Christopher Bloomstran - Semper Augustus
Semper Augustus Investments Group · SEC Form 13F portfolio
- Period
- 2026-06-30
- Portfolio value
- $884.60M
- Holdings
- 50
- Top 10
- 78.9%
Latest reported holdings
| Holding | % of Portfolio | Value | Shares | Change |
|---|---|---|---|---|
BERKSHIRE HATHAWAY INC DEL · CL B NEW | 15.45% | $136.68M | 273.14K | +7.95% |
ALASKA AIR GROUP INC · COM | 10.58% | $93.63M | 1.79M | +5.81% |
BERKSHIRE HATHAWAY INC DEL · CL A | 10.16% | $89.86M | 120.00 | +3.45% |
DOLLAR GEN CORP · COM | 8.66% | $76.58M | 665.31K | +2.63% |
DECKERS OUTDOOR CORP · COM | 7.52% | $66.54M | 670.20K | +1.39% |
DOLLAR TREE INC · COM | 7.25% | $64.12M | 530.11K | +3.24% |
BUILDERS FIRSTSOURCE INC · COM | 5.60% | $49.55M | 553.72K | +142.64% |
OLIN CORP · COM PAR $1 | 4.83% | $42.69M | 2.15M | +6.14% |
NEWMONT CORP · COM | 4.72% | $41.77M | 447.23K | −6.66% |
KINROSS GOLD CORP · COM | 4.14% | $36.59M | 1.55M | +2.65% |
PAYCHEX INC · COM | 2.35% | $20.81M | 211.64K | New |
FIVE BELOW INC · COM | 2.15% | $19.00M | 105.66K | −45.16% |
S&P GLOBAL INC · COM | 2.12% | $18.73M | 45.99K | New |
HF SINCLAIR CORP · COM | 1.99% | $17.56M | 252.19K | −30.08% |
DISNEY WALT CO · COM | 1.75% | $15.46M | 160.65K | +5.29% |
COGNIZANT TECHNOLOGY SOLUTIO · CL A | 1.65% | $14.64M | 377.99K | New |
VALERO ENERGY CORP · COM | 1.12% | $9.87M | 37.89K | −13.99% |
CUMMINS INC · COM | 1.05% | $9.25M | 12.97K | −67.18% |
EXXON MOBIL CORP COM Ticker unresolved | 0.88% | $7.82M | 57.18K | −0.59% |
PARAMOUNT SKYDANCE CORP · COM CL B | 0.72% | $6.40M | 648.84K | −0.59% |
TRAVELERS COMPANIES INC · COM | 0.71% | $6.31M | 19.10K | Unchanged |
MERCK & CO INC · COM | 0.65% | $5.74M | 44.63K | Unchanged |
EQUINOR ASA · SPONSORED ADR | 0.57% | $5.06M | 161.18K | −8.40% |
STARBUCKS CORP · COM | 0.53% | $4.68M | 45.76K | −81.79% |
GE AEROSPACE · COM NEW | 0.40% | $3.50M | 9.35K | Unchanged |
COSTCO WHOLESALE CORPORATION · COM | 0.35% | $3.14M | 3.35K | −0.39% |
GE VERNOVA INC · COM | 0.26% | $2.34M | 1.99K | Unchanged |
NXP SEMICONDUCTORS N V · COM | 0.24% | $2.15M | 7.66K | −41.04% |
WORLD GOLD TR SPDR GLD MINIS No company page | 0.22% | $1.91M | 24.06K | +0.35% |
SEACOR MARINE HLDGS INC · COM | 0.18% | $1.59M | 208.18K | Unchanged |
APPLE INC · COM | 0.15% | $1.34M | 4.64K | +12.08% |
COCA COLA CO · COM | 0.14% | $1.25M | 15.33K | Unchanged |
AMERICAN EXPRESS CO · COM | 0.13% | $1.12M | 3.31K | −3.64% |
CHEVRON CORPORATION · COM | 0.11% | $1.01M | 6.06K | Unchanged |
ISHARES TR 0-3 MTH TREASURY No company page | 0.10% | $862.74K | 8.57K | New |
ALPHABET INC · CAP STK CL C | 0.10% | $859.30K | 2.43K | Unchanged |
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR No company page | 0.08% | $720.13K | 23.87K | Unchanged |
SHELL PLC · SPON ADS | 0.04% | $385.22K | 4.97K | Unchanged |
MASTERCARD INCORPORATED · CL A | 0.04% | $338.04K | 658.00 | Unchanged |
SYNCHRONY FINANCIAL · COM | 0.04% | $337.43K | 4.44K | Unchanged |
PHILIP MORRIS INTL INC · COM | 0.04% | $318.76K | 1.76K | Unchanged |
GE HEALTHCARE TECHNOLOGIES I · COMMON STOCK | 0.03% | $293.23K | 4.58K | Unchanged |
ALPHABET INC · CAP STK CL A | 0.03% | $250.16K | 700.00 | Unchanged |
PHILLIPS 66 · COM | 0.03% | $248.84K | 1.47K | Unchanged |
MICROSOFT CORP · COM | 0.03% | $239.11K | 641.00 | New |
ABRDN SILVER ETF TRUST PHYSCL SILVR SHS No company page | 0.03% | $238.65K | 4.25K | Unchanged |
MICROCHIP TECHNOLOGY INC. · COM | 0.02% | $220.52K | 2.42K | New |
NETFLIX INC. · COM | 0.02% | $212.77K | 2.98K | Unchanged |
SUNBELT RENTALS HOLDINGS INC · SHS | 0.02% | $207.52K | 2.77K | New |
JOHNSON & JOHNSON · COM | 0.02% | $201.65K | 794.00 | New |