13F filing recap · Q2 2010

What did Semper Augustus buy in Q2 2010?

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

Stock value

$126.57M

Positions

Estimated turnover

7.3%

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

EQNREquinor Asa$1.03Mreported value+53.6K shares IAACInternational Assets Holding Corporation$833.0Kreported value+42.7K shares

Increased positions

BRK.BBerkshire Hathaway Inc$19.40Mreported value+900 shares+0.4%XOMExxon Mobil Corp.$16.05Mreported value+89.7K shares+46.8%GEGeneral Electric Company$5.82Mreported value+1 shares+0.0%WAFDWafd, Inc.$3.58Mreported value+32.4K shares

Reduced positions

MCYMercury General Corp$16.32Mreported value-405 shares-0.1%CEGConstellation Energy Group Inc$6.96Mreported value-1.4K shares-0.7%MSFTMicrosoft Corporation$4.47Mreported value-800 shares-0.4%BROBrown & Brown, Inc.$3.17Mreported value-300 shares