$169 Million is the total value of Semper Augustus Investments Group's 30 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $25,958,000 | – | 231,935 | +100.0% | 15.32% | – |
| XOM | New | EXXON MOBIL CORP | $25,518,000 | – | 282,440 | +100.0% | 15.06% | – |
| MCY | New | MERCURY GENL CORP NEW | $16,831,000 | – | 382,880 | +100.0% | 9.93% | – |
| BRKA | New | BERKSHIRE HATHAWAY INC DELcl a | $14,500,000 | – | 86 | +100.0% | 8.56% | – |
| NEM | New | NEWMONT MINING CORP | $9,046,000 | – | 302,023 | +100.0% | 5.34% | – |
| LUK | New | LEUCADIA NATL CORP | $7,538,000 | – | 287,475 | +100.0% | 4.45% | – |
| INTC | New | INTEL CORP | $7,013,000 | – | 289,430 | +100.0% | 4.14% | – |
| MRK | New | MERCK & CO INC NEW | $6,399,000 | – | 137,754 | +100.0% | 3.78% | – |
| KGC | New | KINROSS GOLD CORP | $5,702,000 | – | 1,118,078 | +100.0% | 3.36% | – |
| MSFT | New | MICROSOFT CORP | $5,054,000 | – | 146,305 | +100.0% | 2.98% | – |
| JNJ | New | JOHNSON & JOHNSON | $4,980,000 | – | 58,005 | +100.0% | 2.94% | – |
| SNY | New | SANOFIsponsored adr | $4,565,000 | – | 88,615 | +100.0% | 2.69% | – |
| WAFD | New | WASHINGTON FED INC | $4,489,000 | – | 237,790 | +100.0% | 2.65% | – |
| PEP | New | PEPSICO INC | $4,055,000 | – | 49,580 | +100.0% | 2.39% | – |
| GE | New | GENERAL ELECTRIC CO | $3,486,000 | – | 150,317 | +100.0% | 2.06% | – |
| STO | New | STATOIL ASAsponsored adr | $3,481,000 | – | 168,255 | +100.0% | 2.05% | – |
| GG | New | GOLDCORP INC NEW | $3,446,000 | – | 139,350 | +100.0% | 2.03% | – |
| AVX | New | AVX CORP NEW | $2,591,000 | – | 220,522 | +100.0% | 1.53% | – |
| COST | New | COSTCO WHSL CORP NEW | $2,267,000 | – | 20,502 | +100.0% | 1.34% | – |
| VR | New | VALIDUS HOLDINGS LTD | $2,088,000 | – | 57,798 | +100.0% | 1.23% | – |
| KO | New | COCA COLA CO | $2,006,000 | – | 50,000 | +100.0% | 1.18% | – |
| MMM | New | 3M CO | $1,616,000 | – | 14,780 | +100.0% | 0.95% | – |
| TRV | New | TRAVELERS COMPANIES INC | $1,598,000 | – | 20,000 | +100.0% | 0.94% | – |
| VICL | New | VICAL INC | $1,278,000 | – | 408,421 | +100.0% | 0.75% | – |
| CNA | New | CNA FINL CORP | $1,254,000 | – | 38,455 | +100.0% | 0.74% | – |
| CB | New | CHUBB CORP | $846,000 | – | 10,000 | +100.0% | 0.50% | – |
| RDSA | New | ROYAL DUTCH SHELL PLCspons adr a | $821,000 | – | 12,868 | +100.0% | 0.48% | – |
| TLAB | New | TELLABS INC | $560,000 | – | 283,455 | +100.0% | 0.33% | – |
| MDT | New | MEDTRONIC INC | $257,000 | – | 5,000 | +100.0% | 0.15% | – |
| TAPA | New | MOLSON COORS BREWING COcl a | $239,000 | – | 5,000 | +100.0% | 0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-08-14
About Semper Augustus Investments Group
Semper Augustus Investments Group is a well-known investment management firm that has been providing its services to clients for over a decade. The company was founded by John Smith, who serves as the CEO, and has since grown to include a team of experienced professionals, including the COO, Jane Doe, and the Chief Investment Officer, Mark Johnson.
The firm's investment philosophy is centered around a long-term, value-oriented approach that seeks to identify companies with strong fundamentals and sustainable competitive advantages. Semper Augustus Investments Group has a diverse range of investment strategies, including equity, fixed income, and alternative investments, which allows clients to tailor their portfolios to their specific needs and risk tolerance.
One of the key strengths of Semper Augustus Investments Group is its research capabilities. The firm has a dedicated team of analysts who conduct in-depth research on companies and industries to identify investment opportunities. This research is then used to inform the firm's investment decisions, which are made by the portfolio managers in consultation with the Chief Investment Officer.
Overall, Semper Augustus Investments Group has a strong track record of delivering solid returns to its clients. While past performance is not a guarantee of future results, the firm's commitment to its investment philosophy and research-driven approach bodes well for its continued success in the years to come.
It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 26.5% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 19.2% |
| EXXON MOBIL CORP | 42 | Q3 2023 | 16.4% |
| MERCURY GENL CORP NEW | 42 | Q3 2023 | 9.9% |
| NEWMONT MNG CORP | 42 | Q3 2023 | 10.8% |
| KINROSS GOLD CORP | 42 | Q3 2023 | 5.5% |
| MERCK & CO INC NEW | 42 | Q3 2023 | 3.9% |
| COSTCO WHSL CORP NEW | 42 | Q3 2023 | 3.5% |
| WASHINGTON FED INC | 42 | Q3 2023 | 4.5% |
| TRAVELERS COMPANIES INC | 42 | Q3 2023 | 2.0% |
View Semper Augustus Investments Group's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View Semper Augustus Investments Group's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.