Semper Augustus Investments as of Dec. 31, 2012
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 29 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.9 | $29M | 321k | 89.70 | |
| Exxon Mobil Corporation (XOM) | 15.3 | $25M | 284k | 86.55 | |
| Mercury General Corporation (MCY) | 10.0 | $16M | 405k | 39.69 | |
| Berkshire Hathaway (BRK.A) | 7.2 | $12M | 86.00 | 134058.14 | |
| Newmont Mining Corporation (NEM) | 5.3 | $8.6M | 184k | 46.44 | |
| Microsoft Corporation (MSFT) | 4.7 | $7.6M | 284k | 26.71 | |
| Leucadia National | 4.3 | $6.9M | 292k | 23.79 | |
| Kinross Gold Corp (KGC) | 4.0 | $6.5M | 664k | 9.72 | |
| Intel Corporation (INTC) | 3.8 | $6.0M | 293k | 20.62 | |
| Merck & Co (MRK) | 3.5 | $5.6M | 138k | 40.94 | |
| Sanofi-Aventis SA (SNY) | 2.6 | $4.2M | 89k | 47.38 | |
| Johnson & Johnson (JNJ) | 2.5 | $4.1M | 58k | 70.11 | |
| Washington Federal (WAFD) | 2.5 | $4.1M | 242k | 16.87 | |
| Pepsi (PEP) | 2.1 | $3.4M | 50k | 68.43 | |
| General Electric Company | 2.0 | $3.3M | 157k | 20.99 | |
| Statoil ASA | 2.0 | $3.2M | 127k | 25.04 | |
| AVX Corporation | 1.5 | $2.4M | 224k | 10.78 | |
| Costco Wholesale Corporation (COST) | 1.3 | $2.0M | 21k | 98.72 | |
| Validus Holdings | 1.3 | $2.0M | 58k | 34.59 | |
| Coca-Cola Company (KO) | 1.1 | $1.8M | 50k | 36.24 | |
| Travelers Companies (TRV) | 0.9 | $1.4M | 20k | 71.80 | |
| 3M Company (MMM) | 0.9 | $1.4M | 15k | 92.84 | |
| Vical Incorporated | 0.8 | $1.2M | 412k | 2.91 | |
| CNA Financial Corporation (CNA) | 0.7 | $1.1M | 39k | 28.02 | |
| Royal Dutch Shell | 0.6 | $887k | 13k | 68.93 | |
| Chubb Corporation | 0.5 | $753k | 10k | 75.30 | |
| Tellabs | 0.4 | $661k | 290k | 2.28 | |
| Medtronic | 0.1 | $205k | 5.0k | 41.00 | |
| Molson Coors Brewing (TAP.A) | 0.1 | $214k | 5.0k | 42.80 |
