Semper Augustus Investments Group

Semper Augustus Investments as of June 30, 2015

Portfolio Holdings for Semper Augustus Investments

Semper Augustus Investments holds 31 positions in its portfolio as reported in the June 2015 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 17.9 $27M 197k 136.11
Exxon Mobil Corporation (XOM) 14.3 $21M 257k 83.20
Berkshire Hathaway (BRK.A) 11.8 $18M 86.00 204848.84
Mercury General Corporation (MCY) 7.4 $11M 198k 55.65
Goldcorp 5.4 $8.1M 499k 16.20
Leucadia National 5.1 $7.6M 313k 24.28
Washington Federal (WAFD) 3.7 $5.5M 237k 23.35
Merck & Co (MRK) 3.0 $4.5M 79k 56.93
Sanofi-Aventis SA (SNY) 2.9 $4.4M 88k 49.53
General Electric Company 2.7 $4.0M 150k 26.57
Intel Corporation (INTC) 2.5 $3.8M 125k 30.42
Microsoft Corporation (MSFT) 2.5 $3.8M 86k 44.16
AVX Corporation 2.1 $3.1M 228k 13.46
Costco Wholesale Corporation (COST) 1.8 $2.8M 20k 135.04
Validus Holdings 1.7 $2.5M 57k 43.98
Statoil ASA 1.5 $2.3M 129k 17.90
Pepsi (PEP) 1.4 $2.1M 23k 93.35
Johnson & Johnson (JNJ) 1.3 $2.0M 20k 97.44
Coca-Cola Company (KO) 1.3 $2.0M 50k 39.24
Newmont Mining Corporation (NEM) 1.3 $2.0M 84k 23.36
Travelers Companies (TRV) 1.3 $1.9M 20k 96.65
American Express Company (AXP) 1.3 $1.9M 25k 77.73
Precision Castparts 1.2 $1.8M 8.9k 199.82
Chicago Bridge & Iron Company 1.1 $1.7M 33k 50.05
CNA Financial Corporation (CNA) 1.0 $1.5M 38k 38.22
Kinross Gold Corp (KGC) 0.9 $1.3M 551k 2.32
Chubb Corporation 0.6 $951k 10k 95.10
Medtronic (MDT) 0.2 $370k 5.0k 74.00
DST Systems 0.2 $309k 2.5k 126.12
Royal Dutch Shell 0.2 $278k 4.9k 57.11
Vical Incorporated 0.2 $284k 406k 0.70