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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
+16.71%
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
$265M
AUM Growth
+$36.3M
Cap. Flow
+$3.11M
Cap. Flow %
1.18%
Top 10 Hldgs %
74.29%
Holding
31
New
1
Increased
8
Reduced
14
Closed
1

Top Buys

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$2.05M
2
NEM icon
Newmont
NEM
+$1.41M
3
DINO icon
HF Sinclair
DINO
+$564K
4
CVX icon
Chevron
CVX
+$321K
5
Y
Alleghany Corp
Y
+$320K

Top Sells

Rank Stock Value
1
PSQ icon
ProShares Short QQQ
PSQ
+$1.31M
2
MCY icon
Mercury Insurance
MCY
+$127K
3
SBUX icon
Starbucks
SBUX
+$107K
4
OLN icon
Olin
OLN
+$57.4K
5
NXPI icon
NXP Semiconductors
NXPI
+$26.8K

Sector Composition

Rank Sector Weight
1 Financials 43.59%
2 Materials 22.18%
3 Energy 10.81%
4 Industrials 8%
5 Consumer Discretionary 6.18%
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
$51M 19.26%
199,765
+85
+0% +$20.6K
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$32.8M 12.37%
85
– –
OLN icon
3
Olin
OLN
$2.1B
$27.4M 10.35%
722,249
-1,894
-0.3% -$57.4K
NEM icon
4
Newmont
NEM
$139B
$21M 7.92%
348,120
+23,551
+7% +$1.41M
MCY icon
5
Mercury Insurance
MCY
$5.85B
$18.1M 6.83%
297,696
-2,218
-0.7% -$127K
SBUX icon
6
Starbucks
SBUX
$122B
$11.4M 4.29%
104,082
-1,017
-1% -$107K
KGC icon
7
Kinross Gold
KGC
$38.9B
$10.4M 3.91%
1,552,010
+294,759
+23% +$2.05M
XOM icon
8
ExxonMobil
XOM
$679B
$8.84M 3.34%
158,297
+267
+0.2% +$14K
DINO icon
9
HF Sinclair
DINO
$17.3B
$8.09M 3.05%
225,997
+16,882
+8% +$564K
NXPI icon
10
NXP Semiconductors
NXPI
$56.9B
$7.87M 2.97%
39,069
-147
-0.4% -$26.8K
VLO icon
11
Valero Energy
VLO
$100B
$7.7M 2.9%
107,504
+1,295
+1% +$88K
CMI icon
12
Cummins
CMI
$80.9B
$7.6M 2.87%
29,319
-35
-0.1% -$8.74K
DIS icon
13
Walt Disney
DIS
$186B
$7.12M 2.69%
38,576
-84
-0.2% -$15.5K
ALK icon
14
Alaska Air
ALK
$4.51B
$6.35M 2.4%
91,811
-79
-0.1% -$4.75K
Y
15
DELISTED
Alleghany Corp
Y
$5.34M 2.02%
8,531
+517
+6% +$320K
HXL icon
16
Hexcel
HXL
$7.1B
$4.01M 1.51%
71,654
-103
-0.1% -$5.43K
EQNR icon
17
Equinor
EQNR
$102B
$3.67M 1.38%
188,565
-54
-0% -$1.03K
GPC icon
18
Genuine Parts
GPC
$18.5B
$3.56M 1.34%
30,792
-6
-0% -$639
MRK icon
19
Merck
MRK
$376B
$3.4M 1.28%
46,189
+31
+0.1% +$2.29K
AXP icon
20
American Express
AXP
$227B
$3.23M 1.22%
22,870
-2
-0% -$264
TRV icon
21
Travelers Companies
TRV
$75.8B
$3.01M 1.14%
20,000
– –
COST icon
22
Costco
COST
$420B
$2.38M 0.9%
6,760
– –
DG icon
23
Dollar General
DG
$27.2B
$2.16M 0.82%
10,680
-4
-0% -$794
WAFD icon
24
WaFd
WAFD
$2.69B
$2M 0.75%
64,943
– –
GE icon
25
GE Aerospace
GE
$361B
$1.87M 0.71%
28,612
– –
1
2

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Christopher Bloomstran's Q1 2021 Portfolio in Review

As of Q1 2021, Christopher Bloomstran held 31 positions worth $265M, up 16% from $229M the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Christopher Bloomstran's Q1 2021 filing shows 1 new, 8 increased, 14 reduced and 1 closed positions. Its largest new stake was Chevron: 3,288 shares worth $345K. The largest sale was ProShares Short QQQ, an estimated $1.31M.

By sector, the portfolio is most concentrated in Financials at 44% of assets, down from 45% a quarter earlier, followed by Materials and Energy.

  • Christopher Bloomstran's largest Q1 2021 buy was Chevron: 3,288 shares worth $345K.
  • Christopher Bloomstran added most to Kinross Gold in Q1 2021, an estimated $2.05M increase.
  • Christopher Bloomstran's biggest Q1 2021 reduction was Mercury Insurance, cutting an estimated $127K.
  • Christopher Bloomstran fully exited ProShares Short QQQ in Q1 2021, selling an estimated $1.31M.
  • Christopher Bloomstran's ten largest holdings make up 74% of its $265M portfolio in Q1 2021.
  • Christopher Bloomstran opened 1 new position and closed 1 in Q1 2021.
  • Christopher Bloomstran's portfolio value rose 16% quarter-over-quarter to $265M.

Based on Semper Augustus Investments Group's 13F filing for Q1 2021, filed 14 May 2021.