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

According to the SEC 13F filed on Aug 15, 2022, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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