Great investors · Chris Bloomstran · Q2 2026
What Chris Bloomstran bought and sold in Q2 2026
Semper Augustus 13F portfolio as of Jun 30, 2026: 50 positions worth $885M. Largest: BRK/B, ALK, DG, DECK. Filed with the SEC on Aug 14, 2026.
The 13F is filed by Semper Augustus, not by Chris Bloomstran personally: these are the whole firm's positions. A “position” is a distinct security in the filing (by CUSIP); share classes of the same company are shown added together.
Buys in Q2 2026
- IncreasedBuilders FirstsourceBLDR+3.3 pp
- NewPaychexPAYX+2.4 pp
- NewS&P GlobalSPGI+2.1 pp
- NewCognizant Technology SolutionsCTSH+1.7 pp
- IncreasedBerkshire HathawayBRK/B+1.1 pp
- IncreasedAlaska Air GroupALK+0.6 pp
Sells in Q2 2026
- ReducedStarbucksSBUX−2.4 pp
- ReducedCumminsCMI−2.1 pp
- ReducedFive BelowFIVE−1.8 pp
- ReducedHF SinclairDINO−0.9 pp
10 companies with material moves, out of 29 positions with a change. Only moves of 0.5 points of the portfolio or more are listed, measured as “traded weight” (what was bought or sold, excluding price effects). Smaller changes exist and are not listed: a position may have gone up or down without appearing above.
The full 13F, line by line
Semper Augustus's Q2 2026 13F lists 50 lines of US-listed securities worth $885M; the largest is BRK/B at 15.5% of the portfolio. It was accepted by the SEC on Aug 14, 2026 at 4:37 PM ET.
Against the previous quarter, it opened 7 positions (PAYX, SPGI, CTSH and MSFT and 3 more), closed 1 (FLEX), added to 11 (BLDR, BRK/B, ALK and BRK/A and 7 more) and trimmed 10 (FIVE, CMI, DINO and SBUX and 6 more). 22 lines show the same number of shares.
| # | Company | Shares | Value | Weight | Change in shares |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway BRK/B | 273,145 | $137M | 15.5% | +8% |
| 2 | Alaska Air Group ALK | 1.8 M | $93.6M | 10.6% | +5.8% |
| 3 | Berkshire Hathaway BRK/A | 120 | $89.9M | 10.2% | +3.4% |
| 4 | Dollar General DG | 665,307 | $76.6M | 8.66% | +2.6% |
| 5 | Deckers Outdoor DECK | 670,199 | $66.5M | 7.52% | +1.4% |
| 6 | Dollar Tree DLTR | 530,113 | $64.1M | 7.25% | +3.2% |
| 7 | Builders Firstsource BLDR | 553,722 | $49.5M | 5.60% | +143% |
| 8 | Olin OLN | 2.2 M | $42.7M | 4.83% | +6.1% |
| 9 | Newmont NEM | 447,228 | $41.8M | 4.72% | −6.7% |
| 10 | Kinross Gold KGC | 1.5 M | $36.6M | 4.14% | +2.7% |
| 11 | Paychex PAYX | 211,640 | $20.8M | 2.35% | new |
| 12 | Five Below FIVE | 105,657 | $19.0M | 2.15% | −45% |
| 13 | S&P Global SPGI | 45,989 | $18.7M | 2.12% | new |
| 14 | HF Sinclair DINO | 252,187 | $17.6M | 1.99% | −30% |
| 15 | Walt Disney DIS | 160,653 | $15.5M | 1.75% | +5.3% |
| 16 | Cognizant Technology Solutions CTSH | 377,991 | $14.6M | 1.65% | new |
| 17 | Valero Energy VLO | 37,893 | $9.9M | 1.12% | −14% |
| 18 | Cummins CMI | 12,972 | $9.3M | 1.05% | −67% |
| 19 | Exxon Mobil XOM | 57,176 | $7.8M | 0.88% | no change |
| 20 | Skydance PSKY | 648,835 | $6.4M | 0.72% | no change |
| 21 | Travelers Companies TRV | 19,100 | $6.3M | 0.71% | no change |
| 22 | Merck MRK | 44,633 | $5.7M | 0.65% | no change |
| 23 | Equinor ASA EQNR | 161,175 | $5.1M | 0.57% | −8.4% |
| 24 | Starbucks SBUX | 45,761 | $4.7M | 0.53% | −82% |
| 25 | GE Aerospace GE | 9,352 | $3.5M | 0.40% | no change |
| 26 | Costco Wholesale COST | 3,354 | $3.1M | 0.35% | no change |
| 27 | GE Vernova GEV | 1,994 | $2.3M | 0.26% | no change |
| 28 | NXP Semiconductors NXPI | 7,662 | $2.2M | 0.24% | −41% |
| 29 | SPDR Gold Minishares Trust ETF GLDM | 24,063 | $1.9M | 0.22% | no change |
| 30 | SEACOR Marine Holdings SMHI | 208,175 | $1.6M | 0.18% | no change |
| 31 | Apple AAPL | 4,640 | $1.3M | 0.15% | +12% |
| 32 | Coca-Cola KO | 15,328 | $1.2M | 0.14% | no change |
| 33 | American Express AXP | 3,311 | $1.1M | 0.13% | −3.6% |
| 34 | Chevron CVX | 6,063 | $1.0M | 0.11% | no change |
| 35 | iShares 0-3 Month Treasury B ETF SGOV | 8,570 | $863K | 0.10% | −14% |
| 36 | Alphabet GOOG | 2,432 | $859K | 0.10% | no change |
| 37 | Sprott Asset Management PHYS | 23,869 | $720K | 0.08% | no change |
| 38 | Shell SHEL | 4,968 | $385K | 0.04% | no change |
| 39 | Mastercard MA | 658 | $338K | 0.04% | no change |
| 40 | Synchrony Financial SYF | 4,437 | $337K | 0.04% | no change |
| 41 | Philip Morris International PM | 1,762 | $319K | 0.04% | no change |
| 42 | GE Healthcare Technologies GEHC | 4,581 | $293K | 0.03% | no change |
| 43 | Alphabet GOOGL | 700 | $250K | 0.03% | no change |
| 44 | Phillips 66 PSX | 1,472 | $249K | 0.03% | no change |
| 45 | Microsoft MSFT | 641 | $239K | 0.03% | new |
| 46 | Abrdn Silver ETF Trust SIVR | 4,245 | $239K | 0.03% | no change |
| 47 | Microchip Technology MCHP | 2,418 | $221K | 0.02% | new |
| 48 | Netflix NFLX | 2,980 | $213K | 0.02% | no change |
| 49 | Sunbelt Rentals Holdings SUNB | 2,774 | $208K | 0.02% | new |
| 50 | Johnson & Johnson JNJ | 794 | $202K | 0.02% | new |
Positions it closed (1)
- FLEX FLEXwas 0.04% · 4,485 shares
One row per line of the filing (by CUSIP): share classes of the same company are listed separately here. “Change in shares” compares the count with the previous quarter, split-adjusted; the value is the one reported in the 13F at quarter end, not today's price.
Original documents: Semper Augustus's 13F filings on EDGAR (SEC) ↗
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Source: 13F filings with the SEC. A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions. Not investment advice.