What Christopher Bloomstran Bought in Q2 2026
Semper Augustus Investments · Quarterly 13F recap as filed with the SEC.
Period: 2026-06-30 · Filed
$884.6M
Total Value
50
Holdings
7
New Buys
11
Reduced
In Q2 2026, Christopher Bloomstran reported 50 long equity positions worth $884.6M in their Semper Augustus Investments 13F filing, including 7 new positions (largest: PAYCHEX INC at $20.8M) and 14 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 273145 | $136.7M | 15.45% | +8.0% |
| 2 | ALK | ALASKA AIR GROUP INC | 1793627 | $93.6M | 10.58% | +5.8% |
| 3 | BRK.A | Berkshire Hathaway Inc. Class A | 120 | $89.9M | 10.16% | +3.4% |
| 4 | DG | DOLLAR GEN CORP | 665307 | $76.6M | 8.66% | +2.6% |
| 5 | DECK | DECKERS OUTDOOR CORP | 670199 | $66.5M | 7.52% | +1.4% |
| 6 | DLTR | DOLLAR TREE INC | 530113 | $64.1M | 7.25% | +3.2% |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 553722 | $49.5M | 5.60% | +142.6% |
| 8 | OLN | OLIN CORP | 2153826 | $42.7M | 4.83% | +6.1% |
| 9 | NEM | NEWMONT CORP | 447228 | $41.8M | 4.72% | -6.7% |
| 10 | KGC | KINROSS GOLD CORP | 1548995 | $36.6M | 4.14% | +2.7% |
| 11 | PAYX | PAYCHEX INC | 211640 | $20.8M | 2.35% | NEW |
| 12 | FIVE | FIVE BELOW INC | 105657 | $19.0M | 2.15% | -45.2% |
| 13 | SPGI | S&P GLOBAL INC | 45989 | $18.7M | 2.12% | NEW |
| 14 | DINO | HF SINCLAIR CORP | 252187 | $17.6M | 1.99% | -30.1% |
| 15 | DIS | DISNEY WALT CO | 160653 | $15.5M | 1.75% | +5.3% |
| 16 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 377991 | $14.6M | 1.65% | NEW |
| 17 | VLO | VALERO ENERGY CORP | 37893 | $9.9M | 1.12% | -14.0% |
| 18 | CMI | CUMMINS INC | 12972 | $9.3M | 1.05% | -67.2% |
| 19 | XOM | EXXON MOBIL CORP | 57176 | $7.8M | 0.88% | -0.6% |
| 20 | PSKY | PARAMOUNT SKYDANCE CORP | 648835 | $6.4M | 0.72% | -0.6% |
| 21 | TRV | TRAVELERS COMPANIES INC | 19100 | $6.3M | 0.71% | — |
| 22 | MRK | MERCK & CO INC | 44633 | $5.7M | 0.65% | — |
| 23 | STOHF | EQUINOR ASA | 161175 | $5.1M | 0.57% | -8.4% |
| 24 | SBUX | STARBUCKS CORP | 45761 | $4.7M | 0.53% | +-81.8% |
| 25 | GE | GE AEROSPACE | 9352 | $3.5M | 0.40% | — |
| 26 | COST | COSTCO WHOLESALE CORPORATION | 3354 | $3.1M | 0.35% | -0.4% |
| 27 | GEV | GE VERNOVA INC | 1994 | $2.3M | 0.26% | — |
| 28 | NXPI | NXP SEMICONDUCTORS N V | 7662 | $2.2M | 0.24% | +-41.0% |
| 29 | GLDM | WORLD GOLD TR | 24063 | $1.9M | 0.22% | +0.4% |
| 30 | SMHI | SEACOR MARINE HLDGS INC | 208175 | $1.6M | 0.18% | — |
| 31 | AAPL | APPLE INC | 4640 | $1.3M | 0.15% | +12.1% |
| 32 | KO | COCA COLA CO | 15328 | $1.2M | 0.14% | — |
| 33 | AXP | AMERICAN EXPRESS CO | 3311 | $1.1M | 0.13% | -3.6% |
| 34 | CVX | CHEVRON CORPORATION | 6063 | $1.0M | 0.11% | — |
| 35 | SGOV | ISHARES TR | 8570 | $863K | 0.10% | -13.6% |
| 36 | GOOG | ALPHABET INC | 2432 | $859K | 0.10% | — |
| 37 | PHYS | SPROTT ASSET MANAGEMENT LP | 23869 | $720K | 0.08% | — |
| 38 | SHEL | SHELL PLC | 4968 | $385K | 0.04% | — |
| 39 | MA | MASTERCARD INCORPORATED | 658 | $338K | 0.04% | — |
| 40 | SYF | SYNCHRONY FINANCIAL | 4437 | $337K | 0.04% | — |
| 41 | PM | PHILIP MORRIS INTL INC | 1762 | $319K | 0.04% | — |
| 42 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4581 | $293K | 0.03% | — |
| 43 | GOOGL | ALPHABET INC | 700 | $250K | 0.03% | — |
| 44 | PSX | PHILLIPS 66 | 1472 | $249K | 0.03% | — |
| 45 | MSFT | MICROSOFT CORP | 641 | $239K | 0.03% | NEW |
| 46 | SIVR | ABRDN SILVER ETF TRUST | 4245 | $239K | 0.03% | — |
| 47 | MCHPP | MICROCHIP TECHNOLOGY INC. | 2418 | $221K | 0.02% | NEW |
| 48 | NFLX | NETFLIX INC. | 2980 | $213K | 0.02% | — |
| 49 | SUNB | SUNBELT RENTALS HOLDINGS INC | 2774 | $208K | 0.02% | NEW |
| 50 | JNJ | JOHNSON & JOHNSON | 794 | $202K | 0.02% | NEW |