Christopher Bloomstran - Semper Augustus Portfolio Q2'2025: Top Holdings & Recent Changes
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Christopher Bloomstran, founder of Semper Augustus, continues to demonstrate a disciplined approach to value investing. His Q2 2025 portfolio reveals strategic adjustments, with a focus on adding value to key positions. The Semper Augustus portfolio now holds $710.6 million in assets, spread across 37 positions, reflecting a thoughtful expansion in holdings.
Portfolio Overview: Strategic Concentration
Portfolio Highlights (Q2 2025): - Market Value: $710.6 million - Top 10 Holdings: 78.9% of the portfolio - Portfolio Size: 37 positions (an increase of 1) - Average Holding Period: 27 quarters - Turnover: 8.1%
Semper Augustus's portfolio strategy emphasizes concentration on a few key positions while maintaining a diverse set of holdings. This approach allows for both focused investment and risk management. The portfolio's top holdings are primarily in consumer staples and energy sectors, reflecting a preference for stable cash flows and potential for long-term growth.
The recent increase in portfolio size indicates a willingness to explore new opportunities while maintaining core positions. The average holding period of 27 quarters suggests a long-term investment strategy, focusing on quality businesses that can weather market fluctuations.
Holdings Overview: Strategic Additions
The portfolio is anchored by Berkshire Hathaway Inc. (BRK-B) at 16.9%, with an addition of 3.06%. Dollar General Corporation 14.9% also saw an increase of 2.09%. Dollar Tree, Inc. 7.1% was added by 2.64%, while Kinross Gold Corporation experienced a significant reduction of 31.51%. Notably, Five Below, Inc. saw a substantial addition of 310.36%, reflecting a strong conviction in the company's growth potential.
Other notable additions include Newmont Corporation 5.6%, Valero Energy Corporation 3.8%, and Starbucks Corporation 3.1%. The portfolio also includes new positions in Deckers Outdoor Corporation and Paramount Global, each holding about 3.1% of the portfolio.
What the Portfolio Reveals
Semper Augustus's portfolio strategy highlights several key themes: - Quality Over Growth: The focus on established companies like Berkshire Hathaway and Dollar General suggests a preference for quality businesses with stable cash flows. - Sector Focus: The emphasis on consumer staples and energy indicates a strategic approach to sectors with potential for long-term stability. - Geographic Concentration: The portfolio is heavily concentrated in U.S.-based companies, reflecting a focus on domestic markets. - Dividend Strategy: While not explicitly stated, the inclusion of companies with strong dividend histories suggests an interest in income-generating assets. - Risk Management: The diversified portfolio and long holding periods demonstrate a cautious approach to managing risk.
Investment Lessons from Christopher Bloomstran
Christopher Bloomstran's investment strategy offers several key lessons: - Concentration When You Understand the Businesses: Semper Augustus focuses on a few core positions, demonstrating the importance of deep understanding in concentrated investing. - Holding Periods Matter: The long average holding period shows that patience is crucial in value investing. - Quality Businesses Justify Premium Prices: The inclusion of high-quality companies like Berkshire Hathaway underscores the value of investing in businesses with strong fundamentals. - Position Sizing Requires Constant Attention: The adjustments in portfolio positions highlight the need for ongoing evaluation and strategic rebalancing.
Looking Ahead: What Comes Next?
As Semper Augustus continues to navigate the market, potential areas for new investments could include sectors with emerging growth opportunities. The current portfolio positioning suggests a readiness to capitalize on undervalued companies with strong fundamentals. With a relatively low turnover rate, the focus remains on long-term growth rather than short-term gains.
FAQ about Christopher Bloomstran's Portfolio
Q: What is the significance of the recent additions to the portfolio?
A: The additions reflect a strategic expansion into new sectors and companies, indicating a belief in their long-term growth potential.
Q: How does Semper Augustus manage risk in its portfolio?
A: The portfolio's diversification and long holding periods suggest a cautious approach to risk management, focusing on quality businesses and stable sectors.
Q: How can I track Christopher Bloomstran's portfolio changes?
A: You can track Semper Augustus's portfolio through ValueSense's superinvestor platform, which provides updates based on quarterly 13F filings. Keep in mind that these filings are reported with a 45-day lag.
Q: What sectors does Semper Augustus focus on?
A: The portfolio is heavily focused on consumer staples and energy sectors, reflecting a preference for stable cash flows and long-term growth potential.
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