Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2015)

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 Jun 30, 2015. 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 Q2 2015, the filing reported:

New Buys - None reported

Increases - American Express Company, Exxon Mobil Corporation

Reductions - Berkshire Hathaway Inc. New, CNA Financial Corporation, Johnson & Johnson, Mercury General Corporation, Merck & Company, Inc., 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	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2015	AXP American Express Company	American Express Company	Buy	+351	+1.5%	$1.90K	24,494
Q2 2015	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-16	-0.0%	$26.79K	196,819
Q2 2015	CNA CNA Financial Corporation	CNA Financial Corporation	Sell	-55	-0.1%	$1.46K	38,100
Q2 2015	JNJ Johnson & Johnson	Johnson & Johnson	Sell	-20	-0.1%	$1.97K	20,218
Q2 2015	MCY Mercury General Corporation	Mercury General Corporation	Sell	-293	-0.1%	$11.03K	198,150
Q2 2015	MRK Merck & Company, Inc.	Merck & Company, Inc.	Sell	-325	-0.4%	$4.48K	78,729
Q2 2015	MSFT Microsoft Corporation	Microsoft Corporation	Sell	-68	-0.1%	$3.79K	85,946
Q2 2015	SNY Sanofi	Sanofi	Sell	-140	-0.2%	$4.36K	88,000
Q2 2015	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-6,259	-2.6%	$5.53K	236,914
Q2 2015	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+2,186	+0.9%	$21.42K	257,418