Semper Augustus Investments Group as of March 31, 2020
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 27 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 23.6 | $37M | 204k | 182.83 | |
| Berkshire Hathaway (BRK.A) | 14.4 | $23M | 84.00 | 272000.00 | |
| Newmont Mining Corporation (NEM) | 8.9 | $14M | 312k | 45.28 | |
| Starbucks Corporation (SBUX) | 5.1 | $8.1M | 123k | 65.74 | |
| Olin Corporation (OLN) | 5.1 | $8.0M | 689k | 11.67 | |
| Mercury General Corporation (MCY) | 4.9 | $7.8M | 191k | 40.72 | |
| Walt Disney Company (DIS) | 4.6 | $7.4M | 76k | 96.60 | |
| Costco Wholesale Corporation (COST) | 3.5 | $5.5M | 19k | 285.15 | |
| Exxon Mobil Corporation (XOM) | 3.5 | $5.5M | 144k | 37.97 | |
| Kinross Gold Corp (KGC) | 3.0 | $4.8M | 1.2M | 3.98 | |
| Nxp Semiconductors N V (NXPI) | 2.8 | $4.4M | 53k | 82.93 | |
| Cummins (CMI) | 2.7 | $4.2M | 31k | 135.31 | |
| Dollar General (DG) | 2.3 | $3.7M | 25k | 151.01 | |
| Merck & Co (MRK) | 2.1 | $3.4M | 44k | 76.95 | |
| Hexcel Corporation (HXL) | 1.7 | $2.7M | 72k | 37.19 | |
| Alaska Air (ALK) | 1.7 | $2.7M | 93k | 28.47 | |
| Genuine Parts Company (GPC) | 1.3 | $2.1M | 31k | 67.33 | |
| Alleghany Corporation | 1.3 | $2.1M | 3.7k | 552.40 | |
| American Express Company (AXP) | 1.3 | $2.0M | 23k | 85.61 | |
| Travelers Companies (TRV) | 1.3 | $2.0M | 20k | 99.35 | |
| Equinor Asa (EQNR) | 1.1 | $1.7M | 142k | 12.18 | |
| Washington Federal (WAFD) | 1.1 | $1.7M | 65k | 25.96 | |
| Seacor Marine Hldgs (SMHI) | 0.7 | $1.1M | 262k | 4.38 | |
| General Electric Company | 0.7 | $1.1M | 143k | 7.94 | |
| Nike (NKE) | 0.7 | $1.1M | 14k | 82.76 | |
| Coca-Cola Company (KO) | 0.7 | $1.1M | 24k | 44.25 | |
| Medtronic (MDT) | 0.2 | $276k | 3.1k | 90.31 |
