Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q4 2019)
As of Dec 31, 2019, 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 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
|