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

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, 2019. 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