Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2022)

According to the SEC 13F filed on Nov 14, 2022, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2022. 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 2022, the filing reported:

New Buys - Apple Inc., Dow Inc.

Increases - Alaska Air Group, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Cummins Inc., HF Sinclair Corporation, and 10 more

Reductions - American Express Company, Chevron Corporation, Dollar General Corporation, Dollar Tree, Inc., Equinor ASA, and 4 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 2022	AAPL Apple Inc.	Apple Inc.	Buy - Position Entry	+3,374	-	$466.00	3,374
Q3 2022	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+6,129	+3.0%	$8.16K	208,447
Q3 2022	AXP American Express Company	American Express Company	Sell	-13,858	-67.8%	$889.00	6,593
Q3 2022	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+10	+10.9%	$41.46K	102
Q3 2022	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+1,777	+0.8%	$60.88K	227,986
Q3 2022	CMI Cummins Inc.	Cummins Inc.	Buy	+420	+1.0%	$8.46K	41,561
Q3 2022	CVX Chevron Corporation	Chevron Corporation	Sell	-469	-11.5%	$519.00	3,610
Q3 2022	DG Dollar General Corporation	Dollar General Corporation	Sell	-36	-0.1%	$10.57K	44,064
Q3 2022	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy	+4,151	+1.5%	$15.26K	283,360
Q3 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+1,392	+2.1%	$6.36K	67,367
Q3 2022	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell	-54	-0.1%	$9.51K	69,902
Q3 2022	DOW Dow Inc.	Dow Inc.	Buy - Position Entry	+5,169	-	$227.00	5,169
Q3 2022	EQNR Equinor ASA	Equinor ASA	Sell	-272	-0.1%	$6.50K	196,445
Q3 2022	HXL Hexcel Corporation	Hexcel Corporation	Sell	-72	-0.1%	$3.69K	71,366
Q3 2022	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+125,465	+3.5%	$14.07K	3,741,021
Q3 2022	MCY Mercury General Corporation	Mercury General Corporation	Buy	+429,770	+301.0%	$16.27K	572,572
Q3 2022	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+2,488	+6.9%	$5.71K	38,719
Q3 2022	NEM Newmont Corporation	Newmont Corporation	Buy	+20,178	+5.0%	$17.92K	426,434
Q3 2022	NKE Nike, Inc.	Nike, Inc.	Buy	+180	+1.6%	$957.00	11,515
Q3 2022	OLN Olin Corporation	Olin Corporation	Buy	+67,582	+11.8%	$27.50K	641,270
Q3 2022	PARA Paramount Global	Paramount Global	Buy	+70,093	+7.3%	$19.53K	1,025,957
Q3 2022	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+24	+0.0%	$8.34K	98,925
Q3 2022	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-506	-0.2%	$1.41K	250,922
Q3 2022	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+2,869	+2.4%	$13.01K	121,761
Q3 2022	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-33,343	-54.5%	$835.00	27,847
Q3 2022	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-37,212	-23.3%	$10.68K	122,353