Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, 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 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
|