Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2020)

As of Jun 30, 2020, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 14, 2020. 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 2020, the filing reported:

New Buys - Pepsico, Inc.

Increases - Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Walt Disney Company (The), Coca-Cola Company (The), Mercury General Corporation, and 3 more

Reductions - Alaska Air Group, Inc., American Express Company, Cummins Inc., Costco Wholesale Corporation, Dollar General Corporation, and 9 more

Complete Exits - Medtronic

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 2020	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-727	-0.8%	$3.35K	92,500
Q2 2020	AXP American Express Company	American Express Company	Sell	-142	-0.6%	$2.21K	23,161
Q2 2020	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+1	+1.2%	$22.72K	85
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+4,280	+2.1%	$37.26K	208,701
Q2 2020	CMI Cummins Inc.	Cummins Inc.	Sell	-339	-1.1%	$5.34K	30,826
Q2 2020	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-155	-0.8%	$5.81K	19,161
Q2 2020	DG Dollar General Corporation	Dollar General Corporation	Sell	-13,846	-56.4%	$2.04K	10,722
Q2 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+600	+0.8%	$8.56K	76,771
Q2 2020	EQNR Equinor ASA	Equinor ASA	Sell	-509	-0.4%	$2.04K	140,944
Q2 2020	GPC Genuine Parts Company	Genuine Parts Company	Sell	-225	-0.7%	$2.70K	31,053
Q2 2020	HXL Hexcel Corporation	Hexcel Corporation	Sell	-150	-0.2%	$3.27K	72,282
Q2 2020	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-12,972	-1.1%	$8.58K	1,187,953
Q2 2020	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+1,500	+6.2%	$1.14K	25,500
Q2 2020	MCY Mercury General Corporation	Mercury General Corporation	Buy	+19,256	+10.1%	$8.55K	209,903
Q2 2020	MDT Medtronic	Medtronic	Sell - Position Exit	-3,056	-100.0%	$0.00	-
Q2 2020	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-472	-0.9%	$5.95K	52,202
Q2 2020	NEM Newmont Corporation	Newmont Corporation	Sell	-2,489	-0.8%	$19.11K	309,595
Q2 2020	NKE Nike, Inc.	Nike, Inc.	Sell	-63	-0.5%	$1.33K	13,615
Q2 2020	OLN Olin Corporation	Olin Corporation	Buy	+22,869	+3.3%	$8.18K	712,272
Q2 2020	PEP Pepsico, Inc.	Pepsico, Inc.	Buy - Position Entry	+1,582	-	$209.00	1,582
Q2 2020	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+1,165	+1.0%	$9.10K	123,647
Q2 2020	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-3,358	-1.3%	$660.00	259,015
Q2 2020	WAFD WaFd, Inc.	WaFd, Inc.	Buy	+521	+0.8%	$1.75K	65,276
Q2 2020	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-606	-0.4%	$6.42K	143,663