---
title: Christopher Bloomstran (Semper Augustus Investments Group LLC) — 13F holdings
canonical: https://sweetvaluelab.com/investors/christopher-bloomstran
cik: 0001115373
quarter: 2026-06-30
filed: 2026-08-14
---
# Christopher Bloomstran — Semper Augustus Investments Group LLC

Latest 13F for the quarter ended Jun 30, 2026, filed Aug 14, 2026: 50 positions worth $884.6M. Against the quarter ended Mar 31, 2026: 7 bought, 12 added to, 18 unchanged, 13 reduced, 1 sold. The top five are 52% of the portfolio, the top ten 79%; 36 of the positions have a research page on this site.

## Holdings

| Ticker | Issuer | Shares | Value | % of portfolio | Change this quarter |
| --- | --- | ---: | ---: | ---: | --- |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | 273,145 | $136.7M | 15.5% | added (+8%) |
| ALK | ALASKA AIR GROUP INC | 1,793,627 | $93.6M | 10.6% | added (+6%) |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | 120 | $89.9M | 10.2% | added (+3%) |
| DG | DOLLAR GEN CORP | 665,307 | $76.6M | 8.7% | added (+3%) |
| DECK | DECKERS OUTDOOR CORP | 670,199 | $66.5M | 7.5% | added (+1%) |
| DLTR | DOLLAR TREE INC | 530,113 | $64.1M | 7.2% | added (+3%) |
| BLDR | BUILDERS FIRSTSOURCE INC | 553,722 | $49.5M | 5.6% | added (+143%) |
| OLN | OLIN CORP | 2,153,826 | $42.7M | 4.8% | added (+6%) |
| NEM | NEWMONT CORP | 447,228 | $41.8M | 4.7% | reduced (-7%) |
| KGC | KINROSS GOLD CORP | 1,548,995 | $36.6M | 4.1% | added (+3%) |
| PAYX | PAYCHEX INC | 211,640 | $20.8M | 2.4% | bought |
| FIVE | FIVE BELOW INC | 105,657 | $19.0M | 2.1% | reduced (-45%) |
| SPGI | S&P GLOBAL INC | 45,989 | $18.7M | 2.1% | bought |
| DINO | HF SINCLAIR CORP | 252,187 | $17.6M | 2.0% | reduced (-30%) |
| DIS | DISNEY WALT CO | 160,653 | $15.5M | 1.7% | added (+5%) |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 377,991 | $14.6M | 1.7% | bought |
| VLO | VALERO ENERGY CORP | 37,893 | $9.9M | 1.1% | reduced (-14%) |
| CMI | CUMMINS INC | 12,972 | $9.3M | 1.0% | reduced (-67%) |
| XOM | EXXON MOBIL CORP | 57,176 | $7.8M | 0.9% | reduced (-1%) |
| PSKY | PARAMOUNT SKYDANCE CORP | 648,835 | $6.4M | 0.7% | reduced (-1%) |
| TRV | TRAVELERS COMPANIES INC | 19,100 | $6.3M | 0.7% | held (0%) |
| MRK | MERCK & CO INC | 44,633 | $5.7M | 0.6% | held (0%) |
| EQNR | EQUINOR ASA | 161,175 | $5.1M | 0.6% | reduced (-8%) |
| SBUX | STARBUCKS CORP | 45,761 | $4.7M | 0.5% | reduced (-82%) |
| GE | GE AEROSPACE | 9,352 | $3.5M | 0.4% | held (0%) |
| COST | COSTCO WHOLESALE CORPORATION | 3,354 | $3.1M | 0.4% | reduced (-0%) |
| GEV | GE VERNOVA INC | 1,994 | $2.3M | 0.3% | held (0%) |
| NXPI | NXP SEMICONDUCTORS N V | 7,662 | $2.2M | 0.2% | reduced (-41%) |
| GLDM | WORLD GOLD TR | 24,063 | $1.9M | 0.2% | added (+0%) |
| SMHI | SEACOR MARINE HLDGS INC | 208,175 | $1.6M | 0.2% | held (0%) |
| AAPL | APPLE INC | 4,640 | $1.3M | 0.2% | added (+12%) |
| KO | COCA COLA CO | 15,328 | $1.2M | 0.1% | held (0%) |
| AXP | AMERICAN EXPRESS CO | 3,311 | $1.1M | 0.1% | reduced (-4%) |
| CVX | CHEVRON CORPORATION | 6,063 | $1.0M | 0.1% | held (0%) |
| SGOV | ISHARES TR | 8,570 | $862,742 | 0.1% | reduced (-14%) |
| GOOG | ALPHABET INC | 2,432 | $859,299 | 0.1% | held (0%) |
| PHYS | SPROTT ASSET MANAGEMENT LP | 23,869 | $720,128 | 0.1% | held (0%) |
| SHEL | SHELL PLC | 4,968 | $385,219 | 0.0% | held (0%) |
| MA | MASTERCARD INCORPORATED | 658 | $338,038 | 0.0% | held (0%) |
| SYF | SYNCHRONY FINANCIAL | 4,437 | $337,434 | 0.0% | held (0%) |
| PM | PHILIP MORRIS INTL INC | 1,762 | $318,763 | 0.0% | held (0%) |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | 4,581 | $293,230 | 0.0% | held (0%) |
| GOOGL | ALPHABET INC | 700 | $250,159 | 0.0% | held (0%) |
| PSX | PHILLIPS 66 | 1,472 | $248,842 | 0.0% | held (0%) |
| MSFT | MICROSOFT CORP | 641 | $239,106 | 0.0% | bought |
| SIVR | ABRDN SILVER ETF TRUST | 4,245 | $238,654 | 0.0% | held (0%) |
| MCHP | MICROCHIP TECHNOLOGY INC. | 2,418 | $220,522 | 0.0% | bought |
| NFLX | NETFLIX INC. | 2,980 | $212,772 | 0.0% | held (0%) |
| SUNB | SUNBELT RENTALS HOLDINGS INC | 2,774 | $207,523 | 0.0% | bought |
| JNJ | JOHNSON & JOHNSON | 794 | $201,652 | 0.0% | bought |

## Largest moves this quarter

| Ticker | Issuer | Shares now | Shares before | Change | Bought / sold at reported prices | Value |
| --- | --- | ---: | ---: | --- | ---: | ---: |
| BLDR | BUILDERS FIRSTSOURCE INC | 553,722 | 228,210 | added (+143%) | +$29.1M | $49.5M |
| SBUX | STARBUCKS CORP | 45,761 | 251,300 | reduced (-82%) | −$21.0M | $4.7M |
| PAYX | PAYCHEX INC | 211,640 | 0 | bought | +$20.8M | $20.8M |
| CMI | CUMMINS INC | 12,972 | 39,530 | reduced (-67%) | −$18.9M | $9.3M |
| SPGI | S&P GLOBAL INC | 45,989 | 0 | bought | +$18.7M | $18.7M |
| FIVE | FIVE BELOW INC | 105,657 | 192,666 | reduced (-45%) | −$15.6M | $19.0M |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 377,991 | 0 | bought | +$14.6M | $14.6M |

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Source: https://sweetvaluelab.com/investors/christopher-bloomstran (SweetValueLab, free, no account). Holdings from SEC Form 13F-HR filings; tickers resolved from CUSIPs. Values as reported by the filer. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.