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 | 19.26% | Add +0.4% | 229,007 | $308.90 | $71M | +1,021 | +$10M |
| BRK.A - Berkshire Hathaway · CL A | 13.66% | Add +4.9% | 107 | $468,711 | $50M | +5 | +$9M |
| OLN - OLIN | 9.24% | Reduce −0.1% | 640,893 | $52.94 | $34M | −377 | +$6M |
| NEM - Newmont | 5.86% | Add +6.9% | 456,046 | $47.20 | $22M | +29,612 | +$4M |
| Mercury Genl | 5.55% | Add +4.2% | 596,485 | $34.20 | $20M | +23,913 | +$4M |
| PARA - Paramount Global · CLASS B | 4.36% | Reduce −7.6% | 947,720 | $16.88 | $16M | −78,237 | −$4M |
| VLO - Valero Energy | 4.17% | Reduce −0.8% | 120,733 | $126.86 | $15M | −1,028 | +$2M |
| DINO - Hf Sinclair | 3.96% | Reduce −1.1% | 280,212 | $51.89 | $15M | −3,148 | −$716K |
| KGC - Kinross Gold | 3.94% | Reduce −5.5% | 3,536,561 | $4.09 | $14M | −204,460 | +$399K |
| XOM - Exxon Mobil | 3.07% | Reduce −16.4% | 102,245 | $110.30 | $11M | −20,108 | +$595K |
| DG - Dollar Gen | 2.95% | Reduce −0.2% | 43,997 | $246.25 | $11M | −67 | +$265K |
| CMI - Cummins | 2.75% | Add +0.1% | 41,615 | $242.29 | $10M | +54 | +$2M |
| DLTR - Dollar Tree | 2.69% | Reduce 0.0% | 69,879 | $141.44 | $10M | −23 | +$370K |
| DIS - Disney Walt | 2.68% | Add +67.9% | 113,110 | $86.88 | $10M | +45,743 | +$3M |
| SBUX - Starbucks | 2.67% | Reduce −0.1% | 98,854 | $99.20 | $10M | −71 | +$1M |
| ALK - Alaska Air Group | 2.62% | Add +7.7% | 224,401 | $42.94 | $10M | +15,954 | +$1M |
| EQNR - Equinor Asa | 1.91% | Reduce −0.3% | 195,883 | $35.81 | $7M | −562 | +$511K |
| NXPI - Nxp Semiconductors | 1.71% | Add +2.7% | 39,778 | $158.03 | $6M | +1,059 | +$575K |
| MRK - Merck & | 1.34% | Hold | 44,473 | $110.95 | $5M | — | — |
| HXL - Hexcel | 1.14% | Reduce −0.1% | 71,309 | $58.85 | $4M | −57 | +$506K |
| TRV - Travelers Companies | 1.03% | Add +0.8% | 20,155 | $187.49 | $4M | +155 | +$715K |
| Seacor Marine | 0.62% | Reduce −0.2% | 250,387 | $9.16 | $2M | −535 | +$884K |
| COST - Costco Whsl | 0.62% | Reduce −2.9% | 4,969 | $456.50 | $2M | −150 | −$150K |
| GE - GE Aerospace | 0.41% | Hold | 17,821 | $83.79 | $1M | — | — |
| KO - Coca Cola | 0.39% | Hold | 22,425 | $63.61 | $1M | — | — |
| NKE - NIKE · CL B | 0.37% | Reduce −0.1% | 11,501 | $117.01 | $1M | −14 | +$389K |
| AXP - American Express | 0.27% | Add +0.1% | 6,598 | $147.75 | $975K | +5 | +$86K |
| Washington Fed | 0.25% | Hold | 27,847 | $33.55 | $934K | — | — |
| CVX - Chevron | 0.17% | Reduce −3.0% | 3,503 | $179.47 | $629K | −107 | +$110K |
| AAPL - Apple | 0.12% | Add +4.5% | 3,525 | $129.93 | $458K | +151 | −$8K |
| PEP - Pepsico | 0.08% | Hold | 1,582 | $180.66 | $286K | — | — |
| SHEL - Shell | 0.08% | Hold | 4,868 | $56.95 | $277K | — | — |
| DOW - DOW Inc | 0.07% | Hold | 5,169 | $50.39 | $260K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2022 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| Alleghany Md | 2.81% | Exit | 0 | $839.40 | $9M | −11,065 | −$9M |
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