT) 0.4 $559k 11k 49.04
Procter & Gamble Company (PG) 0.3 $474k 7.7k 61.57
Brown & Brown (BRO) 0.3 $439k 17k 25.82
Mead Johnson Nutrition 0.2 $337k 5.8k 57.85
Gannett 0.2 $319k 21k 15.26
ConocoPhillips (COP) 0.2 $295k 3.7k 79.73
Honeywell International (HON) 0.2 $239k 4.0k 59.75
Pepsi (PEP) 0.1 $232k 3.6k 64.44
CIGNA Corporation 0.1 $220k 5.0k 44.36