Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q4 2017)

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, 2017. 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	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2017	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,375	-1.9%	$35.43K	178,763
Q4 2017	DG Dollar General Corporation	Dollar General Corporation	Buy	+975	+1.7%	$5.54K	59,601
Q4 2017	HXL Hexcel Corporation	Hexcel Corporation	Sell	-15,060	-18.3%	$4.17K	67,384
Q4 2017	INTC Intel Corporation	Intel Corporation	Sell	-65,181	-75.2%	$995.00	21,550
Q4 2017	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-300	-0.1%	$1.65K	381,690
Q4 2017	MCY Mercury General Corporation	Mercury General Corporation	Sell	-31	-0.0%	$3.46K	64,761
Q4 2017	NEM Newmont Corporation	Newmont Corporation	Sell	-5,810	-2.9%	$7.17K	191,211
Q4 2017	NKE Nike, Inc.	Nike, Inc.	Sell	-19	-0.0%	$2.52K	40,232
Q4 2017	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+89,048	+37.1%	$3.85K	328,877
Q4 2017	SNY Sanofi	Sanofi	Sell	-50	-0.0%	$4.52K	105,138
Q4 2017	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-27	-0.0%	$1.92K	56,004
Q4 2017	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-48	-0.0%	$8.88K	106,113