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 | 17.43% | Add +0.9% | 233,545 | $356.66 | $83M | +2,012 | +$2M |
| BRK.A - Berkshire Hathaway · CL A | 14.20% | Reduce −3.1% | 125 | $542,625 | $68M | −4 | −$732K |
| DG - Dollar Gen | 11.84% | Add +3.5% | 416,140 | $135.95 | $57M | +14,194 | +$14M |
| Mercury Genl | 10.86% | Add +2.9% | 1,391,249 | $37.31 | $52M | +39,853 | +$14M |
| OLN - OLIN | 5.71% | Reduce −0.1% | 505,528 | $53.95 | $27M | −660 | +$2M |
| KGC - Kinross Gold | 5.57% | Add +5.0% | 4,402,127 | $6.05 | $27M | +209,950 | +$8M |
| NEM - Newmont | 5.06% | Add +10.9% | 584,153 | $41.39 | $24M | +57,476 | +$5M |
| DIS - Disney Walt | 3.79% | Add +63.9% | 200,311 | $90.29 | $18M | +78,059 | +$8M |
| DINO - Hf Sinclair | 3.17% | Add +1.6% | 272,556 | $55.57 | $15M | +4,258 | −$128K |
| PARA - Paramount Global · CLASS B | 2.76% | Reduce −23.5% | 890,526 | $14.79 | $13M | −273,150 | −$2M |
| DLTR - Dollar Tree | 2.68% | Add +5.1% | 90,095 | $142.05 | $13M | +4,338 | +$4M |
| ALK - Alaska Air Group | 2.57% | Add +17.2% | 314,106 | $39.07 | $12M | +45,985 | +$2M |
| CMI - Cummins | 2.04% | Reduce −0.3% | 40,749 | $239.57 | $10M | −139 | +$421K |
| SBUX - Starbucks | 1.93% | Add +1.4% | 96,221 | $96.01 | $9M | +1,361 | +$580K |
| EQNR - Equinor Asa | 1.60% | Add +1.2% | 241,982 | $31.64 | $8M | +2,928 | −$182K |
| XOM - Exxon Mobil | 1.18% | Hold | 56,335 | $99.98 | $6M | — | — |
| NXPI - Nxp Semiconductors | 1.18% | Reduce −0.4% | 24,471 | $229.68 | $6M | −100 | +$708K |
| VLO - Valero Energy | 1.05% | Add +8.4% | 38,482 | $130.00 | $5M | +2,975 | −$29K |
| MRK - Merck & | 1.02% | Add +0.3% | 44,575 | $109.02 | $5M | +131 | +$284K |
| TRV - Travelers Companies | 0.80% | Hold | 20,155 | $190.49 | $4M | — | — |
| Seacor Marine | 0.62% | Reduce −4.0% | 237,026 | $12.59 | $3M | −9,951 | −$444K |
| COST - Costco Whsl | 0.60% | Add +9.0% | 4,341 | $660.08 | $3M | +357 | +$615K |
| GE - GE Aerospace | 0.44% | Hold | 16,559 | $127.63 | $2M | — | — |
| OVV - Ovintiv | 0.30% | New | 32,974 | $43.92 | $1M | +32,974 | +$1M |
| KO - Coca Cola | 0.28% | Hold | 22,425 | $58.93 | $1M | — | — |
| NKE - NIKE · CL B | 0.26% | Reduce −0.3% | 11,308 | $108.57 | $1M | −35 | +$143K |
| AXP - American Express | 0.25% | Hold | 6,426 | $187.34 | $1M | — | — |
| WAFD | 0.19% | Reduce −0.3% | 27,500 | $32.96 | $906K | −75 | +$200K |
| AAPL - Apple | 0.17% | Add +32.5% | 4,250 | $192.53 | $818K | +1,042 | +$269K |
| CVX - Chevron | 0.15% | Add +45.4% | 4,731 | $149.16 | $706K | +1,478 | +$157K |
| GEHC - GE HealthCare | 0.07% | Hold | 4,581 | $77.32 | $354K | — | — |
| SHEL - Shell | 0.07% | Add +19.2% | 4,968 | $65.80 | $327K | +800 | +$59K |
| DOW - DOW Inc | 0.06% | Hold | 5,169 | $54.84 | $283K | — | — |
| PEP - Pepsico | 0.05% | Hold | 1,457 | $169.84 | $247K | — | — |
| MCHP - Microchip Technology | 0.05% | New | 2,418 | $90.18 | $218K | +2,418 | +$218K |
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