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 | 19.44% | Reduce −1.3% | 231,533 | $350.30 | $81M | −2,997 | +$1M |
| BRK.A - Berkshire Hathaway · CL A | 16.43% | Hold | 129 | $531,477 | $69M | — | — |
| DG - Dollar Gen | 10.19% | Add +175.3% | 401,946 | $105.80 | $43M | +255,921 | +$18M |
| Mercury Genl | 9.08% | Add +7.3% | 1,351,396 | $28.03 | $38M | +91,671 | −$252K |
| OLN - OLIN | 6.06% | Reduce −2.5% | 506,188 | $49.98 | $25M | −12,951 | −$1M |
| NEM - Newmont | 4.66% | Add +1.2% | 526,677 | $36.95 | $19M | +6,000 | −$3M |
| KGC - Kinross Gold | 4.58% | Add +0.4% | 4,192,177 | $4.56 | $19M | +15,178 | −$808K |
| DINO - Hf Sinclair | 3.66% | Reduce −17.5% | 268,298 | $56.93 | $15M | −56,727 | +$775K |
| PARA - Paramount Global · CLASS B | 3.60% | Add +2.5% | 1,163,676 | $12.90 | $15M | +28,845 | −$3M |
| ALK - Alaska Air Group | 2.38% | Add +5.3% | 268,121 | $37.08 | $10M | +13,555 | −$4M |
| DIS - Disney Walt | 2.38% | Add +0.2% | 122,252 | $81.05 | $10M | +229 | −$986K |
| CMI - Cummins | 2.24% | Reduce −0.9% | 40,888 | $228.46 | $9M | −384 | −$777K |
| DLTR - Dollar Tree | 2.19% | Add +12.3% | 85,757 | $106.45 | $9M | +9,422 | −$2M |
| SBUX - Starbucks | 2.08% | Reduce −2.3% | 94,860 | $91.27 | $9M | −2,280 | −$965K |
| EQNR - Equinor Asa | 1.88% | Add +0.8% | 239,054 | $32.79 | $8M | +1,892 | +$911K |
| XOM - Exxon Mobil | 1.59% | Reduce −24.2% | 56,335 | $117.58 | $7M | −18,013 | −$1M |
| VLO - Valero Energy | 1.21% | Reduce −63.7% | 35,507 | $141.71 | $5M | −62,386 | −$6M |
| NXPI - Nxp Semiconductors | 1.18% | Reduce −38.1% | 24,571 | $199.92 | $5M | −15,147 | −$3M |
| MRK - Merck & | 1.10% | Hold | 44,444 | $102.95 | $5M | — | — |
| Seacor Marine | 0.82% | Hold | 246,977 | $13.88 | $3M | — | — |
| TRV - Travelers Companies | 0.79% | Hold | 20,155 | $163.31 | $3M | — | — |
| COST - Costco Whsl | 0.54% | Reduce −4.5% | 3,984 | $564.96 | $2M | −188 | +$5K |
| GE - GE Aerospace | 0.44% | Hold | 16,559 | $110.55 | $2M | — | — |
| KO - Coca Cola | 0.30% | Hold | 22,425 | $55.98 | $1M | — | — |
| NKE - NIKE · CL B | 0.26% | Add 0.0% | 11,343 | $95.62 | $1M | +1 | −$167K |
| AXP - American Express | 0.23% | Hold | 6,426 | $149.19 | $959K | — | — |
| WAFD | 0.17% | Hold | 27,575 | $25.62 | $706K | — | — |
| AAPL - Apple | 0.13% | Hold | 3,208 | $171.21 | $549K | — | — |
| CVX - Chevron | 0.13% | Hold | 3,253 | $168.62 | $549K | — | — |
| GEHC - GE HealthCare | 0.07% | Hold | 4,581 | $68.04 | $312K | — | — |
| SHEL - Shell | 0.06% | Hold | 4,168 | $64.38 | $268K | — | — |
| DOW - DOW Inc | 0.06% | Hold | 5,169 | $51.56 | $267K | — | — |
| PEP - Pepsico | 0.06% | Reduce −7.9% | 1,457 | $169.44 | $247K | −125 | −$46K |
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