Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2024)

According to the SEC 13F filed on Aug 14, 2024, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2024. 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 2024, the filing reported:

New Buys - Five Below, Inc., GE Vernova Inc., Alphabet Inc., Sprott Physical Gold Trust, Synchrony Financial

Increases - Apple Inc., Alaska Air Group, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Cummins Inc., and 11 more

Reductions - American Express Company, Costco Wholesale Corporation, HF Sinclair Corporation, GE Aerospace, NXP Semiconductors, and 3 more

Complete Exits - Dow Inc., Saia, Inc.

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 2024	AAPL Apple Inc.	Apple Inc.	Buy	+8,400	+197.6%	$2.66M	12,650
Q2 2024	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+21,899	+6.8%	$13.81M	341,767
Q2 2024	AXP American Express Company	American Express Company	Sell	-648	-12.5%	$1.05M	4,518
Q2 2024	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+3	+2.4%	$78.37M	128
Q2 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+5,255	+2.3%	$96.44M	237,074
Q2 2024	CMI Cummins Inc.	Cummins Inc.	Buy	+130	+0.3%	$11.33M	40,909
Q2 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-25	-0.6%	$3.68M	4,330
Q2 2024	DG Dollar General Corporation	Dollar General Corporation	Buy	+21,006	+5.0%	$58.22M	440,295
Q2 2024	DINO HF Sinclair Corporation	HF Sinclair Corporation	Sell	-1,993	-0.7%	$14.55M	272,714
Q2 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+5,482	+4.2%	$13.57M	136,693
Q2 2024	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+5,750	+6.3%	$10.36M	96,990
Q2 2024	DOW Dow Inc.	Dow Inc.	Sell - Position Exit	-5,169	-100.0%	$0.00	-
Q2 2024	EQNR Equinor ASA	Equinor ASA	Buy	+11,696	+4.5%	$7.72M	270,342
Q2 2024	FIVE Five Below, Inc.	Five Below, Inc.	Buy - Position Entry	+66,384	-	$7.23M	66,384
Q2 2024	GE GE Aerospace	GE Aerospace	Sell	-3,612	-21.8%	$2.06M	12,947
Q2 2024	GEV GE Vernova Inc.	GE Vernova Inc.	Buy - Position Entry	+4,138	-	$709.71K	4,138
Q2 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+1,160	-	$211.29K	1,160
Q2 2024	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+179,297	+4.0%	$38.70M	4,651,364
Q2 2024	MCY Mercury General Corporation	Mercury General Corporation	Buy	+756	+0.1%	$74.13M	1,394,980
Q2 2024	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-10,520	-43.0%	$3.75M	13,930
Q2 2024	NEM Newmont Corporation	Newmont Corporation	Buy	+44,126	+7.3%	$27.20M	649,573
Q2 2024	NKE Nike, Inc.	Nike, Inc.	Buy	+21,774	+191.1%	$2.50M	33,169
Q2 2024	OLN Olin Corporation	Olin Corporation	Buy	+22,044	+4.4%	$24.87M	527,383
Q2 2024	PARA Paramount Global	Paramount Global	Buy	+204,473	+13.8%	$17.48M	1,682,416
Q2 2024	PHYS Sprott Physical Gold Trust	Sprott Physical Gold Trust	Buy - Position Entry	+23,869	-	$431.07K	23,869
Q2 2024	SAIA Saia, Inc.	Saia, Inc.	Sell - Position Exit	-400	-100.0%	$0.00	-
Q2 2024	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+113,712	+97.9%	$17.89M	229,823
Q2 2024	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-19,917	-8.5%	$2.89M	214,561
Q2 2024	SYF Synchrony Financial	Synchrony Financial	Buy - Position Entry	+4,437	-	$209.38K	4,437
Q2 2024	VLO Valero Energy Corporation	Valero Energy Corporation	Sell	-2,447	-6.1%	$5.90M	37,619

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