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 |
RB Global
RBA
|
+$1.85M |
| 2 |
ExxonMobil
XOM
|
+$41.5K |
| 3 |
PepsiCo
PEP
|
+$12.3K |
| 4 |
Newmont
NEM
|
+$8.3K |
| 5 |
Microsoft
MSFT
|
+$6.58K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Mercury Insurance
MCY
|
+$3.29M |
| 2 |
TLAB
TELLABS INC
TLAB
|
+$560K |
| 3 |
Intel
INTC
|
+$36.9K |
| 4 |
AVX
AVX Corporation
AVX
|
+$22.7K |
| 5 |
CNA Financial
CNA
|
+$10.7K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 44.42% |
| 2 | Energy | 17.2% |
| 3 | Materials | 10.54% |
| 4 | Healthcare | 9.99% |
| 5 | Technology | 8.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $26.3M | 15.61% |
231,935
| – | – |
2013 Q2
1 quarter
|
|
|
2
ExxonMobil
XOM
$740B
| $24.3M | 14.44% |
282,900
+460
| +0.2% | +$41.5K |
2013 Q2
1 quarter
|
|
|
3
Mercury Insurance
MCY
$5.69B
| $15M | 8.89% |
310,135
-72,745
| -19% | -$3.29M |
2013 Q2
1 quarter
|
|
4
Berkshire Hathaway Class A
BRK.A
$1.16T
| $14.7M | 8.69% |
86
| – | – |
2013 Q2
1 quarter
|
|
|
5
Newmont
NEM
$117B
| $8.5M | 5.04% |
302,303
+280
| +0.1% | +$8.3K |
2013 Q2
1 quarter
|
|
6
Jefferies Financial Group
JEF
$10.6B
| $7.84M | 4.65% |
321,314
+168
| +0.1% | +$4.02K |
2013 Q2
1 quarter
|
|
|
7
Intel
INTC
$494B
| $6.6M | 3.91% |
287,830
-1,600
| -0.6% | -$36.9K |
2013 Q2
1 quarter
|
|
8
Merck
MRK
$350B
| $6.56M | 3.89% |
144,366
| – | – |
2013 Q2
1 quarter
|
|
9
Kinross Gold
KGC
$27.3B
| $5.65M | 3.35% |
1,118,378
+300
| +0% | +$1.59K |
2013 Q2
1 quarter
|
|
10
Johnson & Johnson
JNJ
$646B
| $5.03M | 2.98% |
58,005
| – | – |
2013 Q2
1 quarter
|
|
11
WaFd
WAFD
$2.18B
| $4.92M | 2.92% |
237,790
| – | – |
2013 Q2
1 quarter
|
|
|
12
Microsoft
MSFT
$3.95T
| $4.88M | 2.89% |
146,505
+200
| +0.1% | +$6.58K |
2013 Q2
1 quarter
|
|
13
Sanofi
SNY
$100B
| $4.49M | 2.66% |
88,615
| – | – |
2013 Q2
1 quarter
|
|
|
14
PepsiCo
PEP
$181B
| $3.95M | 2.35% |
49,730
+150
| +0.3% | +$12.3K |
2013 Q2
1 quarter
|
|
15
Equinor
EQNR
$112B
| $3.82M | 2.27% |
168,405
+150
| +0.1% | +$3.29K |
2013 Q2
1 quarter
|
|
|
GG
16
DELISTED
Goldcorp Inc
GG
| $3.63M | 2.15% |
139,550
+200
| +0.1% | +$5.52K |
2013 Q2
1 quarter
|
|
17
GE Aerospace
GE
$309B
| $3.59M | 2.13% |
31,366
+1
| +0% | +$115 |
2013 Q2
1 quarter
|
|
|
AVX
18
DELISTED
AVX Corporation
AVX
| $2.87M | 1.7% |
218,772
-1,750
| -0.8% | -$22.7K |
2013 Q2
1 quarter
|
|
19
Costco
COST
$439B
| $2.36M | 1.4% |
20,502
| – | – |
2013 Q2
1 quarter
|
|
|
VR
20
DELISTED
Validus Hold Ltd
VR
| $2.13M | 1.26% |
57,531
-267
| -0.5% | -$9.45K |
2013 Q2
1 quarter
|
|
|
21
RB Global
RBA
$15.8B
| $1.93M | 1.15% |
+95,700
| New | +$1.85M |
2013 Q3
0 quarters
|
|
22
Coca-Cola
KO
$394B
| $1.89M | 1.12% |
50,000
| – | – |
2013 Q2
1 quarter
|
|
23
3M
MMM
$88.6B
| $1.76M | 1.05% |
17,677
| – | – |
2013 Q2
1 quarter
|
|
24
Travelers Companies
TRV
$81.1B
| $1.7M | 1.01% |
20,000
| – | – |
2013 Q2
1 quarter
|
|
|
25
CNA Financial
CNA
$13B
| $1.46M | 0.86% |
38,155
-300
| -0.8% | -$10.7K |
2013 Q2
1 quarter
|
|
Similar funds
Christopher Bloomstran's Q3 2013 Portfolio in Review
As of Q3 2013, Christopher Bloomstran held 31 positions worth $169M, down 0.52% from $169M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Christopher Bloomstran's Q3 2013 filing shows 1 new, 9 increased, 5 reduced and 1 closed positions. Its largest new stake was RB Global: 95,700 shares worth $1.93M. The largest sale was Mercury Insurance, an estimated $3.29M.
By sector, the portfolio is most concentrated in Financials at 44% of assets, up from 44% a quarter earlier, followed by Energy and Materials.
- Christopher Bloomstran's largest Q3 2013 buy was RB Global: 95,700 shares worth $1.93M.
- Christopher Bloomstran added most to ExxonMobil in Q3 2013, an estimated $41.5K increase.
- Christopher Bloomstran's biggest Q3 2013 reduction was Mercury Insurance, cutting an estimated $3.29M.
- Christopher Bloomstran fully exited TELLABS INC in Q3 2013, selling an estimated $560K.
- Christopher Bloomstran's ten largest holdings make up 71% of its $169M portfolio in Q3 2013.
- Christopher Bloomstran opened 1 new position and closed 1 in Q3 2013.
- Christopher Bloomstran's portfolio value fell 0.52% quarter-over-quarter to $169M.
Based on Semper Augustus Investments Group's 13F filing for Q3 2013, filed 13 Nov 2013.