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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
-2.51%
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
$559M
AUM Growth
+$12.3M
Cap. Flow
+$34.1M
Cap. Flow %
6.1%
Top 10 Hldgs %
80.11%
Holding
41
New
5
Increased
16
Reduced
8
Closed
2

Top Buys

Rank Stock Value
1
SBUX icon
Starbucks
SBUX
+$9.26M
2
FIVE icon
Five Below
FIVE
+$9.19M
3
DG icon
Dollar General
DG
+$2.93M
4
PARA
Paramount Global Class B
PARA
+$2.39M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.15M

Top Sells

Rank Stock Value
1
NXPI icon
NXP Semiconductors
NXPI
+$2.71M
2
GE icon
GE Aerospace
GE
+$1.25M
3
VLO icon
Valero Energy
VLO
+$395K
4
DOW icon
Dow Inc
DOW
+$299K
5
SMHI icon
SEACOR Marine Holdings
SMHI
+$259K

Sector Composition

Rank Sector Weight
1 Financials 45.62%
2 Materials 16.24%
3 Consumer Staples 13.18%
4 Energy 6.6%
5 Communication Services 5.59%
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
$96.4M 17.25%
237,074
+5,255
+2% +$2.15M
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$78.4M 14.02%
128
+3
+2% +$1.85M
MCY icon
3
Mercury Insurance
MCY
$5.85B
$74.1M 13.26%
1,394,980
+756
+0.1% +$41K
DG icon
4
Dollar General
DG
$27.2B
$58.2M 10.41%
440,295
+21,006
+5% +$2.93M
KGC icon
5
Kinross Gold
KGC
$38.9B
$38.7M 6.92%
4,651,364
+179,297
+4% +$1.3M
NEM icon
6
Newmont
NEM
$139B
$27.2M 4.87%
649,573
+44,126
+7% +$1.8M
OLN icon
7
Olin
OLN
$2.1B
$24.9M 4.45%
527,383
+22,044
+4% +$1.18M
SBUX icon
8
Starbucks
SBUX
$122B
$17.9M 3.2%
229,823
+113,712
+98% +$9.26M
PARA
9
DELISTED
Paramount Global Class B
PARA
$17.5M 3.13%
1,682,416
+204,473
+14% +$2.39M
DINO icon
10
HF Sinclair
DINO
$17.3B
$14.5M 2.6%
272,714
-1,993
-0.7% -$112K
ALK icon
11
Alaska Air
ALK
$4.51B
$13.8M 2.47%
341,767
+21,899
+7% +$929K
DIS icon
12
Walt Disney
DIS
$186B
$13.6M 2.43%
136,693
+5,482
+4% +$590K
CMI icon
13
Cummins
CMI
$80.9B
$11.3M 2.03%
40,909
+130
+0.3% +$37.2K
DLTR icon
14
Dollar Tree
DLTR
$25.3B
$10.4M 1.85%
96,990
+5,750
+6% +$679K
EQNR icon
15
Equinor
EQNR
$102B
$7.72M 1.38%
270,342
+11,696
+5% +$326K
FIVE icon
16
Five Below
FIVE
$13.8B
$7.23M 1.29%
+66,384
New +$9.19M
XOM icon
17
ExxonMobil
XOM
$679B
$6.48M 1.16%
56,264
-1,646
-3% -$192K
VLO icon
18
Valero Energy
VLO
$100B
$5.9M 1.05%
37,619
-2,447
-6% -$395K
MRK icon
19
Merck
MRK
$376B
$5.5M 0.98%
44,443
– –
TRV icon
20
Travelers Companies
TRV
$75.8B
$4.1M 0.73%
20,155
– –
NXPI icon
21
NXP Semiconductors
NXPI
$56.9B
$3.75M 0.67%
13,930
-10,520
-43% -$2.71M
COST icon
22
Costco
COST
$420B
$3.68M 0.66%
4,330
-25
-0.6% -$19.5K
SMHI icon
23
SEACOR Marine Holdings
SMHI
$270M
$2.89M 0.52%
214,561
-19,917
-8% -$259K
AAPL icon
24
Apple
AAPL
$4.51T
$2.66M 0.48%
12,650
+8,400
+198% +$1.57M
NKE icon
25
Nike
NKE
$60.5B
$2.5M 0.45%
33,169
+21,774
+191% +$2.02M
1
2

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Christopher Bloomstran's Q2 2024 Portfolio in Review

As of Q2 2024, Christopher Bloomstran held 41 positions worth $559M, up 2.3% from $547M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Christopher Bloomstran deployed $34.1M of net new capital in Q2 2024, opening 5 new positions and adding to 16 existing holdings. Its largest new stake was Five Below: 66,384 shares worth $7.23M.

By sector, the portfolio is most concentrated in Financials at 46% of assets, down from 47% a quarter earlier, followed by Materials and Consumer Staples.

On the sell side, the largest reduction was NXP Semiconductors, an estimated $2.71M trimmed.

  • Christopher Bloomstran's largest Q2 2024 buy was Five Below: 66,384 shares worth $7.23M.
  • Christopher Bloomstran added most to Starbucks in Q2 2024, an estimated $9.26M increase.
  • Christopher Bloomstran's biggest Q2 2024 reduction was NXP Semiconductors, cutting an estimated $2.71M.
  • Christopher Bloomstran fully exited Dow Inc in Q2 2024, selling an estimated $299K.
  • Christopher Bloomstran's ten largest holdings make up 80% of its $559M portfolio in Q2 2024.
  • Christopher Bloomstran opened 5 new positions and closed 2 in Q2 2024.
  • Christopher Bloomstran's portfolio value rose 2.3% quarter-over-quarter to $559M.

Based on Semper Augustus Investments Group's 13F filing for Q2 2024, filed 14 Aug 2024.