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

According to the SEC 13F filed on Nov 13, 2020, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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