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Christopher Bloomstran Semper Augustus Investments Group

AUM $885M
1-Year Est. Return 30.72%
 

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.

This Fund
S&P 500
This Quarter Est. Return
+3.25%
1 Year Est. Return
+30.72%
3 Year Est. Return
+95.38%
5 Year Est. Return
+117.62%
10 Year Est. Return
+411.84%
AUM
$144M
AUM Growth
+$10.2M
Cap. Flow
+$7.46M
Cap. Flow %
5.19%
Top 10 Hldgs %
76.78%
Holding
26
New
–
Increased
7
Reduced
12
Closed
–

Top Buys

Rank Stock Value
1
MCY icon
Mercury Insurance
MCY
+$4.35M
2
KGC icon
Kinross Gold
KGC
+$2.91M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$547K
4
XOM icon
ExxonMobil
XOM
+$519K
5
SMHI icon
SEACOR Marine Holdings
SMHI
+$117K

Top Sells

Rank Stock Value
1
NEM icon
Newmont
NEM
+$596K
2
GG
Goldcorp Inc
GG
+$186K
3
COST icon
Costco
COST
+$75.5K
4
HXL icon
Hexcel
HXL
+$52K
5
SNY icon
Sanofi
SNY
+$43.8K

Sector Composition

Rank Sector Weight
1 Financials 55.33%
2 Materials 11.55%
3 Industrials 8.56%
4 Energy 7.91%
5 Consumer Staples 7.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.06T
$36.2M 25.18%
181,426
+2,663
+1% +$547K
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$25.7M 17.89%
86
– –
XOM icon
3
ExxonMobil
XOM
$679B
$8.4M 5.84%
112,602
+6,489
+6% +$519K
MCY icon
4
Mercury Insurance
MCY
$5.85B
$7.16M 4.98%
156,148
+91,387
+141% +$4.35M
NEM icon
5
Newmont
NEM
$139B
$6.87M 4.78%
175,761
-15,450
-8% -$596K
SMHI icon
6
SEACOR Marine Holdings
SMHI
$270M
$6.39M 4.45%
336,221
+7,344
+2% +$117K
DG icon
7
Dollar General
DG
$27.2B
$5.61M 3.9%
59,915
+314
+0.5% +$30.2K
GG
8
DELISTED
Goldcorp Inc
GG
$5.34M 3.72%
386,587
-13,767
-3% -$186K
KGC icon
9
Kinross Gold
KGC
$38.9B
$4.39M 3.06%
1,112,085
+730,395
+191% +$2.91M
HXL icon
10
Hexcel
HXL
$7.1B
$4.3M 2.99%
66,594
-790
-1% -$52K
SNY icon
11
Sanofi
SNY
$110B
$4.17M 2.9%
104,085
-1,053
-1% -$43.8K
COST icon
12
Costco
COST
$420B
$3.74M 2.6%
19,851
-400
-2% -$75.5K
VR
13
DELISTED
Validus Hold Ltd
VR
$3.72M 2.59%
55,210
-641
-1% -$40.4K
TRV icon
14
Travelers Companies
TRV
$75.8B
$2.78M 1.93%
20,000
– –
EQNR icon
15
Equinor
EQNR
$102B
$2.65M 1.84%
112,139
-1,125
-1% -$25.8K
NKE icon
16
Nike
NKE
$60.5B
$2.64M 1.84%
39,800
-432
-1% -$28.5K
MRK icon
17
Merck
MRK
$376B
$2.33M 1.62%
44,774
– –
AXP icon
18
American Express
AXP
$227B
$2.04M 1.42%
21,881
-210
-1% -$20.3K
WAFD icon
19
WaFd
WAFD
$2.69B
$1.92M 1.33%
55,464
-540
-1% -$19.2K
AVX
20
DELISTED
AVX Corporation
AVX
$1.69M 1.18%
102,240
-1,209
-1% -$21.4K
GE icon
21
GE Aerospace
GE
$361B
$1.61M 1.12%
24,917
– –
KO icon
22
Coca-Cola
KO
$392B
$1.3M 0.91%
30,000
– –
INTC icon
23
Intel
INTC
$476B
$1.11M 0.77%
21,305
-245
-1% -$11.6K
DST
24
DELISTED
DST Systems Inc.
DST
$949K 0.66%
11,348
+1,212
+12% +$98.6K
MDT icon
25
Medtronic
MDT
$119B
$401K 0.28%
5,000
– –
1
2

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Christopher Bloomstran's Q1 2018 Portfolio in Review

As of Q1 2018, Christopher Bloomstran held 26 positions worth $144M, up 7.6% from $134M the previous quarter. Its ten largest holdings account for 77% of the portfolio.

Christopher Bloomstran deployed $7.46M of net new capital in Q1 2018, adding to 7 existing holdings.

By sector, the portfolio is most concentrated in Financials at 55% of assets, down from 55% a quarter earlier, followed by Materials and Industrials.

On the sell side, the largest reduction was Newmont, an estimated $596K trimmed.

  • Christopher Bloomstran added most to Mercury Insurance in Q1 2018, an estimated $4.35M increase.
  • Christopher Bloomstran's biggest Q1 2018 reduction was Newmont, cutting an estimated $596K.
  • Christopher Bloomstran's ten largest holdings make up 77% of its $144M portfolio in Q1 2018.
  • Christopher Bloomstran opened 0 new positions and closed 0 in Q1 2018.
  • Christopher Bloomstran's portfolio value rose 7.6% quarter-over-quarter to $144M.

Based on Semper Augustus Investments Group's 13F filing for Q1 2018, filed 14 May 2018.