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 | 18.50% | Add +0.3% | 237,820 | $460.26 | $109M | +746 | +$13M |
| BRK.A - Berkshire Hathaway · CL A | 14.84% | Reduce −0.8% | 127 | $691,180 | $88M | −1 | +$9M |
| DG - Dollar Gen | 12.31% | Add +95.6% | 861,192 | $84.57 | $73M | +420,897 | +$15M |
| KGC - Kinross Gold | 7.31% | Reduce −0.7% | 4,618,634 | $9.36 | $43M | −32,730 | +$5M |
| NEM - Newmont | 5.88% | Add +0.3% | 651,314 | $53.45 | $35M | +1,741 | +$8M |
| DLTR - Dollar Tree | 5.75% | Add +398.4% | 483,438 | $70.32 | $34M | +386,448 | +$24M |
| OLN - OLIN | 4.28% | Add 0.0% | 527,442 | $47.98 | $25M | +59 | +$441K |
| DINO - Hf Sinclair | 4.00% | Add +94.7% | 530,949 | $44.57 | $24M | +258,235 | +$9M |
| SBUX - Starbucks | 3.85% | Add +1.6% | 233,517 | $97.49 | $23M | +3,694 | +$5M |
| PARA - Paramount Global · CLASS B | 3.04% | Add +0.5% | 1,691,177 | $10.62 | $18M | +8,761 | +$480K |
| VLO - Valero Energy | 2.67% | Add +211.1% | 117,046 | $135.03 | $16M | +79,427 | +$10M |
| ALK - Alaska Air Group | 2.66% | Add +1.8% | 347,864 | $45.21 | $16M | +6,097 | +$2M |
| DIS - Disney Walt | 2.27% | Add +2.0% | 139,424 | $96.19 | $13M | +2,731 | −$161K |
| CMI - Cummins | 2.24% | Reduce −0.2% | 40,844 | $323.79 | $13M | −65 | +$2M |
| EQNR - Equinor Asa | 2.05% | Add +77.3% | 479,192 | $25.33 | $12M | +208,850 | +$4M |
| XOM - Exxon Mobil | 1.12% | Add +0.3% | 56,431 | $117.22 | $7M | +167 | +$138K |
| FIVE - Five Below | 1.11% | Add +11.7% | 74,143 | $88.35 | $7M | +7,759 | −$683K |
| MRK - Merck & | 0.85% | Hold | 44,443 | $113.56 | $5M | — | — |
| TRV - Travelers Companies | 0.80% | Hold | 20,155 | $234.12 | $5M | — | — |
| COST - Costco Whsl | 0.65% | Hold | 4,330 | $886.52 | $4M | — | — |
| Mercury Genl | 0.63% | Reduce −95.7% | 59,525 | $62.98 | $4M | −1,335,455 | −$70M |
| NXPI - Nxp Semiconductors | 0.56% | Reduce −0.4% | 13,876 | $240.01 | $3M | −54 | −$418K |
| NKE - NIKE · CL B | 0.52% | Add +5.1% | 34,874 | $88.40 | $3M | +1,705 | +$583K |
| Seacor Marine | 0.34% | Reduce −1.4% | 211,480 | $9.65 | $2M | −3,081 | −$854K |
| GE - GE Aerospace | 0.31% | Reduce −24.0% | 9,842 | $188.58 | $2M | −3,105 | −$202K |
| KO - Coca Cola | 0.27% | Reduce −1.9% | 22,000 | $71.86 | $2M | −425 | +$154K |
| AXP - American Express | 0.20% | Reduce −1.4% | 4,454 | $271.20 | $1M | −64 | +$162K |
| GEV - GE Vernova | 0.18% | Hold | 4,138 | $254.98 | $1M | — | — |
| AAPL - Apple | 0.16% | Reduce −67.3% | 4,140 | $233.00 | $965K | −8,510 | −$2M |
| CVX - Chevron | 0.15% | Add +2.1% | 6,163 | $147.27 | $908K | +127 | −$37K |
| GLDM - World Gold Tr | 0.11% | New | 12,460 | $52.13 | $650K | +12,460 | +$650K |
| OVV - Ovintiv | 0.11% | Hold | 16,487 | $38.31 | $632K | — | — |
| PHYS - Sprott Physical Gold Tr | 0.08% | Hold | 23,869 | $20.38 | $486K | — | — |
| GEHC - GE HealthCare | 0.07% | Hold | 4,581 | $93.85 | $430K | — | — |
| SHEL - Shell | 0.06% | Hold | 4,968 | $65.95 | $328K | — | — |
| AMZN - Amazon | 0.04% | New | 1,272 | $186.33 | $237K | +1,272 | +$237K |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $49.88 | $221K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2024 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| WAFD | 0.14% | Exit | 0 | $28.59 | $774K | −27,072 | −$774K |
| MCHP - Microchip Technology | 0.04% | Exit | 0 | $91.40 | $221K | −2,418 | −$221K |
| GOOGL - Alphabet · CL A | 0.04% | Exit | 0 | $181.90 | $211K | −1,160 | −$211K |
| PSX - Phillips 66 | 0.04% | Exit | 0 | $141.30 | $208K | −1,472 | −$208K |
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