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 |
CBI
Chicago Bridge & Iron Nv
CBI
|
+$2.11M |
| 2 |
GG
Goldcorp Inc
GG
|
+$30.4K |
| 3 |
AVX
AVX Corporation
AVX
|
+$7.06K |
| 4 |
Kinross Gold
KGC
|
+$5.1K |
| 5 |
GE Aerospace
GE
|
+$125 |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$2.7M |
| 2 |
Intel
INTC
|
+$2.22M |
| 3 |
Johnson & Johnson
JNJ
|
+$2.07M |
| 4 |
PepsiCo
PEP
|
+$1.83M |
| 5 |
Merck
MRK
|
+$294K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 48.05% |
| 2 | Energy | 17.19% |
| 3 | Healthcare | 9.41% |
| 4 | Materials | 8.99% |
| 5 | Technology | 6.92% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $28.8M | 17.67% |
208,535
-1,050
| -0.5% | -$140K |
2013 Q2
5 quarters
|
|
2
ExxonMobil
XOM
$753B
| $24.1M | 14.8% |
256,532
| – | – |
2013 Q2
5 quarters
|
|
3
Berkshire Hathaway Class A
BRK.A
$1.16T
| $17.8M | 10.92% |
86
| – | – |
2013 Q2
5 quarters
|
|
4
Mercury Insurance
MCY
$5.7B
| $12.7M | 7.8% |
260,611
-151
| -0.1% | -$7.45K |
2013 Q2
5 quarters
|
|
5
Jefferies Financial Group
JEF
$10.3B
| $7.52M | 4.61% |
352,426
| – | – |
2013 Q2
5 quarters
|
|
6
Newmont
NEM
$115B
| $6.95M | 4.27% |
301,603
-535
| -0.2% | -$13.6K |
2013 Q2
5 quarters
|
|
|
7
Merck
MRK
$358B
| $5.5M | 3.37% |
97,206
-5,240
| -5% | -$294K |
2013 Q2
5 quarters
|
|
8
Sanofi
SNY
$100B
| $4.99M | 3.06% |
88,490
| – | – |
2013 Q2
5 quarters
|
|
9
WaFd
WAFD
$2.18B
| $4.99M | 3.06% |
245,090
| – | – |
2013 Q2
5 quarters
|
|
|
GG
10
DELISTED
Goldcorp Inc
GG
| $4.91M | 3.01% |
213,180
+1,130
| +0.5% | +$30.4K |
2013 Q2
5 quarters
|
|
|
11
Intel
INTC
$460B
| $4.37M | 2.68% |
125,538
-65,492
| -34% | -$2.22M |
2013 Q2
5 quarters
|
|
|
12
Johnson & Johnson
JNJ
$635B
| $4.05M | 2.48% |
37,955
-20,000
| -35% | -$2.07M |
2013 Q2
5 quarters
|
|
|
13
Microsoft
MSFT
$3.89T
| $3.98M | 2.44% |
85,948
-60,557
| -41% | -$2.7M |
2013 Q2
5 quarters
|
|
|
14
GE Aerospace
GE
$296B
| $3.85M | 2.36% |
31,368
+1
| +0% | +$125 |
2013 Q2
5 quarters
|
|
15
Equinor
EQNR
$116B
| $3.52M | 2.16% |
129,755
| – | – |
2013 Q2
5 quarters
|
|
|
AVX
16
DELISTED
AVX Corporation
AVX
| $2.92M | 1.79% |
219,547
+525
| +0.2% | +$7.06K |
2013 Q2
5 quarters
|
|
|
17
Kinross Gold
KGC
$26.5B
| $2.79M | 1.71% |
845,828
+1,300
| +0.2% | +$5.1K |
2013 Q2
5 quarters
|
|
|
18
PepsiCo
PEP
$185B
| $2.76M | 1.7% |
29,680
-20,000
| -40% | -$1.83M |
2013 Q2
5 quarters
|
|
19
Costco
COST
$445B
| $2.57M | 1.58% |
20,502
| – | – |
2013 Q2
5 quarters
|
|
|
VR
20
DELISTED
Validus Hold Ltd
VR
| $2.25M | 1.38% |
57,531
| – | – |
2013 Q2
5 quarters
|
|
21
RB Global
RBA
$15.6B
| $2.14M | 1.31% |
95,550
| – | – |
2013 Q3
4 quarters
|
|
22
Coca-Cola
KO
$399B
| $2.13M | 1.31% |
50,000
| – | – |
2013 Q2
5 quarters
|
|
|
CBI
23
DELISTED
Chicago Bridge & Iron Nv
CBI
| $1.94M | 1.19% |
+33,515
| New | +$2.11M |
2014 Q3
0 quarters
|
|
24
Travelers Companies
TRV
$83.1B
| $1.88M | 1.15% |
20,000
| – | – |
2013 Q2
5 quarters
|
|
25
CNA Financial
CNA
$13.1B
| $1.45M | 0.89% |
38,155
| – | – |
2013 Q2
5 quarters
|
|
Similar funds
Christopher Bloomstran's Q3 2014 Portfolio in Review
As of Q3 2014, Christopher Bloomstran held 30 positions worth $163M, down 4.2% from $170M the previous quarter. Its ten largest holdings account for 73% of the portfolio.
Christopher Bloomstran withdrew a net $7.12M in Q3 2014, reducing 9 holdings. Its largest reduction was Microsoft, cutting an estimated $2.7M.
By sector, the portfolio is most concentrated in Financials at 48% of assets, up from 44% a quarter earlier, followed by Energy and Healthcare.
Against the trend, Christopher Bloomstran opened a new position in Chicago Bridge & Iron Nv worth $1.94M.
- Christopher Bloomstran's largest Q3 2014 buy was Chicago Bridge & Iron Nv: 33,515 shares worth $1.94M.
- Christopher Bloomstran added most to Goldcorp Inc in Q3 2014, an estimated $30.4K increase.
- Christopher Bloomstran's biggest Q3 2014 reduction was Microsoft, cutting an estimated $2.7M.
- Christopher Bloomstran's ten largest holdings make up 73% of its $163M portfolio in Q3 2014.
- Christopher Bloomstran opened 1 new position and closed 0 in Q3 2014.
- Christopher Bloomstran's portfolio value fell 4.2% quarter-over-quarter to $163M.
Based on Semper Augustus Investments Group's 13F filing for Q3 2014, filed 13 Nov 2014.