Follow-The-Filings

Featured 13F manager

Semper Augustus Investments Group LLC Christopher Bloomstran

Highlands Ranch, CO 20 processed 13Fs on this site · 2021 Q3–2026 Q2

  • $885M
  • 50 Positions
  • 2026 Q2
  • +5.7% QoQ
  • Top 5 52.5%

Portfolio

2026 Q2 · filed 8/14/2026 · 50 long · top 12 shown

top 5 52.5% · top 10 78.9%

AUM over time

2026 Q2 $885M +5.7% QoQ
2021 Q3 · $309M 2021 Q3 · $309M
Q3 2021
2021 Q4 · $321M · +3.9% QoQ 2021 Q4 · $321M · +3.9% QoQ
Q4
2022 Q1 · $393M · +22.4% QoQ 2022 Q1 · $393M · +22.4% QoQ
Q1 2022
2022 Q2 · $338M · −14.0% QoQ 2022 Q2 · $338M · −14.0% QoQ
Q2
2022 Q3 · $331M · −2.1% QoQ 2022 Q3 · $331M · −2.1% QoQ
Q3
2022 Q4 · $367M · +10.9% QoQ 2022 Q4 · $367M · +10.9% QoQ
Q4
2023 Q1 · $391M · +6.5% QoQ 2023 Q1 · $391M · +6.5% QoQ
Q1 2023
2023 Q2 · $423M · +8.2% QoQ 2023 Q2 · $423M · +8.2% QoQ
Q2
2023 Q3 · $417M · −1.4% QoQ 2023 Q3 · $417M · −1.4% QoQ
Q3
2023 Q4 · $478M · +14.6% QoQ 2023 Q4 · $478M · +14.6% QoQ
Q4
2024 Q1 · $547M · +14.4% QoQ 2024 Q1 · $547M · +14.4% QoQ
Q1 2024
2024 Q2 · $559M · +2.2% QoQ 2024 Q2 · $559M · +2.2% QoQ
Q2
2024 Q3 · $592M · +5.9% QoQ 2024 Q3 · $592M · +5.9% QoQ
Q3
2024 Q4 · $560M · −5.4% QoQ 2024 Q4 · $560M · −5.4% QoQ
Q4
2025 Q1 · $620M · +10.7% QoQ 2025 Q1 · $620M · +10.7% QoQ
Q1 2025
2025 Q2 · $711M · +14.7% QoQ 2025 Q2 · $711M · +14.7% QoQ
Q2
2025 Q3 · $801M · +12.7% QoQ 2025 Q3 · $801M · +12.7% QoQ
Q3
2025 Q4 · $870M · +8.6% QoQ 2025 Q4 · $870M · +8.6% QoQ
Q4
2026 Q1 · $837M · −3.8% QoQ 2026 Q1 · $837M · −3.8% QoQ
Q1 2026
2026 Q2 · $885M · +5.7% QoQ 2026 Q2 · $885M · +5.7% QoQ
Q2

Book

2021 Q3 · filed 15 Nov · long equity

BRK.B - Berkshire Hathaway · CL B 19.24% Hold 218,209 $272.94 $60M
BRK.A - Berkshire Hathaway · CL A 11.43% Hold 86 $411,384 $35M
OLN - OLIN 11.42% Hold 732,298 $48.25 $35M
Viacomcbs · CL B 9.78% Hold 766,023 $39.51 $30M
NEM - Newmont 6.69% Hold 381,192 $54.30 $21M
KGC - Kinross Gold 3.62% Hold 2,091,111 $5.36 $11M
XOM - Exxon Mobil 3.14% Hold 165,173 $58.82 $10M
Hollyfrontier 2.88% Hold 269,298 $33.13 $9M
SBUX - Starbucks 2.79% Hold 78,207 $110.31 $9M
VLO - Valero Energy 2.67% Hold 116,990 $70.57 $8M
Mercury Genl 2.42% Hold 134,516 $55.67 $7M
ALK - Alaska Air Group 2.31% Hold 122,227 $58.60 $7M
DLTR - Dollar Tree 2.14% Hold 69,122 $95.71 $7M
CMI - Cummins 2.11% Hold 29,111 $224.55 $7M
DIS - Disney Walt 2.05% Hold 37,559 $169.17 $6M
Alleghany Md 1.73% Hold 8,595 $624.43 $5M
EQNR - Equinor Asa 1.55% Hold 188,356 $25.50 $5M
NXPI - Nxp Semiconductors 1.47% Hold 23,233 $195.89 $5M
HXL - Hexcel 1.36% Hold 71,118 $59.39 $4M
AXP - American Express 1.19% Hold 21,908 $167.52 $4M
MRK - Merck & 1.07% Hold 44,073 $75.10 $3M
TRV - Travelers Companies 0.98% Hold 20,000 $152.00 $3M
COST - Costco Whsl 0.80% Hold 5,507 $449.43 $2M
DG - Dollar Gen 0.73% Hold 10,627 $212.10 $2M
Washington Fed 0.71% Hold 64,478 $34.31 $2M
GE - GE Aerospace 0.59% Hold 17,821 $103.02 $2M
NKE - NIKE · CL B 0.50% Hold 10,639 $145.22 $2M
KO - Coca Cola 0.40% Hold 23,500 $52.47 $1M
Seacor Marine 0.39% Hold 260,372 $4.63 $1M
OXY - Occidental 0.20% Hold 21,000 $29.57 $621K
CVX - Chevron 0.11% Hold 3,288 $101.58 $334K
META - Meta Platforms · CL A 0.10% Hold 900 $338.89 $305K
Holding · CL A 0.09% Hold 14,000 $19.71 $276K
UPBD - Rent A Ctr 0.08% Hold 4,600 $56.30 $259K
PEP - Pepsico 0.08% Hold 1,582 $150.44 $238K
SHEL - Royal Dutch Shell 0.07% Hold 4,868 $44.58 $217K
SYF - Synchrony Financial 0.07% Hold 4,437 $48.91 $217K

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 50 $885M +5.7% 13F-HR 8/14/2026 000194104026000625
2026 Q1 44 $837M −3.8% 13F-HR 5/15/2026 000194104026000373
2025 Q4 39 $870M +8.6% 13F-HR 2/17/2026 000117266126001092
2025 Q3 38 $801M +12.7% 13F-HR 11/14/2025 000117266125005018
2025 Q2 37 $711M +14.7% 13F-HR 8/15/2025 000117266125003548
2025 Q1 36 $620M +10.7% 13F-HR 5/15/2025 000117266125002345
2024 Q4 37 $560M −5.4% 13F-HR 2/14/2025 000117266125001116
2024 Q3 37 $592M +5.9% 13F-HR 11/14/2024 000117266124005284
2024 Q2 39 $559M +2.2% 13F-HR 8/14/2024 000117266124003568
2024 Q1 36 $547M +14.4% 13F-HR 5/15/2024 000117266124002492
2023 Q4 35 $478M +14.6% 13F-HR 2/14/2024 000117266124001560
2023 Q3 33 $417M −1.4% 13F-HR 11/14/2023 000117266123004036
2023 Q2 33 $423M +8.2% 13F-HR 8/14/2023 000117266123003155
2023 Q1 34 $391M +6.5% 13F-HR 5/15/2023 000117266123002306
2022 Q4 33 $367M +10.9% 13F-HR 2/14/2023 000117266123001428
2022 Q3 34 $331M −2.1% 13F-HR 11/14/2022 000117266122002543
2022 Q2 32 $338M −14.0% 13F-HR 8/15/2022 000117266122001986
2022 Q1 32 $393M +22.4% 13F-HR 5/16/2022 000117266122001444
2021 Q4 33 $321M +3.9% 13F-HR 2/14/2022 000117266122000789
2021 Q3 38 $309M 13F-HR 11/15/2021 000117266121002360

About

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

20 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Christopher Bloomstran
SEC filing name
SEMPER AUGUSTUS INVESTMENTS GROUP LLC
Location
Highlands Ranch, CO
All SEC filings
View on sec.gov