We are live on ! Find out more
CB

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
+2.48%
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
$837M
AUM Growth
-$32.2M
Cap. Flow
-$44.4M
Cap. Flow %
-5.3%
Top 10 Hldgs %
79.84%
Holding
45
New
6
Increased
10
Reduced
13
Closed
1

Top Buys

Rank Stock Value
1
ALK icon
Alaska Air
ALK
+$62M
2
BLDR icon
Builders FirstSource
BLDR
+$24.4M
3
DECK icon
Deckers Outdoor
DECK
+$2.29M
4
OLN icon
Olin
OLN
+$2.1M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.87M

Top Sells

Rank Stock Value
1
DG icon
Dollar General
DG
+$39.6M
2
VLO icon
Valero Energy
VLO
+$31.9M
3
NEM icon
Newmont
NEM
+$21.2M
4
KGC icon
Kinross Gold
KGC
+$19.8M
5
FIVE icon
Five Below
FIVE
+$15.2M

Sector Composition

Rank Sector Weight
1 Financials 25.29%
2 Materials 18.9%
3 Consumer Staples 16.48%
4 Consumer Discretionary 15.85%
5 Industrials 12.93%
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
$121M 14.48%
253,025
+3,814
+2% +$1.87M
BRK.A icon
2
Berkshire Hathaway Class A
BRK.A
$1.06T
$83.3M 9.95%
116
– –
DG icon
3
Dollar General
DG
$27.2B
$77M 9.19%
648,227
-277,728
-30% -$39.6M
DECK icon
4
Deckers Outdoor
DECK
$12.5B
$66.2M 7.9%
661,029
+21,331
+3% +$2.29M
ALK icon
5
Alaska Air
ALK
$4.51B
$62.3M 7.45%
1,695,062
+1,285,780
+314% +$62M
OLN icon
6
Olin
OLN
$2.1B
$60.3M 7.21%
2,029,319
+85,879
+4% +$2.1M
DLTR icon
7
Dollar Tree
DLTR
$25.3B
$56.2M 6.72%
513,485
+825
+0.2% +$101K
NEM icon
8
Newmont
NEM
$139B
$51.9M 6.19%
479,138
-184,101
-28% -$21.2M
KGC icon
9
Kinross Gold
KGC
$38.9B
$46.1M 5.5%
1,508,941
-603,992
-29% -$19.8M
FIVE icon
10
Five Below
FIVE
$13.8B
$44M 5.26%
192,666
-72,568
-27% -$15.2M
SBUX icon
11
Starbucks
SBUX
$122B
$22.5M 2.69%
251,300
+9,830
+4% +$930K
DINO icon
12
HF Sinclair
DINO
$17.3B
$22.5M 2.69%
360,678
+2,151
+0.6% +$117K
CMI icon
13
Cummins
CMI
$80.9B
$21.3M 2.54%
39,530
-244
-0.6% -$138K
BLDR icon
14
Builders FirstSource
BLDR
$7.55B
$18.8M 2.24%
+228,210
New +$24.4M
DIS icon
15
Walt Disney
DIS
$186B
$14.7M 1.76%
152,583
+6,801
+5% +$719K
VLO icon
16
Valero Energy
VLO
$100B
$10.9M 1.3%
44,056
-154,602
-78% -$31.9M
XOM icon
17
ExxonMobil
XOM
$679B
$9.76M 1.17%
57,517
-39
-0.1% -$5.69K
EQNR icon
18
Equinor
EQNR
$102B
$7.43M 0.89%
175,954
-422,431
-71% -$12.7M
PSKY
19
Paramount Skydance Corp
PSKY
$11.6B
$5.89M 0.7%
652,707
-6,354
-1% -$69.5K
TRV icon
20
Travelers Companies
TRV
$75.8B
$5.57M 0.67%
19,100
– –
MRK icon
21
Merck
MRK
$376B
$5.37M 0.64%
44,633
+190
+0.4% +$21.9K
COST icon
22
Costco
COST
$420B
$3.35M 0.4%
3,367
-80
-2% -$78K
GE icon
23
GE Aerospace
GE
$361B
$2.65M 0.32%
9,352
– –
NXPI icon
24
NXP Semiconductors
NXPI
$56.9B
$2.56M 0.31%
12,996
-302
-2% -$66.9K
GLDM icon
25
SPDR Gold MiniShares Trust
GLDM
$31.7B
$2.22M 0.27%
23,979
– –
1
2

Similar funds

CHC
City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return
CCIP
Camrose Capital Investment Partners London, United Kingdom $885M AUM 2.51% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
KWM
KFG Wealth Management Granger, Indiana $886M AUM 15.98% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Christopher Bloomstran's Q1 2026 Portfolio in Review

As of Q1 2026, Christopher Bloomstran held 45 positions worth $837M, down 3.7% from $870M the previous quarter. Its ten largest holdings account for 80% of the portfolio.

Christopher Bloomstran withdrew a net $44.4M in Q1 2026, closing 1 position and reducing 13 holdings. Its most notable exit was Ovintiv, an estimated $646K position sold in full.

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

Against the trend, Christopher Bloomstran opened a new position in Builders FirstSource worth $18.8M.

  • Christopher Bloomstran's largest Q1 2026 buy was Builders FirstSource: 228,210 shares worth $18.8M.
  • Christopher Bloomstran added most to Alaska Air in Q1 2026, an estimated $62M increase.
  • Christopher Bloomstran's biggest Q1 2026 reduction was Dollar General, cutting an estimated $39.6M.
  • Christopher Bloomstran fully exited Ovintiv in Q1 2026, selling an estimated $646K.
  • Christopher Bloomstran's ten largest holdings make up 80% of its $837M portfolio in Q1 2026.
  • Christopher Bloomstran opened 6 new positions and closed 1 in Q1 2026.
  • Christopher Bloomstran's portfolio value fell 3.7% quarter-over-quarter to $837M.

Based on Semper Augustus Investments Group's 13F filing for Q1 2026, filed 15 May 2026.