Semper Augustus Investments as of March 31, 2017
Portfolio Holdings for Semper Augustus Investments
Semper Augustus Investments holds 28 positions in its portfolio as reported in the March 2017 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 22.7 | $30M | 182k | 166.68 | |
| Berkshire Hathaway (BRK.A) | 16.1 | $22M | 86.00 | 249848.84 | |
| Exxon Mobil Corporation (XOM) | 6.5 | $8.7M | 106k | 82.01 | |
| Newmont Mining Corporation (NEM) | 4.8 | $6.5M | 197k | 32.96 | |
| Goldcorp | 4.8 | $6.5M | 443k | 14.59 | |
| Merck & Co (MRK) | 3.7 | $5.0M | 79k | 63.53 | |
| Sanofi-Aventis SA (SNY) | 3.6 | $4.8M | 105k | 45.25 | |
| Hexcel Corporation (HXL) | 3.4 | $4.5M | 83k | 54.55 | |
| Dollar General (DG) | 3.0 | $4.0M | 57k | 69.72 | |
| Mercury General Corporation (MCY) | 3.0 | $4.0M | 65k | 61.00 | |
| General Electric Company | 2.9 | $3.9M | 129k | 29.80 | |
| AVX Corporation | 2.7 | $3.6M | 223k | 16.38 | |
| Costco Wholesale Corporation (COST) | 2.5 | $3.4M | 20k | 167.70 | |
| Validus Holdings | 2.4 | $3.1M | 56k | 56.38 | |
| Intel Corporation (INTC) | 2.3 | $3.1M | 87k | 36.07 | |
| American Express Company (AXP) | 2.1 | $2.9M | 36k | 79.12 | |
| Johnson & Johnson (JNJ) | 1.8 | $2.5M | 20k | 124.57 | |
| Travelers Companies (TRV) | 1.8 | $2.4M | 20k | 120.55 | |
| Statoil ASA | 1.6 | $2.2M | 127k | 17.18 | |
| Coca-Cola Company (KO) | 1.6 | $2.1M | 50k | 42.44 | |
| Washington Federal (WAFD) | 1.4 | $1.9M | 56k | 33.10 | |
| Chicago Bridge & Iron Company | 1.3 | $1.7M | 56k | 30.75 | |
| CNA Financial Corporation (CNA) | 1.2 | $1.7M | 37k | 44.17 | |
| Kinross Gold Corp (KGC) | 1.0 | $1.3M | 383k | 3.51 | |
| DST Systems | 0.7 | $927k | 7.6k | 122.49 | |
| Chubb (CB) | 0.6 | $820k | 6.0k | 136.26 | |
| Medtronic (MDT) | 0.3 | $403k | 5.0k | 80.60 | |
| Royal Dutch Shell | 0.2 | $257k | 4.9k | 52.79 |
