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

As of Sep 30, 2014, 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 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