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 | 16.86% | Add +3.1% | 246,664 | $485.77 | $120M | +7,315 | −$8M |
| DG - Dollar Gen | 14.91% | Add +2.1% | 926,119 | $114.38 | $106M | +18,940 | +$26M |
| BRK.A - Berkshire Hathaway · CL A | 11.90% | Hold | 116 | $728,800 | $85M | — | — |
| DLTR - Dollar Tree | 7.06% | Add +2.6% | 506,396 | $99.04 | $50M | +13,010 | +$13M |
| KGC - Kinross Gold | 6.79% | Reduce −31.5% | 3,086,724 | $15.63 | $48M | −1,419,922 | −$9M |
| FIVE - Five Below | 5.96% | Add +310.4% | 322,806 | $131.18 | $42M | +244,142 | +$36M |
| NEM - Newmont | 5.56% | Add +2.4% | 678,145 | $58.26 | $40M | +15,589 | +$8M |
| VLO - Valero Energy | 3.76% | Add +4.3% | 198,707 | $134.42 | $27M | +8,213 | +$2M |
| SBUX - Starbucks | 3.08% | Add +3.2% | 239,081 | $91.63 | $22M | +7,379 | −$821K |
| DECK - Deckers Outdoor | 3.05% | New | 210,523 | $103.07 | $22M | +210,523 | +$22M |
| PARA - Paramount Global · CLASS B | 3.05% | Add +3.0% | 1,681,694 | $12.90 | $22M | +49,039 | +$2M |
| ALK - Alaska Air Group | 2.59% | Add +7.9% | 372,013 | $49.48 | $18M | +27,179 | +$1M |
| DIS - Disney Walt | 2.52% | Add +3.3% | 144,397 | $124.01 | $18M | +4,596 | +$4M |
| OLN - OLIN | 2.25% | Add +13.5% | 797,436 | $20.09 | $16M | +94,970 | −$1M |
| DINO - Hf Sinclair | 2.02% | Add +16.6% | 348,934 | $41.08 | $14M | +49,653 | +$4M |
| CMI - Cummins | 1.85% | Hold | 40,039 | $327.50 | $13M | — | — |
| EQNR - Equinor Asa | 1.80% | Add +4.1% | 510,218 | $25.14 | $13M | +20,052 | −$138K |
| XOM - Exxon Mobil | 0.86% | Add +1.0% | 56,833 | $107.80 | $6M | +561 | −$566K |
| TRV - Travelers Companies | 0.72% | Reduce −4.5% | 19,255 | $267.54 | $5M | −900 | −$179K |
| COST - Costco Whsl | 0.52% | Reduce −11.2% | 3,768 | $989.94 | $4M | −477 | −$285K |
| MRK - Merck & | 0.50% | Hold | 44,443 | $79.16 | $4M | — | — |
| NXPI - Nxp Semiconductors | 0.42% | Hold | 13,558 | $218.49 | $3M | — | — |
| GE - GE Aerospace | 0.34% | Reduce −5.0% | 9,352 | $257.39 | $2M | −490 | +$437K |
| GEV - GE Vernova | 0.26% | Reduce −8.1% | 3,436 | $529.15 | $2M | −302 | +$677K |
| AXP - American Express | 0.20% | Hold | 4,432 | $318.98 | $1M | — | — |
| GLDM - World Gold Tr | 0.16% | Add +4.8% | 17,001 | $65.52 | $1M | +782 | +$110K |
| KO - Coca Cola | 0.16% | Reduce −29.0% | 15,622 | $70.75 | $1M | −6,378 | −$470K |
| Seacor Marine | 0.15% | Hold | 211,480 | $5.10 | $1M | — | — |
| CVX - Chevron | 0.13% | Add +3.7% | 6,389 | $143.19 | $915K | +226 | −$116K |
| AAPL - Apple | 0.12% | Hold | 4,140 | $205.17 | $849K | — | — |
| SGOV - Ishares Tr | 0.12% | Reduce −23.3% | 8,128 | $100.69 | $818K | −2,472 | −$249K |
| OVV - Ovintiv | 0.09% | Hold | 16,487 | $38.05 | $627K | — | — |
| PHYS - Sprott Physical Gold Tr | 0.09% | Hold | 23,869 | $25.35 | $605K | — | — |
| SHEL - Shell | 0.05% | Hold | 4,968 | $70.41 | $350K | — | — |
| GEHC - GE HealthCare | 0.05% | Hold | 4,581 | $74.07 | $339K | — | — |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $66.74 | $296K | — | — |
| FLEX - Flextronics | 0.04% | New | 5,090 | $49.92 | $254K | +5,090 | +$254K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| NKE - NIKE · CL B | 0.37% | Exit | 0 | $63.47 | $2M | −36,550 | −$2M |
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