Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2020)

As of Sep 30, 2020, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 13, 2020. 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 2020, the filing reported:

New Buys - None reported

Increases - Kinross Gold Corporation, Mercury General Corporation, Newmont Corporation, Olin Corporation

Reductions - Alaska Air Group, Inc., American Express Company, Berkshire Hathaway Inc. New, Cummins Inc., Costco Wholesale Corporation, and 11 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 2020	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-465	-0.5%	$3.37K	92,035
Q3 2020	AXP American Express Company	American Express Company	Sell	-259	-1.1%	$2.30K	22,902
Q3 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-2,340	-1.1%	$43.94K	206,361
Q3 2020	CMI Cummins Inc.	Cummins Inc.	Sell	-818	-2.7%	$6.34K	30,008
Q3 2020	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-1,923	-10.0%	$6.12K	17,238
Q3 2020	DG Dollar General Corporation	Dollar General Corporation	Sell	-38	-0.4%	$2.24K	10,684
Q3 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-354	-0.5%	$9.48K	76,417
Q3 2020	EQNR Equinor ASA	Equinor ASA	Sell	-1,038	-0.7%	$1.97K	139,906
Q3 2020	GPC Genuine Parts Company	Genuine Parts Company	Sell	-210	-0.7%	$2.94K	30,843
Q3 2020	HXL Hexcel Corporation	Hexcel Corporation	Sell	-431	-0.6%	$2.41K	71,851
Q3 2020	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+28,682	+2.4%	$10.73K	1,216,635
Q3 2020	MCY Mercury General Corporation	Mercury General Corporation	Buy	+6,324	+3.0%	$8.95K	216,227
Q3 2020	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-363	-0.7%	$6.47K	51,839
Q3 2020	NEM Newmont Corporation	Newmont Corporation	Buy	+4,406	+1.4%	$19.92K	314,001
Q3 2020	NKE Nike, Inc.	Nike, Inc.	Sell	-84	-0.6%	$1.70K	13,531
Q3 2020	OLN Olin Corporation	Olin Corporation	Buy	+12,721	+1.8%	$8.97K	724,993
Q3 2020	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-630	-0.5%	$10.57K	123,017
Q3 2020	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-1,343	-0.5%	$523.00	257,672
Q3 2020	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-283	-0.4%	$1.36K	64,993
Q3 2020	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-699	-0.5%	$4.91K	142,964