Semper Augustus Investments Group as of Sept. 30, 2019
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 28 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 22.4 | $39M | 188k | 208.02 | |
| Berkshire Hathaway (BRK.A) | 15.0 | $26M | 84.00 | 311833.33 | |
| Newmont Mining Corporation (NEM) | 6.3 | $11M | 291k | 37.92 | |
| Starbucks Corporation (SBUX) | 5.8 | $10M | 114k | 88.42 | |
| Dollar General (DG) | 4.9 | $8.6M | 54k | 158.94 | |
| Exxon Mobil Corporation (XOM) | 4.6 | $8.0M | 113k | 70.61 | |
| Mercury General Corporation (MCY) | 3.5 | $6.0M | 108k | 55.88 | |
| Nxp Semiconductors N V (NXPI) | 3.3 | $5.8M | 53k | 109.13 | |
| Costco Wholesale Corporation (COST) | 3.2 | $5.7M | 20k | 288.09 | |
| Hexcel Corporation (HXL) | 2.9 | $5.1M | 62k | 82.13 | |
| Kinross Gold Corp (KGC) | 2.9 | $5.0M | 1.1M | 4.60 | |
| Skyworks Solutions (SWKS) | 2.8 | $4.8M | 61k | 79.26 | |
| Cummins (CMI) | 2.8 | $4.8M | 30k | 162.67 | |
| Seacor Marine Hldgs (SMHI) | 2.4 | $4.2M | 331k | 12.57 | |
| Olin Corporation (OLN) | 2.3 | $4.1M | 217k | 18.72 | |
| Merck & Co (MRK) | 2.0 | $3.6M | 43k | 84.19 | |
| AVX Corporation | 1.8 | $3.2M | 212k | 15.20 | |
| Travelers Companies (TRV) | 1.7 | $3.0M | 20k | 148.70 | |
| Walt Disney Company (DIS) | 1.6 | $2.8M | 22k | 130.30 | |
| American Express Company (AXP) | 1.4 | $2.4M | 21k | 118.29 | |
| Equinor Asa (EQNR) | 1.3 | $2.3M | 119k | 18.95 | |
| Intel Corporation (INTC) | 1.2 | $2.1M | 40k | 51.52 | |
| Washington Federal (WAFD) | 1.2 | $2.0M | 55k | 36.99 | |
| Coca-Cola Company (KO) | 0.9 | $1.6M | 30k | 54.43 | |
| Nike (NKE) | 0.7 | $1.2M | 13k | 93.90 | |
| General Electric Company | 0.6 | $1.1M | 119k | 8.94 | |
| Medtronic (MDT) | 0.3 | $555k | 5.1k | 108.70 | |
| Royal Dutch Shell | 0.2 | $286k | 4.9k | 58.75 |
