Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2017)
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, 2017. 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 2017, the filing reported:
New Buys - Nike, Inc., SEACOR Marine Holdings Inc.
Reductions - American Express Company, Berkshire Hathaway Inc. New, Hexcel Corporation, Kinross Gold Corporation, Coca-Cola Company (The), and 3 more
Complete Exits - Chubb Limited, Johnson & Johnson
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 |
|---|---|---|---|
|
Q2 2017
|
AXP
American Express Company
|
Sell |
-17
|
|
Q2 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-161
|
|
Q2 2017
|
CB
Chubb Limited
|
Sell - Position Exit |
-6,018
|
|
Q2 2017
|
DG
Dollar General Corporation
|
Buy |
+1,379
|
|
Q2 2017
|
HXL
Hexcel Corporation
|
Sell |
-68
|
|
Q2 2017
|
JNJ
Johnson & Johnson
|
Sell - Position Exit |
-19,804
|
|
Q2 2017
|
KGC
Kinross Gold Corporation
|
Sell |
-700
|
|
Q2 2017
|
KO
Coca-Cola Company (The)
|
Sell |
-20,000
|
|
Q2 2017
|
MCY
Mercury General Corporation
|
Buy |
+1
|
|
Q2 2017
|
MRK
Merck & Company, Inc.
|
Sell |
-35,754
|
|
Q2 2017
|
NKE
Nike, Inc.
|
Buy - Position Entry |
+39,619
|
|
Q2 2017
|
SMHI
SEACOR Marine Holdings Inc.
|
Buy - Position Entry |
+82,351
|
|
Q2 2017
|
SNY
Sanofi
|
Sell |
-72
|
|
Q2 2017
|
WAFD
WaFd, Inc.
|
Sell |
-44
|
|
Q2 2017
|
XOM
Exxon Mobil Corporation
|
Buy |
+117
|