Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2017, the filing reported:

New Buys - None reported

Increases - Dollar General Corporation, Nike, Inc., SEACOR Marine Holdings Inc.

Reductions - American Express Company

Complete Exits - CNA Financial Corporation

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
Q3 2017	AXP American Express Company	American Express Company	Sell	-14,039	-38.9%	$2.00K	22,091
Q3 2017	CNA CNA Financial Corporation	CNA Financial Corporation	Sell - Position Exit	-37,405	-100.0%	$0.00	-
Q3 2017	DG Dollar General Corporation	Dollar General Corporation	Buy	+134	+0.2%	$4.75K	58,626
Q3 2017	NKE Nike, Inc.	Nike, Inc.	Buy	+632	+1.6%	$2.09K	40,251
Q3 2017	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+157,478	+191.2%	$3.75K	239,829