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 $2 Billions to $10 Billions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
OLN Olin Corp Basic Materials	$4.58B	$25.3 Million 4.29% of portfolio	527,442	Q3 2024 Added 0.01%
DINO Hf Sinclair Corp Energy	$7.08B	$23.7 Million 4.01% of portfolio	530,949	Q3 2024 Added 94.69%
PARA Paramount Global Communication Services	$6.49B	$18 Million 3.04% of portfolio	1,691,177	Q3 2024 Added 0.52%
ALK Alaska Air Group, Inc. Industrials	$8.37B	$15.7 Million 2.67% of portfolio	347,864	Q3 2024 Added 1.78%
FIVE Five Below, Inc Consumer Cyclical	$5.89B	$6.55 Million 1.11% of portfolio	74,143	Q3 2024 Added 11.69%
MCY Mercury General Corp Financial Services	$3.78B	$3.75 Million 0.64% of portfolio	59,525	Q3 2024 Reduced 95.73%
OVV Ovintiv Inc. Energy	$9.61B	$631,000 0.11% of portfolio	16,487	Q1 2024 Reduced 50.0%