13F filing recap · Q4 2007

What did Semper Augustus buy in Q4 2007?

Reported stock-position changes between this filing and the previous one.

Stock value

$144.20M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

GEGeneral Electric Company$15.10Mreported value+407.3K shares MCYMercury General Corp$14.12Mreported value+283.4K shares BRK.ABerkshire Hathaway Inc$12.18Mreported value+86 shares XOMExxon Mobil Corp.$9.96Mreported value+106.3K shares BRK.BBerkshire Hathaway Inc$9.53Mreported value+2.0K shares WMTWalmart Inc.$7.71Mreported value+162.3K shares MRKMerck & Co., Inc.$5.37Mreported value+92.4K shares MYLMylan N.v.$5.14Mreported value+365.5K shares BUDAnheuser-Busch Inbev Sa/nv$5.03Mreported value+96.0K shares MSFTMicrosoft Corporation$4.88Mreported value+137.1K shares MCOMoody’s Corporation$4.25Mreported value+119.1K shares LEGLeggett & Platt Inc$4.11Mreported value+235.9K shares WAFDWafd, Inc.$3.94Mreported value+186.9K shares INTCIntel Corp$2.49Mreported value+93.4K shares NCCNational City Corp$2.32Mreported value+141.2K shares KOCoca Cola Co$2.23Mreported value+36.4K shares SGPSchering-Plough Corporation$2.05Mreported value+76.8K shares NEMNewmont Corporation$1.93Mreported value+39.6K shares VICLVical Incorporated$1.78Mreported value+418.9K shares WAGWalgreen Co.$1.70Mreported value+44.7K shares SMRTStein Mart Inc$1.67Mreported value+351.4K shares ETDEthan Allen Interiors Inc.$1.67Mreported value+58.4K shares COSTCostco Wholesale Corp /new$1.54Mreported value+22.1K shares JNJJohnson & Johnson$1.50Mreported value+22.6K shares EMREmerson Electric Co.$1.50Mreported value+26.4K shares TRVTravelers Companies, Inc.$1.29Mreported value+24.0K shares IPCRIpc Holdings Ltd$1.26Mreported value+43.6K shares BMYBristol-Myers Squibb Company$1.24Mreported value+46.6K shares LLYEli Lilly & Co$1.13Mreported value+21.1K shares CHFCUSDChemical Financial Corp$1.11Mreported value+46.8K shares RDS-AShell Plc$1.09Mreported value+13.0K shares WTMWhite Mountains Insurance Group, Ltd$1.07Mreported value+2.1K shares BROBrown & Brown, Inc.$1.06Mreported value+45.3K shares AVXAVX Corporation$988.0Kreported value+73.6K shares DBDDiebold Nixdorf, Incorporated$922.0Kreported value+31.8K shares CBChubb Limited$866.0Kreported value+15.9K shares PFEPfizer Inc.$837.0Kreported value+36.8K shares APOLApollo Education Group, Inc.$825.0Kreported value+11.8K shares ABTAbbott Laboratories$684.0Kreported value+12.2K shares PGProcter & Gamble Co$670.0Kreported value+9.1K shares COPConocophillips$586.0Kreported value+6.6K shares MOAltria Group, Inc.$507.0Kreported value+6.7K shares ABXBarrick Mining Corp$452.0Kreported value+10.7K shares HDHome Depot, Inc.$430.0Kreported value+16.0K shares NDN99 Cents Only Stores$397.0Kreported value+49.9K shares CNACna Financial Corp$389.0Kreported value+11.6K shares PEPPepsico, Inc.$349.0Kreported value+4.6K shares WYEWyeth$327.0Kreported value+7.4K shares TLABTellabs Inc$297.0Kreported value+45.4K shares MSIMotorola, Inc.$289.0Kreported value+18.0K shares TAT&T Inc.$282.0Kreported value+6.8K shares CIThe Cigna Group$266.0Kreported value+5.0K shares KGCKinross Gold Corp$262.0Kreported value+14.3K shares HONHoneywell International Inc$246.0Kreported value+4.0K shares AIGAmerican International Group, Inc.$218.0Kreported value+3.7K shares OSTKOverstock.com Inc$160.0Kreported value+10.3K shares