13F filing recap · Q2 2009
What did Semper Augustus buy in Q2 2009?
Reported stock-position changes between this filing and the previous one.
Stock value
$105.68M
Positions
41
Estimated turnover
2.2%
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.
Reduced positions
BRK.BBerkshire Hathaway Inc$11.71Mreported value-61 shares-1.5%MCYMercury General Corp$11.41Mreported value-2.9K shares-0.9%MSFTMicrosoft Corporation$9.71Mreported value-4.2K shares-1.0%CEGConstellation Energy Group Inc$6.47Mreported value-1.8K shares-0.7%GEGeneral Electric Company$4.72Mreported value-2.6K shares-0.7%WAGWalgreen Co.$4.43Mreported value-1.4K shares-0.9%INTCIntel Corp$3.66Mreported value-1.9K shares-0.8%NEMNewmont Corporation$3.42Mreported value-725 shares-0.9%DBDDiebold Nixdorf, Incorporated$2.65Mreported value-350 shares-0.3%ETNEaton Corporation Plc$2.47Mreported value-500 shares-0.9%BROBrown & Brown, Inc.$2.46Mreported value-1.6K shares-1.3%WAFDWafd, Inc.$2.45Mreported value-1.6K shares-0.8%SNYSanofi$1.85Mreported value-600 shares-0.9%AVXAVX Corporation$1.73Mreported value-700 shares-0.4%TLABTellabs Inc$1.46Mreported value-1.3K shares-0.5%VICLVical Incorporated$1.10Mreported value-7.0K shares-1.7%IPCRIpc Holdings Ltd$1.01Mreported value-600 shares-1.6%COSTCostco Wholesale Corp /new$960.0Kreported value-800 shares-3.7%WGOWinnebago Industries, Inc.$905.0Kreported value-1.0K shares-0.8%WTMWhite Mountains Insurance Group, Ltd$838.0Kreported value-42 shares-1.1%CNACna Financial Corp$595.0Kreported value-300 shares-0.8%ABTAbbott Laboratories$536.0Kreported value-300 shares-2.6%ETDEthan Allen Interiors Inc.$507.0Kreported value-700 shares-1.4%GCIGannett Co. Inc.$80.0Kreported value-750 shares-3.3%