Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q4 2019)
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, 2019. 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 2019, the filing reported:
New Buys - None reported
Increases - Mercury General Corporation, Olin Corporation, Starbucks Corporation, Exxon Mobil Corporation
Reductions - Berkshire Hathaway Inc. New, Cummins Inc., Costco Wholesale Corporation, Dollar General Corporation, Coca-Cola Company (The), and 4 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 2019
|
BRK-B
Berkshire Hathaway Inc. New
|
Sell |
-80
|
|
Q4 2019
|
CMI
Cummins Inc.
|
Sell |
-100
|
|
Q4 2019
|
COST
Costco Wholesale Corporation
|
Sell |
-300
|
|
Q4 2019
|
DG
Dollar General Corporation
|
Sell |
-675
|
|
Q4 2019
|
KO
Coca-Cola Company (The)
|
Sell |
-6,000
|
|
Q4 2019
|
MCY
Mercury General Corporation
|
Buy |
+1
|
|
Q4 2019
|
MDT
Medtronic
|
Sell |
-750
|
|
Q4 2019
|
N6596X109
NXP Semiconductors
|
Sell |
-1,000
|
|
Q4 2019
|
NEM
Newmont Corporation
|
Sell |
-478
|
|
Q4 2019
|
OLN
Olin Corporation
|
Buy |
+412
|
|
Q4 2019
|
SBUX
Starbucks Corporation
|
Buy |
+191
|
|
Q4 2019
|
SWKS
Skyworks Solutions, Inc.
|
Sell |
-1,643
|
|
Q4 2019
|
XOM
Exxon Mobil Corporation
|
Buy |
+1,000
|