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 | 14.41% | Reduce −0.4% | 249,211 | $502.65 | $125M | −1,028 | −$539K |
| DG - Dollar Gen | 14.14% | Add 0.0% | 925,955 | $132.77 | $123M | +129 | +$27M |
| BRK.A - Berkshire Hathaway · CL A | 10.07% | Hold | 116 | $754,800 | $88M | — | — |
| DECK - Deckers Outdoor | 7.63% | Add +70.7% | 639,698 | $103.67 | $66M | +264,857 | +$28M |
| NEM - Newmont | 7.62% | Reduce −2.2% | 663,239 | $99.85 | $66M | −14,968 | +$9M |
| DLTR - Dollar Tree | 7.25% | Add +1.5% | 512,660 | $123.01 | $63M | +7,503 | +$15M |
| KGC - Kinross Gold | 6.84% | Reduce −18.4% | 2,112,933 | $28.16 | $60M | −476,822 | −$5M |
| FIVE - Five Below | 5.75% | Reduce −14.0% | 265,234 | $188.36 | $50M | −43,107 | +$2M |
| OLN - OLIN | 4.66% | Add +1.0% | 1,943,440 | $20.83 | $40M | +19,195 | −$8M |
| VLO - Valero Energy | 3.72% | Reduce −0.4% | 198,658 | $162.79 | $32M | −869 | −$2M |
| ALK - Alaska Air Group | 2.37% | Add +8.1% | 409,282 | $50.30 | $21M | +30,691 | +$2M |
| SBUX - Starbucks | 2.34% | Add +1.0% | 241,470 | $84.21 | $20M | +2,509 | +$118K |
| CMI - Cummins | 2.33% | Reduce −0.4% | 39,774 | $510.45 | $20M | −162 | +$3M |
| DIS - Disney Walt | 1.91% | Add +0.2% | 145,782 | $113.77 | $17M | +246 | −$78K |
| DINO - Hf Sinclair | 1.90% | Add +0.5% | 358,527 | $46.08 | $17M | +1,815 | −$2M |
| EQNR - Equinor Asa | 1.63% | Add +4.3% | 598,385 | $23.63 | $14M | +24,654 | +$152K |
| PARA - Paramount Skydance · CL B | 1.02% | Reduce 0.0% | 659,061 | $13.40 | $9M | −223 | −$4M |
| XOM - Exxon Mobil | 0.80% | Reduce −0.5% | 57,556 | $120.34 | $7M | −284 | +$405K |
| TRV - Travelers Companies | 0.64% | Hold | 19,100 | $290.06 | $6M | — | — |
| MRK - Merck & | 0.54% | Hold | 44,443 | $105.26 | $5M | — | — |
| COST - Costco Whsl | 0.34% | Add +0.3% | 3,447 | $862.34 | $3M | +12 | −$207K |
| NXPI - Nxp Semiconductors | 0.33% | Reduce −0.7% | 13,298 | $217.06 | $3M | −96 | −$164K |
| GE - GE Aerospace | 0.33% | Hold | 9,352 | $308.03 | $3M | — | — |
| GLDM - World Gold Tr | 0.24% | Add +20.7% | 23,979 | $85.37 | $2M | +4,115 | +$528K |
| GEV - GE Vernova | 0.15% | Reduce −42.0% | 1,994 | $653.57 | $1M | −1,442 | −$810K |
| AXP - American Express | 0.15% | Reduce −16.2% | 3,441 | $369.95 | $1M | −665 | −$91K |
| Seacor Marine | 0.14% | Reduce −1.6% | 208,175 | $6.02 | $1M | −3,305 | −$119K |
| AAPL - Apple | 0.13% | Hold | 4,140 | $271.86 | $1M | — | — |
| KO - Coca Cola | 0.12% | Hold | 15,328 | $69.91 | $1M | — | — |
| CVX - Chevron | 0.11% | Hold | 6,389 | $152.41 | $974K | — | — |
| PHYS - Sprott Asset Management | 0.09% | Hold | 23,869 | $33.02 | $788K | — | — |
| OVV - Ovintiv | 0.07% | Hold | 16,487 | $39.19 | $646K | — | — |
| GEHC - GE HealthCare | 0.04% | Hold | 4,581 | $82.02 | $376K | — | — |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $83.43 | $370K | — | — |
| SHEL - Shell | 0.04% | Hold | 4,968 | $73.48 | $365K | — | — |
| SGOV - Ishares Tr | 0.04% | Reduce −36.4% | 3,541 | $100.38 | $355K | −2,024 | −$205K |
| SIVR - Abrdn Silver ETF Trust | 0.03% | New | 4,245 | $67.64 | $287K | +4,245 | +$287K |
| FLEX - Flextronics | 0.03% | Reduce −11.9% | 4,485 | $60.42 | $271K | −605 | −$24K |
| GOOGL - Alphabet · CL A | 0.03% | New | 700 | $313.00 | $219K | +700 | +$219K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q3
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| PSX - Phillips 66 | 0.02% | Exit | 0 | $135.87 | $200K | −1,472 | −$200K |
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