Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Aug 14, 2026, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. 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
|