Christopher Bloomstran - Semper Augustus Investments Group Portfolio

Name: Investment Portfolio Data
License: https://creativecommons.org/licenses/by/4.0/

Period Date		Mar 31, 2025
Filing Date		May 15, 2025
Total Stocks		36
Portfolio Value		$620.32M

Semper Augustus Investments Group Activity

Date	Symbol	Name	Type	Quantity	Value	Remaining
Q2 2024Jun 30, 2024	OLN Olin Corporation	Olin Corporation	Buy	+22,044+4.4%	$24.87M	527,383
Q2 2024Jun 30, 2024	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+21,899+6.8%	$13.81M	341,767
Q2 2024Jun 30, 2024	NKE Nike, Inc.	Nike, Inc.	Buy	+21,774+191.1%	$2.50M	33,169
Q2 2024Jun 30, 2024	DG Dollar General Corporation	Dollar General Corporation	Buy	+21,006+5.0%	$58.22M	440,295
Q2 2024Jun 30, 2024	EQNR Equinor ASA	Equinor ASA	Buy	+11,696+4.5%	$7.72M	270,342
Q2 2024Jun 30, 2024	AAPL Apple Inc.	Apple Inc.	Buy	+8,400+197.6%	$2.66M	12,650
Q2 2024Jun 30, 2024	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+5,750+6.3%	$10.36M	96,990
Q2 2024Jun 30, 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+5,482+4.2%	$13.57M	136,693
Q2 2024Jun 30, 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+5,255+2.3%	$96.44M	237,074
Q2 2024Jun 30, 2024	SYF Synchrony Financial	Synchrony Financial	Buy - Position Entry	+4,437	$209.38K	4,437
Q2 2024Jun 30, 2024	GEV GE Vernova Inc.	GE Vernova Inc.	Buy - Position Entry	+4,138	$709.71K	4,138
Q2 2024Jun 30, 2024	GOOGL Alphabet Inc.	Alphabet Inc.	Buy - Position Entry	+1,160	$211.29K	1,160
Q2 2024Jun 30, 2024	MCY Mercury General Corporation	Mercury General Corporation	Buy	+756+0.1%	$74.13M	1,394,980
Q2 2024Jun 30, 2024	CMI Cummins Inc.	Cummins Inc.	Buy	+130+0.3%	$11.33M	40,909
Q2 2024Jun 30, 2024	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+3+2.4%	$78.37M	128
Q2 2024Jun 30, 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-25-0.6%	$3.68M	4,330
Q2 2024Jun 30, 2024	SAIA Saia, Inc.	Saia, Inc.	Sell - Position Exit	-400-100.0%	$0.00	-
Q2 2024Jun 30, 2024	AXP American Express Company	American Express Company	Sell	-648-12.5%	$1.05M	4,518
Q2 2024Jun 30, 2024	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-1,646-2.8%	$6.48M	56,264
Q2 2024Jun 30, 2024	DINO HF Sinclair Corporation	HF Sinclair Corporation	Sell	-1,993-0.7%	$14.55M	272,714
Q2 2024Jun 30, 2024	VLO Valero Energy Corporation	Valero Energy Corporation	Sell	-2,447-6.1%	$5.90M	37,619
Q2 2024Jun 30, 2024	GE GE Aerospace	GE Aerospace	Sell	-3,612-21.8%	$2.06M	12,947
Q2 2024Jun 30, 2024	DOW Dow Inc.	Dow Inc.	Sell - Position Exit	-5,169-100.0%	$0.00	-
Q2 2024Jun 30, 2024	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-19,917-8.5%	$2.89M	214,561
Q1 2024Mar 31, 2024	PARA Paramount Global	Paramount Global	Buy	+587,417+66.0%	$17.40M	1,477,943
Q1 2024Mar 31, 2024	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+69,940+1.6%	$27.41M	4,472,067
Q1 2024Mar 31, 2024	NEM Newmont Corporation	Newmont Corporation	Buy	+21,294+3.6%	$21.70M	605,447
Q1 2024Mar 31, 2024	SBUX Starbucks Corporation	Starbucks Corporation	Buy	+19,890+20.7%	$10.61M	116,111
Q1 2024Mar 31, 2024	EQNR Equinor ASA	Equinor ASA	Buy	+16,664+6.9%	$6.99M	258,646
Q1 2024Mar 31, 2024	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+5,762+1.8%	$13.75M	319,868

Page 5 of 29 • 864 total trades

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