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CB

Christopher Bloomstran Semper Augustus Investments Group

AUM $885M
1-Year Est. Return 30.72%
 

Christopher Bloomstran is the president of Semper Augustus Investments Group, a value-oriented firm with a multi-decade focus on capital preservation and thoughtful security selection. He is known for detailed annual letters that discuss portfolio construction, accounting quality, and long-term ownership of businesses such as Berkshire Hathaway. Bloomstran’s work is popular among investors who prefer process transparency over short-term trading narratives.

This Fund
S&P 500
This Quarter Est. Return
+1.16%
1 Year Est. Return
+30.72%
3 Year Est. Return
+95.38%
5 Year Est. Return
+117.62%
10 Year Est. Return
+411.84%
AUM
$169M
AUM Growth
–
Cap. Flow
+$172M
Cap. Flow %
101.28%
Top 10 Hldgs %
72.9%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$25.5M
2
XOM icon
ExxonMobil
XOM
+$25.4M
3
MCY icon
Mercury Insurance
MCY
+$16.5M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$14.2M
5
NEM icon
Newmont
NEM
+$10.1M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Financials 44.31%
2 Energy 17.59%
3 Materials 10.74%
4 Healthcare 10.31%
5 Technology 8.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CB
26
DELISTED
CHUBB CORPORATION
CB
$846K 0.5%
+10,000
New +$875K
RDS.A
27
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
$821K 0.48%
+13,777
New +$852K
TLAB
28
DELISTED
TELLABS INC
TLAB
$560K 0.33%
+283,455
New +$582K
MDT icon
29
Medtronic
MDT
$119B
$257K 0.15%
+5,000
New +$247K
TAP.A icon
30
Molson Coors Class A
TAP.A
$239K 0.14%
+5,000
New +$255K
1
2

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Christopher Bloomstran's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for Christopher Bloomstran, which disclosed 30 positions worth $169M. Its ten largest holdings account for 73% of the portfolio.

Its largest position is Berkshire Hathaway Class B: 231,935 shares worth $26M.

By sector, the portfolio is most concentrated in Financials at 44% of assets, followed by Energy and Materials.

  • Christopher Bloomstran's largest Q2 2013 buy was Berkshire Hathaway Class B: 231,935 shares worth $26M.
  • Christopher Bloomstran's ten largest holdings make up 73% of its $169M portfolio in Q2 2013.
  • Christopher Bloomstran disclosed 30 positions in Q2 2013, its first 13F filing on record.

Based on Semper Augustus Investments Group's 13F filing for Q2 2013, filed 14 Aug 2013.