Semper Augustus Investments — SMHI Trade History
Quarter-by-quarter changes in the SEACOR MARINE HLDGS INC position · CUSIP 78413P101
Currently held · 9.3 YearsFirst seen: 2017 Q2
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | Hold | 208,175 | — | 0.0% | $1.6M | 0.18% |
| 2026 Q1 | 2026-05-15 | Hold | 208,175 | — | 0.0% | $1.5M | 0.18% |
| 2025 Q4 | 2026-02-17 | Reduce | 208,175 | -3,305 | -1.6% | $1.3M | 0.14% |
| 2025 Q3 | 2025-11-14 | Hold | 211,480 | — | 0.0% | $1.4M | 0.17% |
| 2025 Q2 | 2025-08-15 | Hold | 211,480 | — | 0.0% | $1.1M | 0.15% |
| 2025 Q1 | 2025-05-15 | Hold | 211,480 | — | 0.0% | $1.1M | 0.17% |
| 2024 Q4 | 2025-02-14 | Hold | 211,480 | — | 0.0% | $1.4M | 0.25% |
| 2024 Q3 | 2024-11-14 | Reduce | 211,480 | -3,081 | -1.4% | $2.0M | 0.34% |
| 2024 Q2 | 2024-08-14 | Reduce | 214,561 | -19,917 | -8.5% | $2.9M | 0.52% |
| 2024 Q1 | 2024-05-15 | Reduce | 234,478 | -2,548 | -1.1% | $3.3M | 0.60% |
| 2023 Q4 | 2024-02-14 | Reduce | 237,026 | -9,951 | -4.0% | $3.0M | 0.63% |
| 2023 Q3 | 2023-11-14 | Hold | 246,977 | — | 0.0% | $3.4M | 0.82% |
| 2023 Q2 | 2023-08-14 | Reduce | 246,977 | -1,146 | -0.5% | $2.8M | 0.67% |
| 2023 Q1 | 2023-05-15 | Reduce | 248,123 | -2,264 | -0.9% | $1.9M | 0.48% |
| 2022 Q4 | 2023-02-14 | Reduce | 250,387 | -535 | -0.2% | $2.3M | 0.62% |
| 2022 Q3 | 2022-11-14 | Reduce | 250,922 | -506 | -0.2% | $1.4M | 0.43% |
| 2022 Q2 | 2022-08-15 | Reduce | 251,428 | -3,316 | -1.3% | $1.4M | 0.43% |
| 2022 Q1 | 2022-05-16 | Hold | 254,744 | — | 0.0% | $2.1M | 0.52% |
| 2021 Q4 | 2022-02-14 | Reduce | 254,744 | -5,628 | -2.2% | $866.0K | 0.27% |
| 2021 Q3 | 2021-11-15 | Reduce | 260,372 | -363 | -0.1% | $1.2M | 0.39% |
| 2021 Q2 | 2021-08-16 | Add | 260,735 | 4,043 | +1.6% | $1.1M | 0.38% |
| 2021 Q1 | 2021-05-14 | Reduce | 256,692 | -334 | -0.1% | $1.4M | 0.52% |
| 2020 Q4 | 2021-02-12 | Reduce | 257,026 | -646 | -0.3% | $697.0K | 0.30% |
| 2020 Q3 | 2020-11-13 | Reduce | 257,672 | -1,343 | -0.5% | $523.0K | 0.27% |
| 2020 Q2 | 2020-08-14 | Reduce | 259,015 | -3,358 | -1.3% | $660.0K | 0.37% |
| 2020 Q1 | 2020-05-14 | Reduce | 262,373 | -68,940 | -20.8% | $1.1M | 0.72% |
| 2019 Q4 | 2020-02-13 | Hold | 331,313 | — | 0.0% | $4.6M | 2.45% |
| 2019 Q3 | 2019-11-14 | Add | 331,313 | 9,815 | +3.1% | $4.2M | 2.38% |
| 2019 Q2 | 2019-08-13 | Add | 321,498 | 350 | +0.1% | $4.8M | 2.85% |
| 2019 Q1 | 2019-05-14 | Hold | 321,148 | — | 0.0% | $4.3M | 2.63% |
| 2018 Q4 | 2019-02-13 | Reduce | 321,148 | -7,710 | -2.3% | $3.8M | 2.43% |
| 2018 Q3 | 2018-11-13 | Hold | 328,858 | — | 0.0% | $7.4M | 4.29% |
| 2018 Q2 | 2018-08-13 | Reduce | 328,858 | -7,363 | -2.2% | $7.6M | 4.75% |
| 2018 Q1 | 2018-05-14 | Add | 336,221 | 7,344 | +2.2% | $6.4M | 4.45% |
| 2017 Q4 | 2018-02-13 | Add | 328,877 | 89,048 | +37.1% | $3.8M | 2.88% |
| 2017 Q3 | 2017-11-13 | Add | 239,829 | 157,478 | +191.2% | $3.8M | 2.77% |
| 2017 Q2 | 2017-08-11 | New | 82,351 | 82,351 | — | $1.7M | 1.29% |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.