13F filing recap · Q4 2017

What did Semper Augustus buy in Q4 2017?

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

Stock value

$133.54M

Positions

Estimated turnover

6.6%

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

DGDollar General Corp$5.54Mreported value+975 shares+1.7%SMHISeacor Marine Holdings Inc.$3.85Mreported value+89.0K shares+37.1%

Reduced positions

BRK.BBerkshire Hathaway Inc$35.43Mreported value-3.4K shares-1.9%XOMExxon Mobil Corp.$8.88Mreported value-48 shares-0.0%NEMNewmont Corporation$7.17Mreported value-5.8K shares-2.9%GGGoldcorp Inc.$5.11Mreported value-41.7K shares