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 |
Jefferies Financial Group
JEF
|
+$722K |
| 2 |
WaFd
WAFD
|
+$163K |
| 3 |
AMPE
Ampio Pharmaceuticals Inc.
AMPE
|
+$67.3K |
| 4 |
Kinross Gold
KGC
|
+$6.71K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$2.82M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$2.76M |
| 3 |
Intel
INTC
|
+$2.65M |
| 4 |
Equinor
EQNR
|
+$1.17M |
| 5 |
Molson Coors Class A
TAP.A
|
+$294K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 44.31% |
| 2 | Energy | 17.76% |
| 3 | Healthcare | 10.18% |
| 4 | Materials | 10.05% |
| 5 | Technology | 8.77% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $26.5M | 15.58% |
209,585
-21,800
| -9% | -$2.76M |
2013 Q2
4 quarters
|
|
|
2
ExxonMobil
XOM
$731B
| $25.8M | 15.17% |
256,532
-27,954
| -10% | -$2.82M |
2013 Q2
4 quarters
|
|
3
Berkshire Hathaway Class A
BRK.A
$1.16T
| $16.3M | 9.59% |
86
| – | – |
2013 Q2
4 quarters
|
|
4
Mercury Insurance
MCY
$5.82B
| $12.3M | 7.21% |
260,762
-598
| -0.2% | -$28.1K |
2013 Q2
4 quarters
|
|
|
5
Jefferies Financial Group
JEF
$10.3B
| $8.27M | 4.86% |
352,426
+31,112
| +10% | +$722K |
2013 Q2
4 quarters
|
|
6
Newmont
NEM
$123B
| $7.69M | 4.52% |
302,138
-190
| -0.1% | -$4.58K |
2013 Q2
4 quarters
|
|
7
Microsoft
MSFT
$3.95T
| $6.11M | 3.59% |
146,505
| – | – |
2013 Q2
4 quarters
|
|
8
Johnson & Johnson
JNJ
$625B
| $6.06M | 3.56% |
57,955
-50
| -0.1% | -$5.05K |
2013 Q2
4 quarters
|
|
|
GG
9
DELISTED
Goldcorp Inc
GG
| $5.92M | 3.48% |
212,050
| – | – |
2013 Q2
4 quarters
|
|
|
10
Intel
INTC
$485B
| $5.9M | 3.47% |
191,030
-96,650
| -34% | -$2.65M |
2013 Q2
4 quarters
|
|
11
Merck
MRK
$366B
| $5.66M | 3.32% |
102,446
| – | – |
2013 Q2
4 quarters
|
|
|
12
WaFd
WAFD
$2.12B
| $5.5M | 3.23% |
245,090
+7,450
| +3% | +$163K |
2013 Q2
4 quarters
|
|
13
Sanofi
SNY
$99.2B
| $4.7M | 2.76% |
88,490
-50
| -0.1% | -$2.65K |
2013 Q2
4 quarters
|
|
14
PepsiCo
PEP
$183B
| $4.44M | 2.61% |
49,680
-50
| -0.1% | -$4.32K |
2013 Q2
4 quarters
|
|
|
15
Equinor
EQNR
$108B
| $4M | 2.35% |
129,755
-38,725
| -23% | -$1.17M |
2013 Q2
4 quarters
|
|
16
GE Aerospace
GE
$311B
| $3.95M | 2.32% |
31,367
| – | – |
2013 Q2
4 quarters
|
|
|
17
Kinross Gold
KGC
$28B
| $3.5M | 2.05% |
844,528
+1,650
| +0.2% | +$6.71K |
2013 Q2
4 quarters
|
|
|
AVX
18
DELISTED
AVX Corporation
AVX
| $2.91M | 1.71% |
219,022
| – | – |
2013 Q2
4 quarters
|
|
19
Costco
COST
$441B
| $2.36M | 1.39% |
20,502
| – | – |
2013 Q2
4 quarters
|
|
20
RB Global
RBA
$15B
| $2.36M | 1.38% |
95,550
-150
| -0.2% | -$3.57K |
2013 Q3
3 quarters
|
|
|
VR
21
DELISTED
Validus Hold Ltd
VR
| $2.2M | 1.29% |
57,531
| – | – |
2013 Q2
4 quarters
|
|
22
Coca-Cola
KO
$402B
| $2.12M | 1.24% |
50,000
| – | – |
2013 Q2
4 quarters
|
|
23
Travelers Companies
TRV
$82.5B
| $1.88M | 1.11% |
20,000
| – | – |
2013 Q2
4 quarters
|
|
24
CNA Financial
CNA
$13.1B
| $1.54M | 0.91% |
38,155
| – | – |
2013 Q2
4 quarters
|
|
25
DELISTED
CHUBB CORPORATION
CB
| $922K | 0.54% |
10,000
| – | – |
2013 Q2
4 quarters
|
|
Similar funds
Christopher Bloomstran's Q2 2014 Portfolio in Review
As of Q2 2014, Christopher Bloomstran held 31 positions worth $170M, down 1.9% from $174M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Christopher Bloomstran withdrew a net $8.98M in Q2 2014, closing 2 positions and reducing 10 holdings. Its most notable exit was Molson Coors Class A, an estimated $294K position sold in full.
By sector, the portfolio is most concentrated in Financials at 44% of assets, up from 44% a quarter earlier, followed by Energy and Healthcare.
Against the trend, Christopher Bloomstran opened a new position in Ampio Pharmaceuticals Inc. worth $84K.
- Christopher Bloomstran's largest Q2 2014 buy was Ampio Pharmaceuticals Inc.: 33 shares worth $84K.
- Christopher Bloomstran added most to Jefferies Financial Group in Q2 2014, an estimated $722K increase.
- Christopher Bloomstran's biggest Q2 2014 reduction was ExxonMobil, cutting an estimated $2.82M.
- Christopher Bloomstran fully exited Molson Coors Class A in Q2 2014, selling an estimated $294K.
- Christopher Bloomstran's ten largest holdings make up 71% of its $170M portfolio in Q2 2014.
- Christopher Bloomstran opened 1 new position and closed 2 in Q2 2014.
- Christopher Bloomstran's portfolio value fell 1.9% quarter-over-quarter to $170M.
Based on Semper Augustus Investments Group's 13F filing for Q2 2014, filed 13 Aug 2014.