Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2017)
As of Mar 31, 2017, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. 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 Q1 2017, the filing reported:
New Buys - Dollar General Corporation
Increases - None reported
Reductions - American Express Company, Berkshire Hathaway Inc. New, CNA Financial Corporation, Hexcel Corporation, Intel Corporation, and 7 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 | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
AXP
American Express Company
|
Sell |
-95
|
|
Q1 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-1,650
|
|
Q1 2017
|
CNA
CNA Financial Corporation
|
Sell |
-125
|
|
Q1 2017
|
DG
Dollar General Corporation
|
Buy - Position Entry |
+57,113
|
|
Q1 2017
|
HXL
Hexcel Corporation
|
Sell |
-269
|
|
Q1 2017
|
INTC
Intel Corporation
|
Sell |
-294
|
|
Q1 2017
|
JNJ
Johnson & Johnson
|
Sell |
-40
|
|
Q1 2017
|
KGC
Kinross Gold Corporation
|
Sell |
-3,700
|
|
Q1 2017
|
MCY
Mercury General Corporation
|
Sell |
-504
|
|
Q1 2017
|
NEM
Newmont Corporation
|
Sell |
-475
|
|
Q1 2017
|
SNY
Sanofi
|
Sell |
-350
|
|
Q1 2017
|
WAFD
WaFd, Inc.
|
Sell |
-178
|
|
Q1 2017
|
XOM
Exxon Mobil Corporation
|
Sell |
-325
|