Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2022)

As of Mar 31, 2022, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 16, 2022. 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 2022, the filing reported:

New Buys - HF Sinclair Corporation, Shell PLC

Increases - Alaska Air Group, Inc., Cummins Inc., Dollar General Corporation, Walt Disney Company (The), Dollar Tree, Inc., and 8 more

Reductions - American Express Company, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Costco Wholesale Corporation, Equinor ASA, and 3 more

Complete Exits - Synchrony Financial

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 2022	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+18,582	+13.7%	$8.95K	154,305
Q1 2022	AXP American Express Company	American Express Company	Sell	-636	-3.0%	$3.86K	20,624
Q1 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-6	-7.0%	$42.31K	80
Q1 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-762	-0.4%	$74.37K	210,746
Q1 2022	CMI Cummins Inc.	Cummins Inc.	Buy	+6,103	+20.8%	$7.26K	35,382
Q1 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-334	-6.1%	$2.98K	5,166
Q1 2022	DG Dollar General Corporation	Dollar General Corporation	Buy	+4,468	+42.0%	$3.36K	15,095
Q1 2022	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy - Position Entry	+279,185	-	$11.13K	279,185
Q1 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+11,026	+29.0%	$6.74K	49,107
Q1 2022	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+197	+0.3%	$10.96K	68,469
Q1 2022	EQNR Equinor ASA	Equinor ASA	Sell	-30	-0.0%	$7.38K	196,752
Q1 2022	HXL Hexcel Corporation	Hexcel Corporation	Sell	-28	-0.0%	$4.25K	71,490
Q1 2022	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+116,377	+4.9%	$14.63K	2,488,764
Q1 2022	MCY Mercury General Corporation	Mercury General Corporation	Buy	+7,574	+5.6%	$7.85K	142,768
Q1 2022	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+3,724	+16.0%	$4.99K	26,957
Q1 2022	NEM Newmont Corporation	Newmont Corporation	Buy	+7,929	+2.1%	$31.00K	390,240
Q1 2022	OLN Olin Corporation	Olin Corporation	Buy	+34,326	+4.8%	$39.28K	751,253
Q1 2022	PARA Paramount Global	Paramount Global	Buy	+157,581	+21.0%	$34.27K	906,403
Q1 2022	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+9,755	+12.5%	$8.01K	88,073
Q1 2022	SHEL Shell PLC	Shell PLC	Buy - Position Entry	+4,868	-	$267.00	4,868
Q1 2022	SYF Synchrony Financial	Synchrony Financial	Sell - Position Exit	-4,437	-100.0%	$0.00	-
Q1 2022	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+403	+0.3%	$12.09K	119,079
Q1 2022	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-2,533	-4.0%	$2.01K	61,190
Q1 2022	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-149	-0.1%	$13.14K	159,094