Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2015)

As of Mar 31, 2015, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q1 2015, the filing reported:

New Buys - American Express Company, Medtronic

Increases - Berkshire Hathaway Inc. New, Microsoft Corporation

Reductions - Johnson & Johnson, Kinross Gold Corporation, Merck & Company, Inc., Newmont Corporation, Pepsico, Inc.

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2015	AXP American Express Company	American Express Company	Buy - Position Entry	+24,143	-	$1.89K	24,143
Q1 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+100	+0.1%	$28.41K	196,835
Q1 2015	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-125	-0.6%	$2.04K	20,238
Q1 2015	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-700	-0.1%	$1.23K	550,678
Q1 2015	MDT Medtronic	Medtronic	Buy - Position Entry	+5,000	-	$390.00	5,000
Q1 2015	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-6,700	-7.8%	$4.54K	79,054
Q1 2015	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+539	+0.6%	$3.50K	86,014
Q1 2015	NEM Newmont Corporation	Newmont Corporation	Sell	-300	-0.4%	$1.83K	84,093
Q1 2015	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-50	-0.2%	$2.16K	22,593