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

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, 2019. 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