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 | 18.30% | Add +7.3% | 226,209 | $273.02 | $62M | +15,463 | −$13M |
| BRK.A - Berkshire Hathaway · CL A | 11.15% | Add +15.0% | 92 | $408,946 | $38M | +12 | −$5M |
| OLN - OLIN | 7.87% | Reduce −23.6% | 573,688 | $46.28 | $27M | −177,565 | −$13M |
| NEM - Newmont | 7.18% | Add +4.1% | 406,256 | $59.67 | $24M | +16,016 | −$7M |
| PARA - Paramount Global · CLASS B | 6.99% | Add +5.5% | 955,864 | $24.68 | $24M | +49,461 | −$11M |
| Alleghany Md | 5.10% | Reduce −36.9% | 20,681 | $833.08 | $17M | −12,076 | −$11M |
| XOM - Exxon Mobil | 4.05% | Add +0.3% | 159,565 | $85.64 | $14M | +471 | +$525K |
| KGC - Kinross Gold | 3.84% | Add +45.3% | 3,615,556 | $3.58 | $13M | +1,126,792 | −$2M |
| VLO - Valero Energy | 3.74% | Reduce −0.2% | 118,892 | $106.28 | $13M | −187 | +$545K |
| DINO - Hf Sinclair | 3.74% | Add 0.0% | 279,209 | $45.16 | $13M | +24 | +$1M |
| DLTR - Dollar Tree | 3.23% | Add +2.2% | 69,956 | $155.86 | $11M | +1,487 | −$62K |
| DG - Dollar Gen | 3.21% | Add +192.1% | 44,100 | $245.44 | $11M | +29,005 | +$7M |
| ALK - Alaska Air Group | 2.40% | Add +31.1% | 202,318 | $40.05 | $8M | +48,013 | −$848K |
| CMI - Cummins | 2.36% | Add +16.3% | 41,141 | $193.53 | $8M | +5,759 | +$705K |
| SBUX - Starbucks | 2.24% | Add +12.3% | 98,901 | $76.39 | $8M | +10,828 | −$457K |
| EQNR - Equinor Asa | 2.03% | Reduce 0.0% | 196,717 | $34.76 | $7M | −35 | −$542K |
| Mercury Genl | 1.87% | Add 0.0% | 142,802 | $44.30 | $6M | +34 | −$2M |
| DIS - Disney Walt | 1.85% | Add +34.3% | 65,975 | $94.40 | $6M | +16,868 | −$508K |
| NXPI - Nxp Semiconductors | 1.59% | Add +34.4% | 36,231 | $148.02 | $5M | +9,274 | +$374K |
| MRK - Merck & | 1.20% | Add +0.9% | 44,473 | $91.18 | $4M | +400 | +$439K |
| HXL - Hexcel | 1.11% | Reduce −0.1% | 71,438 | $52.31 | $4M | −52 | −$515K |
| TRV - Travelers Companies | 1.00% | Hold | 20,000 | $169.15 | $3M | — | — |
| AXP - American Express | 0.84% | Reduce −0.8% | 20,451 | $138.62 | $3M | −173 | −$1M |
| COST - Costco Whsl | 0.73% | Reduce −0.9% | 5,119 | $479.20 | $2M | −47 | −$522K |
| Washington Fed | 0.54% | Hold | 61,190 | $30.02 | $2M | — | — |
| Seacor Marine | 0.43% | Reduce −1.3% | 251,428 | $5.76 | $1M | −3,316 | −$608K |
| KO - Coca Cola | 0.42% | Add +1.9% | 22,425 | $62.92 | $1M | +425 | +$47K |
| NKE - NIKE · CL B | 0.34% | Add +6.5% | 11,335 | $102.16 | $1M | +696 | −$274K |
| GE - GE Aerospace | 0.34% | Hold | 17,821 | $63.69 | $1M | — | — |
| CVX - Chevron | 0.18% | Add +24.1% | 4,079 | $144.89 | $591K | +791 | +$56K |
| PEP - Pepsico | 0.08% | Hold | 1,582 | $166.88 | $264K | — | — |
| SHEL - Shell | 0.08% | Hold | 4,868 | $52.38 | $255K | — | — |
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