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 |
Dollar General
DG
|
+$4.18M |
| 2 |
DST
DST Systems Inc.
DST
|
+$238K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Jefferies Financial Group
JEF
|
+$7.08M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
+$276K |
| 3 |
Mercury Insurance
MCY
|
+$30.1K |
| 4 |
ExxonMobil
XOM
|
+$27.2K |
| 5 |
Newmont
NEM
|
+$16.6K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 51.22% |
| 2 | Materials | 10.68% |
| 3 | Healthcare | 9.42% |
| 4 | Energy | 8.31% |
| 5 | Industrials | 7.52% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
|
1
Berkshire Hathaway Class B
BRK.B
$1.16T
| $30.4M | 22.69% |
182,299
-1,650
| -0.9% | -$276K |
2013 Q2
15 quarters
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.16T
| $21.5M | 16.05% |
86
| – | – |
2013 Q2
15 quarters
|
|
|
3
ExxonMobil
XOM
$753B
| $8.7M | 6.5% |
106,044
-325
| -0.3% | -$27.2K |
2013 Q2
15 quarters
|
|
|
4
Newmont
NEM
$115B
| $6.49M | 4.85% |
197,021
-475
| -0.2% | -$16.6K |
2013 Q2
15 quarters
|
|
|
GG
5
DELISTED
Goldcorp Inc
GG
| $6.46M | 4.82% |
442,580
-1,050
| -0.2% | -$16.4K |
2013 Q2
15 quarters
|
|
6
Merck
MRK
$358B
| $4.99M | 3.72% |
82,244
| – | – |
2013 Q2
15 quarters
|
|
7
Sanofi
SNY
$100B
| $4.76M | 3.56% |
105,260
-350
| -0.3% | -$14.8K |
2013 Q2
15 quarters
|
|
8
Hexcel
HXL
$6.03B
| $4.5M | 3.36% |
82,512
-269
| -0.3% | -$14.2K |
2016 Q2
3 quarters
|
|
|
9
Dollar General
DG
$29.3B
| $3.98M | 2.97% |
+57,113
| New | +$4.18M |
2017 Q1
0 quarters
|
|
|
10
Mercury Insurance
MCY
$5.7B
| $3.95M | 2.95% |
64,791
-504
| -0.8% | -$30.1K |
2013 Q2
15 quarters
|
|
11
GE Aerospace
GE
$296B
| $3.86M | 2.88% |
27,004
| – | – |
2013 Q2
15 quarters
|
|
|
AVX
12
DELISTED
AVX Corporation
AVX
| $3.65M | 2.73% |
222,765
-400
| -0.2% | -$6.4K |
2013 Q2
15 quarters
|
|
13
Costco
COST
$445B
| $3.4M | 2.54% |
20,251
| – | – |
2013 Q2
15 quarters
|
|
|
VR
14
DELISTED
Validus Hold Ltd
VR
| $3.15M | 2.35% |
55,851
-150
| -0.3% | -$8.55K |
2013 Q2
15 quarters
|
|
15
Intel
INTC
$460B
| $3.13M | 2.34% |
86,731
-294
| -0.3% | -$10.6K |
2013 Q2
15 quarters
|
|
16
American Express
AXP
$212B
| $2.86M | 2.14% |
36,147
-95
| -0.3% | -$7.43K |
2015 Q1
8 quarters
|
|
17
Johnson & Johnson
JNJ
$635B
| $2.47M | 1.84% |
19,804
-40
| -0.2% | -$4.78K |
2013 Q2
15 quarters
|
|
18
Travelers Companies
TRV
$83.1B
| $2.41M | 1.8% |
20,000
| – | – |
2013 Q2
15 quarters
|
|
19
Equinor
EQNR
$116B
| $2.17M | 1.62% |
126,514
-360
| -0.3% | -$6.47K |
2013 Q2
15 quarters
|
|
20
Coca-Cola
KO
$399B
| $2.12M | 1.58% |
50,000
| – | – |
2013 Q2
15 quarters
|
|
21
WaFd
WAFD
$2.18B
| $1.86M | 1.39% |
56,075
-178
| -0.3% | -$5.96K |
2013 Q2
15 quarters
|
|
|
CBI
22
DELISTED
Chicago Bridge & Iron Nv
CBI
| $1.71M | 1.28% |
55,699
-221
| -0.4% | -$7.13K |
2014 Q3
10 quarters
|
|
23
CNA Financial
CNA
$13.1B
| $1.65M | 1.23% |
37,405
-125
| -0.3% | -$5.32K |
2013 Q2
15 quarters
|
|
24
Kinross Gold
KGC
$26.5B
| $1.34M | 1% |
382,690
-3,700
| -1% | -$13.3K |
2013 Q2
15 quarters
|
|
|
DST
25
DELISTED
DST Systems Inc.
DST
| $927K | 0.69% |
15,136
+4,108
| +37% | +$238K |
2015 Q1
8 quarters
|
|
Similar funds
Christopher Bloomstran's Q1 2017 Portfolio in Review
As of Q1 2017, Christopher Bloomstran held 29 positions worth $134M, down 0.7% from $135M the previous quarter. Its ten largest holdings account for 71% of the portfolio.
Christopher Bloomstran's Q1 2017 filing shows 1 new, 1 increased, 18 reduced and 1 closed positions. Its largest new stake was Dollar General: 57,113 shares worth $3.98M. The largest sale was Jefferies Financial Group, an estimated $7.08M.
By sector, the portfolio is most concentrated in Financials at 51% of assets, down from 55% a quarter earlier, followed by Materials and Healthcare.
- Christopher Bloomstran's largest Q1 2017 buy was Dollar General: 57,113 shares worth $3.98M.
- Christopher Bloomstran added most to DST Systems Inc. in Q1 2017, an estimated $238K increase.
- Christopher Bloomstran's biggest Q1 2017 reduction was Berkshire Hathaway Class B, cutting an estimated $276K.
- Christopher Bloomstran fully exited Jefferies Financial Group in Q1 2017, selling an estimated $7.08M.
- Christopher Bloomstran's ten largest holdings make up 71% of its $134M portfolio in Q1 2017.
- Christopher Bloomstran opened 1 new position and closed 1 in Q1 2017.
- Christopher Bloomstran's portfolio value fell 0.7% quarter-over-quarter to $134M.
Based on Semper Augustus Investments Group's 13F filing for Q1 2017, filed 12 May 2017.