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 | 19.29% | Add +0.1% | 238,053 | $453.28 | $108M | +233 | −$2M |
| BRK.A - Berkshire Hathaway · CL A | 14.60% | Reduce −5.5% | 120 | $680,920 | $82M | −7 | −$6M |
| DLTR - Dollar Tree | 10.50% | Add +62.1% | 783,822 | $74.94 | $59M | +300,384 | +$25M |
| DG - Dollar Gen | 8.29% | Reduce −29.0% | 611,529 | $75.82 | $46M | −249,663 | −$26M |
| KGC - Kinross Gold | 7.63% | Reduce −0.2% | 4,608,191 | $9.27 | $43M | −10,443 | −$512K |
| NEM - Newmont | 4.37% | Add +0.8% | 656,823 | $37.22 | $24M | +5,509 | −$10M |
| VLO - Valero Energy | 4.14% | Add +61.5% | 189,019 | $122.59 | $23M | +71,973 | +$7M |
| ALK - Alaska Air Group | 4.05% | Add +0.6% | 350,075 | $64.75 | $23M | +2,211 | +$7M |
| SBUX - Starbucks | 3.81% | Add +0.1% | 233,742 | $91.25 | $21M | +225 | −$1M |
| OLN - OLIN | 3.54% | Add +11.0% | 585,493 | $33.80 | $20M | +58,051 | −$6M |
| DIS - Disney Walt | 2.79% | Add +0.5% | 140,063 | $111.35 | $16M | +639 | +$2M |
| CMI - Cummins | 2.52% | Reduce −0.9% | 40,456 | $348.60 | $14M | −388 | +$878K |
| PARA - Paramount Global · CLASS B | 2.21% | Reduce −30.2% | 1,180,089 | $10.46 | $12M | −511,088 | −$6M |
| EQNR - Equinor Asa | 2.08% | Add +2.3% | 490,140 | $23.69 | $12M | +10,948 | −$527K |
| DINO - Hf Sinclair | 1.83% | Reduce −44.8% | 292,909 | $35.05 | $10M | −238,040 | −$13M |
| FIVE - Five Below | 1.43% | Add +3.0% | 76,357 | $104.96 | $8M | +2,214 | +$1M |
| XOM - Exxon Mobil | 1.08% | Hold | 56,431 | $107.57 | $6M | — | — |
| TRV - Travelers Companies | 0.87% | Hold | 20,155 | $240.89 | $5M | — | — |
| MRK - Merck & | 0.79% | Hold | 44,443 | $99.48 | $4M | — | — |
| COST - Costco Whsl | 0.71% | Add +0.5% | 4,350 | $916.27 | $4M | +20 | +$147K |
| NXPI - Nxp Semiconductors | 0.51% | Reduce −1.4% | 13,688 | $207.85 | $3M | −188 | −$485K |
| NKE - NIKE · CL B | 0.48% | Add +2.1% | 35,600 | $75.67 | $3M | +726 | −$389K |
| Mercury Genl | 0.32% | Reduce −55.0% | 26,805 | $66.48 | $2M | −32,720 | −$2M |
| GE - GE Aerospace | 0.29% | Hold | 9,842 | $166.79 | $2M | — | — |
| Seacor Marine | 0.25% | Hold | 211,480 | $6.56 | $1M | — | — |
| KO - Coca Cola | 0.25% | Add +1.2% | 22,273 | $62.26 | $1M | +273 | −$194K |
| GEV - GE Vernova | 0.24% | Hold | 4,138 | $328.93 | $1M | — | — |
| AXP - American Express | 0.24% | Reduce −0.5% | 4,432 | $296.79 | $1M | −22 | +$107K |
| AAPL - Apple | 0.19% | Hold | 4,140 | $250.42 | $1M | — | — |
| CVX - Chevron | 0.16% | Hold | 6,163 | $144.84 | $893K | — | — |
| GLDM - World Gold Tr | 0.13% | Add +15.3% | 14,365 | $51.99 | $747K | +1,905 | +$97K |
| OVV - Ovintiv | 0.12% | Hold | 16,487 | $40.50 | $668K | — | — |
| PHYS - Sprott Physical Gold Tr | 0.09% | Hold | 23,869 | $20.14 | $481K | — | — |
| GEHC - GE HealthCare | 0.06% | Hold | 4,581 | $78.18 | $358K | — | — |
| SHEL - Shell | 0.06% | Hold | 4,968 | $62.65 | $311K | — | — |
| SYF - Synchrony Financial | 0.05% | Hold | 4,437 | $65.00 | $288K | — | — |
| AMZN - Amazon | 0.04% | Reduce −24.5% | 960 | $219.39 | $211K | −312 | −$26K |
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