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
|
+$8.65M |
| 2 |
Berkshire Hathaway Class A
BRK.A
|
+$6.54M |
| 3 |
Newmont
NEM
|
+$2.05M |
| 4 |
Mercury Insurance
MCY
|
+$2.05M |
| 5 |
Kinross Gold
KGC
|
+$2.01M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Olin
OLN
|
+$6.33M |
| 2 |
Valero Energy
VLO
|
+$3.05M |
| 3 |
ExxonMobil
XOM
|
+$1.41M |
| 4 |
GE Aerospace
GE
|
+$420K |
| 5 |
Costco
COST
|
+$343K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 39.57% |
| 2 | Materials | 18.7% |
| 3 | Energy | 11.61% |
| 4 | Communication Services | 8.56% |
| 5 | Consumer Staples | 8.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Berkshire Hathaway Class B
BRK.B
$1.26T
| $72M | 18.43% |
233,163
+4,156
| +2% | +$1.28M |
2013 Q2
39 quarters
|
|
|
2
Berkshire Hathaway Class A
BRK.A
$1.26T
| $56.3M | 14.43% |
121
+14
| +13% | +$6.54M |
2013 Q2
39 quarters
|
|
|
3
Olin
OLN
$1.99B
| $29.4M | 7.54% |
530,379
-110,514
| -17% | -$6.33M |
2019 Q3
14 quarters
|
|
|
4
Newmont
NEM
$118B
| $24.4M | 6.26% |
498,388
+42,342
| +9% | +$2.05M |
2013 Q2
39 quarters
|
|
5
DELISTED
Paramount Global Class B
PARA
| $22M | 5.64% |
986,609
+38,889
| +4% | +$834K |
2021 Q2
7 quarters
|
|
|
6
Mercury Insurance
MCY
$4.79B
| $20.8M | 5.34% |
656,485
+60,000
| +10% | +$2.05M |
2013 Q2
39 quarters
|
|
|
7
Kinross Gold
KGC
$24.5B
| $18.9M | 4.84% |
4,010,602
+474,041
| +13% | +$2.01M |
2013 Q2
39 quarters
|
|
|
8
Dollar General
DG
$29.6B
| $17.4M | 4.45% |
82,537
+38,540
| +88% | +$8.65M |
2017 Q1
24 quarters
|
|
9
HF Sinclair
DINO
$17.3B
| $14.5M | 3.71% |
299,436
+19,224
| +7% | +$999K |
2020 Q4
9 quarters
|
|
|
10
Valero Energy
VLO
$106B
| $13.7M | 3.5% |
98,013
-22,720
| -19% | -$3.05M |
2020 Q4
9 quarters
|
|
11
Walt Disney
DIS
$205B
| $11.4M | 2.92% |
114,086
+976
| +0.9% | +$98.4K |
2018 Q2
19 quarters
|
|
12
Dollar Tree
DLTR
$25.9B
| $10.7M | 2.74% |
74,577
+4,698
| +7% | +$682K |
2021 Q3
6 quarters
|
|
13
Starbucks
SBUX
$121B
| $10.2M | 2.6% |
97,608
-1,246
| -1% | -$130K |
2018 Q2
19 quarters
|
|
14
Cummins
CMI
$61.9B
| $9.9M | 2.53% |
41,424
-191
| -0.5% | -$46.6K |
2018 Q3
18 quarters
|
|
|
15
ExxonMobil
XOM
$696B
| $9.8M | 2.51% |
89,467
-12,778
| -12% | -$1.41M |
2013 Q2
39 quarters
|
|
16
Alaska Air
ALK
$4.34B
| $9.5M | 2.44% |
227,360
+2,959
| +1% | +$139K |
2020 Q1
12 quarters
|
|
17
NXP Semiconductors
NXPI
$66.8B
| $7.38M | 1.89% |
39,598
-180
| -0.5% | -$32.1K |
2018 Q3
18 quarters
|
|
18
Equinor
EQNR
$102B
| $6.5M | 1.66% |
228,666
+32,783
| +17% | +$989K |
2013 Q2
39 quarters
|
|
19
Merck
MRK
$364B
| $4.73M | 1.21% |
44,473
| – | – |
2013 Q2
39 quarters
|
|
20
Hexcel
HXL
$6.02B
| $4.56M | 1.17% |
66,804
-4,505
| -6% | -$306K |
2016 Q2
27 quarters
|
|
21
Travelers Companies
TRV
$82.6B
| $3.45M | 0.88% |
20,155
| – | – |
2013 Q2
39 quarters
|
|
|
22
Costco
COST
$490B
| $2.12M | 0.54% |
4,269
-700
| -14% | -$343K |
2013 Q2
39 quarters
|
|
23
SEACOR Marine Holdings
SMHI
$227M
| $1.89M | 0.48% |
248,123
-2,264
| -0.9% | -$21.5K |
2017 Q2
23 quarters
|
|
|
24
GE Aerospace
GE
$344B
| $1.7M | 0.44% |
22,330
-6,274
| -22% | -$420K |
2013 Q2
39 quarters
|
|
25
Nike
NKE
$56.4B
| $1.4M | 0.36% |
11,405
-96
| -0.8% | -$11.8K |
2017 Q2
23 quarters
|
|
Similar funds
Christopher Bloomstran's Q1 2023 Portfolio in Review
As of Q1 2023, Christopher Bloomstran held 34 positions worth $391M, up 6.3% from $367M the previous quarter. Its ten largest holdings account for 74% of the portfolio.
Christopher Bloomstran deployed $14.6M of net new capital in Q1 2023, opening 1 new position and adding to 13 existing holdings. Its largest new stake was GE HealthCare: 5,936 shares worth $487K.
By sector, the portfolio is most concentrated in Financials at 40% of assets, down from 40% a quarter earlier, followed by Materials and Energy.
On the sell side, the largest reduction was Olin, an estimated $6.33M trimmed.
- Christopher Bloomstran's largest Q1 2023 buy was GE HealthCare: 5,936 shares worth $487K.
- Christopher Bloomstran added most to Dollar General in Q1 2023, an estimated $8.65M increase.
- Christopher Bloomstran's biggest Q1 2023 reduction was Olin, cutting an estimated $6.33M.
- Christopher Bloomstran's ten largest holdings make up 74% of its $391M portfolio in Q1 2023.
- Christopher Bloomstran opened 1 new position and closed 0 in Q1 2023.
- Christopher Bloomstran's portfolio value rose 6.3% quarter-over-quarter to $391M.
Based on Semper Augustus Investments Group's 13F filing for Q1 2023, filed 15 May 2023.