Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2024)

According to the SEC 13F filed on Nov 14, 2024, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2024. 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 2024, the filing reported:

New Buys - Amazon.com, Inc., SPDR Gold MiniShares Trust

Increases - Alaska Air Group, Inc., Berkshire Hathaway Inc. New, Chevron Corporation, Dollar General Corporation, HF Sinclair Corporation, and 11 more

Reductions - Apple Inc., American Express Company, Berkshire Hathaway Inc., Cummins Inc., GE Aerospace, and 5 more

Complete Exits - Alphabet Inc., Microchip Technology Incorporat, Phillips 66, WaFd, Inc.

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 2024	AAPL Apple Inc.	Apple Inc.	Sell	-8,510	-67.3%	$964.62K	4,140
Q3 2024	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+6,097	+1.8%	$15.73M	347,864
Q3 2024	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy - Position Entry	+1,272	-	$237.01K	1,272
Q3 2024	AXP American Express Company	American Express Company	Sell	-64	-1.4%	$1.21M	4,454
Q3 2024	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-0.8%	$87.78M	127
Q3 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+746	+0.3%	$109.46M	237,820
Q3 2024	CMI Cummins Inc.	Cummins Inc.	Sell	-65	-0.2%	$13.22M	40,844
Q3 2024	CVX Chevron Corporation	Chevron Corporation	Buy	+127	+2.1%	$907.62K	6,163
Q3 2024	DG Dollar General Corporation	Dollar General Corporation	Buy	+420,897	+95.6%	$72.83M	861,192
Q3 2024	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy	+258,235	+94.7%	$23.66M	530,949
Q3 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+2,731	+2.0%	$13.41M	139,424
Q3 2024	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+386,448	+398.4%	$34.00M	483,438
Q3 2024	EQNR Equinor ASA	Equinor ASA	Buy	+208,850	+77.3%	$12.14M	479,192
Q3 2024	FIVE Five Below, Inc.	Five Below, Inc.	Buy	+7,759	+11.7%	$6.55M	74,143
Q3 2024	GE GE Aerospace	GE Aerospace	Sell	-3,105	-24.0%	$1.86M	9,842
Q3 2024	GLDM SPDR Gold MiniShares Trust	SPDR Gold MiniShares Trust	Buy - Position Entry	+12,460	-	$649.54K	12,460
Q3 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Sell - Position Exit	-1,160	-100.0%	$0.00	-
Q3 2024	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-32,730	-0.7%	$43.23M	4,618,634
Q3 2024	KO Coca-Cola Company (The)	Coca-Cola Company (The)	Sell	-425	-1.9%	$1.58M	22,000
Q3 2024	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Sell - Position Exit	-2,418	-100.0%	$0.00	-
Q3 2024	MCY Mercury General Corporation	Mercury General Corporation	Sell	-1,335,455	-95.7%	$3.75M	59,525
Q3 2024	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-54	-0.4%	$3.33M	13,876
Q3 2024	NEM Newmont Corporation	Newmont Corporation	Buy	+1,741	+0.3%	$34.81M	651,314
Q3 2024	NKE Nike, Inc.	Nike, Inc.	Buy	+1,705	+5.1%	$3.08M	34,874
Q3 2024	OLN Olin Corporation	Olin Corporation	Buy	+59	+0.0%	$25.31M	527,442
Q3 2024	PARA Paramount Global	Paramount Global	Buy	+8,761	+0.5%	$17.96M	1,691,177
Q3 2024	PSX Phillips 66	Phillips 66	Sell - Position Exit	-1,472	-100.0%	$0.00	-
Q3 2024	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+3,694	+1.6%	$22.77M	233,517
Q3 2024	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-3,081	-1.4%	$2.04M	211,480
Q3 2024	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+79,427	+211.1%	$15.80M	117,046

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