Semper Augustus Investments as of March 31, 2014
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 30 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 16.7 | $29M | 231k | 124.97 | |
| Exxon Mobil Corporation (XOM) | 16.0 | $28M | 285k | 97.68 | |
| Berkshire Hathaway (BRK.A) | 9.3 | $16M | 86.00 | 187348.84 | |
| Mercury General Corporation (MCY) | 6.8 | $12M | 261k | 45.08 | |
| Leucadia National | 4.6 | $8.1M | 288k | 28.00 | |
| Intel Corporation (INTC) | 4.3 | $7.4M | 288k | 25.81 | |
| Newmont Mining Corporation (NEM) | 4.1 | $7.1M | 302k | 23.44 | |
| Microsoft Corporation (MSFT) | 3.5 | $6.0M | 147k | 40.99 | |
| Johnson & Johnson (JNJ) | 3.3 | $5.7M | 58k | 98.23 | |
| Merck & Co (MRK) | 3.2 | $5.5M | 98k | 56.76 | |
| Washington Federal (WAFD) | 3.2 | $5.5M | 238k | 23.30 | |
| Goldcorp | 3.0 | $5.2M | 212k | 24.48 | |
| Statoil ASA | 2.7 | $4.8M | 169k | 28.22 | |
| Sanofi-Aventis SA (SNY) | 2.7 | $4.6M | 89k | 52.28 | |
| Pepsi (PEP) | 2.4 | $4.2M | 50k | 83.49 | |
| General Electric Company | 2.2 | $3.9M | 150k | 25.89 | |
| Kinross Gold Corp (KGC) | 2.0 | $3.5M | 843k | 4.14 | |
| AVX Corporation | 1.7 | $2.9M | 219k | 13.18 | |
| Ritchie Bros. Auctioneers Inco | 1.3 | $2.3M | 96k | 24.13 | |
| Costco Wholesale Corporation (COST) | 1.3 | $2.3M | 21k | 111.70 | |
| Validus Holdings | 1.2 | $2.2M | 58k | 37.70 | |
| Coca-Cola Company (KO) | 1.1 | $1.9M | 50k | 38.66 | |
| Travelers Companies (TRV) | 1.0 | $1.7M | 20k | 85.10 | |
| CNA Financial Corporation (CNA) | 0.9 | $1.6M | 38k | 42.72 | |
| Chubb Corporation | 0.5 | $893k | 10k | 89.30 | |
| Vical Incorporated | 0.3 | $527k | 408k | 1.29 | |
| Royal Dutch Shell | 0.2 | $356k | 4.9k | 73.13 | |
| Medtronic | 0.2 | $308k | 5.0k | 61.60 | |
| Molson Coors Brewing (TAP.A) | 0.2 | $294k | 5.0k | 58.80 | |
| Container Store (TCS) | 0.1 | $204k | 6.0k | 34.00 |
