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% | Add +0.6% | 234,530 | $341.00 | $80M | +1,367 | +$8M |
| BRK.A - Berkshire Hathaway · CL A | 15.79% | Add +6.6% | 129 | $517,810 | $67M | +8 | +$10M |
| Mercury Genl | 9.01% | Add +91.9% | 1,259,725 | $30.27 | $38M | +603,240 | +$17M |
| OLN - OLIN | 6.31% | Reduce −2.1% | 519,139 | $51.39 | $27M | −11,240 | −$3M |
| DG - Dollar Gen | 5.86% | Add +76.9% | 146,025 | $169.78 | $25M | +63,488 | +$7M |
| NEM - Newmont | 5.25% | Add +4.5% | 520,677 | $42.66 | $22M | +22,289 | −$2M |
| KGC - Kinross Gold | 4.71% | Add +4.1% | 4,176,999 | $4.77 | $20M | +166,397 | +$1M |
| PARA - Paramount Global · CLASS B | 4.27% | Add +15.0% | 1,134,831 | $15.91 | $18M | +148,222 | −$4M |
| DINO - Hf Sinclair | 3.43% | Add +8.5% | 325,025 | $44.61 | $14M | +25,589 | +$13K |
| ALK - Alaska Air Group | 3.20% | Add +12.0% | 254,566 | $53.18 | $14M | +27,206 | +$4M |
| VLO - Valero Energy | 2.71% | Reduce −0.1% | 97,893 | $117.30 | $11M | −120 | −$2M |
| DLTR - Dollar Tree | 2.59% | Add +2.4% | 76,335 | $143.50 | $11M | +1,758 | +$249K |
| DIS - Disney Walt | 2.58% | Add +7.0% | 122,023 | $89.28 | $11M | +7,937 | −$529K |
| CMI - Cummins | 2.39% | Reduce −0.4% | 41,272 | $245.16 | $10M | −152 | +$223K |
| SBUX - Starbucks | 2.27% | Reduce −0.5% | 97,140 | $99.06 | $10M | −468 | −$541K |
| NXPI - Nxp Semiconductors | 1.92% | Add +0.3% | 39,718 | $204.68 | $8M | +120 | +$745K |
| XOM - Exxon Mobil | 1.89% | Reduce −16.9% | 74,348 | $107.25 | $8M | −15,119 | −$2M |
| EQNR - Equinor Asa | 1.64% | Add +3.7% | 237,162 | $29.21 | $7M | +8,496 | +$427K |
| MRK - Merck & | 1.21% | Reduce −0.1% | 44,444 | $115.39 | $5M | −29 | +$397K |
| TRV - Travelers Companies | 0.83% | Hold | 20,155 | $173.66 | $4M | — | — |
| Seacor Marine | 0.67% | Reduce −0.5% | 246,977 | $11.43 | $3M | −1,146 | +$935K |
| COST - Costco Whsl | 0.53% | Reduce −2.3% | 4,172 | $538.38 | $2M | −97 | +$125K |
| GE - GE Aerospace | 0.43% | Reduce −7.1% | 16,559 | $109.85 | $2M | −1,262 | +$115K |
| KO - Coca Cola | 0.32% | Hold | 22,425 | $60.22 | $1M | — | — |
| NKE - NIKE · CL B | 0.30% | Reduce −0.6% | 11,342 | $110.37 | $1M | −63 | −$147K |
| AXP - American Express | 0.26% | Reduce −1.4% | 6,426 | $174.20 | $1M | −92 | +$44K |
| Washington Fed | 0.17% | Reduce −0.6% | 27,575 | $26.52 | $731K | −168 | −$104K |
| AAPL - Apple | 0.15% | Reduce −9.0% | 3,208 | $193.97 | $622K | −317 | +$41K |
| CVX - Chevron | 0.12% | Reduce −7.2% | 3,253 | $157.35 | $512K | −251 | −$60K |
| GEHC - GE HealthCare | 0.09% | Reduce −22.8% | 4,581 | $81.24 | $372K | −1,355 | −$115K |
| PEP - Pepsico | 0.07% | Hold | 1,582 | $185.22 | $293K | — | — |
| DOW - DOW Inc | 0.07% | Hold | 5,169 | $53.26 | $275K | — | — |
| SHEL - Shell | 0.06% | Reduce −14.4% | 4,168 | $60.38 | $252K | −700 | −$28K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| HXL - Hexcel | 1.17% | Exit | 0 | $68.24 | $5M | −66,804 | −$5M |
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