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 | 17.83% | Reduce −0.7% | 231,819 | $420.52 | $97M | −1,726 | +$14M |
| BRK.A - Berkshire Hathaway · CL A | 14.51% | Hold | 125 | $634,440 | $79M | — | — |
| Mercury Genl | 13.16% | Add +0.2% | 1,394,224 | $51.60 | $72M | +2,975 | +$20M |
| DG - Dollar Gen | 11.97% | Add +0.8% | 419,289 | $156.06 | $65M | +3,149 | +$9M |
| OLN - OLIN | 5.43% | Reduce 0.0% | 505,339 | $58.80 | $30M | −189 | +$2M |
| KGC - Kinross Gold | 5.01% | Add +1.6% | 4,472,067 | $6.13 | $27M | +69,940 | +$781K |
| NEM - Newmont | 3.97% | Add +3.6% | 605,447 | $35.84 | $22M | +21,294 | −$2M |
| PARA - Paramount Global · CLASS B | 3.18% | Add +66.0% | 1,477,943 | $11.77 | $17M | +587,417 | +$4M |
| DINO - Hf Sinclair | 3.03% | Add +0.8% | 274,707 | $60.37 | $17M | +2,151 | +$1M |
| DIS - Disney Walt | 2.94% | Reduce −34.5% | 131,211 | $122.36 | $16M | −69,100 | −$2M |
| ALK - Alaska Air Group | 2.52% | Add +1.8% | 319,868 | $42.99 | $14M | +5,762 | +$1M |
| DLTR - Dollar Tree | 2.22% | Add +1.3% | 91,240 | $133.15 | $12M | +1,145 | −$649K |
| CMI - Cummins | 2.20% | Add +0.1% | 40,779 | $294.65 | $12M | +30 | +$2M |
| SBUX - Starbucks | 1.94% | Add +20.7% | 116,111 | $91.39 | $11M | +19,890 | +$1M |
| EQNR - Equinor Asa | 1.28% | Add +6.9% | 258,646 | $27.03 | $7M | +16,664 | −$665K |
| VLO - Valero Energy | 1.25% | Add +4.1% | 40,066 | $170.69 | $7M | +1,584 | +$2M |
| XOM - Exxon Mobil | 1.23% | Add +2.8% | 57,910 | $116.24 | $7M | +1,575 | +$1M |
| NXPI - Nxp Semiconductors | 1.11% | Reduce −0.1% | 24,450 | $247.77 | $6M | −21 | +$437K |
| MRK - Merck & | 1.07% | Reduce −0.3% | 44,443 | $131.95 | $6M | −132 | +$1M |
| TRV - Travelers Companies | 0.85% | Hold | 20,155 | $230.14 | $5M | — | — |
| Seacor Marine | 0.60% | Reduce −1.1% | 234,478 | $13.94 | $3M | −2,548 | +$284K |
| COST - Costco Whsl | 0.58% | Add +0.3% | 4,355 | $732.63 | $3M | +14 | +$325K |
| GE - GE Aerospace | 0.53% | Hold | 16,559 | $175.53 | $3M | — | — |
| KO - Coca Cola | 0.25% | Hold | 22,425 | $61.18 | $1M | — | — |
| AXP - American Express | 0.22% | Reduce −19.6% | 5,166 | $227.69 | $1M | −1,260 | −$28K |
| NKE - NIKE · CL B | 0.20% | Add +0.8% | 11,395 | $93.98 | $1M | +87 | −$157K |
| CVX - Chevron | 0.17% | Add +27.6% | 6,036 | $157.74 | $952K | +1,305 | +$246K |
| OVV - Ovintiv | 0.16% | Reduce −50.0% | 16,487 | $51.90 | $856K | −16,487 | −$593K |
| WAFD | 0.14% | Reduce −1.6% | 27,072 | $29.03 | $786K | −428 | −$121K |
| AAPL - Apple | 0.13% | Hold | 4,250 | $171.48 | $729K | — | — |
| GEHC - GE HealthCare | 0.08% | Hold | 4,581 | $90.91 | $416K | — | — |
| SHEL - Shell | 0.06% | Hold | 4,968 | $67.04 | $333K | — | — |
| DOW - DOW Inc | 0.05% | Hold | 5,169 | $57.93 | $299K | — | — |
| PSX - Phillips 66 | 0.04% | New | 1,472 | $163.34 | $240K | +1,472 | +$240K |
| SAIA — | 0.04% | New | 400 | $585.00 | $234K | +400 | +$234K |
| MCHP - Microchip Technology | 0.04% | Hold | 2,418 | $89.71 | $217K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2023 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PEP - Pepsico | 0.05% | Exit | 0 | $169.53 | $247K | −1,457 | −$247K |
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