Superinvestors / Semper Augustus Investments Group

Chris Bloomstran

Semper Augustus Investments Group

Concentrated quality value

$884.60M Portfolio value
50 positions · as of 2026-06-30 · filed 2026-08-14

This quarter

7 new1 exited12 added13 trimmed

Positions held steady are not reported as moves, so they are absent from these counts.

New: PAYX, SPGI, CTSH, MSFT, MCHP, SUNB, JNJ

Exited: FLEX

Added to: BLDR, BRK/B, ALK, BRK/A, OLN, DLTR, DG, KGC

Trimmed: SBUX, CMI, FIVE, DINO, NEM, VLO, NXPI, EQNR

Portfolio

By weight · every resolvable issuer links to its company page · tags are this quarter's reported move

TickerIssuer% of portfolioReported priceValueShares
BRK/BBERKSHIRE HATHAWAY INC DEL· CL B NEWINCREASED +8.0%15.45%$500.39$136.68M273.1K
ALKALASKA AIR GROUP INCINCREASED +5.8%10.58%$52.20$93.63M1.8M
BRK/ABERKSHIRE HATHAWAY INC DEL· CL AINCREASED +3.4%10.16%$748,850.00$89.86M120
DGDOLLAR GEN CORPINCREASED +2.6%8.66%$115.11$76.58M665.3K
DECKDECKERS OUTDOOR CORPINCREASED +1.4%7.52%$99.29$66.54M670.2K
DLTRDOLLAR TREE INCINCREASED +3.2%7.25%$120.95$64.12M530.1K
BLDRBUILDERS FIRSTSOURCE INCINCREASED +142.6%5.60%$89.48$49.55M553.7K
OLNOLIN CORP· COM PAR $1INCREASED +6.1%4.83%$19.82$42.69M2.2M
NEMNEWMONT CORPDECREASED -6.7%4.72%$93.40$41.77M447.2K
KGCKINROSS GOLD CORPINCREASED +2.7%4.14%$23.62$36.59M1.5M
Showing 10 of 50

Reported price is this manager's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what they paid. 13F reports no cost basis.

The top 10 positions are 78.9% of the reported portfolio, across 50 positions.

Values are as disclosed on this manager’s own 13F for its own quarter. 13F covers US-listed long equity only, so this is not the manager’s entire portfolio.

See more of Chris Bloomstran's portfolio

More of Chris Bloomstran's reported positions with their weights, and what they bought, sold and trimmed last quarter rather than the largest few — free with an account, no card required.

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