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
top 5 52.5% · top 10 78.9%
- BRK.B - Berkshire Hathaway · CL B 15.5%
- ALK - Alaska Air Group 10.6%
- BRK.A - Berkshire Hathaway · CL A 10.2%
- DG - Dollar Gen 8.7%
- DECK - Deckers Outdoor 7.5%
- DLTR - Dollar Tree 7.2%
- BLDR - Builders Firstsource 5.6%
- OLN - OLIN 4.8%
- NEM - Newmont 4.7%
- KGC - Kinross Gold 4.1%
- PAYX - Paychex 2.4%
- FIVE - Five Below 2.1%
- Other 16.6%
AUM over time
Book
| BRK.B - Berkshire Hathaway · CL B | 19.73% | Reduce −3.1% | 211,508 | $299.00 | $63M | −6,701 | +$4M |
| OLN - OLIN | 12.87% | Reduce −2.1% | 716,927 | $57.52 | $41M | −15,371 | +$6M |
| BRK.A - Berkshire Hathaway · CL A | 12.09% | Hold | 86 | $450,663 | $39M | — | — |
| NEM - Newmont | 7.40% | Add +0.3% | 382,311 | $62.02 | $24M | +1,119 | +$3M |
| Viacomcbs · CL B | 7.05% | Reduce −2.2% | 748,822 | $30.18 | $23M | −17,201 | −$8M |
| KGC - Kinross Gold | 4.30% | Add +13.5% | 2,372,387 | $5.81 | $14M | +281,276 | +$3M |
| XOM - Exxon Mobil | 3.04% | Reduce −3.6% | 159,243 | $61.19 | $10M | −5,930 | +$29K |
| DLTR - Dollar Tree | 2.99% | Reduce −1.2% | 68,272 | $140.53 | $10M | −850 | +$3M |
| SBUX - Starbucks | 2.86% | Add +0.1% | 78,318 | $116.97 | $9M | +111 | +$534K |
| VLO - Valero Energy | 2.78% | Add +1.4% | 118,676 | $75.11 | $9M | +1,686 | +$658K |
| Hollyfrontier | 2.74% | Reduce −0.5% | 267,893 | $32.78 | $9M | −1,405 | −$140K |
| Mercury Genl | 2.24% | Add +0.5% | 135,194 | $53.06 | $7M | +678 | −$316K |
| ALK - Alaska Air Group | 2.21% | Add +11.0% | 135,723 | $52.10 | $7M | +13,496 | −$92K |
| CMI - Cummins | 1.99% | Add +0.6% | 29,279 | $218.14 | $6M | +168 | −$150K |
| DIS - Disney Walt | 1.84% | Add +1.4% | 38,081 | $154.88 | $6M | +522 | −$456K |
| Alleghany Md | 1.82% | Add +1.8% | 8,748 | $667.58 | $6M | +153 | +$473K |
| NXPI - Nxp Semiconductors | 1.65% | Hold | 23,233 | $227.78 | $5M | — | — |
| EQNR - Equinor Asa | 1.62% | Add +4.5% | 196,782 | $26.33 | $5M | +8,426 | +$378K |
| HXL - Hexcel | 1.16% | Add +0.6% | 71,518 | $51.81 | $4M | +400 | −$519K |
| AXP - American Express | 1.09% | Reduce −3.0% | 21,260 | $163.59 | $3M | −648 | −$192K |
| MRK - Merck & | 1.05% | Hold | 44,073 | $76.65 | $3M | — | — |
| TRV - Travelers Companies | 0.98% | Hold | 20,000 | $156.45 | $3M | — | — |
| COST - Costco Whsl | 0.97% | Reduce −0.1% | 5,500 | $567.64 | $3M | −7 | +$647K |
| DG - Dollar Gen | 0.78% | Hold | 10,627 | $235.81 | $3M | — | — |
| Washington Fed | 0.66% | Reduce −1.2% | 63,723 | $33.38 | $2M | −755 | −$85K |
| NKE - NIKE · CL B | 0.55% | Hold | 10,639 | $166.65 | $2M | — | — |
| GE - GE Aerospace | 0.53% | Hold | 17,821 | $94.50 | $2M | — | — |
| KO - Coca Cola | 0.41% | Reduce −6.4% | 22,000 | $59.23 | $1M | −1,500 | +$70K |
| Seacor Marine | 0.27% | Reduce −2.2% | 254,744 | $3.40 | $866K | −5,628 | −$340K |
| CVX - Chevron | 0.12% | Hold | 3,288 | $117.40 | $386K | — | — |
| PEP - Pepsico | 0.09% | Hold | 1,582 | $173.83 | $275K | — | — |
| SHEL - Royal Dutch Shell | 0.07% | Hold | 4,868 | $43.34 | $211K | — | — |
| SYF - Synchrony Financial | 0.06% | Hold | 4,437 | $46.43 | $206K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OXY - Occidental | 0.20% | Exit | 0 | $29.57 | $621K | −21,000 | −$621K |
| META - Meta Platforms · CL A | 0.10% | Exit | 0 | $338.89 | $305K | −900 | −$305K |
| Holding · CL A | 0.09% | Exit | 0 | $19.71 | $276K | −14,000 | −$276K |
| UPBD - Rent A Ctr | 0.08% | Exit | 0 | $56.30 | $259K | −4,600 | −$259K |
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