Christopher Bloomstran's portfolio
Semper Augustus · SEC CIK 1115373
Quality compounders, bought only when cheap.
This filing is 93 days old. Semper Augustus keeps roughly 98% of its positions in a typical quarter, so about 98% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 50 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $136.68M | 15.4% | |
| ALASKA AIR GROUP INC | ALK | $93.63M | 10.6% | |
| BERKSHIRE HATHAWAY INC DEL | BRK/A | $89.86M | 10.2% | |
| DOLLAR GEN CORP | DG | $76.58M | 8.7% | |
| DECKERS OUTDOOR CORP | DECK | $66.54M | 7.5% | |
| DOLLAR TREE INC | DLTR | $64.12M | 7.3% | |
| BUILDERS FIRSTSOURCE INC | BLDR | $49.55M | 5.6% | |
| OLIN CORP | OLN | $42.69M | 4.8% | |
| NEWMONT CORP | NEM | $41.77M | 4.7% | |
| KINROSS GOLD CORP | KGC | $36.59M | 4.1% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was BRK/B (shares up 8%), now $136.68M; the largest trim was NEM (shares down 7%); FLEXTRONICS INTL LTD no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q1 2026
- was $293.6K
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Christopher Bloomstran's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Semper Augustus are BRK/B (15.4% of the book), ALK (10.6% of the book), BRK/A (10.2% of the book).
How big is Semper Augustus's portfolio?
The latest 13F reports $884.60M across 50 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Christopher Bloomstran still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Semper Augustus's own filing history, the fund keeps roughly 98% of positions in a typical quarter, so at 93 days since the period end roughly 98% of this book is likely intact. The snapshot half-life for this fund is about 3650 days.
What did Christopher Bloomstran buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was BRK/B (shares up 8%), now $136.68M; the largest trim was NEM (shares down 7%); FLEXTRONICS INTL LTD no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Every 13F we hold, quarter by quarter
Each filing has its own page: the whole book as filed that quarter and what changed from the filing before.
Inside the app: the full book for Semper Augustus, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.