What Christopher Bloomstran bought and sold in Q1 2026

In Q1 2026, Christopher Bloomstran (Semper Augustus) opened 6 new positions — including BLDR (2.2%), GOOG (0.1%), MA (<0.1%), added to 2, trimmed 6, exited 1 (OVV). The book stood at $837M across 44 positions, filed May 15, 2026.

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.