Christopher Bloomstran — Recent Buys
Semper Augustus Investments · New and increased positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Christopher Bloomstran opened 7 new positions and increased 14 existing holdings in the Q2 '26 filing — a combined buy footprint of $736.8M. Largest new position: PAYCHEX INC at $20.8M.
New positions (7)
| Ticker | Company | Shares | Value | % Portfolio |
|---|---|---|---|---|
| PAYX | PAYCHEX INC | 211640 | $20.8M | 2.35% |
| SPGI | S&P GLOBAL INC | 45989 | $18.7M | 2.12% |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 377991 | $14.6M | 1.65% |
| MSFT | MICROSOFT CORP | 641 | $239K | 0.03% |
| MCHPP | MICROCHIP TECHNOLOGY INC. | 2418 | $221K | 0.02% |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 2774 | $208K | 0.02% |
| JNJ | JOHNSON & JOHNSON | 794 | $202K | 0.02% |
Increased positions (14)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc. Class B | 273145 | $136.7M | 15.45% | +8.0% |
| ALK | ALASKA AIR GROUP INC | 1793627 | $93.6M | 10.58% | +5.8% |
| BRK.A | Berkshire Hathaway Inc. Class A | 120 | $89.9M | 10.16% | +3.4% |
| DG | DOLLAR GEN CORP | 665307 | $76.6M | 8.66% | +2.6% |
| DECK | DECKERS OUTDOOR CORP | 670199 | $66.5M | 7.52% | +1.4% |
| DLTR | DOLLAR TREE INC | 530113 | $64.1M | 7.25% | +3.2% |
| BLDR | BUILDERS FIRSTSOURCE INC | 553722 | $49.5M | 5.60% | +142.6% |
| OLN | OLIN CORP | 2153826 | $42.7M | 4.83% | +6.1% |
| KGC | KINROSS GOLD CORP | 1548995 | $36.6M | 4.14% | +2.7% |
| DIS | DISNEY WALT CO | 160653 | $15.5M | 1.75% | +5.3% |
| SBUX | STARBUCKS CORP | 45761 | $4.7M | 0.53% | +-81.8% |
| NXPI | NXP SEMICONDUCTORS N V | 7662 | $2.2M | 0.24% | +-41.0% |
| GLDM | WORLD GOLD TR | 24063 | $1.9M | 0.22% | +0.4% |
| AAPL | APPLE INC | 4640 | $1.3M | 0.15% | +12.1% |