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 |
PARA
Paramount Global Class B
PARA
|
+$7.39M |
| 2 |
Starbucks
SBUX
|
+$1.85M |
| 3 |
Newmont
NEM
|
+$734K |
| 4 |
Equinor
EQNR
|
+$457K |
| 5 |
Dollar General
DG
|
+$448K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$7.22M |
| 2 |
Ovintiv
OVV
|
+$751K |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$679K |
| 4 |
American Express
AXP
|
+$261K |
| 5 |
PepsiCo
PEP
|
+$247K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 46.7% |
| 2 | Consumer Staples | 15.03% |
| 3 | Materials | 14.47% |
| 4 | Energy | 7.23% |
| 5 | Communication Services | 6.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Nike
NKE
$60.5B
| $1.07M | 0.2% |
11,395
+87
| +0.8% | +$8.85K |
|
27
Chevron
CVX
$403B
| $952K | 0.17% |
6,036
+1,305
| +28% | +$197K |
|
|
28
Ovintiv
OVV
$18.5B
| $856K | 0.16% |
16,487
-16,487
| -50% | -$751K |
|
29
WaFd
WAFD
$2.69B
| $786K | 0.14% |
27,072
-428
| -2% | -$12.3K |
|
30
Apple
AAPL
$4.51T
| $729K | 0.13% |
4,250
| – | – |
|
31
GE HealthCare
GEHC
$33.8B
| $416K | 0.08% |
4,581
| – | – |
|
32
Shell
SHEL
$257B
| $333K | 0.06% |
4,968
| – | – |
|
33
Dow Inc
DOW
$23.4B
| $299K | 0.05% |
5,169
| – | – |
|
34
Phillips 66
PSX
$96.9B
| $240K | 0.04% |
+1,472
| New | +$212K |
|
35
Saia
SAIA
$9.66B
| $234K | 0.04% |
+400
| New | +$209K |
|
36
Microchip Technology
MCHP
$41.3B
| $217K | 0.04% |
2,418
| – | – |
|
|
37
PepsiCo
PEP
$196B
| – | – |
-1,457
| Closed | -$247K |
|
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Christopher Bloomstran's Q1 2024 Portfolio in Review
As of Q1 2024, Christopher Bloomstran held 37 positions worth $547M, up 14% from $478M the previous quarter. Its ten largest holdings account for 81% of the portfolio.
Christopher Bloomstran's Q1 2024 filing shows 2 new, 16 increased, 9 reduced and 1 closed positions. Its largest new stake was Phillips 66: 1,472 shares worth $240K. The largest sale was Walt Disney, an estimated $7.22M.
By sector, the portfolio is most concentrated in Financials at 47% of assets, up from 44% a quarter earlier, followed by Consumer Staples and Materials.
- Christopher Bloomstran's largest Q1 2024 buy was Phillips 66: 1,472 shares worth $240K.
- Christopher Bloomstran added most to Paramount Global Class B in Q1 2024, an estimated $7.39M increase.
- Christopher Bloomstran's biggest Q1 2024 reduction was Walt Disney, cutting an estimated $7.22M.
- Christopher Bloomstran fully exited PepsiCo in Q1 2024, selling an estimated $247K.
- Christopher Bloomstran's ten largest holdings make up 81% of its $547M portfolio in Q1 2024.
- Christopher Bloomstran opened 2 new positions and closed 1 in Q1 2024.
- Christopher Bloomstran's portfolio value rose 14% quarter-over-quarter to $547M.
Based on Semper Augustus Investments Group's 13F filing for Q1 2024, filed 15 May 2024.