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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
+6.34%
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
$176M
AUM Growth
+$7.36M
Cap. Flow
-$1.91M
Cap. Flow %
-1.09%
Top 10 Hldgs %
71.06%
Holding
32
New
2
Increased
5
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
GG
Goldcorp Inc
GG
+$1.7M
2
GLD icon
SPDR Gold Trust
GLD
+$1.23M
3
TCS
THE CONTAINER STORE GROUP, INC.
TCS
+$470K
4
XOM icon
ExxonMobil
XOM
+$147K
5
AVX
AVX Corporation
AVX
+$3.39K

Top Sells

Rank Stock Value
1
MCY icon
Mercury Insurance
MCY
+$2.36M
2
MMM icon
3M
MMM
+$1.76M
3
KGC icon
Kinross Gold
KGC
+$1.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$17.3K
5
SNY icon
Sanofi
SNY
+$3.87K

Sector Composition

Rank Sector Weight
1 Financials 43.3%
2 Energy 19.19%
3 Healthcare 10.07%
4 Technology 9.09%
5 Materials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
XOM icon
1
ExxonMobil
XOM
$679B
$28.8M 16.36%
284,486
+1,586
+0.6% +$147K
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.06T
$27.5M 15.62%
231,785
-150
-0.1% -$17.3K
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.06T
$15.3M 8.69%
86
– –
MCY icon
4
Mercury Insurance
MCY
$5.85B
$13M 7.38%
261,360
-48,775
-16% -$2.36M
JEF icon
5
Jefferies Financial Group
JEF
$12.1B
$8.15M 4.63%
321,314
– –
INTC icon
6
Intel
INTC
$476B
$7.47M 4.24%
287,680
-150
-0.1% -$3.63K
NEM icon
7
Newmont
NEM
$139B
$6.96M 3.96%
302,328
+25
+0% +$642
MRK icon
8
Merck
MRK
$376B
$6.89M 3.92%
144,366
– –
WAFD icon
9
WaFd
WAFD
$2.69B
$5.54M 3.15%
237,640
-150
-0.1% -$3.41K
MSFT icon
10
Microsoft
MSFT
$3.59T
$5.48M 3.11%
146,505
– –
JNJ icon
11
Johnson & Johnson
JNJ
$651B
$5.31M 3.02%
58,005
– –
SNY icon
12
Sanofi
SNY
$110B
$4.75M 2.7%
88,540
-75
-0.1% -$3.87K
GG
13
DELISTED
Goldcorp Inc
GG
$4.59M 2.61%
212,050
+72,500
+52% +$1.7M
GE icon
14
GE Aerospace
GE
$361B
$4.21M 2.39%
31,366
– –
PEP icon
15
PepsiCo
PEP
$196B
$4.13M 2.34%
49,730
– –
EQNR icon
16
Equinor
EQNR
$102B
$4.07M 2.31%
168,480
+75
+0% +$1.73K
KGC icon
17
Kinross Gold
KGC
$38.9B
$3.69M 2.1%
842,878
-275,500
-25% -$1.31M
AVX
18
DELISTED
AVX Corporation
AVX
$3.05M 1.73%
219,022
+250
+0.1% +$3.39K
COST icon
19
Costco
COST
$420B
$2.44M 1.39%
20,502
– –
VR
20
DELISTED
Validus Hold Ltd
VR
$2.32M 1.32%
57,531
– –
RBA icon
21
RB Global
RBA
$16.1B
$2.19M 1.25%
95,700
– –
KO icon
22
Coca-Cola
KO
$392B
$2.07M 1.17%
50,000
– –
TRV icon
23
Travelers Companies
TRV
$75.8B
$1.81M 1.03%
20,000
– –
CNA icon
24
CNA Financial
CNA
$13.3B
$1.64M 0.93%
38,155
– –
GLD icon
25
SPDR Gold Trust
GLD
$152B
$1.16M 0.66%
+10,000
New +$1.23M
1
2

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KWM
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CIPU
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Christopher Bloomstran's Q4 2013 Portfolio in Review

As of Q4 2013, Christopher Bloomstran held 32 positions worth $176M, up 4.4% from $169M the previous quarter. Its ten largest holdings account for 71% of the portfolio.

Christopher Bloomstran's Q4 2013 filing shows 2 new, 5 increased, 6 reduced and 1 closed positions. Its largest new stake was SPDR Gold Trust: 10,000 shares worth $1.16M. The largest sale was Mercury Insurance, an estimated $2.36M.

By sector, the portfolio is most concentrated in Financials at 43% of assets, down from 44% a quarter earlier, followed by Energy and Healthcare.

  • Christopher Bloomstran's largest Q4 2013 buy was SPDR Gold Trust: 10,000 shares worth $1.16M.
  • Christopher Bloomstran added most to Goldcorp Inc in Q4 2013, an estimated $1.7M increase.
  • Christopher Bloomstran's biggest Q4 2013 reduction was Mercury Insurance, cutting an estimated $2.36M.
  • Christopher Bloomstran fully exited 3M in Q4 2013, selling an estimated $1.76M.
  • Christopher Bloomstran's ten largest holdings make up 71% of its $176M portfolio in Q4 2013.
  • Christopher Bloomstran opened 2 new positions and closed 1 in Q4 2013.
  • Christopher Bloomstran's portfolio value rose 4.4% quarter-over-quarter to $176M.

Based on Semper Augustus Investments Group's 13F filing for Q4 2013, filed 13 Feb 2014.