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 |
American Express
AXP
|
+$2.01M |
| 2 |
DST
DST Systems Inc.
DST
|
+$252K |
| 3 |
Microsoft
MSFT
|
+$23.5K |
| 4 |
GG
Goldcorp Inc
GG
|
+$17.7K |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
+$14.7K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Merck
MRK
|
+$398K |
| 2 |
AMPE
Ampio Pharmaceuticals Inc.
AMPE
|
+$34K |
| 3 |
Johnson & Johnson
JNJ
|
+$12.7K |
| 4 |
Equinor
EQNR
|
+$7.12K |
| 5 |
Newmont
NEM
|
+$7.01K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 51.97% |
| 2 | Energy | 15.77% |
| 3 | Materials | 7.85% |
| 4 | Healthcare | 7.62% |
| 5 | Technology | 7.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.17T
| $28.4M | 18.47% |
196,835
+100
| +0.1% | +$14.7K |
2013 Q2
7 quarters
|
|
2
ExxonMobil
XOM
$759B
| $21.7M | 14.11% |
255,232
| – | – |
2013 Q2
7 quarters
|
|
3
Berkshire Hathaway Class A
BRK.A
$1.17T
| $18.7M | 12.16% |
86
| – | – |
2013 Q2
7 quarters
|
|
4
Mercury Insurance
MCY
$5.63B
| $11.5M | 7.45% |
198,443
| – | – |
2013 Q2
7 quarters
|
|
|
GG
5
DELISTED
Goldcorp Inc
GG
| $9.01M | 5.86% |
497,092
+832
| +0.2% | +$17.7K |
2013 Q2
7 quarters
|
|
6
Jefferies Financial Group
JEF
$10.4B
| $6.99M | 4.55% |
350,303
| – | – |
2013 Q2
7 quarters
|
|
7
WaFd
WAFD
$2.18B
| $5.3M | 3.45% |
243,173
| – | – |
2013 Q2
7 quarters
|
|
|
8
Merck
MRK
$347B
| $4.54M | 2.95% |
82,849
-7,021
| -8% | -$398K |
2013 Q2
7 quarters
|
|
9
Sanofi
SNY
$100B
| $4.36M | 2.83% |
88,140
| – | – |
2013 Q2
7 quarters
|
|
10
Intel
INTC
$478B
| $3.91M | 2.55% |
125,156
| – | – |
2013 Q2
7 quarters
|
|
11
GE Aerospace
GE
$299B
| $3.73M | 2.43% |
31,368
| – | – |
2013 Q2
7 quarters
|
|
|
12
Microsoft
MSFT
$3.95T
| $3.5M | 2.27% |
86,014
+539
| +0.6% | +$23.5K |
2013 Q2
7 quarters
|
|
|
AVX
13
DELISTED
AVX Corporation
AVX
| $3.12M | 2.03% |
218,397
| – | – |
2013 Q2
7 quarters
|
|
14
Costco
COST
$445B
| $3.09M | 2.01% |
20,402
| – | – |
2013 Q2
7 quarters
|
|
|
VR
15
DELISTED
Validus Hold Ltd
VR
| $2.42M | 1.57% |
57,431
| – | – |
2013 Q2
7 quarters
|
|
16
RB Global
RBA
$15.7B
| $2.37M | 1.54% |
95,000
| – | – |
2013 Q3
6 quarters
|
|
|
17
Equinor
EQNR
$114B
| $2.27M | 1.47% |
128,955
-400
| -0.3% | -$7.12K |
2013 Q2
7 quarters
|
|
18
Travelers Companies
TRV
$82B
| $2.16M | 1.41% |
20,000
| – | – |
2013 Q2
7 quarters
|
|
19
PepsiCo
PEP
$185B
| $2.16M | 1.4% |
22,593
-50
| -0.2% | -$4.84K |
2013 Q2
7 quarters
|
|
|
20
Johnson & Johnson
JNJ
$641B
| $2.04M | 1.32% |
20,238
-125
| -0.6% | -$12.7K |
2013 Q2
7 quarters
|
|
21
Coca-Cola
KO
$399B
| $2.03M | 1.32% |
50,000
| – | – |
2013 Q2
7 quarters
|
|
|
22
American Express
AXP
$213B
| $1.89M | 1.23% |
+24,143
| New | +$2.01M |
2015 Q1
0 quarters
|
|
|
23
Newmont
NEM
$115B
| $1.83M | 1.19% |
84,093
-300
| -0.4% | -$7.01K |
2013 Q2
7 quarters
|
|
|
CBI
24
DELISTED
Chicago Bridge & Iron Nv
CBI
| $1.64M | 1.07% |
33,395
+90
| +0.3% | +$3.78K |
2014 Q3
2 quarters
|
|
25
CNA Financial
CNA
$13.1B
| $1.58M | 1.03% |
38,155
| – | – |
2013 Q2
7 quarters
|
|
Similar funds
Christopher Bloomstran's Q1 2015 Portfolio in Review
As of Q1 2015, Christopher Bloomstran held 32 positions worth $154M, down 1.7% from $157M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Christopher Bloomstran's Q1 2015 filing shows 2 new, 4 increased, 6 reduced and 1 closed positions. Its largest new stake was American Express: 24,143 shares worth $1.89M. The largest sale was Merck, an estimated $398K.
By sector, the portfolio is most concentrated in Financials at 52% of assets, up from 51% a quarter earlier, followed by Energy and Materials.
- Christopher Bloomstran's largest Q1 2015 buy was American Express: 24,143 shares worth $1.89M.
- Christopher Bloomstran added most to Microsoft in Q1 2015, an estimated $23.5K increase.
- Christopher Bloomstran's biggest Q1 2015 reduction was Merck, cutting an estimated $398K.
- Christopher Bloomstran fully exited Ampio Pharmaceuticals Inc. in Q1 2015, selling an estimated $34K.
- Christopher Bloomstran's ten largest holdings make up 74% of its $154M portfolio in Q1 2015.
- Christopher Bloomstran opened 2 new positions and closed 1 in Q1 2015.
- Christopher Bloomstran's portfolio value fell 1.7% quarter-over-quarter to $154M.
Based on Semper Augustus Investments Group's 13F filing for Q1 2015, filed 14 May 2015.