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 | 18.41% | Add +0.8% | 227,986 | $267.02 | $61M | +1,777 | −$883K |
| BRK.A - Berkshire Hathaway · CL A | 12.54% | Add +10.9% | 102 | $406,471 | $41M | +10 | +$4M |
| OLN - OLIN | 8.32% | Add +11.8% | 641,270 | $42.88 | $27M | +67,582 | +$948K |
| PARA - Paramount Global · CLASS B | 5.91% | Add +7.3% | 1,025,957 | $19.04 | $20M | +70,093 | −$4M |
| NEM - Newmont | 5.42% | Add +5.0% | 426,434 | $42.03 | $18M | +20,178 | −$6M |
| Mercury Genl | 4.92% | Add +301.0% | 572,572 | $28.42 | $16M | +429,770 | +$10M |
| DINO - Hf Sinclair | 4.61% | Add +1.5% | 283,360 | $53.84 | $15M | +4,151 | +$3M |
| KGC - Kinross Gold | 4.25% | Add +3.5% | 3,741,021 | $3.76 | $14M | +125,465 | +$1M |
| VLO - Valero Energy | 3.93% | Add +2.4% | 121,761 | $106.85 | $13M | +2,869 | +$374K |
| XOM - Exxon Mobil | 3.23% | Reduce −23.3% | 122,353 | $87.31 | $11M | −37,212 | −$3M |
| DG - Dollar Gen | 3.20% | Reduce −0.1% | 44,064 | $239.86 | $11M | −36 | −$255K |
| DLTR - Dollar Tree | 2.88% | Reduce −0.1% | 69,902 | $136.10 | $10M | −54 | −$1M |
| Alleghany Md | 2.81% | Reduce −46.5% | 11,065 | $839.40 | $9M | −9,616 | −$8M |
| CMI - Cummins | 2.56% | Add +1.0% | 41,561 | $203.51 | $8M | +420 | +$496K |
| SBUX - Starbucks | 2.52% | Add 0.0% | 98,925 | $84.26 | $8M | +24 | +$780K |
| ALK - Alaska Air Group | 2.47% | Add +3.0% | 208,447 | $39.15 | $8M | +6,129 | +$58K |
| EQNR - Equinor Asa | 1.97% | Reduce −0.1% | 196,445 | $33.11 | $7M | −272 | −$334K |
| DIS - Disney Walt | 1.92% | Add +2.1% | 67,367 | $94.33 | $6M | +1,392 | +$127K |
| NXPI - Nxp Semiconductors | 1.73% | Add +6.9% | 38,719 | $147.50 | $6M | +2,488 | +$348K |
| MRK - Merck & | 1.16% | Hold | 44,473 | $86.12 | $4M | — | — |
| HXL - Hexcel | 1.12% | Reduce −0.1% | 71,366 | $51.72 | $4M | −72 | −$46K |
| TRV - Travelers Companies | 0.93% | Hold | 20,000 | $153.20 | $3M | — | — |
| COST - Costco Whsl | 0.73% | Hold | 5,119 | $472.36 | $2M | — | — |
| Seacor Marine | 0.43% | Reduce −0.2% | 250,922 | $5.62 | $1M | −506 | −$38K |
| KO - Coca Cola | 0.38% | Hold | 22,425 | $56.01 | $1M | — | — |
| GE - GE Aerospace | 0.33% | Hold | 17,821 | $61.89 | $1M | — | — |
| NKE - NIKE · CL B | 0.29% | Add +1.6% | 11,515 | $83.11 | $957K | +180 | −$201K |
| AXP - American Express | 0.27% | Reduce −67.8% | 6,593 | $134.84 | $889K | −13,858 | −$2M |
| Washington Fed | 0.25% | Reduce −54.5% | 27,847 | $29.99 | $835K | −33,343 | −$1M |
| CVX - Chevron | 0.16% | Reduce −11.5% | 3,610 | $143.77 | $519K | −469 | −$72K |
| AAPL - Apple | 0.14% | New | 3,374 | $138.11 | $466K | +3,374 | +$466K |
| PEP - Pepsico | 0.08% | Hold | 1,582 | $163.08 | $258K | — | — |
| SHEL - Shell | 0.07% | Hold | 4,868 | $49.71 | $242K | — | — |
| DOW - DOW Inc | 0.07% | New | 5,169 | $43.92 | $227K | +5,169 | +$227K |
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