Christopher Bloomstran runs Semper Augustus Investments Group LLC, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $663M across 859 positions. The largest holdings are VORNADO RLTY TR, ISHARES INC, and COINBASE GLOBAL INC (VORNADO RLTY TR alone is 29.3% of the book).

New positions opened in the latest quarter include 3M CO, AAR CORP, and ABBOTT LABS. Recently exited names: ALPHABET INC.

Christopher Bloomstran runs Semper Augustus Investments Group LLC, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $663M across 859 positions. The largest holdings are VORNADO RLTY TR, ISHARES INC, and COINBASE GLOBAL INC (VORNADO RLTY TR alone is 29.3% of the book).

New positions opened in the latest quarter include 3M CO, AAR CORP, and ABBOTT LABS. Recently exited names: ALPHABET INC.