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 | 18.91% | Reduce −0.4% | 210,746 | $352.91 | $74M | −762 | +$11M |
| BRK.A - Berkshire Hathaway · CL A | 10.76% | Reduce −7.0% | 80 | $528,925 | $42M | −6 | +$4M |
| OLN - OLIN | 9.98% | Add +4.8% | 751,253 | $52.28 | $39M | +34,326 | −$2M |
| PARA - Paramount Global · CLASS B | 8.71% | Add +21.0% | 906,403 | $37.81 | $34M | +157,581 | +$12M |
| NEM - Newmont | 7.88% | Add +2.1% | 390,240 | $79.45 | $31M | +7,929 | +$7M |
| Alleghany Md | 7.05% | Add +274.5% | 32,757 | $846.99 | $28M | +24,009 | +$22M |
| KGC - Kinross Gold | 3.72% | Add +4.9% | 2,488,764 | $5.88 | $15M | +116,377 | +$850K |
| XOM - Exxon Mobil | 3.34% | Reduce −0.1% | 159,094 | $82.59 | $13M | −149 | +$3M |
| VLO - Valero Energy | 3.07% | Add +0.3% | 119,079 | $101.54 | $12M | +403 | +$3M |
| DINO - Hf Sinclair | 2.83% | New | 279,185 | $39.85 | $11M | +279,185 | +$11M |
| DLTR - Dollar Tree | 2.79% | Add +0.3% | 68,469 | $160.15 | $11M | +197 | +$1M |
| ALK - Alaska Air Group | 2.28% | Add +13.7% | 154,305 | $58.01 | $9M | +18,582 | +$2M |
| SBUX - Starbucks | 2.04% | Add +12.5% | 88,073 | $90.97 | $8M | +9,755 | −$1M |
| Mercury Genl | 2.00% | Add +5.6% | 142,768 | $55.00 | $8M | +7,574 | +$679K |
| EQNR - Equinor Asa | 1.88% | Reduce 0.0% | 196,752 | $37.51 | $7M | −30 | +$2M |
| CMI - Cummins | 1.84% | Add +20.8% | 35,382 | $205.10 | $7M | +6,103 | +$870K |
| DIS - Disney Walt | 1.71% | Add +29.0% | 49,107 | $137.17 | $7M | +11,026 | +$838K |
| NXPI - Nxp Semiconductors | 1.27% | Add +16.0% | 26,957 | $185.07 | $5M | +3,724 | −$303K |
| HXL - Hexcel | 1.08% | Reduce 0.0% | 71,490 | $59.48 | $4M | −28 | +$547K |
| AXP - American Express | 0.98% | Reduce −3.0% | 20,624 | $187.02 | $4M | −636 | +$379K |
| TRV - Travelers Companies | 0.93% | Hold | 20,000 | $182.75 | $4M | — | — |
| MRK - Merck & | 0.92% | Hold | 44,073 | $82.05 | $4M | — | — |
| DG - Dollar Gen | 0.85% | Add +42.0% | 15,095 | $222.66 | $3M | +4,468 | +$855K |
| COST - Costco Whsl | 0.76% | Reduce −6.1% | 5,166 | $575.88 | $3M | −334 | −$147K |
| Seacor Marine | 0.52% | Hold | 254,744 | $8.07 | $2M | — | — |
| Washington Fed | 0.51% | Reduce −4.0% | 61,190 | $32.82 | $2M | −2,533 | −$119K |
| GE - GE Aerospace | 0.41% | Hold | 17,821 | $91.52 | $2M | — | — |
| NKE - NIKE · CL B | 0.36% | Hold | 10,639 | $134.60 | $1M | — | — |
| KO - Coca Cola | 0.35% | Hold | 22,000 | $62.00 | $1M | — | — |
| CVX - Chevron | 0.14% | Hold | 3,288 | $162.71 | $535K | — | — |
| SHEL - Shell | 0.07% | New | 4,868 | $54.85 | $267K | +4,868 | +$267K |
| PEP - Pepsico | 0.07% | Hold | 1,582 | $167.51 | $265K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2021 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Hollyfrontier | 2.74% | Exit | 0 | $32.78 | $9M | −267,893 | −$9M |
| SHEL - Royal Dutch Shell | 0.07% | Exit | 0 | $43.34 | $211K | −4,868 | −$211K |
| SYF - Synchrony Financial | 0.06% | Exit | 0 | $46.43 | $206K | −4,437 | −$206K |
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