Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2021)

As of Jun 30, 2021, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 16, 2021. 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 2021, the filing reported:

New Buys - Meta Platforms, Inc., Occidental Petroleum Corporatio, , Paramount Global, Synchrony Financial, and 1 more

Increases - Berkshire Hathaway Inc. New, Walt Disney Company (The), Equinor ASA, Kinross Gold Corporation, Newmont Corporation, and 4 more

Reductions - Alaska Air Group, Inc., American Express Company, Cummins Inc., Costco Wholesale Corporation, Dollar General Corporation, and 6 more

Complete Exits - Genuine Parts Company

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 2021	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-3,111	-3.4%	$5.35K	88,700
Q2 2021	AXP American Express Company	American Express Company	Sell	-639	-2.8%	$3.67K	22,231
Q2 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+6,043	+3.0%	$57.20K	205,808
Q2 2021	CMI Cummins Inc.	Cummins Inc.	Sell	-147	-0.5%	$7.11K	29,172
Q2 2021	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-10	-0.1%	$2.67K	6,750
Q2 2021	DG Dollar General Corporation	Dollar General Corporation	Sell	-40	-0.4%	$2.30K	10,640
Q2 2021	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+126	+0.3%	$6.80K	38,702
Q2 2021	EQNR Equinor ASA	Equinor ASA	Buy	+242	+0.1%	$4.00K	188,807
Q2 2021	GPC Genuine Parts Company	Genuine Parts Company	Sell - Position Exit	-30,792	-100.0%	$0.00	-
Q2 2021	HXL Hexcel Corporation	Hexcel Corporation	Sell	-508	-0.7%	$4.44K	71,146
Q2 2021	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+219,984	+14.2%	$11.25K	1,771,994
Q2 2021	MCY Mercury General Corporation	Mercury General Corporation	Sell	-154,306	-51.8%	$9.31K	143,390
Q2 2021	META Meta Platforms, Inc.	Meta Platforms, Inc.	Buy - Position Entry	+900	-	$313.00	900
Q2 2021	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-15,776	-40.4%	$4.79K	23,293
Q2 2021	NEM Newmont Corporation	Newmont Corporation	Buy	+12,419	+3.6%	$22.85K	360,539
Q2 2021	NKE Nike, Inc.	Nike, Inc.	Sell	-83	-0.8%	$1.65K	10,675
Q2 2021	OLN Olin Corporation	Olin Corporation	Buy	+11,651	+1.6%	$33.95K	733,900
Q2 2021	OXY Occidental Petroleum Corporatio	Occidental Petroleum Corporatio	Buy - Position Entry	+21,000	-	$657.00	21,000
Q2 2021	OXY-WS		Buy - Position Entry	+266,717	-	$3.71K	266,717
Q2 2021	PARA Paramount Global	Paramount Global	Buy - Position Entry	+602,081	-	$27.21K	602,081
Q2 2021	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-19,480	-18.7%	$9.46K	84,602
Q2 2021	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+4,043	+1.6%	$1.15K	260,735
Q2 2021	SYF Synchrony Financial	Synchrony Financial	Buy - Position Entry	+4,437	-	$215.00	4,437
Q2 2021	UPBD Upbound Group, Inc.	Upbound Group, Inc.	Buy - Position Entry	+4,600	-	$244.00	4,600
Q2 2021	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+167	+0.2%	$8.41K	107,671
Q2 2021	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-384	-0.6%	$2.05K	64,559
Q2 2021	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+6,043	+3.8%	$10.37K	164,340