# Christopher Bloomstran — Semper Augustus Investments

Source: SEC EDGAR 13F filings (CIK 0001115373).
Page URL: https://superinvestorclub.com/manager/32
Last updated: 2026-07-08T11:35:44.888Z

## Summary

As of the 2026-03-31 reporting period (filed 2026-05-15), Christopher Bloomstran reported 44 long equity positions in their Semper Augustus Investments 13F filing, with a total reported value of $837.3M.

### About

Deep value investor

## Top 25 holdings

| Rank | Ticker | Company | Shares | Value | % of Portfolio | Change |
|------|--------|---------|--------|-------|----------------|--------|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 253025 | $121.2M | 14.48% | +1.5% |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 116 | $83.3M | 9.95% | — |
| 3 | DG | DOLLAR GEN CORP | 648227 | $77.0M | 9.19% | -30.0% |
| 4 | DECK | DECKERS OUTDOOR CORP | 661029 | $66.2M | 7.90% | +3.3% |
| 5 | ALK | ALASKA AIR GROUP INC | 1695062 | $62.3M | 7.45% | 314.2% |
| 6 | OLN | OLIN CORP | 2029319 | $60.3M | 7.21% | +4.4% |
| 7 | DLTR | DOLLAR TREE INC | 513485 | $56.2M | 6.72% | +0.2% |
| 8 | NEM | NEWMONT CORP | 479138 | $51.9M | 6.19% | -27.8% |
| 9 | KGCRF | KINROSS GOLD CORP | 1508941 | $46.1M | 5.50% | -28.6% |
| 10 | FIVE | FIVE BELOW INC | 192666 | $44.0M | 5.26% | -27.4% |
| 11 | SBUX | STARBUCKS CORP | 251300 | $22.5M | 2.69% | +4.1% |
| 12 | DINO | HF SINCLAIR CORP | 360678 | $22.5M | 2.69% | +0.6% |
| 13 | CMI | CUMMINS INC | 39530 | $21.3M | 2.54% | -0.6% |
| 14 | BLDR | BUILDERS FIRSTSOURCE INC | 228210 | $18.8M | 2.24% | NEW |
| 15 | DIS | DISNEY WALT CO | 152583 | $14.7M | 1.76% | +4.7% |
| 16 | VLO | VALERO ENERGY CORP | 44056 | $10.9M | 1.30% | +-77.8% |
| 17 | XOM | EXXON MOBIL CORP | 57517 | $9.8M | 1.17% | -0.1% |
| 18 | STOHF | EQUINOR ASA | 175954 | $7.4M | 0.89% | -70.6% |
| 19 | PSKY | PARAMOUNT SKYDANCE CORP | 652707 | $5.9M | 0.70% | -1.0% |
| 20 | TRV | TRAVELERS COMPANIES INC | 19100 | $5.6M | 0.67% | — |
| 21 | MRK | MERCK & CO INC | 44633 | $5.4M | 0.64% | +0.4% |
| 22 | COST | COSTCO WHOLESALE CORPORATION | 3367 | $3.4M | 0.40% | -2.3% |
| 23 | GE | GE AEROSPACE | 9352 | $2.7M | 0.32% | — |
| 24 | NXPI | NXP SEMICONDUCTORS N V | 12996 | $2.6M | 0.31% | -2.3% |
| 25 | GLDW | WORLD GOLD TR | 23979 | $2.2M | 0.27% | — |

## New positions this quarter (6)

- BLDR (BUILDERS FIRSTSOURCE INC): 228210 shares, $18.8M
- GOOG (ALPHABET INC): 2432 shares, $697,644
- MA (MASTERCARD INCORPORATED): 658 shares, $328,852
- PM (PHILIP MORRIS INTL INC): 1762 shares, $291,329
- NFLX (NETFLIX INC.): 2980 shares, $286,527
- PSX (PHILLIPS 66): 1472 shares, $268,169

## Increased positions (10)

- BRK.B: 253025 shares (+1.5%), $121.2M
- DECK: 661029 shares (+3.3%), $66.2M
- OLN: 2029319 shares (+4.4%), $60.3M
- DLTR: 513485 shares (+0.2%), $56.2M
- SBUX: 251300 shares (+4.1%), $22.5M
- DINO: 360678 shares (+0.6%), $22.5M
- DIS: 152583 shares (+4.7%), $14.7M
- VLO: 44056 shares (-77.8%), $10.9M
- MRK: 44633 shares (+0.4%), $5.4M
- SGOV: 9916 shares (+180.0%), $998,145

## Reduced positions (13)

- DG: 648227 shares (-30.0%), $77.0M
- ALK: 1695062 shares (314.2%), $62.3M
- NEM: 479138 shares (-27.8%), $51.9M
- KGCRF: 1508941 shares (-28.6%), $46.1M
- FIVE: 192666 shares (-27.4%), $44.0M
- CMI: 39530 shares (-0.6%), $21.3M
- XOM: 57517 shares (-0.1%), $9.8M
- STOHF: 175954 shares (-70.6%), $7.4M
- PSKY: 652707 shares (-1.0%), $5.9M
- COST: 3367 shares (-2.3%), $3.4M
- NXPI: 12996 shares (-2.3%), $2.6M
- CVX: 6063 shares (-5.1%), $1.3M
- AXP: 3436 shares (-0.1%), $1.0M

## Sold positions (1)

- OVV: previously held 16487 shares worth $646,126

## Filing history (9)

- 2026-03-31 (filed 2026-05-15)
- 2025-12-31 (filed 2026-02-17)
- 2025-09-30 (filed 2025-11-14)
- 2025-06-30 (filed 2025-08-15)
- 2025-03-31 (filed 2025-05-15)
- 2024-12-31 (filed 2025-02-14)
- 2024-09-30 (filed 2024-11-14)
- 2024-06-30 (filed 2024-08-14)
- 2024-03-31 (filed 2024-05-15)

## Citation

When citing, use: "Christopher Bloomstran, Semper Augustus Investments, SEC 13F filing for period 2026-03-31, via Superinvestor (https://superinvestorclub.com/manager/32)".