Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2021)

As of Sep 30, 2021, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 15, 2021. 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 2021, the filing reported:

New Buys - Dollar Tree, Inc., GE Aerospace

Increases - Alaska Air Group, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Kinross Gold Corporation, Newmont Corporation, and 3 more

Reductions - American Express Company, Cummins Inc., Costco Wholesale Corporation, Dollar General Corporation, Walt Disney Company (The), and 10 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 2021	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+33,527	+37.8%	$7.16K	122,227
Q3 2021	AXP American Express Company	American Express Company	Sell	-323	-1.5%	$3.67K	21,908
Q3 2021	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+1	+1.2%	$35.38K	86
Q3 2021	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+12,401	+6.0%	$59.56K	218,209
Q3 2021	CMI Cummins Inc.	Cummins Inc.	Sell	-61	-0.2%	$6.54K	29,111
Q3 2021	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-1,243	-18.4%	$2.48K	5,507
Q3 2021	DG Dollar General Corporation	Dollar General Corporation	Sell	-13	-0.1%	$2.25K	10,627
Q3 2021	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-1,143	-3.0%	$6.35K	37,559
Q3 2021	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy - Position Entry	+69,122	-	$6.62K	69,122
Q3 2021	EQNR Equinor ASA	Equinor ASA	Sell	-451	-0.2%	$4.80K	188,356
Q3 2021	GE GE Aerospace	GE Aerospace	Buy - Position Entry	+17,821	-	$1.84K	17,821
Q3 2021	HXL Hexcel Corporation	Hexcel Corporation	Sell	-28	-0.0%	$4.22K	71,118
Q3 2021	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+319,117	+18.0%	$11.21K	2,091,111
Q3 2021	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-2,000	-7.8%	$1.23K	23,500
Q3 2021	MCY Mercury General Corporation	Mercury General Corporation	Sell	-8,874	-6.2%	$7.49K	134,516
Q3 2021	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-60	-0.3%	$4.55K	23,233
Q3 2021	NEM Newmont Corporation	Newmont Corporation	Buy	+20,653	+5.7%	$20.70K	381,192
Q3 2021	NKE Nike, Inc.	Nike, Inc.	Sell	-36	-0.3%	$1.54K	10,639
Q3 2021	OLN Olin Corporation	Olin Corporation	Sell	-1,602	-0.2%	$35.33K	732,298
Q3 2021	PARA Paramount Global	Paramount Global	Buy	+163,942	+27.2%	$30.27K	766,023
Q3 2021	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-6,395	-7.6%	$8.63K	78,207
Q3 2021	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-363	-0.1%	$1.21K	260,372
Q3 2021	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+9,319	+8.7%	$8.26K	116,990
Q3 2021	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-81	-0.1%	$2.21K	64,478
Q3 2021	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+833	+0.5%	$9.71K	165,173