Semper Augustus Investments as of Sept. 30, 2013
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 30 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 15.6 | $26M | 232k | 113.51 | |
| Exxon Mobil Corporation (XOM) | 14.4 | $24M | 283k | 86.04 | |
| Mercury General Corporation (MCY) | 8.9 | $15M | 310k | 48.31 | |
| Berkshire Hathaway (BRK.A) | 8.7 | $15M | 86.00 | 170406.98 | |
| Newmont Mining Corporation (NEM) | 5.0 | $8.5M | 302k | 28.10 | |
| Leucadia National | 4.7 | $7.8M | 288k | 27.24 | |
| Intel Corporation (INTC) | 3.9 | $6.6M | 288k | 22.92 | |
| Merck & Co (MRK) | 3.9 | $6.6M | 138k | 47.61 | |
| Kinross Gold Corp (KGC) | 3.4 | $5.6M | 1.1M | 5.05 | |
| Johnson & Johnson (JNJ) | 3.0 | $5.0M | 58k | 86.68 | |
| Washington Federal (WAFD) | 2.9 | $4.9M | 238k | 20.68 | |
| Microsoft Corporation (MSFT) | 2.9 | $4.9M | 147k | 33.28 | |
| Sanofi-Aventis SA (SNY) | 2.7 | $4.5M | 89k | 50.63 | |
| Pepsi (PEP) | 2.4 | $4.0M | 50k | 79.51 | |
| Statoil ASA | 2.3 | $3.8M | 168k | 22.68 | |
| Goldcorp | 2.1 | $3.6M | 140k | 26.01 | |
| General Electric Company | 2.1 | $3.6M | 150k | 23.89 | |
| AVX Corporation | 1.7 | $2.9M | 219k | 13.13 | |
| Costco Wholesale Corporation (COST) | 1.4 | $2.4M | 21k | 115.16 | |
| Validus Holdings | 1.3 | $2.1M | 58k | 36.97 | |
| Ritchie Bros. Auctioneers Inco | 1.1 | $1.9M | 96k | 20.18 | |
| Coca-Cola Company (KO) | 1.1 | $1.9M | 50k | 37.88 | |
| 3M Company (MMM) | 1.1 | $1.8M | 15k | 119.42 | |
| Travelers Companies (TRV) | 1.0 | $1.7M | 20k | 84.75 | |
| CNA Financial Corporation (CNA) | 0.9 | $1.5M | 38k | 38.19 | |
| Chubb Corporation | 0.5 | $893k | 10k | 89.30 | |
| Royal Dutch Shell | 0.5 | $845k | 13k | 65.67 | |
| Vical Incorporated | 0.3 | $511k | 408k | 1.25 | |
| Medtronic | 0.2 | $266k | 5.0k | 53.20 | |
| Molson Coors Brewing (TAP.A) | 0.1 | $251k | 5.0k | 50.20 |
