What Christopher Bloomstran Bought in Q1 2026
Semper Augustus Investments · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed · Historical
$837.3M
Total Value
44
Holdings
6
New Buys
13
Reduced
In Q1 2026, Christopher Bloomstran reported 44 long equity positions worth $837.3M in their Semper Augustus Investments 13F filing, including 6 new positions (largest: BUILDERS FIRSTSOURCE INC at $18.8M) and 10 increased positions.
| Rank | Ticker | Company | Shares | Value | % 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 | KGC | 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 | GLDM | WORLD GOLD TR | 23979 | $2.2M | 0.27% | — |
| 26 | GEV | GE VERNOVA INC | 1994 | $1.7M | 0.21% | — |
| 27 | SMHI | SEACOR MARINE HLDGS INC | 208175 | $1.5M | 0.18% | — |
| 28 | CVX | CHEVRON CORPORATION | 6063 | $1.3M | 0.15% | -5.1% |
| 29 | KO | COCA COLA CO | 15328 | $1.2M | 0.14% | — |
| 30 | AAPL | APPLE INC | 4140 | $1.1M | 0.13% | — |
| 31 | AXP | AMERICAN EXPRESS CO | 3436 | $1.0M | 0.12% | -0.1% |
| 32 | SGOV | ISHARES TR | 9916 | $998K | 0.12% | +180.0% |
| 33 | PHYS | SPROTT ASSET MANAGEMENT LP | 23869 | $846K | 0.10% | — |
| 34 | GOOG | ALPHABET INC | 2432 | $698K | 0.08% | NEW |
| 35 | SHEL | SHELL PLC | 4968 | $462K | 0.06% | — |
| 36 | MA | MASTERCARD INCORPORATED | 658 | $329K | 0.04% | NEW |
| 37 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4581 | $326K | 0.04% | — |
| 38 | SIVR | ABRDN SILVER ETF TRUST | 4245 | $304K | 0.04% | — |
| 39 | SYF | SYNCHRONY FINANCIAL | 4437 | $302K | 0.04% | — |
| 40 | FLEX | FLEXTRONICS INTL LTD | 4485 | $294K | 0.04% | — |
| 41 | PM | PHILIP MORRIS INTL INC | 1762 | $291K | 0.03% | NEW |
| 42 | NFLX | NETFLIX INC. | 2980 | $287K | 0.03% | NEW |
| 43 | PSX | PHILLIPS 66 | 1472 | $268K | 0.03% | NEW |
| 44 | GOOGL | ALPHABET INC | 700 | $201K | 0.02% | — |