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

As of Sep 30, 2022, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Nov 14, 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