Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q4 2018)

As of Dec 31, 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 Q4 2018, the filing reported:

New Buys - None reported

Increases - NXP Semiconductors

Reductions - American Express Company, Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, Cummins Inc., Costco Wholesale Corporation, and 13 more

Complete Exits - Sanofi

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 2018	AXP American Express Company	American Express Company	Sell	-477	-2.2%	$2.03K	21,284
Q4 2018	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-1.2%	$26.01K	85
Q4 2018	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell	-3,030	-1.6%	$36.96K	181,032
Q4 2018	CMI Cummins Inc.	Cummins Inc.	Sell	-740	-2.5%	$3.92K	29,295
Q4 2018	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-300	-1.5%	$3.98K	19,516
Q4 2018	DG Dollar General Corporation	Dollar General Corporation	Sell	-1,634	-2.8%	$6.05K	55,987
Q4 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-461	-2.1%	$2.35K	21,468
Q4 2018	EQNR Equinor ASA	Equinor ASA	Sell	-2,425	-2.2%	$2.28K	107,815
Q4 2018	HXL Hexcel Corporation	Hexcel Corporation	Sell	-1,516	-2.3%	$3.71K	64,762
Q4 2018	INTC Intel Corporation	Intel Corporation	Sell	-484	-2.3%	$970.00	20,677
Q4 2018	KGC Kinross Gold Corporation	Kinross Gold Corporation	Sell	-23,206	-2.1%	$3.51K	1,083,752
Q4 2018	MCY Mercury General Corporation	Mercury General Corporation	Sell	-3,418	-2.2%	$7.81K	150,972
Q4 2018	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+22,214	+73.1%	$3.85K	52,592
Q4 2018	NEM Newmont Corporation	Newmont Corporation	Sell	-1,150	-0.7%	$6.05K	174,526
Q4 2018	NKE Nike, Inc.	Nike, Inc.	Sell	-826	-2.1%	$2.88K	38,792
Q4 2018	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-3,768	-2.1%	$11.12K	172,724
Q4 2018	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Sell	-7,710	-2.3%	$3.78K	321,148
Q4 2018	SNY Sanofi	Sanofi	Sell - Position Exit	-123,472	-100.0%	$0.00	-
Q4 2018	WAFD WaFd, Inc.	WaFd, Inc.	Sell	-1,182	-2.1%	$1.44K	54,022
Q4 2018	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Sell	-2,040	-1.8%	$7.64K	111,989