Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Walt Disney Company (The), Equinor ASA, 592314, Starbucks Corporation

Increases - Berkshire Hathaway Inc. New, Medtronic, Sanofi, Exxon Mobil Corporation

Reductions - American Express Company, Costco Wholesale Corporation, Dollar General Corporation, Hexcel Corporation, Intel Corporation, and 6 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 2018	AXP American Express Company	American Express Company	Sell	-100	-0.5%	$2.13K	21,781
Q2 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+2,688	+1.5%	$34.37K	184,114
Q2 2018	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-35	-0.2%	$4.14K	19,816
Q2 2018	DG Dollar General Corporation	Dollar General Corporation	Sell	-2,268	-3.8%	$5.68K	57,647
Q2 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy - Position Entry	+21,930	-	$2.30K	21,930
Q2 2018	EQNR Equinor ASA	Equinor ASA	Buy - Position Entry	+110,240	-	$2.91K	110,240
Q2 2018	FAX 592314	592314	Buy - Position Entry	+10,200	-	$44.00	10,200
Q2 2018	HXL Hexcel Corporation	Hexcel Corporation	Sell	-315	-0.5%	$4.40K	66,279
Q2 2018	INTC Intel Corporation	Intel Corporation	Sell	-144	-0.7%	$1.05K	21,161
Q2 2018	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-5,127	-0.5%	$4.16K	1,106,958
Q2 2018	MCY Mercury General Corporation	Mercury General Corporation	Sell	-1,757	-1.1%	$7.03K	154,391
Q2 2018	MDT Medtronic	Medtronic	Buy	+50	+1.0%	$432.00	5,050
Q2 2018	NEM Newmont Corporation	Newmont Corporation	Sell	-85	-0.0%	$6.62K	175,676
Q2 2018	NKE Nike, Inc.	Nike, Inc.	Sell	-182	-0.5%	$3.16K	39,618
Q2 2018	SBUX Starbucks Corporation	Starbucks Corporation	Buy - Position Entry	+176,518	-	$8.62K	176,518
Q2 2018	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-7,363	-2.2%	$7.59K	328,858
Q2 2018	SNY Sanofi	Sanofi	Buy	+19,387	+18.6%	$4.94K	123,472
Q2 2018	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-259	-0.5%	$1.80K	55,205
Q2 2018	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+1,527	+1.4%	$9.44K	114,129