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

As of Sep 30, 2013, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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