Christopher Bloomstran
Semper Augustus · SEC CIK 1115373
Quality compounders, bought only when cheap.
Q1 2026
Latest 13F
$837.34M
Filed US book
44
Positions
Largest holdings, as filed
Top 15 of 44 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $121.25M | 14.5% |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $83.30M | 9.9% |
| DOLLAR GEN CORP | DG | $76.96M | 9.2% |
| DECKERS OUTDOOR CORP | DECK | $66.16M | 7.9% |
| ALASKA AIR GROUP INC | ALK | $62.34M | 7.5% |
| OLIN CORP | OLN | $60.33M | 7.2% |
| DOLLAR TREE INC | DLTR | $56.23M | 6.7% |
| NEWMONT CORP | NEM | $51.87M | 6.2% |
| KINROSS GOLD CORP | KGC | $46.05M | 5.5% |
| FIVE BELOW INC | FIVE | $44.02M | 5.3% |
| STARBUCKS CORP | SBUX | $22.51M | 2.7% |
| HF SINCLAIR CORP | DINO | $22.50M | 2.7% |
| CUMMINS INC | CMI | $21.27M | 2.5% |
| BUILDERS FIRSTSOURCE INC | BLDR | $18.79M | 2.2% |
| DISNEY WALT CO | DIS | $14.71M | 1.8% |
Inside the app: the full book for Semper Augustus, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.