SEMPER AUGUSTUS INVESTMENTS GROUP LLC Long-Term Concentrated

Location: Highlands Ranch, CO

CIK: 0001115373 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value: $169M (100.0% shares, 0.0% debt)

Holdings (30)

BRK/B BERKSHIRE HATHAWAY INC DEL 15.3%

Value $25.96M Shares 231,935 Est. Cost — Unrealized —

XOM EXXON MOBIL CORP 15.1%

Value $25.52M Shares 282,440 Est. Cost — Unrealized —

MCY MERCURY GENL CORP NEW 9.9%

Value $16.83M Shares 382,880 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 8.6%

Value $14.5M Shares 86 Est. Cost — Unrealized —

NEM NEWMONT MINING CORP 5.3%

Value $9.046M Shares 302,023 Est. Cost — Unrealized —

— LEUCADIA NATL CORP 4.4%

Value $7.538M Shares 287,475 Est. Cost — Unrealized —

INTC INTEL CORP 4.1%

Value $7.013M Shares 289,430 Est. Cost — Unrealized —

MRK MERCK & CO INC NEW 3.8%

Value $6.399M Shares 137,754 Est. Cost — Unrealized —

KGC KINROSS GOLD CORP 3.4%

Value $5.702M Shares 1,118,078 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 3.0%

Value $5.054M Shares 146,305 Est. Cost — Unrealized —

JNJ JOHNSON & JOHNSON 2.9%

Value $4.98M Shares 58,005 Est. Cost — Unrealized —

SNY SANOFI 2.7%

Value $4.565M Shares 88,615 Est. Cost — Unrealized —

WAFD WASHINGTON FED INC 2.6%

Value $4.489M Shares 237,790 Est. Cost — Unrealized —

PEP PEPSICO INC 2.4%

Value $4.055M Shares 49,580 Est. Cost — Unrealized —

— GENERAL ELECTRIC CO 2.1%

Value $3.486M Shares 150,317 Est. Cost — Unrealized —

— STATOIL ASA 2.1%

Value $3.481M Shares 168,255 Est. Cost — Unrealized —

— GOLDCORP INC NEW 2.0%

Value $3.446M Shares 139,350 Est. Cost — Unrealized —

— AVX CORP NEW 1.5%

Value $2.591M Shares 220,522 Est. Cost — Unrealized —

COST COSTCO WHSL CORP NEW 1.3%

Value $2.267M Shares 20,502 Est. Cost — Unrealized —

— VALIDUS HOLDINGS LTD 1.2%

Value $2.088M Shares 57,798 Est. Cost — Unrealized —

KO COCA COLA CO 1.2%

Value $2.006M Shares 50,000 Est. Cost — Unrealized —

Value $1.616M Shares 14,780 Est. Cost — Unrealized —

TRV TRAVELERS COMPANIES INC 0.9%

Value $1.598M Shares 20,000 Est. Cost — Unrealized —

— VICAL INC 0.8%

Value $1.278M Shares 408,421 Est. Cost — Unrealized —

CNA CNA FINL CORP 0.7%

Value $1.254M Shares 38,455 Est. Cost — Unrealized —

— CHUBB CORP 0.5%

Value $846K Shares 10,000 Est. Cost — Unrealized —

— ROYAL DUTCH SHELL PLC 0.5%

Value $821K Shares 12,868 Est. Cost — Unrealized —

— TELLABS INC 0.3%

Value $560K Shares 283,455 Est. Cost — Unrealized —

— MEDTRONIC INC 0.2%

Value $257K Shares 5,000 Est. Cost — Unrealized —

TAP/A MOLSON COORS BREWING CO 0.1%

Value $239K Shares 5,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	231,935	$25.96M	15.3%	—	—	CL B NEW	084670702
XOM	EXXON MOBIL CORP	282,440	$25.52M	15.1%	—	—	COM	30231G102
MCY	MERCURY GENL CORP NEW	382,880	$16.83M	9.9%	—	—	COM	589400100
BRK/A	BERKSHIRE HATHAWAY INC DEL	86	$14.5M	8.6%	—	—	CL A	084670108
NEM	NEWMONT MINING CORP	302,023	$9.046M	5.3%	—	—	COM	651639106
—	LEUCADIA NATL CORP	287,475	$7.538M	4.4%	—	—	COM	527288104
INTC	INTEL CORP	289,430	$7.013M	4.1%	—	—	COM	458140100
MRK	MERCK & CO INC NEW	137,754	$6.399M	3.8%	—	—	COM	58933Y105
KGC	KINROSS GOLD CORP	1,118,078	$5.702M	3.4%	—	—	COM NO PAR	496902404
MSFT	MICROSOFT CORP	146,305	$5.054M	3.0%	—	—	COM	594918104
JNJ	JOHNSON & JOHNSON	58,005	$4.98M	2.9%	—	—	COM	478160104
SNY	SANOFI	88,615	$4.565M	2.7%	—	—	SPONSORED ADR	80105N105
WAFD	WASHINGTON FED INC	237,790	$4.489M	2.6%	—	—	COM	938824109
PEP	PEPSICO INC	49,580	$4.055M	2.4%	—	—	COM	713448108
—	GENERAL ELECTRIC CO	150,317	$3.486M	2.1%	—	—	COM	369604103
—	STATOIL ASA	168,255	$3.481M	2.1%	—	—	SPONSORED ADR	85771P102
—	GOLDCORP INC NEW	139,350	$3.446M	2.0%	—	—	COM	380956409
—	AVX CORP NEW	220,522	$2.591M	1.5%	—	—	COM	002444107
COST	COSTCO WHSL CORP NEW	20,502	$2.267M	1.3%	—	—	COM	22160K105
—	VALIDUS HOLDINGS LTD	57,798	$2.088M	1.2%	—	—	COM SHS	G9319H102
KO	COCA COLA CO	50,000	$2.006M	1.2%	—	—	COM	191216100
MMM	3M CO	14,780	$1.616M	1.0%	—	—	COM	88579Y101
TRV	TRAVELERS COMPANIES INC	20,000	$1.598M	0.9%	—	—	COM	89417E109
—	VICAL INC	408,421	$1.278M	0.8%	—	—	COM	925602104
CNA	CNA FINL CORP	38,455	$1.254M	0.7%	—	—	COM	126117100
—	CHUBB CORP	10,000	$846K	0.5%	—	—	COM	171232101
—	ROYAL DUTCH SHELL PLC	12,868	$821K	0.5%	—	—	SPONS ADR A	780259206
—	TELLABS INC	283,455	$560K	0.3%	—	—	COM	879664100
—	MEDTRONIC INC	5,000	$257K	0.2%	—	—	COM	585055106
TAP/A	MOLSON COORS BREWING CO	5,000	$239K	0.1%	—	—	CL A	60871R100