Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 15, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Alaska Air Group, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Cummins Inc., Chevron Corporation, and 14 more

Reductions - American Express Company, Costco Wholesale Corporation, Equinor ASA, Hexcel Corporation, Olin Corporation, and 2 more

Complete Exits - None reported

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 2022	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+48,013	+31.1%	$8.10K	202,318
Q2 2022	AXP American Express Company	American Express Company	Sell	-173	-0.8%	$2.83K	20,451
Q2 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+12	+15.0%	$37.62K	92
Q2 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+15,463	+7.3%	$61.76K	226,209
Q2 2022	CMI Cummins Inc.	Cummins Inc.	Buy	+5,759	+16.3%	$7.96K	41,141
Q2 2022	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-47	-0.9%	$2.45K	5,119
Q2 2022	CVX Chevron Corporation	Chevron Corporation	Buy	+791	+24.1%	$591.00	4,079
Q2 2022	DG Dollar General Corporation	Dollar General Corporation	Buy	+29,005	+192.1%	$10.82K	44,100
Q2 2022	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy	+24	+0.0%	$12.61K	279,209
Q2 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+16,868	+34.3%	$6.23K	65,975
Q2 2022	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+1,487	+2.2%	$10.90K	69,956
Q2 2022	EQNR Equinor ASA	Equinor ASA	Sell	-35	-0.0%	$6.84K	196,717
Q2 2022	HXL Hexcel Corporation	Hexcel Corporation	Sell	-52	-0.1%	$3.74K	71,438
Q2 2022	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+1,126,792	+45.3%	$12.94K	3,615,556
Q2 2022	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Buy	+425	+1.9%	$1.41K	22,425
Q2 2022	MCY Mercury General Corporation	Mercury General Corporation	Buy	+34	+0.0%	$6.33K	142,802
Q2 2022	MRK Merck & Company, Inc.	Merck & Company, Inc.	Buy	+400	+0.9%	$4.05K	44,473
Q2 2022	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+9,274	+34.4%	$5.36K	36,231
Q2 2022	NEM Newmont Corporation	Newmont Corporation	Buy	+16,016	+4.1%	$24.24K	406,256
Q2 2022	NKE Nike, Inc.	Nike, Inc.	Buy	+696	+6.5%	$1.16K	11,335
Q2 2022	OLN Olin Corporation	Olin Corporation	Sell	-177,565	-23.6%	$26.55K	573,688
Q2 2022	PARA Paramount Global	Paramount Global	Buy	+49,461	+5.5%	$23.59K	955,864
Q2 2022	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+10,828	+12.3%	$7.55K	98,901
Q2 2022	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-3,316	-1.3%	$1.45K	251,428
Q2 2022	VLO Valero Energy Corporation	Valero Energy Corporation	Sell	-187	-0.2%	$12.64K	118,892
Q2 2022	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+471	+0.3%	$13.66K	159,565