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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
+9.23%
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
$870M
AUM Growth
+$68.4M
Cap. Flow
+$6.04M
Cap. Flow %
0.7%
Top 10 Hldgs %
82.07%
Holding
40
New
2
Increased
11
Reduced
14
Closed
1

Top Buys

Rank Stock Value
1
DECK icon
Deckers Outdoor
DECK
+$24.8M
2
ALK icon
Alaska Air
ALK
+$1.42M
3
DLTR icon
Dollar Tree
DLTR
+$804K
4
EQNR icon
Equinor
EQNR
+$581K
5
OLN icon
Olin
OLN
+$414K

Top Sells

Rank Stock Value
1
KGC icon
Kinross Gold
KGC
+$12.4M
2
FIVE icon
Five Below
FIVE
+$7.01M
3
NEM icon
Newmont
NEM
+$1.35M
4
GEV icon
GE Vernova
GEV
+$878K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$511K

Sector Composition

Rank Sector Weight
1 Financials 25.3%
2 Consumer Staples 21.86%
3 Materials 19.11%
4 Consumer Discretionary 15.71%
5 Energy 8.27%
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
$125M 14.41%
249,211
-1,028
-0.4% -$511K
DG icon
2
Dollar General
DG
$27.2B
$123M 14.14%
925,955
+129
+0% +$14.4K
BRK.A icon
3
Berkshire Hathaway Class A
BRK.A
$1.06T
$87.6M 10.07%
116
– –
DECK icon
4
Deckers Outdoor
DECK
$12.5B
$66.3M 7.63%
639,698
+264,857
+71% +$24.8M
NEM icon
5
Newmont
NEM
$139B
$66.2M 7.62%
663,239
-14,968
-2% -$1.35M
DLTR icon
6
Dollar Tree
DLTR
$25.3B
$63.1M 7.25%
512,660
+7,503
+1% +$804K
KGC icon
7
Kinross Gold
KGC
$38.9B
$59.5M 6.84%
2,112,933
-476,822
-18% -$12.4M
FIVE icon
8
Five Below
FIVE
$13.8B
$50M 5.75%
265,234
-43,107
-14% -$7.01M
OLN icon
9
Olin
OLN
$2.1B
$40.5M 4.66%
1,943,440
+19,195
+1% +$414K
VLO icon
10
Valero Energy
VLO
$100B
$32.3M 3.72%
198,658
-869
-0.4% -$147K
ALK icon
11
Alaska Air
ALK
$4.51B
$20.6M 2.37%
409,282
+30,691
+8% +$1.42M
SBUX icon
12
Starbucks
SBUX
$122B
$20.3M 2.34%
241,470
+2,509
+1% +$212K
CMI icon
13
Cummins
CMI
$80.9B
$20.3M 2.33%
39,774
-162
-0.4% -$75.7K
DIS icon
14
Walt Disney
DIS
$186B
$16.6M 1.91%
145,782
+246
+0.2% +$27.1K
DINO icon
15
HF Sinclair
DINO
$17.3B
$16.5M 1.9%
358,527
+1,815
+0.5% +$93.6K
EQNR icon
16
Equinor
EQNR
$102B
$14.1M 1.63%
598,385
+24,654
+4% +$581K
PSKY
17
Paramount Skydance Corp
PSKY
$11.6B
$8.83M 1.02%
659,061
-223
-0% -$3.48K
XOM icon
18
ExxonMobil
XOM
$679B
$6.93M 0.8%
57,556
-284
-0.5% -$32.9K
TRV icon
19
Travelers Companies
TRV
$75.8B
$5.54M 0.64%
19,100
– –
MRK icon
20
Merck
MRK
$376B
$4.68M 0.54%
44,443
– –
COST icon
21
Costco
COST
$420B
$2.97M 0.34%
3,447
+12
+0.3% +$10.9K
NXPI icon
22
NXP Semiconductors
NXPI
$56.9B
$2.89M 0.33%
13,298
-96
-0.7% -$20.6K
GE icon
23
GE Aerospace
GE
$361B
$2.88M 0.33%
9,352
– –
GLDM icon
24
SPDR Gold MiniShares Trust
GLDM
$31.7B
$2.05M 0.24%
23,979
+4,115
+21% +$338K
GEV icon
25
GE Vernova
GEV
$255B
$1.3M 0.15%
1,994
-1,442
-42% -$878K
1
2

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Christopher Bloomstran's Q4 2025 Portfolio in Review

As of Q4 2025, Christopher Bloomstran held 40 positions worth $870M, up 8.5% from $801M the previous quarter. Its ten largest holdings account for 82% of the portfolio.

Christopher Bloomstran's Q4 2025 filing shows 2 new, 11 increased, 14 reduced and 1 closed positions. Its largest new stake was abrdn Physical Silver Shares ETF: 4,245 shares worth $287K. The largest sale was Kinross Gold, an estimated $12.4M.

By sector, the portfolio is most concentrated in Financials at 25% of assets, down from 27% a quarter earlier, followed by Consumer Staples and Materials.

  • Christopher Bloomstran's largest Q4 2025 buy was abrdn Physical Silver Shares ETF: 4,245 shares worth $287K.
  • Christopher Bloomstran added most to Deckers Outdoor in Q4 2025, an estimated $24.8M increase.
  • Christopher Bloomstran's biggest Q4 2025 reduction was Kinross Gold, cutting an estimated $12.4M.
  • Christopher Bloomstran fully exited Phillips 66 in Q4 2025, selling an estimated $200K.
  • Christopher Bloomstran's ten largest holdings make up 82% of its $870M portfolio in Q4 2025.
  • Christopher Bloomstran opened 2 new positions and closed 1 in Q4 2025.
  • Christopher Bloomstran's portfolio value rose 8.5% quarter-over-quarter to $870M.

Based on Semper Augustus Investments Group's 13F filing for Q4 2025, filed 17 Feb 2026.