Christopher Bloomstran - Semper Augustus Investments Group Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 15, 2025 | |
| Total Stocks | 36 | |
| Portfolio Value | $620.32M |
Semper Augustus Investments Group Strategy Analysis
Investment Strategy Metrics
Key metrics revealing investment style, risk management, and performance characteristics
| Metric | Value | Category | Description |
|---|---|---|---|
| Holding Period | 2.1 years | Style | Average duration positions are maintained |
| Position Count | 33 | Style | Number of active positions in portfolio |
| Position Size | 3.7% | Risk | Typical allocation per position |
| Win Rate | 55.9% | Performance | Percentage of profitable positions |
| Average Return | 6.8% | Performance | Mean return across positions |
| Sharpe Ratio | 0.22 | Performance | Return per unit of risk taken |
Investment Case Study: BERKSHIRE HATHAWAY INC DEL (BRK-B)
6/30/2013 - 7/6/2025
Performance Metrics
Total Return: 116,246.05%
Holding Period: 4389 days
Max Position Size: $127,472,490.00
Position Weight: 19.84%
Key Events
6/30/2013: ENTRY(231,935.00 shares) @ $0.11
12/31/2013: DECREASE(-150.00 shares) @ $0.12
3/31/2014: DECREASE(-400.00 shares) @ $0.12
6/30/2014: DECREASE(-21,800.00 shares) @ $0.13
9/30/2014: DECREASE(-1,050.00 shares) @ $0.14
12/31/2014: DECREASE(-11,800.00 shares) @ $0.15
3/31/2015: INCREASE(100.00 shares) @ $0.14
6/30/2015: DECREASE(-16.00 shares) @ $0.14
9/30/2015: DECREASE(-4,028.00 shares) @ $0.13
12/31/2015: DECREASE(-4,900.00 shares) @ $0.13
3/31/2016: INCREASE(733.00 shares) @ $0.14
6/30/2016: INCREASE(200.00 shares) @ $0.14
9/30/2016: DECREASE(-219.00 shares) @ $0.14
12/31/2016: DECREASE(-4,656.00 shares) @ $0.16
3/31/2017: DECREASE(-1,650.00 shares) @ $0.17
6/30/2017: DECREASE(-161.00 shares) @ $0.17
12/31/2017: DECREASE(-3,375.00 shares) @ $0.20
3/31/2018: INCREASE(2,663.00 shares) @ $0.20
6/30/2018: INCREASE(2,688.00 shares) @ $0.19
9/30/2018: DECREASE(-52.00 shares) @ $0.21
12/31/2018: DECREASE(-3,030.00 shares) @ $0.20
3/31/2019: INCREASE(263.00 shares) @ $0.20
9/30/2019: INCREASE(6,556.00 shares) @ $0.21
12/31/2019: DECREASE(-80.00 shares) @ $0.23
3/31/2020: INCREASE(16,650.00 shares) @ $0.18
6/30/2020: INCREASE(4,280.00 shares) @ $0.18
9/30/2020: DECREASE(-2,340.00 shares) @ $0.21
12/31/2020: DECREASE(-6,681.00 shares) @ $0.23
3/31/2021: INCREASE(85.00 shares) @ $0.26
6/30/2021: INCREASE(6,043.00 shares) @ $0.28
9/30/2021: INCREASE(12,401.00 shares) @ $0.27
12/31/2021: DECREASE(-6,701.00 shares) @ $0.30
3/31/2022: DECREASE(-762.00 shares) @ $0.35
6/30/2022: INCREASE(15,463.00 shares) @ $0.27
9/30/2022: INCREASE(1,777.00 shares) @ $0.27
12/31/2022: INCREASE(1,021.00 shares) @ $308.90
3/31/2023: INCREASE(4,156.00 shares) @ $308.77
6/30/2023: INCREASE(1,367.00 shares) @ $341.00
9/30/2023: DECREASE(-2,997.00 shares) @ $350.30
12/31/2023: INCREASE(2,012.00 shares) @ $356.66
3/31/2024: DECREASE(-1,726.00 shares) @ $420.52
6/30/2024: INCREASE(5,255.00 shares) @ $406.80
9/30/2024: INCREASE(746.00 shares) @ $460.26
12/31/2024: INCREASE(233.00 shares) @ $453.28
3/31/2025: INCREASE(1,296.00 shares) @ $532.58
Investment Thesis
Entry Context: Initial position established based on fundamental analysis
Sector Conditions: Favorable market conditions in the sector
Risk Factors:
- Market volatility
- Sector-specific risks
Key Learnings
- Position sizing is critical for portfolio management
- Important to monitor sector exposure