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

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, 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