Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2014)

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, 2014. 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 2014, the filing reported:

New Buys - None reported

Increases - Kinross Gold Corporation

Reductions - Berkshire Hathaway Inc. New, Intel Corporation, Johnson & Johnson, Mercury General Corporation, Merck & Company, Inc., and 3 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
Q3 2014	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,050	-0.5%	$28.81K	208,535
Q3 2014	INTC Intel Corporation	Intel Corporation	Sell	-65,492	-34.3%	$4.37K	125,538
Q3 2014	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-20,000	-34.5%	$4.05K	37,955
Q3 2014	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+1,300	+0.2%	$2.79K	845,828
Q3 2014	MCY Mercury General Corporation	Mercury General Corporation	Sell	-151	-0.1%	$12.72K	260,611
Q3 2014	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-5,000	-5.1%	$5.50K	92,754
Q3 2014	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-60,557	-41.3%	$3.98K	85,948
Q3 2014	NEM Newmont Corporation	Newmont Corporation	Sell	-535	-0.2%	$6.95K	301,603
Q3 2014	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-20,000	-40.3%	$2.76K	29,680