Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q4 2017)
As of Dec 31, 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 Q4 2017, the filing reported:
New Buys - None reported
Increases - Dollar General Corporation, SEACOR Marine Holdings Inc.
Reductions - Berkshire Hathaway Inc. New, Hexcel Corporation, Intel Corporation, Kinross Gold Corporation, Mercury General Corporation, and 5 more
Complete Exits - None reported
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 2017
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-3,375
|
|
Q4 2017
|
DG
Dollar General Corporation
|
Buy |
+975
|
|
Q4 2017
|
HXL
Hexcel Corporation
|
Sell |
-15,060
|
|
Q4 2017
|
INTC
Intel Corporation
|
Sell |
-65,181
|
|
Q4 2017
|
KGC
Kinross Gold Corporation
|
Sell |
-300
|
|
Q4 2017
|
MCY
Mercury General Corporation
|
Sell |
-31
|
|
Q4 2017
|
NEM
Newmont Corporation
|
Sell |
-5,810
|
|
Q4 2017
|
NKE
Nike, Inc.
|
Sell |
-19
|
|
Q4 2017
|
SMHI
SEACOR Marine Holdings Inc.
|
Buy |
+89,048
|
|
Q4 2017
|
SNY
Sanofi
|
Sell |
-50
|
|
Q4 2017
|
WAFD
WaFd, Inc.
|
Sell |
-27
|
|
Q4 2017
|
XOM
Exxon Mobil Corporation
|
Sell |
-48
|