13F filing recap · Q4 2019

What did Semper Augustus buy in Q4 2019?

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

Stock value

$186.16M

Positions

Estimated turnover

0.7%

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

SBUXStarbucks Corporation$10.07Mreported value+191 shares+0.2%XOMExxon Mobil Corp.$7.98Mreported value+1.0K shares+0.9%MCYMercury General Corp$5.25Mreported value+1 shares+0.0%OLNOlin Corp$3.75Mreported value+412 shares+0.2%

Reduced positions

BRK.BBerkshire Hathaway Inc$42.53Mreported value-80 shares-0.0%NEMNewmont Corporation$12.61Mreported value-478 shares-0.2%DGDollar General Corp$8.29Mreported value-675 shares-1.3%SWKSSkyworks Solutions, Inc.$7.19Mreported value-1.6K shares