Semper Augustus

Q2 2013 13F · by Christopher Bloomstran, CIO

Picture100.0% US stock

Full picture · of what this 13F reports is US stock

First filing on record. Nothing to compare against.

Concentrated · behaves like 13 equal-sized positions

Turnover · first filing on record


BRK.BBERKSHIRE HATHAWAY Class B	15.32%	231,935	$26M	held	—	new
XOMExxon Mobil Corp	15.06%	282,440	$26M	held	—	new
MCYMercury General Corp.	9.93%	382,880	$17M	held	—	new
BRK.ABerkshire Hathaway Inc.	8.56%	86	$15M	held	—	new
NEMNewmont Corporation	5.34%	302,023	$9M	held	—	new
unresolvedLeucadia National	4.45%	287,475	$8M	held	—	new
INTCIntel Corp	4.14%	289,430	$7M	held	—	new
MRKMerck & Co., Inc.	3.78%	137,754	$6M	held	—	new
KGCKinross Gold Corporation	3.36%	1,118,078	$6M	held	—	new
MSFTMicrosoft Corp	2.98%	146,305	$5M	held	—	new
JNJJohnson & Johnson	2.94%	58,005	$5M	held	—	new
SNYSanofi	2.69%	88,615	$5M	held	—	new
WAFDWaFd, Inc.	2.65%	237,790	$4M	held	—	new
PEPPepsiCo, Inc.	2.39%	49,580	$4M	held	—	new
unresolvedGeneral Electric Co	2.06%	150,317	$3M	held	—	new
unresolvedStatoil ASA	2.05%	168,255	$3M	held	—	new
18614USDGoldcorp Inc	2.03%	139,350	$3M	held	—	new
unresolvedAVX Corporation	1.53%	220,522	$3M	held	—	new
COSTCostco Wholesale Corp	1.34%	20,502	$2M	held	—	new
unresolvedValidus Holdings Ltd	1.23%	57,798	$2M	held	—	new
KOCoca-Cola Company	1.18%	50,000	$2M	held	—	new
MMM3M Company	0.95%	14,780	$2M	held	—	new
TRVThe Travelers Companies, Inc.	0.94%	20,000	$2M	held	—	new
unresolvedVical Inc	0.75%	408,421	$1M	held	—	new
CNACNA Financial Corporation	0.74%	38,455	$1M	held	—	new
unresolvedChubb	0.50%	10,000	$846,000	held	—	new
RDS.ARoyal Dutch Shell PLC	0.48%	12,868	$821,000	held	—	new
unresolvedTellabs, Inc.	0.33%	283,455	$560,000	held	—	new
unresolvedMedtronic Inc	0.15%	5,000	$257,000	held	—	new
TAP.AMolson Coors Beverage Company Class A	0.14%	5,000	$239,000	held	—	new