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Semper Augustus (Chris Bloomstran) 13F holdings — 2026-06-30

Filed by SEMPER AUGUSTUS INVESTMENTS GROUP LLC on 2026-08-14 for the quarter ending 2026-06-30, compared with the quarter ending 2026-03-31. Original filing.

50positions
$884.6Mreported value
7new positions
1positions sold out

Holdings

IssuerClassSharesValue% of 13FChange
BERKSHIRE HATHAWAY INC DELCL B NEW273,145$136.7M15.45%Added 8%
ALASKA AIR GROUP INCCOM1,793,627$93.6M10.58%Added 6%
BERKSHIRE HATHAWAY INC DELCL A120$89.9M10.16%Added 3%
DOLLAR GEN CORPCOM665,307$76.6M8.66%Added 3%
DECKERS OUTDOOR CORPCOM670,199$66.5M7.52%Added 1%
DOLLAR TREE INCCOM530,113$64.1M7.25%Added 3%
BUILDERS FIRSTSOURCE INCCOM553,722$49.5M5.6%Added 143%
OLIN CORPCOM PAR $12,153,826$42.7M4.83%Added 6%
NEWMONT CORPCOM447,228$41.8M4.72%Reduced 7%
KINROSS GOLD CORPCOM1,548,995$36.6M4.14%Added 3%
PAYCHEX INCCOM211,640$20.8M2.35%New position
FIVE BELOW INCCOM105,657$19.0M2.15%Reduced 45%
S&P GLOBAL INCCOM45,989$18.7M2.12%New position
HF SINCLAIR CORPCOM252,187$17.6M1.99%Reduced 30%
DISNEY WALT COCOM160,653$15.5M1.75%Added 5%
COGNIZANT TECHNOLOGY SOLUTIOCL A377,991$14.6M1.65%New position
VALERO ENERGY CORPCOM37,893$9.9M1.12%Reduced 14%
CUMMINS INCCOM12,972$9.3M1.05%Reduced 67%
EXXON MOBIL CORPCOM57,176$7.8M0.88%Reduced 1%
PARAMOUNT SKYDANCE CORPCOM CL B648,835$6.4M0.72%Reduced 1%
TRAVELERS COMPANIES INCCOM19,100$6.3M0.71%No change
MERCK & CO INCCOM44,633$5.7M0.65%No change
EQUINOR ASASPONSORED ADR161,175$5.1M0.57%Reduced 8%
STARBUCKS CORPCOM45,761$4.7M0.53%Reduced 82%
GE AEROSPACECOM NEW9,352$3.5M0.4%No change
COSTCO WHOLESALE CORPORATIONCOM3,354$3.1M0.35%No change
GE VERNOVA INCCOM1,994$2.3M0.26%No change
NXP SEMICONDUCTORS N VCOM7,662$2.2M0.24%Reduced 41%
WORLD GOLD TRSPDR GLD MINIS24,063$1.9M0.22%No change
SEACOR MARINE HLDGS INCCOM208,175$1.6M0.18%No change
APPLE INCCOM4,640$1.3M0.15%Added 12%
COCA COLA COCOM15,328$1.2M0.14%No change
AMERICAN EXPRESS COCOM3,311$1.1M0.13%Reduced 4%
CHEVRON CORPORATIONCOM6,063$1.0M0.11%No change
ISHARES TR0-3 MTH TREASURY8,570$862.7K0.1%Reduced 14%
ALPHABET INCCAP STK CL C2,432$859.3K0.1%No change
SPROTT ASSET MANAGEMENT LPPHYSICAL GOLD TR23,869$720.1K0.08%No change
SHELL PLCSPON ADS4,968$385.2K0.04%No change
MASTERCARD INCORPORATEDCL A658$338.0K0.04%No change
SYNCHRONY FINANCIALCOM4,437$337.4K0.04%No change
PHILIP MORRIS INTL INCCOM1,762$318.8K0.04%No change
GE HEALTHCARE TECHNOLOGIES ICOMMON STOCK4,581$293.2K0.03%No change
ALPHABET INCCAP STK CL A700$250.2K0.03%No change
PHILLIPS 66COM1,472$248.8K0.03%No change
MICROSOFT CORPCOM641$239.1K0.03%New position
ABRDN SILVER ETF TRUSTPHYSCL SILVR SHS4,245$238.7K0.03%No change
MICROCHIP TECHNOLOGY INC.COM2,418$220.5K0.02%New position
NETFLIX INC.COM2,980$212.8K0.02%No change
SUNBELT RENTALS HOLDINGS INCSHS2,774$207.5K0.02%New position
JOHNSON & JOHNSONCOM794$201.7K0.02%New position

Sold out since prior quarter

IssuerShares in prior quarterPrior value
FLEXTRONICS INTL LTD4,485$293.6K

Options (puts/calls) are omitted. Values are as reported by the filer at quarter end. A 13F shows only certain U.S.-listed long positions and may be filed up to 45 days after the quarter ends, so it may not reflect current holdings.