Semper Augustus Investments — ALK Trade History

Quarter-by-quarter changes in the ALASKA AIR GROUP INC position · CUSIP 011659109
Currently held · 6.5 YearsFirst seen: 2020 Q1
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-08-14Add1,793,62798,565+5.8%$93.6M10.58%
2026 Q12026-05-15Add1,695,0621,285,780+314.2%$62.3M7.45%
2025 Q42026-02-17Add409,28230,691+8.1%$20.6M2.37%
2025 Q32025-11-14Add378,5916,578+1.8%$18.8M2.35%
2025 Q22025-08-15Add372,01327,179+7.9%$18.4M2.59%
2025 Q12025-05-15Reduce344,834-5,241-1.5%$17.0M2.74%
2024 Q42025-02-14Add350,0752,211+0.6%$22.7M4.05%
2024 Q32024-11-14Add347,8646,097+1.8%$15.7M2.66%
2024 Q22024-08-14Add341,76721,899+6.8%$13.8M2.47%
2024 Q12024-05-15Add319,8685,762+1.8%$13.8M2.52%
2023 Q42024-02-14Add314,10645,985+17.2%$12.3M2.57%
2023 Q32023-11-14Add268,12113,555+5.3%$9.9M2.38%
2023 Q22023-08-14Add254,56627,206+12.0%$13.5M3.20%
2023 Q12023-05-15Add227,3602,959+1.3%$9.5M2.44%
2022 Q42023-02-14Add224,40115,954+7.7%$9.6M2.62%
2022 Q32022-11-14Add208,4476,129+3.0%$8.2M2.47%
2022 Q22022-08-15Add202,31848,013+31.1%$8.1M2.40%
2022 Q12022-05-16Add154,30518,582+13.7%$9.0M2.27%
2021 Q42022-02-14Add135,72313,496+11.0%$7.1M2.21%
2021 Q32021-11-15Add122,22733,527+37.8%$7.2M2.31%
2021 Q22021-08-16Reduce88,700-3,111-3.4%$5.3M1.78%
2021 Q12021-05-14Reduce91,811-79-0.1%$6.4M2.40%
2020 Q42021-02-12Reduce91,890-145-0.2%$4.8M2.09%
2020 Q32020-11-13Reduce92,035-465-0.5%$3.4M1.73%
2020 Q22020-08-14Reduce92,500-727-0.8%$3.4M1.90%
2020 Q12020-05-14New93,22793,227$2.7M1.67%
2019 Q42020-02-13
2019 Q32019-11-14
2019 Q22019-08-13
2019 Q12019-05-14
2018 Q42019-02-13
2018 Q32018-11-13
2018 Q22018-08-13
2018 Q12018-05-14
2017 Q42018-02-13
2017 Q32017-11-13
2017 Q22017-08-11
2017 Q12017-05-12
2016 Q42017-02-13
2016 Q32016-11-10

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.