Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q1 2019)

As of Mar 31, 2019, 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 2019, the filing reported:

New Buys - Skyworks Solutions, Inc.

Increases - Berkshire Hathaway Inc. New, Mercury General Corporation

Reductions - Cummins Inc., Dollar General Corporation, Nike, Inc., Exxon Mobil Corporation

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	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2019	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+263	+0.1%	$36.42K	181,295
Q1 2019	CMI Cummins Inc.	Cummins Inc.	Sell	-14	-0.0%	$4.62K	29,281
Q1 2019	DG Dollar General Corporation	Dollar General Corporation	Sell	-840	-1.5%	$6.58K	55,147
Q1 2019	MCY Mercury General Corporation	Mercury General Corporation	Buy	+2,063	+1.4%	$7.66K	153,035
Q1 2019	NKE Nike, Inc.	Nike, Inc.	Sell	-26,069	-67.2%	$1.07K	12,723
Q1 2019	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy - Position Entry	+59,003	-	$4.87K	59,003
Q1 2019	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-2,150	-1.9%	$8.88K	109,839