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 | 14.48% | Add +1.5% | 253,025 | $479.20 | $121M | +3,814 | −$4M |
| BRK.A - Berkshire Hathaway · CL A | 9.95% | Hold | 116 | $718,140 | $83M | — | — |
| DG - Dollar Gen | 9.19% | Reduce −30.0% | 648,227 | $118.73 | $77M | −277,728 | −$46M |
| DECK - Deckers Outdoor | 7.90% | Add +3.3% | 661,029 | $100.09 | $66M | +21,331 | −$155K |
| ALK - Alaska Air Group | 7.45% | Add +314.2% | 1,695,062 | $36.78 | $62M | +1,285,780 | +$42M |
| OLN - OLIN | 7.21% | Add +4.4% | 2,029,319 | $29.73 | $60M | +85,879 | +$20M |
| DLTR - Dollar Tree | 6.72% | Add +0.2% | 513,485 | $109.51 | $56M | +825 | −$7M |
| NEM - Newmont | 6.19% | Reduce −27.8% | 479,138 | $108.25 | $52M | −184,101 | −$14M |
| KGC - Kinross Gold | 5.50% | Reduce −28.6% | 1,508,941 | $30.52 | $46M | −603,992 | −$13M |
| FIVE - Five Below | 5.26% | Reduce −27.4% | 192,666 | $228.48 | $44M | −72,568 | −$6M |
| SBUX - Starbucks | 2.69% | Add +4.1% | 251,300 | $89.59 | $23M | +9,830 | +$2M |
| DINO - Hf Sinclair | 2.69% | Add +0.6% | 360,678 | $62.39 | $23M | +2,151 | +$6M |
| CMI - Cummins | 2.54% | Reduce −0.6% | 39,530 | $538.02 | $21M | −244 | +$965K |
| BLDR - Builders Firstsource | 2.24% | New | 228,210 | $82.33 | $19M | +228,210 | +$19M |
| DIS - Disney Walt | 1.76% | Add +4.7% | 152,583 | $96.38 | $15M | +6,801 | −$2M |
| VLO - Valero Energy | 1.30% | Reduce −77.8% | 44,056 | $247.08 | $11M | −154,602 | −$21M |
| XOM - Exxon Mobil | 1.17% | Reduce −0.1% | 57,517 | $169.66 | $10M | −39 | +$3M |
| EQNR - Equinor Asa | 0.89% | Reduce −70.6% | 175,954 | $42.20 | $7M | −422,431 | −$7M |
| PARA - Paramount Skydance · CL B | 0.70% | Reduce −1.0% | 652,707 | $9.02 | $6M | −6,354 | −$3M |
| TRV - Travelers Companies | 0.67% | Hold | 19,100 | $291.68 | $6M | — | — |
| MRK - Merck & | 0.64% | Add +0.4% | 44,633 | $120.29 | $5M | +190 | +$691K |
| COST - Costco Wholesale | 0.40% | Reduce −2.3% | 3,367 | $996.43 | $3M | −80 | +$382K |
| GE - GE Aerospace | 0.32% | Hold | 9,352 | $283.77 | $3M | — | — |
| NXPI - Nxp Semiconductors | 0.31% | Reduce −2.3% | 12,996 | $196.86 | $3M | −302 | −$328K |
| GLDM - World Gold Tr | 0.27% | Hold | 23,979 | $92.69 | $2M | — | — |
| GEV - GE Vernova | 0.21% | Hold | 1,994 | $872.90 | $2M | — | — |
| Seacor Marine | 0.18% | Hold | 208,175 | $7.16 | $1M | — | — |
| CVX - Chevron | 0.15% | Reduce −5.1% | 6,063 | $206.90 | $1M | −326 | +$281K |
| KO - Coca Cola | 0.14% | Hold | 15,328 | $76.05 | $1M | — | — |
| AAPL - Apple | 0.13% | Hold | 4,140 | $253.79 | $1M | — | — |
| AXP - American Express | 0.12% | Reduce −0.1% | 3,436 | $302.48 | $1M | −5 | −$234K |
| SGOV - Ishares Tr | 0.12% | Add +180.0% | 9,916 | $100.66 | $998K | +6,375 | +$643K |
| PHYS - Sprott Asset Management | 0.10% | Hold | 23,869 | $35.44 | $846K | — | — |
| GOOG - Alphabet · CL C | 0.08% | New | 2,432 | $286.86 | $698K | +2,432 | +$698K |
| SHEL - Shell | 0.06% | Hold | 4,968 | $93.00 | $462K | — | — |
| MA - Mastercard · CL A | 0.04% | New | 658 | $499.78 | $329K | +658 | +$329K |
| GEHC - GE HealthCare | 0.04% | Hold | 4,581 | $71.18 | $326K | — | — |
| SIVR - Abrdn Silver ETF Trust | 0.04% | Hold | 4,245 | $71.61 | $304K | — | — |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $68.02 | $302K | — | — |
| FLEX - Flextronics Intl | 0.04% | Hold | 4,485 | $65.46 | $294K | — | — |
| PM - Philip Morris Intl | 0.03% | New | 1,762 | $165.34 | $291K | +1,762 | +$291K |
| NFLX - Netflix | 0.03% | New | 2,980 | $96.15 | $287K | +2,980 | +$287K |
| PSX - Phillips 66 | 0.03% | New | 1,472 | $182.18 | $268K | +1,472 | +$268K |
| GOOGL - Alphabet · CL A | 0.02% | Hold | 700 | $287.56 | $201K | — | — |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2025 Q4
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| OVV - Ovintiv | 0.07% | Exit | 0 | $39.18 | $646K | −16,487 | −$646K |
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