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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
+7.32%
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
$163M
AUM Growth
+$7.11M
Cap. Flow
-$2.41M
Cap. Flow %
-1.48%
Top 10 Hldgs %
72.77%
Holding
29
New
1
Increased
3
Reduced
6
Closed
1

Top Buys

Rank Stock Value
1
SWKS icon
Skyworks Solutions
SWKS
+$4.56M
2
AVX
AVX Corporation
AVX
+$897K
3
MCY icon
Mercury Insurance
MCY
+$107K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$53.1K

Top Sells

Rank Stock Value
1
USG
Usg
USG
+$5.56M
2
NKE icon
Nike
NKE
+$2.15M
3
XOM icon
ExxonMobil
XOM
+$164K
4
DG icon
Dollar General
DG
+$97.7K
5
GE icon
GE Aerospace
GE
+$45.1K

Sector Composition

Rank Sector Weight
1 Financials 46.88%
2 Industrials 8.95%
3 Materials 8.7%
4 Consumer Discretionary 8.55%
5 Technology 8.09%
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
$36.4M 22.37%
181,295
+263
+0.1% +$53.1K
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$25.6M 15.73%
85
– –
SBUX icon
3
Starbucks
SBUX
$122B
$12.8M 7.89%
172,724
– –
XOM icon
4
ExxonMobil
XOM
$679B
$8.88M 5.45%
109,839
-2,150
-2% -$164K
MCY icon
5
Mercury Insurance
MCY
$5.85B
$7.66M 4.71%
153,035
+2,063
+1% +$107K
DG icon
6
Dollar General
DG
$27.2B
$6.58M 4.04%
55,147
-840
-2% -$97.7K
NEM icon
7
Newmont
NEM
$139B
$6.24M 3.84%
174,526
– –
SWKS icon
8
Skyworks Solutions
SWKS
$10.1B
$4.87M 2.99%
+59,003
New +$4.56M
COST icon
9
Costco
COST
$420B
$4.73M 2.9%
19,516
– –
NXPI icon
10
NXP Semiconductors
NXPI
$56.9B
$4.65M 2.86%
52,592
– –
CMI icon
11
Cummins
CMI
$80.9B
$4.62M 2.84%
29,281
-14
-0% -$2.1K
HXL icon
12
Hexcel
HXL
$7.1B
$4.48M 2.75%
64,762
– –
SMHI icon
13
SEACOR Marine Holdings
SMHI
$270M
$4.27M 2.63%
321,148
– –
GG
14
DELISTED
Goldcorp Inc
GG
$4.2M 2.58%
366,798
-250
-0.1% -$2.69K
KGC icon
15
Kinross Gold
KGC
$38.9B
$3.73M 2.29%
1,083,752
– –
MRK icon
16
Merck
MRK
$376B
$3.55M 2.18%
44,774
– –
TRV icon
17
Travelers Companies
TRV
$75.8B
$2.74M 1.69%
20,000
– –
AVX
18
DELISTED
AVX Corporation
AVX
$2.54M 1.56%
146,367
+51,309
+54% +$897K
DIS icon
19
Walt Disney
DIS
$186B
$2.38M 1.46%
21,468
– –
EQNR icon
20
Equinor
EQNR
$102B
$2.37M 1.46%
107,815
– –
AXP icon
21
American Express
AXP
$227B
$2.33M 1.43%
21,284
– –
WAFD icon
22
WaFd
WAFD
$2.69B
$1.56M 0.96%
54,022
– –
KO icon
23
Coca-Cola
KO
$392B
$1.41M 0.86%
30,000
– –
GE icon
24
GE Aerospace
GE
$361B
$1.19M 0.73%
23,959
-958
-4% -$45.1K
INTC icon
25
Intel
INTC
$476B
$1.11M 0.68%
20,677
– –
1
2

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Christopher Bloomstran's Q1 2019 Portfolio in Review

As of Q1 2019, Christopher Bloomstran held 29 positions worth $163M, up 4.6% from $156M the previous quarter. Its ten largest holdings account for 73% of the portfolio.

Christopher Bloomstran's Q1 2019 filing shows 1 new, 3 increased, 6 reduced and 1 closed positions. Its largest new stake was Skyworks Solutions: 59,003 shares worth $4.87M. The largest sale was Usg, an estimated $5.56M.

By sector, the portfolio is most concentrated in Financials at 47% of assets, down from 49% a quarter earlier, followed by Industrials and Materials.

  • Christopher Bloomstran's largest Q1 2019 buy was Skyworks Solutions: 59,003 shares worth $4.87M.
  • Christopher Bloomstran added most to AVX Corporation in Q1 2019, an estimated $897K increase.
  • Christopher Bloomstran's biggest Q1 2019 reduction was Nike, cutting an estimated $2.15M.
  • Christopher Bloomstran fully exited Usg in Q1 2019, selling an estimated $5.56M.
  • Christopher Bloomstran's ten largest holdings make up 73% of its $163M portfolio in Q1 2019.
  • Christopher Bloomstran opened 1 new position and closed 1 in Q1 2019.
  • Christopher Bloomstran's portfolio value rose 4.6% quarter-over-quarter to $163M.

Based on Semper Augustus Investments Group's 13F filing for Q1 2019, filed 14 May 2019.