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
Q1 2024Mar 31, 2024	DG Dollar General Corporation	Dollar General Corporation	Buy	+3,149+0.8%	$65.43M	419,289
Q1 2024Mar 31, 2024	MCY Mercury General Corporation	Mercury General Corporation	Buy	+2,975+0.2%	$71.94M	1,394,224
Q1 2024Mar 31, 2024	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy	+2,151+0.8%	$16.58M	274,707
Q1 2024Mar 31, 2024	VLO Valero Energy Corporation	Valero Energy Corporation	Buy	+1,584+4.1%	$6.84M	40,066
Q1 2024Mar 31, 2024	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+1,575+2.8%	$6.73M	57,910
Q1 2024Mar 31, 2024	PSX Phillips 66	Phillips 66	Buy - Position Entry	+1,472	$240.44K	1,472
Q1 2024Mar 31, 2024	CVX Chevron Corporation	Chevron Corporation	Buy	+1,305+27.6%	$952.12K	6,036
Q1 2024Mar 31, 2024	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+1,145+1.3%	$12.15M	91,240
Q1 2024Mar 31, 2024	SAIA Saia, Inc.	Saia, Inc.	Buy - Position Entry	+400	$234.00K	400
Q1 2024Mar 31, 2024	NKE Nike, Inc.	Nike, Inc.	Buy	+87+0.8%	$1.07M	11,395
Q1 2024Mar 31, 2024	CMI Cummins Inc.	Cummins Inc.	Buy	+30+0.1%	$12.02M	40,779
Q1 2024Mar 31, 2024	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+14+0.3%	$3.19M	4,355
Q1 2024Mar 31, 2024	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-132-0.3%	$5.86M	44,443
Q1 2024Mar 31, 2024	OLN Olin Corporation	Olin Corporation	Sell	-189-0.0%	$29.71M	505,339
Q1 2024Mar 31, 2024	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-428-1.6%	$785.90K	27,072
Q1 2024Mar 31, 2024	AXP American Express Company	American Express Company	Sell	-1,260-19.6%	$1.18M	5,166
Q1 2024Mar 31, 2024	PEP Pepsico, Inc.	Pepsico, Inc.	Sell - Position Exit	-1,457-100.0%	$0.00	-
Q1 2024Mar 31, 2024	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-1,726-0.7%	$97.48M	231,819
Q1 2024Mar 31, 2024	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-2,548-1.1%	$3.27M	234,478
Q1 2024Mar 31, 2024	OVV Ovintiv Inc. (DE)	Ovintiv Inc. (DE)	Sell	-16,487-50.0%	$855.67K	16,487
Q1 2024Mar 31, 2024	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-69,100-34.5%	$16.05M	131,211
Q4 2023Dec 31, 2023	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+209,950+5.0%	$26.63M	4,402,127
Q4 2023Dec 31, 2023	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+78,059+63.9%	$18.09M	200,311
Q4 2023Dec 31, 2023	NEM Newmont Corporation	Newmont Corporation	Buy	+57,476+10.9%	$24.18M	584,153
Q4 2023Dec 31, 2023	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+45,985+17.2%	$12.27M	314,106
Q4 2023Dec 31, 2023	MCY Mercury General Corporation	Mercury General Corporation	Buy	+39,853+2.9%	$51.91M	1,391,249
Q4 2023Dec 31, 2023	OVV Ovintiv Inc. (DE)	Ovintiv Inc. (DE)	Buy - Position Entry	+32,974	$1.45M	32,974
Q4 2023Dec 31, 2023	DG Dollar General Corporation	Dollar General Corporation	Buy	+14,194+3.5%	$56.57M	416,140
Q4 2023Dec 31, 2023	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+4,338+5.1%	$12.80M	90,095
Q4 2023Dec 31, 2023	DINO HF Sinclair Corporation	HF Sinclair Corporation	Buy	+4,258+1.6%	$15.15M	272,556

Page 6 of 29 • 864 total trades

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