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

According to the SEC 13F filed on May 16, 2022, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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