SEMPER AUGUSTUS INVESTMENTS GROUP LLC Long-Term Concentrated

Location: Highlands Ranch, CO

CIK: 0001115373 · Show all filings

Period: Q3 2013 (← Previous) (Next →)

Filing Date: Nov 13, 2013

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

Holdings (30)

BRK/B BERKSHIRE HATHAWAY INC DEL 15.6%

Value $26.33M Shares 231,935 Est. Cost — Unrealized —

XOM EXXON MOBIL CORP 14.4%

Value $24.34M Shares 282,900 Est. Cost — Unrealized —

MCY MERCURY GENL CORP NEW 8.9%

Value $14.98M Shares 310,135 Est. Cost — Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 8.7%

Value $14.65M Shares 86 Est. Cost — Unrealized —

NEM NEWMONT MINING CORP 5.0%

Value $8.495M Shares 302,303 Est. Cost — Unrealized —

— LEUCADIA NATL CORP 4.6%

Value $7.835M Shares 287,625 Est. Cost — Unrealized —

INTC INTEL CORP 3.9%

Value $6.597M Shares 287,830 Est. Cost — Unrealized —

MRK MERCK & CO INC NEW 3.9%

Value $6.558M Shares 137,754 Est. Cost — Unrealized —

KGC KINROSS GOLD CORP 3.3%

Value $5.648M Shares 1,118,378 Est. Cost — Unrealized —

JNJ JOHNSON & JOHNSON 3.0%

Value $5.028M Shares 58,005 Est. Cost — Unrealized —

WAFD WASHINGTON FED INC 2.9%

Value $4.917M Shares 237,790 Est. Cost — Unrealized —

MSFT MICROSOFT CORP 2.9%

Value $4.876M Shares 146,505 Est. Cost — Unrealized —

SNY SANOFI 2.7%

Value $4.487M Shares 88,615 Est. Cost — Unrealized —

PEP PEPSICO INC 2.3%

Value $3.954M Shares 49,730 Est. Cost — Unrealized —

— STATOIL ASA 2.3%

Value $3.819M Shares 168,405 Est. Cost — Unrealized —

— GOLDCORP INC NEW 2.2%

Value $3.63M Shares 139,550 Est. Cost — Unrealized —

— GENERAL ELECTRIC CO 2.1%

Value $3.591M Shares 150,319 Est. Cost — Unrealized —

— AVX CORP NEW 1.7%

Value $2.872M Shares 218,772 Est. Cost — Unrealized —

COST COSTCO WHSL CORP NEW 1.4%

Value $2.361M Shares 20,502 Est. Cost — Unrealized —

— VALIDUS HOLDINGS LTD 1.3%

Value $2.127M Shares 57,531 Est. Cost — Unrealized —

— RITCHIE BROS AUCTIONEERS 1.1%

Value $1.931M Shares 95,700 Est. Cost — Unrealized —

KO COCA COLA CO 1.1%

Value $1.894M Shares 50,000 Est. Cost — Unrealized —

Value $1.765M Shares 14,780 Est. Cost — Unrealized —

TRV TRAVELERS COMPANIES INC 1.0%

Value $1.695M Shares 20,000 Est. Cost — Unrealized —

CNA CNA FINL CORP 0.9%

Value $1.457M Shares 38,155 Est. Cost — Unrealized —

— CHUBB CORP 0.5%

Value $893K Shares 10,000 Est. Cost — Unrealized —

— ROYAL DUTCH SHELL PLC 0.5%

Value $845K Shares 12,868 Est. Cost — Unrealized —

— VICAL INC 0.3%

Value $511K Shares 408,421 Est. Cost — Unrealized —

— MEDTRONIC INC 0.2%

Value $266K Shares 5,000 Est. Cost — Unrealized —

TAP/A MOLSON COORS BREWING CO 0.1%

Value $251K Shares 5,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
BRK/B	BERKSHIRE HATHAWAY INC DEL	231,935	$26.33M	15.6%	—	—	CL B NEW	084670702
XOM	EXXON MOBIL CORP	282,900	$24.34M	14.4%	—	—	COM	30231G102
MCY	MERCURY GENL CORP NEW	310,135	$14.98M	8.9%	—	—	COM	589400100
BRK/A	BERKSHIRE HATHAWAY INC DEL	86	$14.65M	8.7%	—	—	CL A	084670108
NEM	NEWMONT MINING CORP	302,303	$8.495M	5.0%	—	—	COM	651639106
—	LEUCADIA NATL CORP	287,625	$7.835M	4.6%	—	—	COM	527288104
INTC	INTEL CORP	287,830	$6.597M	3.9%	—	—	COM	458140100
MRK	MERCK & CO INC NEW	137,754	$6.558M	3.9%	—	—	COM	58933Y105
KGC	KINROSS GOLD CORP	1,118,378	$5.648M	3.3%	—	—	COM NO PAR	496902404
JNJ	JOHNSON & JOHNSON	58,005	$5.028M	3.0%	—	—	COM	478160104
WAFD	WASHINGTON FED INC	237,790	$4.917M	2.9%	—	—	COM	938824109
MSFT	MICROSOFT CORP	146,505	$4.876M	2.9%	—	—	COM	594918104
SNY	SANOFI	88,615	$4.487M	2.7%	—	—	SPONSORED ADR	80105N105
PEP	PEPSICO INC	49,730	$3.954M	2.3%	—	—	COM	713448108
—	STATOIL ASA	168,405	$3.819M	2.3%	—	—	SPONSORED ADR	85771P102
—	GOLDCORP INC NEW	139,550	$3.63M	2.2%	—	—	COM	380956409
—	GENERAL ELECTRIC CO	150,319	$3.591M	2.1%	—	—	COM	369604103
—	AVX CORP NEW	218,772	$2.872M	1.7%	—	—	COM	002444107
COST	COSTCO WHSL CORP NEW	20,502	$2.361M	1.4%	—	—	COM	22160K105
—	VALIDUS HOLDINGS LTD	57,531	$2.127M	1.3%	—	—	COM SHS	G9319H102
—	RITCHIE BROS AUCTIONEERS	95,700	$1.931M	1.1%	—	—	COM	767744105
KO	COCA COLA CO	50,000	$1.894M	1.1%	—	—	COM	191216100
MMM	3M CO	14,780	$1.765M	1.0%	—	—	COM	88579Y101
TRV	TRAVELERS COMPANIES INC	20,000	$1.695M	1.0%	—	—	COM	89417E109
CNA	CNA FINL CORP	38,155	$1.457M	0.9%	—	—	COM	126117100
—	CHUBB CORP	10,000	$893K	0.5%	—	—	COM	171232101
—	ROYAL DUTCH SHELL PLC	12,868	$845K	0.5%	—	—	SPONS ADR A	780259206
—	VICAL INC	408,421	$511K	0.3%	—	—	COM	925602104
—	MEDTRONIC INC	5,000	$266K	0.2%	—	—	COM	585055106
TAP/A	MOLSON COORS BREWING CO	5,000	$251K	0.1%	—	—	CL A	60871R100