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 | 17.25% | Add +2.3% | 237,074 | $406.80 | $96M | +5,255 | −$1M |
| BRK.A - Berkshire Hathaway · CL A | 14.02% | Add +2.4% | 128 | $612,241 | $78M | +3 | −$938K |
| Mercury Genl | 13.26% | Add +0.1% | 1,394,980 | $53.14 | $74M | +756 | +$2M |
| DG - Dollar Gen | 10.41% | Add +5.0% | 440,295 | $132.23 | $58M | +21,006 | −$7M |
| KGC - Kinross Gold | 6.92% | Add +4.0% | 4,651,364 | $8.32 | $39M | +179,297 | +$11M |
| NEM - Newmont | 4.86% | Add +7.3% | 649,573 | $41.87 | $27M | +44,126 | +$5M |
| OLN - OLIN | 4.45% | Add +4.4% | 527,383 | $47.15 | $25M | +22,044 | −$5M |
| SBUX - Starbucks | 3.20% | Add +97.9% | 229,823 | $77.85 | $18M | +113,712 | +$7M |
| PARA - Paramount Global · CLASS B | 3.13% | Add +13.8% | 1,682,416 | $10.39 | $17M | +204,473 | +$85K |
| DINO - Hf Sinclair | 2.60% | Reduce −0.7% | 272,714 | $53.34 | $15M | −1,993 | −$2M |
| ALK - Alaska Air Group | 2.47% | Add +6.8% | 341,767 | $40.40 | $14M | +21,899 | +$56K |
| DIS - Disney Walt | 2.43% | Add +4.2% | 136,693 | $99.29 | $14M | +5,482 | −$2M |
| CMI - Cummins | 2.03% | Add +0.3% | 40,909 | $276.93 | $11M | +130 | −$687K |
| DLTR - Dollar Tree | 1.85% | Add +6.3% | 96,990 | $106.77 | $10M | +5,750 | −$2M |
| EQNR - Equinor Asa | 1.38% | Add +4.5% | 270,342 | $28.56 | $8M | +11,696 | +$730K |
| FIVE - Five Below | 1.29% | New | 66,384 | $108.97 | $7M | +66,384 | +$7M |
| XOM - Exxon Mobil | 1.16% | Reduce −2.8% | 56,264 | $115.12 | $6M | −1,646 | −$254K |
| VLO - Valero Energy | 1.05% | Reduce −6.1% | 37,619 | $156.76 | $6M | −2,447 | −$942K |
| MRK - Merck & | 0.98% | Hold | 44,443 | $123.80 | $6M | — | — |
| TRV - Travelers Companies | 0.73% | Hold | 20,155 | $203.34 | $4M | — | — |
| NXPI - Nxp Semiconductors | 0.67% | Reduce −43.0% | 13,930 | $269.09 | $4M | −10,520 | −$2M |
| COST - Costco Whsl | 0.66% | Reduce −0.6% | 4,330 | $849.99 | $4M | −25 | +$490K |
| Seacor Marine | 0.52% | Reduce −8.5% | 214,561 | $13.49 | $3M | −19,917 | −$374K |
| AAPL - Apple | 0.48% | Add +197.6% | 12,650 | $210.62 | $3M | +8,400 | +$2M |
| NKE - NIKE · CL B | 0.45% | Add +191.1% | 33,169 | $75.37 | $2M | +21,774 | +$1M |
| GE - GE Aerospace | 0.37% | Reduce −21.8% | 12,947 | $158.97 | $2M | −3,612 | −$848K |
| KO - Coca Cola | 0.26% | Hold | 22,425 | $63.65 | $1M | — | — |
| AXP - American Express | 0.19% | Reduce −12.5% | 4,518 | $231.55 | $1M | −648 | −$130K |
| CVX - Chevron | 0.17% | Hold | 6,036 | $156.42 | $944K | — | — |
| WAFD | 0.14% | Hold | 27,072 | $28.58 | $774K | — | — |
| OVV - Ovintiv | 0.14% | Hold | 16,487 | $46.87 | $773K | — | — |
| GEV - GE Vernova | 0.13% | New | 4,138 | $171.51 | $710K | +4,138 | +$710K |
| PHYS - Sprott Physical Gold Tr | 0.08% | New | 23,869 | $18.06 | $431K | +23,869 | +$431K |
| SHEL - Shell | 0.06% | Hold | 4,968 | $72.18 | $359K | — | — |
| GEHC - GE HealthCare | 0.06% | Hold | 4,581 | $77.92 | $357K | — | — |
| MCHP - Microchip Technology | 0.04% | Hold | 2,418 | $91.50 | $221K | — | — |
| GOOGL - Alphabet · CL A | 0.04% | New | 1,160 | $182.15 | $211K | +1,160 | +$211K |
| SYF - Synchrony Financial | 0.04% | New | 4,437 | $47.19 | $209K | +4,437 | +$209K |
| PSX - Phillips 66 | 0.04% | Hold | 1,472 | $141.17 | $208K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| DOW - DOW Inc | 0.05% | Exit | 0 | $57.84 | $299K | −5,169 | −$299K |
| SAIA — | 0.04% | Exit | 0 | $585.00 | $234K | −400 | −$234K |
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