Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2019)

As of Sep 30, 2019, 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 2019, the filing reported:

New Buys - Olin Corporation

Increases - American Express Company, Berkshire Hathaway Inc. New, Cummins Inc., Costco Wholesale Corporation, Walt Disney Company (The), and 12 more

Reductions - Dollar General Corporation, Mercury General Corporation, Merck & Company, Inc.

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 2019	AXP American Express Company	American Express Company	Buy	+203	+1.0%	$2.44K	20,628
Q3 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+6,556	+3.6%	$39.08K	187,851
Q3 2019	CMI Cummins Inc.	Cummins Inc.	Buy	+338	+1.2%	$4.82K	29,649
Q3 2019	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+89	+0.5%	$5.65K	19,619
Q3 2019	DG Dollar General Corporation	Dollar General Corporation	Sell	-579	-1.1%	$8.55K	53,826
Q3 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+306	+1.4%	$2.84K	21,811
Q3 2019	EQNR Equinor ASA	Equinor ASA	Buy	+4,254	+3.7%	$2.26K	119,367
Q3 2019	HXL Hexcel Corporation	Hexcel Corporation	Buy	+136	+0.2%	$5.07K	61,768
Q3 2019	INTC Intel Corporation	Intel Corporation	Buy	+851	+2.2%	$2.08K	40,371
Q3 2019	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+2,696	+0.2%	$5.01K	1,090,010
Q3 2019	MCY Mercury General Corporation	Mercury General Corporation	Sell	-339	-0.3%	$6.02K	107,704
Q3 2019	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-211	-0.5%	$3.58K	42,512
Q3 2019	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+379	+0.7%	$5.80K	53,177
Q3 2019	NEM Newmont Corporation	Newmont Corporation	Buy	+2,308	+0.8%	$11.02K	290,657
Q3 2019	NKE Nike, Inc.	Nike, Inc.	Buy	+131	+1.0%	$1.21K	12,854
Q3 2019	OLN Olin Corporation	Olin Corporation	Buy - Position Entry	+216,916	-	$4.06K	216,916
Q3 2019	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+454	+0.4%	$10.11K	114,369
Q3 2019	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+9,815	+3.1%	$4.17K	331,313
Q3 2019	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy	+676	+1.1%	$4.84K	61,106
Q3 2019	WAFD WaFd, Inc.	WaFd, Inc.	Buy	+1,023	+1.9%	$2.05K	55,343
Q3 2019	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+3,273	+3.0%	$8.00K	113,297