Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2017)

As of Sep 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 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