13F filing recap · Q2 2015

What did Semper Augustus buy in Q2 2015?

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

Stock value

$149.39M

Positions

Estimated turnover

3.1%

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

PCPPrecision Castparts Corp$1.78Mreported value+8.9K shares

Increased positions

XOMExxon Mobil Corp.$21.42Mreported value+2.2K shares+0.9%GGGoldcorp Inc.$8.08Mreported value+1.9K shares+0.4%GEGeneral Electric Company$3.99Mreported value+2 shares+0.0%AVXAVX Corporation$3.07Mreported value+9.8K shares

Reduced positions

BRK.BBerkshire Hathaway Inc$26.79Mreported value-16 shares-0.0%MCYMercury General Corp$11.03Mreported value-293 shares-0.1%LUKLeucadia National Corporation$7.61Mreported value-299 shares-0.1%WAFDWafd, Inc.$5.53Mreported value-6.3K shares

Exited positions

RBARb Global, Inc$2.37Mprior reported value-95.0K shares-100.0%