Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2018)
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, 2018. 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
|