Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q3 2018)
As of Sep 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 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
|