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

As of Jun 30, 2018, 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 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