Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2018)
As of Mar 31, 2018, 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 2018, the filing reported:
New Buys - None reported
Increases - Berkshire Hathaway Inc. New, Dollar General Corporation, Kinross Gold Corporation, Mercury General Corporation, SEACOR Marine Holdings Inc., and 1 more
Reductions - American Express Company, Costco Wholesale Corporation, Hexcel Corporation, Intel Corporation, Newmont Corporation, and 3 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 2018
|
AXP
American Express Company
|
Sell |
-210
|
|
Q1 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Buy |
+2,663
|
|
Q1 2018
|
COST
Costco Wholesale Corporation
|
Sell |
-400
|
|
Q1 2018
|
DG
Dollar General Corporation
|
Buy |
+314
|
|
Q1 2018
|
HXL
Hexcel Corporation
|
Sell |
-790
|
|
Q1 2018
|
INTC
Intel Corporation
|
Sell |
-245
|
|
Q1 2018
|
KGC
Kinross Gold Corporation
|
Buy |
+730,395
|
|
Q1 2018
|
MCY
Mercury General Corporation
|
Buy |
+91,387
|
|
Q1 2018
|
NEM
Newmont Corporation
|
Sell |
-15,450
|
|
Q1 2018
|
NKE
Nike, Inc.
|
Sell |
-432
|
|
Q1 2018
|
SMHI
SEACOR Marine Holdings Inc.
|
Buy |
+7,344
|
|
Q1 2018
|
SNY
Sanofi
|
Sell |
-1,053
|
|
Q1 2018
|
WAFD
WaFd, Inc.
|
Sell |
-540
|
|
Q1 2018
|
XOM
Exxon Mobil Corporation
|
Buy |
+6,489
|