Christopher Bloomstran — Recent Sells
Semper Augustus Investments · Sold and reduced positions in the Q2 '26 13F filing.
Filed August 14, 2026 · Last updated
Christopher Bloomstran fully exited 1 positions and reduced 11 existing holdings in the Q2 '26 filing — a combined sell footprint of approximately $58.0M. Largest exit: FLEXTRONICS INTL LTD (was $294K).
Fully exited (1)
| Ticker | Company | Prev Shares | Prev Value | Prev % Portfolio |
|---|---|---|---|---|
| FLEX | FLEXTRONICS INTL LTD | 4485 | $294K | 0.04% |
Reduced positions (11)
| Ticker | Company | Shares Now | Value Now | % Portfolio | Change |
|---|---|---|---|---|---|
| NEM | NEWMONT CORP | 447228 | $41.8M | 4.72% | -6.7% |
| FIVE | FIVE BELOW INC | 105657 | $19.0M | 2.15% | -45.2% |
| DINO | HF SINCLAIR CORP | 252187 | $17.6M | 1.99% | -30.1% |
| VLO | VALERO ENERGY CORP | 37893 | $9.9M | 1.12% | -14.0% |
| CMI | CUMMINS INC | 12972 | $9.3M | 1.05% | -67.2% |
| XOM | EXXON MOBIL CORP | 57176 | $7.8M | 0.88% | -0.6% |
| PSKY | PARAMOUNT SKYDANCE CORP | 648835 | $6.4M | 0.72% | -0.6% |
| STOHF | EQUINOR ASA | 161175 | $5.1M | 0.57% | -8.4% |
| COST | COSTCO WHOLESALE CORPORATION | 3354 | $3.1M | 0.35% | -0.4% |
| AXP | AMERICAN EXPRESS CO | 3311 | $1.1M | 0.13% | -3.6% |
| SGOV | ISHARES TR | 8570 | $863K | 0.10% | -13.6% |