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 |
Newmont
NEM
|
+$2.16M |
| 2 |
Synchrony
SYF
|
+$300K |
| 3 |
American Express
AXP
|
+$5.82K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
GG
Goldcorp Inc
GG
|
+$1.48M |
| 2 |
GE Aerospace
GE
|
+$1.42M |
| 3 |
Intel
INTC
|
+$946K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$658K |
| 5 |
Microsoft
MSFT
|
+$646K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 50.06% |
| 2 | Energy | 15.42% |
| 3 | Industrials | 8.8% |
| 4 | Healthcare | 7.23% |
| 5 | Technology | 6.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $24.8M | 17.39% |
187,891
-4,900
| -3% | -$658K |
2013 Q2
10 quarters
|
|
2
ExxonMobil
XOM
$753B
| $20M | 14.01% |
256,418
| – | – |
2013 Q2
10 quarters
|
|
3
Berkshire Hathaway Class A
BRK.A
$1.16T
| $17M | 11.92% |
86
| – | – |
2013 Q2
10 quarters
|
|
4
Mercury Insurance
MCY
$5.7B
| $9.17M | 6.42% |
196,847
| – | – |
2013 Q2
10 quarters
|
|
|
PCP
5
DELISTED
PRECISION CASTPARTS CORP
PCP
| $8.21M | 5.76% |
35,397
| – | – |
2015 Q2
2 quarters
|
|
6
WaFd
WAFD
$2.18B
| $5.58M | 3.91% |
234,239
-1,200
| -0.5% | -$29.6K |
2013 Q2
10 quarters
|
|
7
Jefferies Financial Group
JEF
$10.3B
| $5.35M | 3.75% |
343,630
-251
| -0.1% | -$4.2K |
2013 Q2
10 quarters
|
|
|
GG
8
DELISTED
Goldcorp Inc
GG
| $4.39M | 3.08% |
379,901
-116,729
| -24% | -$1.48M |
2013 Q2
10 quarters
|
|
9
Merck
MRK
$358B
| $4.16M | 2.91% |
82,508
| – | – |
2013 Q2
10 quarters
|
|
|
10
Microsoft
MSFT
$3.89T
| $3.78M | 2.65% |
68,125
-12,279
| -15% | -$646K |
2013 Q2
10 quarters
|
|
|
11
Newmont
NEM
$113B
| $3.6M | 2.53% |
200,263
+117,700
| +143% | +$2.16M |
2013 Q2
10 quarters
|
|
12
Sanofi
SNY
$100B
| $3.55M | 2.49% |
83,220
| – | – |
2013 Q2
10 quarters
|
|
13
Costco
COST
$445B
| $3.28M | 2.3% |
20,302
| – | – |
2013 Q2
10 quarters
|
|
|
14
GE Aerospace
GE
$296B
| $3.05M | 2.14% |
20,451
-10,000
| -33% | -$1.42M |
2013 Q2
10 quarters
|
|
|
15
Intel
INTC
$460B
| $3.04M | 2.13% |
88,248
-27,982
| -24% | -$946K |
2013 Q2
10 quarters
|
|
|
AVX
16
DELISTED
AVX Corporation
AVX
| $2.75M | 1.93% |
226,869
| – | – |
2013 Q2
10 quarters
|
|
|
VR
17
DELISTED
Validus Hold Ltd
VR
| $2.6M | 1.82% |
56,101
| – | – |
2013 Q2
10 quarters
|
|
18
Travelers Companies
TRV
$81.6B
| $2.26M | 1.58% |
20,000
| – | – |
2013 Q2
10 quarters
|
|
19
Coca-Cola
KO
$399B
| $2.15M | 1.51% |
50,000
| – | – |
2013 Q2
10 quarters
|
|
20
PepsiCo
PEP
$185B
| $2.15M | 1.5% |
21,475
| – | – |
2013 Q2
10 quarters
|
|
21
Johnson & Johnson
JNJ
$635B
| $2.06M | 1.45% |
20,089
| – | – |
2013 Q2
10 quarters
|
|
22
Equinor
EQNR
$116B
| $1.79M | 1.25% |
128,114
| – | – |
2013 Q2
10 quarters
|
|
|
23
American Express
AXP
$212B
| $1.7M | 1.19% |
24,415
+80
| +0.3% | +$5.82K |
2015 Q1
3 quarters
|
|
24
CNA Financial
CNA
$13.1B
| $1.33M | 0.93% |
37,915
| – | – |
2013 Q2
10 quarters
|
|
25
DELISTED
CHUBB CORPORATION
CB
| $1.33M | 0.93% |
10,000
| – | – |
2013 Q2
10 quarters
|
|
Similar funds
Christopher Bloomstran's Q4 2015 Portfolio in Review
As of Q4 2015, Christopher Bloomstran held 32 positions worth $143M, up 0.06% from $143M the previous quarter. Its ten largest holdings account for 72% of the portfolio.
Trading was light in Q4 2015: portfolio turnover was 3.1%. Christopher Bloomstran opened 1 new position and made no exits, leaving the 32-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 50% of assets, down from 51% a quarter earlier, followed by Energy and Industrials.
- Christopher Bloomstran's largest Q4 2015 buy was Synchrony: 9,571 shares worth $291K.
- Christopher Bloomstran added most to Newmont in Q4 2015, an estimated $2.16M increase.
- Christopher Bloomstran's biggest Q4 2015 reduction was Goldcorp Inc, cutting an estimated $1.48M.
- Christopher Bloomstran's ten largest holdings make up 72% of its $143M portfolio in Q4 2015.
- Christopher Bloomstran opened 1 new position and closed 0 in Q4 2015.
- Christopher Bloomstran's portfolio value rose 0.06% quarter-over-quarter to $143M.
Based on Semper Augustus Investments Group's 13F filing for Q4 2015, filed 8 Feb 2016.