Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2013)

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 Sep 30, 2013. 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 Q3 2013, the filing reported:

New Buys - None reported

Increases - Kinross Gold Corporation, Microsoft Corporation, Newmont Corporation, Pepsico, Inc., Exxon Mobil Corporation

Reductions - CNA Financial Corporation, Intel Corporation, Mercury General Corporation

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
Q3 2013	CNA CNA Financial Corporation	CNA Financial Corporation	Sell	-300	-0.8%	$1.46K	38,155
Q3 2013	INTC Intel Corporation	Intel Corporation	Sell	-1,600	-0.6%	$6.60K	287,830
Q3 2013	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+300	+0.0%	$5.65K	1,118,378
Q3 2013	MCY Mercury General Corporation	Mercury General Corporation	Sell	-72,745	-19.0%	$14.98K	310,135
Q3 2013	MSFT Microsoft Corporation	Microsoft Corporation	Buy	+200	+0.1%	$4.88K	146,505
Q3 2013	NEM Newmont Corporation	Newmont Corporation	Buy	+280	+0.1%	$8.49K	302,303
Q3 2013	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+150	+0.3%	$3.95K	49,730
Q3 2013	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+460	+0.2%	$24.34K	282,900