Semper Augustus portfolio — 13F holdings Q2 2026
Semper Augustus (Christopher Bloomstran) reported 48 long positions worth $884.6 million as of 2026-06-30. Top holdings: BERKSHIRE HATHAWAY INC, ALASKA AIR GROUP, INC., DOLLAR GENERAL CORP, DECKERS OUTDOOR CORP, DOLLAR TREE, INC.. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 226541027.00 USD | 25.61% | add | Original filing |
| ALASKA AIR GROUP, INC. | 2026-06-30 | 93627329.00 USD | 10.58% | add | Original filing |
| DOLLAR GENERAL CORP | 2026-06-30 | 76583445.00 USD | 8.66% | add | Original filing |
| DECKERS OUTDOOR CORP | 2026-06-30 | 66544059.00 USD | 7.52% | add | Original filing |
| DOLLAR TREE, INC. | 2026-06-30 | 64117167.00 USD | 7.25% | add | Original filing |
| Builders FirstSource, Inc. | 2026-06-30 | 49547045.00 USD | 5.60% | add | Original filing |
| OLIN Corp | 2026-06-30 | 42688822.00 USD | 4.83% | add | Original filing |
| NEWMONT Corp /DE/ | 2026-06-30 | 41771064.00 USD | 4.72% | reduce | Original filing |
| KINROSS GOLD CORP | 2026-06-30 | 36587262.00 USD | 4.14% | add | Original filing |
| PAYCHEX INC | 2026-06-30 | 20810577.00 USD | 2.35% | buy | Original filing |
| FIVE BELOW, INC | 2026-06-30 | 18996072.00 USD | 2.15% | reduce | Original filing |
| S&P Global Inc. | 2026-06-30 | 18729480.00 USD | 2.12% | buy | Original filing |
| HF Sinclair Corp | 2026-06-30 | 17564807.00 USD | 1.99% | reduce | Original filing |
| Walt Disney Co | 2026-06-30 | 15462848.00 USD | 1.75% | add | Original filing |
| COGNIZANT TECHNOLOGY SOLUTIONS CORP | 2026-06-30 | 14639591.00 USD | 1.65% | buy | Original filing |
| VALERO ENERGY CORP/TX | 2026-06-30 | 9868963.00 USD | 1.12% | reduce | Original filing |
| CUMMINS INC | 2026-06-30 | 9251760.00 USD | 1.05% | reduce | Original filing |
| EXXON MOBIL CORP | 2026-06-30 | 7817103.00 USD | 0.88% | reduce | Original filing |
| Paramount Skydance Corp | 2026-06-30 | 6397512.00 USD | 0.72% | reduce | Original filing |
| TRAVELERS COMPANIES, INC. | 2026-06-30 | 6305292.00 USD | 0.71% | hold | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-15 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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