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

As of Jun 30, 2015, 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 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