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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
+2.48%
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
$837M
AUM Growth
-$32.2M
Cap. Flow
-$44.4M
Cap. Flow %
-5.3%
Top 10 Hldgs %
79.84%
Holding
45
New
6
Increased
10
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
ALK icon
Alaska Air
ALK
+$62M
2
BLDR icon
Builders FirstSource
BLDR
+$24.4M
3
DECK icon
Deckers Outdoor
DECK
+$2.29M
4
OLN icon
Olin
OLN
+$2.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.87M

Top Sells

Rank Stock Value
1
DG icon
Dollar General
DG
+$39.6M
2
VLO icon
Valero Energy
VLO
+$31.9M
3
NEM icon
Newmont
NEM
+$21.2M
4
KGC icon
Kinross Gold
KGC
+$19.8M
5
FIVE icon
Five Below
FIVE
+$15.2M

Sector Composition

Rank Sector Weight
1 Financials 25.29%
2 Materials 18.9%
3 Consumer Staples 16.48%
4 Consumer Discretionary 15.85%
5 Industrials 12.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GEV icon
26
GE Vernova
GEV
$255B
$1.74M 0.21%
1,994
– –
SMHI icon
27
SEACOR Marine Holdings
SMHI
$270M
$1.49M 0.18%
208,175
– –
CVX icon
28
Chevron
CVX
$403B
$1.25M 0.15%
6,063
-326
-5% -$59.4K
KO icon
29
Coca-Cola
KO
$392B
$1.17M 0.14%
15,328
– –
AAPL icon
30
Apple
AAPL
$4.51T
$1.05M 0.13%
4,140
– –
AXP icon
31
American Express
AXP
$227B
$1.04M 0.12%
3,436
-5
-0.1% -$1.68K
SGOV icon
32
iShares 0-3 Month Treasury Bond ETF
SGOV
$103B
$998K 0.12%
9,916
+6,375
+180% +$641K
PHYS icon
33
Sprott Physical Gold
PHYS
$16.6B
$846K 0.1%
23,869
– –
GOOG icon
34
Alphabet (Google) Class C
GOOG
$4.18T
$698K 0.08%
+2,432
New +$764K
SHEL icon
35
Shell
SHEL
$257B
$462K 0.06%
4,968
– –
MA icon
36
Mastercard
MA
$509B
$329K 0.04%
+658
New +$347K
GEHC icon
37
GE HealthCare
GEHC
$33.8B
$326K 0.04%
4,581
– –
SIVR icon
38
abrdn Physical Silver Shares ETF
SIVR
$4.69B
$304K 0.04%
4,245
– –
SYF icon
39
Synchrony
SYF
$25.9B
$302K 0.04%
4,437
– –
FLEX icon
40
Flex
FLEX
$40.8B
$294K 0.04%
4,485
– –
PM icon
41
Philip Morris
PM
$293B
$291K 0.03%
+1,762
New +$306K
NFLX icon
42
Netflix
NFLX
$331B
$287K 0.03%
+2,980
New +$263K
PSX icon
43
Phillips 66
PSX
$96.9B
$268K 0.03%
+1,472
New +$231K
GOOGL icon
44
Alphabet (Google) Class A
GOOGL
$4.22T
$201K 0.02%
700
– –
OVV icon
45
Ovintiv
OVV
$18.5B
– –
-16,487
Closed -$646K
1
2

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Christopher Bloomstran's Q1 2026 Portfolio in Review

As of Q1 2026, Christopher Bloomstran held 45 positions worth $837M, down 3.7% from $870M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Christopher Bloomstran withdrew a net $44.4M in Q1 2026, closing 1 position and reducing 13 holdings. Its most notable exit was Ovintiv, an estimated $646K position sold in full.

By sector, the portfolio is most concentrated in Financials at 25% of assets, down from 25% a quarter earlier, followed by Materials and Consumer Staples.

Against the trend, Christopher Bloomstran opened a new position in Builders FirstSource worth $18.8M.

  • Christopher Bloomstran's largest Q1 2026 buy was Builders FirstSource: 228,210 shares worth $18.8M.
  • Christopher Bloomstran added most to Alaska Air in Q1 2026, an estimated $62M increase.
  • Christopher Bloomstran's biggest Q1 2026 reduction was Dollar General, cutting an estimated $39.6M.
  • Christopher Bloomstran fully exited Ovintiv in Q1 2026, selling an estimated $646K.
  • Christopher Bloomstran's ten largest holdings make up 80% of its $837M portfolio in Q1 2026.
  • Christopher Bloomstran opened 6 new positions and closed 1 in Q1 2026.
  • Christopher Bloomstran's portfolio value fell 3.7% quarter-over-quarter to $837M.

Based on Semper Augustus Investments Group's 13F filing for Q1 2026, filed 15 May 2026.