Christopher Bloomstran Portfolio Holdings

Semper Augustus Investments Group LLC

$590 Million
Q3 2024

Semper Augustus Investments Group LLC, under direction of Christopher Bloomstran has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $590 Million distributed in 37 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $109M, Berkshire Hathaway Inc with a value of $87.7M, Dollar General Corp with a value of $72.8M, Kinross Gold Corp with a value of $43.3M, and Newmont Corp with a value of $34.8M.

Examining the 13F form we can see an increase of $32.1M in the current position value, from $558M to 590M.

Semper Augustus Investments Group LLC is based out at Highlands Ranch, CO

Below you can find more details about Christopher Bloomstran portfolio as well as his latest detailed transactions.

Portfolio value $590 Million

Financial Services: $208 Million

Consumer Defensive: $112 Million

Basic Materials: $103 Million

Energy: $60.1 Million

Industrials: $32.8 Million

Consumer Cyclical: $32.6 Million

Communication Services: $31.4 Million

Healthcare: $5.05 Million

Other: $4.94 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BRK-B Berkshire Hathaway Inc Class B Financial Services	$590B	$109 Million 18.55% of portfolio	237,820	Q3 2024 Added 0.31%
BRK-A Berkshire Hathaway Inc Financial Services	$409B	$87.7 Million 14.86% of portfolio	127	Q3 2024 Reduced 0.78%
DIS Walt Disney CO Communication Services	$204B	$13.4 Million 2.27% of portfolio	139,424	Q3 2024 Added 2.0%
XOM Exxon Mobil Corp Energy	$441B	$6.61 Million 1.12% of portfolio	56,431	Q3 2024 Added 0.3%
MRK Merck & Co., Inc. Healthcare	$248B	$5.05 Million 0.86% of portfolio	44,443	Q1 2024 Reduced 0.3%
COST Costco Wholesale Corp Consumer Defensive	$422B	$3.84 Million 0.65% of portfolio	4,330	Q2 2024 Reduced 0.57%
KO Coca Cola CO Consumer Defensive	$270B	$1.58 Million 0.27% of portfolio	22,000	Q3 2024 Reduced 1.9%
AXP American Express CO Financial Services	$223B	$1.21 Million 0.2% of portfolio	4,454	Q3 2024 Reduced 1.42%
AAPL Apple Inc. Technology	$4.09T	$964,000 0.16% of portfolio	4,140	Q3 2024 Reduced 67.27%
CVX Chevron Corp Energy	$280B	$907,000 0.15% of portfolio	6,163	Q3 2024 Added 2.1%
SHEL Shell PLC Energy	$216B	$327,000 0.06% of portfolio	4,968	Q4 2023 Added 19.19%
AMZN Amazon Com Inc Consumer Cyclical	$2.29T	$237,000 0.04% of portfolio	1,272	Q3 2024 New