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Christopher Bloomstran Semper Augustus Investments Group
AUM
$885M
Turnover
15.69%
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 % of AUM
Cap. Flow %
101.28%
Top 10 Holdings %
Top 10 Hldgs %
72.9%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Avg Time Held
0
years
Top 10 Avg Time Held
0
years
Top 20 Avg Time Held
0
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Berkshire Hathaway Class B
BRK.B
|
+$25.5M |
| 2 |
ExxonMobil
XOM
|
+$25.4M |
| 3 |
Mercury Insurance
MCY
|
+$16.5M |
| 4 |
Berkshire Hathaway Class A
BRK.A
|
+$14.2M |
| 5 |
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 | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $26M | 15.32% |
+231,935
| New | +$25.5M |
2013 Q2
0 quarters
|
|
|
2
ExxonMobil
XOM
$753B
| $25.5M | 15.06% |
+282,440
| New | +$25.4M |
2013 Q2
0 quarters
|
|
|
3
Mercury Insurance
MCY
$5.73B
| $16.8M | 9.93% |
+382,880
| New | +$16.5M |
2013 Q2
0 quarters
|
|
|
4
Berkshire Hathaway Class A
BRK.A
$1.16T
| $14.5M | 8.56% |
+86
| New | +$14.2M |
2013 Q2
0 quarters
|
|
|
5
Newmont
NEM
$116B
| $9.05M | 5.34% |
+302,023
| New | +$10.1M |
2013 Q2
0 quarters
|
|
6
Jefferies Financial Group
JEF
$10.3B
| $7.54M | 4.45% |
+321,146
| New | +$8.44M |
2013 Q2
0 quarters
|
|
7
Intel
INTC
$460B
| $7.01M | 4.14% |
+289,430
| New | +$6.84M |
2013 Q2
0 quarters
|
|
8
Merck
MRK
$356B
| $6.4M | 3.78% |
+144,366
| New | +$6.45M |
2013 Q2
0 quarters
|
|
9
Kinross Gold
KGC
$26.6B
| $5.7M | 3.36% |
+1,118,078
| New | +$6.51M |
2013 Q2
0 quarters
|
|
10
Microsoft
MSFT
$3.9T
| $5.05M | 2.98% |
+146,305
| New | +$4.79M |
2013 Q2
0 quarters
|
|
11
Johnson & Johnson
JNJ
$633B
| $4.98M | 2.94% |
+58,005
| New | +$4.92M |
2013 Q2
0 quarters
|
|
12
Sanofi
SNY
$99.4B
| $4.56M | 2.69% |
+88,615
| New | +$4.72M |
2013 Q2
0 quarters
|
|
13
WaFd
WAFD
$2.17B
| $4.49M | 2.65% |
+237,790
| New | +$4.08M |
2013 Q2
0 quarters
|
|
14
PepsiCo
PEP
$184B
| $4.06M | 2.39% |
+49,580
| New | +$4.05M |
2013 Q2
0 quarters
|
|
15
GE Aerospace
GE
$297B
| $3.49M | 2.06% |
+31,365
| New | +$3.47M |
2013 Q2
0 quarters
|
|
16
Equinor
EQNR
$116B
| $3.48M | 2.05% |
+168,255
| New | +$3.86M |
2013 Q2
0 quarters
|
|
|
GG
17
DELISTED
Goldcorp Inc
GG
| $3.45M | 2.03% |
+139,350
| New | +$3.94M |
2013 Q2
0 quarters
|
|
|
AVX
18
DELISTED
AVX Corporation
AVX
| $2.59M | 1.53% |
+220,522
| New | +$2.58M |
2013 Q2
0 quarters
|
|
19
Costco
COST
$446B
| $2.27M | 1.34% |
+20,502
| New | +$2.24M |
2013 Q2
0 quarters
|
|
|
VR
20
DELISTED
Validus Hold Ltd
VR
| $2.09M | 1.23% |
+57,798
| New | +$2.14M |
2013 Q2
0 quarters
|
|
21
Coca-Cola
KO
$401B
| $2.01M | 1.18% |
+50,000
| New | +$2.07M |
2013 Q2
0 quarters
|
|
22
3M
MMM
$89.7B
| $1.62M | 0.95% |
+17,677
| New | +$1.6M |
2013 Q2
0 quarters
|
|
23
Travelers Companies
TRV
$83.7B
| $1.6M | 0.94% |
+20,000
| New | +$1.68M |
2013 Q2
0 quarters
|
|
|
FRTX
24
DELISTED
Fresh Tracks Therapeutics, Inc. Common Stock
FRTX
| $1.28M | 0.75% |
+130
| New | +$1.44M |
2013 Q2
0 quarters
|
|
25
CNA Financial
CNA
$13.2B
| $1.25M | 0.74% |
+38,455
| New | +$1.28M |
2013 Q2
0 quarters
|
|
Similar funds
IBOK
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.