Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2014)

According to the SEC 13F filed on Aug 14, 2026, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2014. 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 Q2 2014, the filing reported:

New Buys - None reported

Increases - Kinross Gold Corporation, WaFd, Inc.

Reductions - Berkshire Hathaway Inc. New, Intel Corporation, Johnson & Johnson, Mercury General Corporation, Newmont Corporation, and 3 more

Complete Exits - Container Store (The)

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
Q2 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-21,800	-9.4%	$26.52K	209,585
Q2 2014	INTC Intel Corporation	Intel Corporation	Sell	-96,650	-33.6%	$5.90K	191,030
Q2 2014	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-50	-0.1%	$6.06K	57,955
Q2 2014	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+1,650	+0.2%	$3.50K	844,528
Q2 2014	MCY Mercury General Corporation	Mercury General Corporation	Sell	-598	-0.2%	$12.27K	260,762
Q2 2014	NEM Newmont Corporation	Newmont Corporation	Sell	-190	-0.1%	$7.69K	302,138
Q2 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-50	-0.1%	$4.44K	49,680
Q2 2014	SNY Sanofi	Sanofi	Sell	-50	-0.1%	$4.71K	88,490
Q2 2014	TCS Container Store (The)	Container Store (The)	Sell - Position Exit	-6,000	-100.0%	$0.00	-
Q2 2014	WAFD WaFd, Inc.	WaFd, Inc.	Buy	+7,450	+3.1%	$5.50K	245,090
Q2 2014	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-27,954	-9.8%	$25.83K	256,532