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
Latest book
| BRK.B - Berkshire Hathaway · CL B | 15.45% | Add +8.0% | 273,145 | $500.39 | $137M | +20,120 | +$15M |
| ALK - Alaska Air Group | 10.58% | Add +5.8% | 1,793,627 | $52.20 | $94M | +98,565 | +$31M |
| BRK.A - Berkshire Hathaway · CL A | 10.16% | Add +3.4% | 120 | $748,850 | $90M | +4 | +$7M |
| DG - Dollar Gen | 8.66% | Add +2.6% | 665,307 | $115.11 | $77M | +17,080 | −$381K |
| DECK - Deckers Outdoor | 7.52% | Add +1.4% | 670,199 | $99.29 | $67M | +9,170 | +$382K |
| DLTR - Dollar Tree | 7.25% | Add +3.2% | 530,113 | $120.95 | $64M | +16,628 | +$8M |
| BLDR - Builders Firstsource | 5.60% | Add +142.6% | 553,722 | $89.48 | $50M | +325,512 | +$31M |
| OLN - OLIN | 4.83% | Add +6.1% | 2,153,826 | $19.82 | $43M | +124,507 | −$18M |
| NEM - Newmont | 4.72% | Reduce −6.7% | 447,228 | $93.40 | $42M | −31,910 | −$10M |
| KGC - Kinross Gold | 4.14% | Add +2.7% | 1,548,995 | $23.62 | $37M | +40,054 | −$9M |
| PAYX - Paychex | 2.35% | New | 211,640 | $98.33 | $21M | +211,640 | +$21M |
| FIVE - Five Below | 2.15% | Reduce −45.2% | 105,657 | $179.79 | $19M | −87,009 | −$25M |
| SPGI - S&P Global | 2.12% | New | 45,989 | $407.26 | $19M | +45,989 | +$19M |
| DINO - Hf Sinclair | 1.99% | Reduce −30.1% | 252,187 | $69.65 | $18M | −108,491 | −$5M |
| DIS - Disney Walt | 1.75% | Add +5.3% | 160,653 | $96.25 | $15M | +8,070 | +$757K |
| CTSH - Cognizant · CL A | 1.65% | New | 377,991 | $38.73 | $15M | +377,991 | +$15M |
| VLO - Valero Energy | 1.12% | Reduce −14.0% | 37,893 | $260.44 | $10M | −6,163 | −$1M |
| CMI - Cummins | 1.05% | Reduce −67.2% | 12,972 | $713.21 | $9M | −26,558 | −$12M |
| XOM - Exxon Mobil | 0.88% | Reduce −0.6% | 57,176 | $136.72 | $8M | −341 | −$2M |
| PARA - Paramount Skydance · CL B | 0.72% | Reduce −0.6% | 648,835 | $9.86 | $6M | −3,872 | +$510K |
| TRV - Travelers Companies | 0.71% | Hold | 19,100 | $330.12 | $6M | — | — |
| MRK - Merck & | 0.65% | Hold | 44,633 | $128.50 | $6M | — | — |
| EQNR - Equinor Asa | 0.57% | Reduce −8.4% | 161,175 | $31.40 | $5M | −14,779 | −$2M |
| SBUX - Starbucks | 0.53% | Reduce −81.8% | 45,761 | $102.19 | $5M | −205,539 | −$18M |
| GE - GE Aerospace | 0.40% | Hold | 9,352 | $373.73 | $3M | — | — |
| COST - Costco Wholesale | 0.35% | Reduce −0.4% | 3,354 | $935.47 | $3M | −13 | −$217K |
| GEV - GE Vernova | 0.26% | Hold | 1,994 | $1,175 | $2M | — | — |
| NXPI - Nxp Semiconductors | 0.24% | Reduce −41.0% | 7,662 | $281.03 | $2M | −5,334 | −$405K |
| GLDM - World Gold Tr | 0.22% | Add +0.4% | 24,063 | $79.42 | $2M | +84 | −$312K |
| Seacor Marine | 0.18% | Hold | 208,175 | $7.65 | $2M | — | — |
| AAPL - Apple | 0.15% | Add +12.1% | 4,640 | $289.36 | $1M | +500 | +$292K |
| KO - Coca Cola | 0.14% | Hold | 15,328 | $81.27 | $1M | — | — |
| AXP - American Express | 0.13% | Reduce −3.6% | 3,311 | $338.25 | $1M | −125 | +$81K |
| CVX - Chevron | 0.11% | Hold | 6,063 | $165.76 | $1M | — | — |
| SGOV - Ishares Tr | 0.10% | Reduce −13.6% | 8,570 | $100.67 | $863K | −1,346 | −$135K |
| GOOG - Alphabet · CL C | 0.10% | Hold | 2,432 | $353.33 | $859K | — | — |
| PHYS - Sprott Asset Management | 0.08% | Hold | 23,869 | $30.17 | $720K | — | — |
| SHEL - Shell | 0.04% | Hold | 4,968 | $77.54 | $385K | — | — |
| MA - Mastercard · CL A | 0.04% | Hold | 658 | $513.74 | $338K | — | — |
| SYF - Synchrony Financial | 0.04% | Hold | 4,437 | $76.05 | $337K | — | — |
| PM - Philip Morris Intl | 0.04% | Hold | 1,762 | $180.91 | $319K | — | — |
| GEHC - GE HealthCare | 0.03% | Hold | 4,581 | $64.01 | $293K | — | — |
| GOOGL - Alphabet · CL A | 0.03% | Hold | 700 | $357.37 | $250K | — | — |
| PSX - Phillips 66 | 0.03% | Hold | 1,472 | $169.05 | $249K | — | — |
| MSFT - Microsoft | 0.03% | New | 641 | $373.02 | $239K | +641 | +$239K |
| SIVR - Abrdn Silver ETF Trust | 0.03% | Hold | 4,245 | $56.22 | $239K | — | — |
| MCHP - Microchip Technology | 0.02% | New | 2,418 | $91.20 | $221K | +2,418 | +$221K |
| NFLX - Netflix | 0.02% | Hold | 2,980 | $71.40 | $213K | — | — |
| URI - Sunbelt Rentals | 0.02% | New | 2,774 | $74.81 | $208K | +2,774 | +$208K |
| JNJ - Johnson & Johnson | 0.02% | New | 794 | $253.97 | $202K | +794 | +$202K |
Exits / last held
not current holdings · last reported size, unchanged · gone vs 2026 Q1
| Stock | % of portfolio | Recent activity | Shares | Reported price* | Value | Share change | $ change |
|---|---|---|---|---|---|---|---|
| FLEX - Flextronics Intl | 0.04% | Exit | 0 | $65.55 | $294K | −4,485 | −$294K |
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