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

As of Jun 30, 2014, 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 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