Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 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 Sep 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 Q3 2018, the filing reported:
New Buys - Cummins Inc., NXP Semiconductors
Increases - None reported
Reductions - American Express Company, Berkshire Hathaway Inc. New, Dollar General Corporation, Walt Disney Company (The), Hexcel Corporation, and 4 more
Complete Exits - 592314
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 |
|---|---|---|---|
|
Q3 2018
|
AXP
American Express Company
|
Sell |
-20
|
|
Q3 2018
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-52
|
|
Q3 2018
|
CMI
Cummins Inc.
|
Buy - Position Entry |
+30,035
|
|
Q3 2018
|
DG
Dollar General Corporation
|
Sell |
-26
|
|
Q3 2018
|
DIS
Walt Disney Company (The)
|
Sell |
-1
|
|
Q3 2018
|
FAX
592314
|
Sell - Position Exit |
-10,200
|
|
Q3 2018
|
HXL
Hexcel Corporation
|
Sell |
-1
|
|
Q3 2018
|
MCY
Mercury General Corporation
|
Sell |
-1
|
|
Q3 2018
|
N6596X109
NXP Semiconductors
|
Buy - Position Entry |
+30,378
|
|
Q3 2018
|
SBUX
Starbucks Corporation
|
Sell |
-26
|
|
Q3 2018
|
WAFD
WaFd, Inc.
|
Sell |
-1
|
|
Q3 2018
|
XOM
Exxon Mobil Corporation
|
Sell |
-100
|