Semper Augustus Investments Group as of Sept. 30, 2020
Portfolio Holdings for Semper Augustus Investments Group
Semper Augustus Investments Group holds 27 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 22.6 | $44M | 206k | 212.94 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 14.0 | $27M | 85.00 | 320000.00 | |
| Newmont Mining Corporation (NEM) | 10.2 | $20M | 314k | 63.45 | |
| Kinross Gold Corp (KGC) | 5.5 | $11M | 1.2M | 8.82 | |
| Starbucks Corporation (SBUX) | 5.4 | $11M | 123k | 85.92 | |
| Disney Walt Com Disney (DIS) | 4.9 | $9.5M | 76k | 124.08 | |
| Olin Corp Com Par $1 (OLN) | 4.6 | $9.0M | 725k | 12.38 | |
| Mercury General Corporation (MCY) | 4.6 | $8.9M | 216k | 41.37 | |
| Nxp Semiconductors N V (NXPI) | 3.3 | $6.5M | 52k | 124.81 | |
| Cummins (CMI) | 3.3 | $6.3M | 30k | 211.14 | |
| Costco Wholesale Corporation (COST) | 3.1 | $6.1M | 17k | 354.97 | |
| Exxon Mobil Corporation (XOM) | 2.5 | $4.9M | 143k | 34.33 | |
| Alleghany Corporation | 2.1 | $4.2M | 8.0k | 520.39 | |
| Merck & Co (MRK) | 1.9 | $3.7M | 44k | 82.94 | |
| Alaska Air (ALK) | 1.7 | $3.4M | 92k | 36.63 | |
| Genuine Parts Company (GPC) | 1.5 | $2.9M | 31k | 95.16 | |
| Hexcel Corporation (HXL) | 1.2 | $2.4M | 72k | 33.56 | |
| American Express Company (AXP) | 1.2 | $2.3M | 23k | 100.25 | |
| Dollar General (DG) | 1.2 | $2.2M | 11k | 209.66 | |
| Travelers Companies (TRV) | 1.1 | $2.2M | 20k | 108.20 | |
| Equinor Asa Sponsored Adr (EQNR) | 1.0 | $2.0M | 140k | 14.06 | |
| Nike CL B (NKE) | 0.9 | $1.7M | 14k | 125.56 | |
| Washington Federal (WAFD) | 0.7 | $1.4M | 65k | 20.86 | |
| Coca-Cola Company (KO) | 0.6 | $1.3M | 26k | 49.37 | |
| General Electric Company | 0.5 | $888k | 143k | 6.23 | |
| Seacor Marine Hldgs (SMHI) | 0.3 | $523k | 258k | 2.03 | |
| Pepsi (PEP) | 0.1 | $219k | 1.6k | 138.43 |
