Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2025)

According to the SEC 13F filed on May 15, 2025, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. 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 2025, the filing reported:

New Buys - iShares 0-3 Month Treasury Bond

Increases - Berkshire Hathaway Inc. New, Dollar General Corporation, HF Sinclair Corporation, Equinor ASA, Five Below, Inc., and 6 more

Reductions - Alaska Air Group, Inc., Berkshire Hathaway Inc., Cummins Inc., Costco Wholesale Corporation, Walt Disney Company (The), and 7 more

Complete Exits - Amazon.com, Inc., Mercury General Corporation

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 2025	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-5,241	-1.5%	$16.97M	344,834
Q1 2025	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-960	-100.0%	$0.00	-
Q1 2025	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-4	-3.3%	$92.62M	116
Q1 2025	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+1,296	+0.5%	$127.47M	239,349
Q1 2025	CMI Cummins Inc.	Cummins Inc.	Sell	-417	-1.0%	$12.55M	40,039
Q1 2025	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-105	-2.4%	$4.01M	4,245
Q1 2025	DG Dollar General Corporation	Dollar General Corporation	Buy	+295,650	+48.3%	$79.77M	907,179
Q1 2025	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy	+6,372	+2.2%	$9.84M	299,281
Q1 2025	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-262	-0.2%	$13.80M	139,801
Q1 2025	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell	-290,436	-37.1%	$37.04M	493,386
Q1 2025	EQNR Equinor ASA	Equinor ASA	Buy	+26	+0.0%	$12.96M	490,166
Q1 2025	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+2,307	+3.0%	$5.89M	78,664
Q1 2025	GEV GE Vernova Inc.	GE Vernova Inc.	Sell	-400	-9.7%	$1.14M	3,738
Q1 2025	GLDM SPDR Gold MiniShares Trust	SPDR Gold MiniShares Trust	Buy	+1,854	+12.9%	$1.00M	16,219
Q1 2025	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-101,545	-2.2%	$56.83M	4,506,646
Q1 2025	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-273	-1.2%	$1.58M	22,000
Q1 2025	MCY Mercury General Corporation	Mercury General Corporation	Sell - Position Exit	-26,805	-100.0%	$0.00	-
Q1 2025	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-130	-0.9%	$2.58M	13,558
Q1 2025	NEM Newmont Corporation	Newmont Corporation	Buy	+5,733	+0.9%	$31.99M	662,556
Q1 2025	NKE Nike, Inc.	Nike, Inc.	Buy	+950	+2.7%	$2.32M	36,550
Q1 2025	OLN Olin Corporation	Olin Corporation	Buy	+116,973	+20.0%	$17.03M	702,466
Q1 2025	PARA Paramount Global	Paramount Global	Buy	+452,566	+38.4%	$19.53M	1,632,655
Q1 2025	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-2,040	-0.9%	$22.73M	231,702
Q1 2025	SGOV iShares 0-3 Month Treasury Bond	iShares 0-3 Month Treasury Bond	Buy - Position Entry	+10,600	-	$1.07M	10,600
Q1 2025	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+1,475	+0.8%	$25.16M	190,494
Q1 2025	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-159	-0.3%	$6.69M	56,272