13F filing recap · Q4 2012
What did Semper Augustus buy in Q4 2012?
Reported stock-position changes between this filing and the previous one.
Stock value
$160.56M
Positions
29
Estimated turnover
3.7%
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.
Increased positions
XOMExxon Mobil Corp.$24.59Mreported value+1.5K shares+0.5%MCYMercury General Corp$16.08Mreported value+15.4K shares+4.0%NEMNewmont Corporation$8.55Mreported value+1.9K shares+1.0%MSFTMicrosoft Corporation$7.58Mreported value+3.5K shares+1.2%LUKLeucadia National Corporation$6.94Mreported value+14.2K shares+5.1%KGCKinross Gold Corp$6.46Mreported value+5.8K shares+0.9%INTCIntel Corp$6.05Mreported value+3.8K shares+1.3%JNJJohnson & Johnson$4.09Mreported value+50 shares+0.1%WAFDWafd, Inc.$4.08Mreported value+1.8K shares+0.7%GEGeneral Electric Company$3.29Mreported value+2 shares+0.0%EQNREquinor Asa$3.17Mreported value+1.2K shares+1.0%AVXAVX Corporation$2.42Mreported value+2.1K shares+0.9%CNACna Financial Corp$1.10Mreported value+275 shares+0.7%TLABTellabs Inc$661.0Kreported value+2.1K shares+0.7%