Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q4 2016)
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 Dec 31, 2016. 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 Q4 2016, the filing reported:
New Buys - None reported
Increases - None reported
Reductions - American Express Company, Berkshire Hathaway Inc. New, CNA Financial Corporation, Costco Wholesale Corporation, Hexcel Corporation, and 8 more
Complete Exits - Synchrony Financial
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 |
|---|---|---|---|
|
Q4 2016
|
AXP
American Express Company
|
Sell |
-25
|
|
Q4 2016
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-4,656
|
|
Q4 2016
|
CNA
CNA Financial Corporation
|
Sell |
-50
|
|
Q4 2016
|
COST
Costco Wholesale Corporation
|
Sell |
-51
|
|
Q4 2016
|
HXL
Hexcel Corporation
|
Sell |
-123
|
|
Q4 2016
|
INTC
Intel Corporation
|
Sell |
-100
|
|
Q4 2016
|
JNJ
Johnson & Johnson
|
Sell |
-26
|
|
Q4 2016
|
KGC
Kinross Gold Corporation
|
Sell |
-143,550
|
|
Q4 2016
|
MCY
Mercury General Corporation
|
Sell |
-104,493
|
|
Q4 2016
|
NEM
Newmont Corporation
|
Sell |
-400
|
|
Q4 2016
|
SNY
Sanofi
|
Sell |
-164
|
|
Q4 2016
|
SYF
Synchrony Financial
|
Sell - Position Exit |
-9,532
|
|
Q4 2016
|
WAFD
WaFd, Inc.
|
Sell |
-174,815
|
|
Q4 2016
|
XOM
Exxon Mobil Corporation
|
Sell |
-399
|