Christopher Bloomstran Semper Augustus Investments Group
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.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$6.88M |
| 2 |
Newmont
NEM
|
+$2.22M |
| 3 |
Dollar General
DG
|
+$1.72M |
| 4 |
Alaska Air
ALK
|
+$1.64M |
| 5 |
Ovintiv
OVV
|
+$1.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
PARA
Paramount Global Class B
PARA
|
+$3.66M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$2.14M |
| 3 |
SEACOR Marine Holdings
SMHI
|
+$127K |
| 4 |
Olin
OLN
|
+$31.6K |
| 5 |
Cummins
CMI
|
+$31.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 43.74% |
| 2 | Materials | 16.4% |
| 3 | Consumer Staples | 15.45% |
| 4 | Energy | 7.52% |
| 5 | Communication Services | 6.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Nike
NKE
$60.5B
| $1.23M | 0.26% |
11,308
-35
| -0.3% | -$3.76K |
|
27
American Express
AXP
$227B
| $1.2M | 0.25% |
6,426
| – | – |
|
28
WaFd
WAFD
$2.69B
| $906K | 0.19% |
27,500
-75
| -0.3% | -$2.07K |
|
29
Apple
AAPL
$4.51T
| $818K | 0.17% |
4,250
+1,042
| +32% | +$192K |
|
30
Chevron
CVX
$403B
| $706K | 0.15% |
4,731
+1,478
| +45% | +$224K |
|
31
GE HealthCare
GEHC
$33.8B
| $354K | 0.07% |
4,581
| – | – |
|
32
Shell
SHEL
$257B
| $327K | 0.07% |
4,968
+800
| +19% | +$52.5K |
|
33
Dow Inc
DOW
$23.4B
| $283K | 0.06% |
5,169
| – | – |
|
34
PepsiCo
PEP
$196B
| $247K | 0.05% |
1,457
| – | – |
|
35
Microchip Technology
MCHP
$41.3B
| $218K | 0.05% |
+2,418
| New | +$197K |
|
Similar funds
Christopher Bloomstran's Q4 2023 Portfolio in Review
As of Q4 2023, Christopher Bloomstran held 35 positions worth $478M, up 15% from $417M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Christopher Bloomstran's Q4 2023 filing shows 2 new, 17 increased and 8 reduced positions. Its largest new stake was Ovintiv: 32,974 shares worth $1.45M. The largest sale was Paramount Global Class B, an estimated $3.66M.
By sector, the portfolio is most concentrated in Financials at 44% of assets, down from 46% a quarter earlier, followed by Materials and Consumer Staples.
- Christopher Bloomstran's largest Q4 2023 buy was Ovintiv: 32,974 shares worth $1.45M.
- Christopher Bloomstran added most to Walt Disney in Q4 2023, an estimated $6.88M increase.
- Christopher Bloomstran's biggest Q4 2023 reduction was Paramount Global Class B, cutting an estimated $3.66M.
- Christopher Bloomstran's ten largest holdings make up 80% of its $478M portfolio in Q4 2023.
- Christopher Bloomstran opened 2 new positions and closed 0 in Q4 2023.
- Christopher Bloomstran's portfolio value rose 15% quarter-over-quarter to $478M.
Based on Semper Augustus Investments Group's 13F filing for Q4 2023, filed 14 Feb 2024.