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 | 15.70% | Add +1.4% | 250,239 | $502.74 | $126M | +3,575 | +$6M |
| DG - Dollar Gen | 11.94% | Reduce 0.0% | 925,826 | $103.35 | $96M | −293 | −$10M |
| BRK.A - Berkshire Hathaway · CL A | 10.92% | Hold | 116 | $754,200 | $87M | — | — |
| KGC - Kinross Gold | 8.03% | Reduce −16.1% | 2,589,755 | $24.85 | $64M | −496,969 | +$16M |
| NEM - Newmont | 7.14% | Add 0.0% | 678,207 | $84.31 | $57M | +62 | +$18M |
| OLN - OLIN | 6.00% | Add +141.3% | 1,924,245 | $24.99 | $48M | +1,126,809 | +$32M |
| FIVE - Five Below | 5.95% | Reduce −4.5% | 308,341 | $154.70 | $48M | −14,465 | +$5M |
| DLTR - Dollar Tree | 5.95% | Reduce −0.2% | 505,157 | $94.37 | $48M | −1,239 | −$2M |
| DECK - Deckers Outdoor | 4.74% | Add +78.1% | 374,841 | $101.37 | $38M | +164,318 | +$16M |
| VLO - Valero Energy | 4.24% | Add +0.4% | 199,527 | $170.26 | $34M | +820 | +$7M |
| SBUX - Starbucks | 2.52% | Reduce −0.1% | 238,961 | $84.60 | $20M | −120 | −$2M |
| ALK - Alaska Air Group | 2.35% | Add +1.8% | 378,591 | $49.78 | $19M | +6,578 | +$439K |
| DINO - Hf Sinclair | 2.33% | Add +2.2% | 356,712 | $52.34 | $19M | +7,778 | +$4M |
| CMI - Cummins | 2.11% | Reduce −0.3% | 39,936 | $422.37 | $17M | −103 | +$4M |
| DIS - Disney Walt | 2.08% | Add +0.8% | 145,536 | $114.50 | $17M | +1,139 | −$1M |
| EQNR - Equinor Asa | 1.75% | Add +12.4% | 573,731 | $24.38 | $14M | +63,513 | +$1M |
| PARA - Paramount Skydance · CL B | 1.56% | New | 659,284 | $18.92 | $12M | +659,284 | +$12M |
| XOM - Exxon Mobil | 0.81% | Add +1.8% | 57,840 | $112.75 | $7M | +1,007 | +$395K |
| TRV - Travelers Companies | 0.67% | Reduce −0.8% | 19,100 | $279.22 | $5M | −155 | +$182K |
| MRK - Merck & | 0.47% | Hold | 44,443 | $83.93 | $4M | — | — |
| COST - Costco Whsl | 0.40% | Reduce −8.8% | 3,435 | $925.63 | $3M | −333 | −$551K |
| NXPI - Nxp Semiconductors | 0.38% | Reduce −1.2% | 13,394 | $227.73 | $3M | −164 | +$88K |
| GE - GE Aerospace | 0.35% | Hold | 9,352 | $300.82 | $3M | — | — |
| GEV - GE Vernova | 0.26% | Hold | 3,436 | $614.90 | $2M | — | — |
| GLDM - World Gold Tr | 0.19% | Add +16.8% | 19,864 | $76.45 | $2M | +2,863 | +$405K |
| Seacor Marine | 0.17% | Hold | 211,480 | $6.49 | $1M | — | — |
| AXP - American Express | 0.17% | Reduce −7.4% | 4,106 | $332.16 | $1M | −326 | −$50K |
| AAPL - Apple | 0.13% | Hold | 4,140 | $254.63 | $1M | — | — |
| KO - Coca Cola | 0.13% | Reduce −1.9% | 15,328 | $66.32 | $1M | −294 | −$89K |
| CVX - Chevron | 0.12% | Hold | 6,389 | $155.29 | $992K | — | — |
| PHYS - Sprott Asset Management | 0.09% | Hold | 23,869 | $29.62 | $707K | — | — |
| OVV - Ovintiv | 0.08% | Hold | 16,487 | $40.38 | $666K | — | — |
| SGOV - Ishares Tr | 0.07% | Reduce −31.5% | 5,565 | $100.70 | $560K | −2,563 | −$258K |
| SHEL - Shell | 0.04% | Hold | 4,968 | $71.53 | $355K | — | — |
| GEHC - GE HealthCare | 0.04% | Hold | 4,581 | $75.10 | $344K | — | — |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $71.05 | $315K | — | — |
| FLEX - Flextronics | 0.04% | Hold | 5,090 | $57.97 | $295K | — | — |
| PSX - Phillips 66 | 0.02% | New | 1,472 | $136.02 | $200K | +1,472 | +$200K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q2
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PARA - Paramount Global · CLASS B | 3.05% | Exit | 0 | $12.90 | $22M | −1,681,694 | −$22M |
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