Semper Augustus Investments as of March 31, 2012
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 39 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.3 | $28M | 345k | 81.15 | |
| Exxon Mobil Corporation (XOM) | 14.2 | $24M | 281k | 86.73 | |
| Mercury General Corporation (MCY) | 10.0 | $17M | 393k | 43.74 | |
| Berkshire Hathaway (BRK.A) | 6.1 | $11M | 86.00 | 121895.35 | |
| Microsoft Corporation (MSFT) | 5.3 | $9.0M | 281k | 32.25 | |
| Newmont Mining Corporation (NEM) | 5.0 | $8.5M | 166k | 51.27 | |
| Intel Corporation (INTC) | 4.8 | $8.1M | 290k | 28.11 | |
| Kinross Gold Corp (KGC) | 3.4 | $5.7M | 585k | 9.79 | |
| Merck & Co (MRK) | 3.1 | $5.3M | 138k | 38.40 | |
| General Electric Company | 2.8 | $4.8M | 240k | 20.07 | |
| Leucadia National | 2.8 | $4.7M | 180k | 26.10 | |
| Washington Federal (WAFD) | 2.4 | $4.0M | 240k | 16.83 | |
| Johnson & Johnson (JNJ) | 2.1 | $3.6M | 54k | 65.95 | |
| Statoil ASA | 2.0 | $3.4M | 125k | 27.11 | |
| Pepsi (PEP) | 1.9 | $3.3M | 50k | 66.35 | |
| Sanofi-Aventis SA (SNY) | 1.9 | $3.2M | 84k | 38.75 | |
| Coca-Cola Company (KO) | 1.6 | $2.6M | 36k | 74.02 | |
| AVX Corporation | 1.5 | $2.6M | 195k | 13.26 | |
| Costco Wholesale Corporation (COST) | 1.1 | $1.9M | 21k | 90.81 | |
| Validus Holdings | 1.1 | $1.8M | 59k | 30.95 | |
| White Mountains Insurance Gp (WTM) | 1.1 | $1.8M | 3.6k | 501.80 | |
| Paychex (PAYX) | 0.9 | $1.6M | 50k | 31.00 | |
| Philip Morris International (PM) | 0.8 | $1.4M | 16k | 88.59 | |
| Travelers Companies (TRV) | 0.8 | $1.4M | 24k | 59.21 | |
| Vical Incorporated | 0.8 | $1.4M | 412k | 3.40 | |
| 3M Company (MMM) | 0.8 | $1.4M | 15k | 89.21 | |
| Target Corporation (TGT) | 0.7 | $1.2M | 21k | 58.25 | |
| Tellabs | 0.7 | $1.2M | 289k | 4.05 | |
| CNA Financial Corporation (CNA) | 0.7 | $1.1M | 39k | 29.32 | |
| Wal-Mart Stores (WMT) | 0.5 | $918k | 15k | 61.20 | |
| Pfizer (PFE) | 0.5 | $926k | 41k | 22.64 | |
| Chubb Corporation | 0.5 | $903k | 13k | 69.12 | |
| Royal Dutch Shell | 0.5 | $914k | 13k | 70.11 | |
| Abbott Laboratories (ABT) | 0.4 | $699k | 11k | 61.32 | |
| Procter & Gamble Company (PG) | 0.3 | $517k | 7.7k | 67.15 | |
| Gannett | 0.2 | $321k | 21k | 15.35 | |
| ConocoPhillips (COP) | 0.2 | $281k | 3.7k | 75.95 | |
| CIGNA Corporation | 0.1 | $244k | 5.0k | 49.20 | |
| Altria (MO) | 0.1 | $207k | 6.7k | 30.87 |
