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

According to the SEC 13F filed on Nov 15, 2021, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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