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 | 18.43% | Add +1.8% | 233,163 | $308.77 | $72M | +4,156 | +$1M |
| BRK.A - Berkshire Hathaway · CL A | 14.43% | Add +13.1% | 121 | $465,600 | $56M | +14 | +$6M |
| OLN - OLIN | 7.54% | Reduce −17.2% | 530,379 | $55.50 | $29M | −110,514 | −$4M |
| NEM - Newmont | 6.26% | Add +9.3% | 498,388 | $49.02 | $24M | +42,342 | +$3M |
| PARA - Paramount Global · CLASS B | 5.64% | Add +4.1% | 986,609 | $22.31 | $22M | +38,889 | +$6M |
| Mercury Genl | 5.34% | Add +10.1% | 656,485 | $31.74 | $21M | +60,000 | +$437K |
| KGC - Kinross Gold | 4.84% | Add +13.4% | 4,010,602 | $4.71 | $19M | +474,041 | +$4M |
| DG - Dollar Gen | 4.45% | Add +87.6% | 82,537 | $210.46 | $17M | +38,540 | +$7M |
| DINO - Hf Sinclair | 3.71% | Add +6.9% | 299,436 | $48.38 | $14M | +19,224 | −$53K |
| VLO - Valero Energy | 3.50% | Reduce −18.8% | 98,013 | $139.60 | $14M | −22,720 | −$2M |
| DIS - Disney Walt | 2.92% | Add +0.9% | 114,086 | $100.13 | $11M | +976 | +$2M |
| DLTR - Dollar Tree | 2.74% | Add +6.7% | 74,577 | $143.55 | $11M | +4,698 | +$822K |
| SBUX - Starbucks | 2.60% | Reduce −1.3% | 97,608 | $104.13 | $10M | −1,246 | +$358K |
| CMI - Cummins | 2.53% | Reduce −0.5% | 41,424 | $238.88 | $10M | −191 | −$188K |
| XOM - Exxon Mobil | 2.51% | Reduce −12.5% | 89,467 | $109.66 | $10M | −12,778 | −$1M |
| ALK - Alaska Air Group | 2.44% | Add +1.3% | 227,360 | $41.96 | $10M | +2,959 | −$96K |
| NXPI - Nxp Semiconductors | 1.89% | Reduce −0.5% | 39,598 | $186.48 | $7M | −180 | +$1M |
| EQNR - Equinor Asa | 1.66% | Add +16.7% | 228,666 | $28.43 | $7M | +32,783 | −$514K |
| MRK - Merck & | 1.21% | Hold | 44,473 | $106.39 | $5M | — | — |
| HXL - Hexcel | 1.17% | Reduce −6.3% | 66,804 | $68.25 | $5M | −4,505 | +$363K |
| TRV - Travelers Companies | 0.88% | Hold | 20,155 | $171.41 | $3M | — | — |
| COST - Costco Whsl | 0.54% | Reduce −14.1% | 4,269 | $496.87 | $2M | −700 | −$147K |
| Seacor Marine | 0.48% | Reduce −0.9% | 248,123 | $7.61 | $2M | −2,264 | −$405K |
| GE - GE Aerospace | 0.44% | Hold | 17,821 | $95.60 | $2M | — | — |
| NKE - NIKE · CL B | 0.36% | Reduce −0.8% | 11,405 | $122.64 | $1M | −96 | +$53K |
| KO - Coca Cola | 0.36% | Hold | 22,425 | $62.03 | $1M | — | — |
| AXP - American Express | 0.28% | Reduce −1.2% | 6,518 | $164.95 | $1M | −80 | +$100K |
| Washington Fed | 0.21% | Reduce −0.4% | 27,743 | $30.12 | $836K | −104 | −$99K |
| AAPL - Apple | 0.15% | Hold | 3,525 | $164.90 | $581K | — | — |
| CVX - Chevron | 0.15% | Add 0.0% | 3,504 | $163.14 | $572K | +1 | −$57K |
| GEHC - GE HealthCare | 0.12% | New | 5,936 | $82.03 | $487K | +5,936 | +$487K |
| PEP - Pepsico | 0.07% | Hold | 1,582 | $182.30 | $288K | — | — |
| DOW - DOW Inc | 0.07% | Hold | 5,169 | $54.82 | $283K | — | — |
| SHEL - Shell | 0.07% | Hold | 4,868 | $57.54 | $280K | — | — |
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