Semper Augustus Investments as of Sept. 30, 2014
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 30 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 17.7 | $29M | 209k | 138.14 | |
| Exxon Mobil Corporation (XOM) | 14.8 | $24M | 257k | 94.05 | |
| Berkshire Hathaway (BRK.A) | 10.9 | $18M | 86.00 | 206895.35 | |
| Mercury General Corporation (MCY) | 7.8 | $13M | 261k | 48.81 | |
| Leucadia National | 4.6 | $7.5M | 316k | 23.84 | |
| Newmont Mining Corporation (NEM) | 4.3 | $7.0M | 302k | 23.05 | |
| Merck & Co (MRK) | 3.4 | $5.5M | 93k | 59.28 | |
| Sanofi-Aventis SA (SNY) | 3.1 | $5.0M | 89k | 56.42 | |
| Washington Federal (WAFD) | 3.1 | $5.0M | 245k | 20.36 | |
| Goldcorp | 3.0 | $4.9M | 213k | 23.03 | |
| Intel Corporation (INTC) | 2.7 | $4.4M | 126k | 34.82 | |
| Johnson & Johnson (JNJ) | 2.5 | $4.0M | 38k | 106.60 | |
| Microsoft Corporation (MSFT) | 2.4 | $4.0M | 86k | 46.37 | |
| General Electric Company | 2.4 | $3.9M | 150k | 25.62 | |
| Statoil ASA | 2.2 | $3.5M | 130k | 27.16 | |
| AVX Corporation | 1.8 | $2.9M | 220k | 13.28 | |
| Kinross Gold Corp (KGC) | 1.7 | $2.8M | 846k | 3.30 | |
| Pepsi (PEP) | 1.7 | $2.8M | 30k | 93.09 | |
| Costco Wholesale Corporation (COST) | 1.6 | $2.6M | 21k | 125.30 | |
| Validus Holdings | 1.4 | $2.3M | 58k | 39.14 | |
| Coca-Cola Company (KO) | 1.3 | $2.1M | 50k | 42.66 | |
| Ritchie Bros. Auctioneers Inco | 1.3 | $2.1M | 96k | 22.39 | |
| Chicago Bridge & Iron Company | 1.2 | $1.9M | 34k | 57.85 | |
| Travelers Companies (TRV) | 1.1 | $1.9M | 20k | 93.95 | |
| CNA Financial Corporation (CNA) | 0.9 | $1.5M | 38k | 38.03 | |
| Chubb Corporation | 0.6 | $911k | 10k | 91.10 | |
| Vical Incorporated | 0.3 | $456k | 407k | 1.12 | |
| Royal Dutch Shell | 0.2 | $371k | 4.9k | 76.21 | |
| Medtronic | 0.2 | $310k | 5.0k | 62.00 | |
| Ampio Pharmaceuticals | 0.0 | $35k | 10k | 3.50 |
