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← Christopher Bloomstran

Christopher Bloomstran's 2026Q1 portfolio

Christopher Bloomstran (Semper Augustus) held 35 positions as of Mar 31, 2026, with the largest position at 14.5% of the portfolio. This is the latest 13F filing on record.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2026Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2026 (35)

  1. 1BRK/BBerkshire Hathaway Inc-cl B
    % port
    14.5%
  2. 2BRK/ABerkshire Hathaway Inc-cl A
    % port
    9.9%
    -0.1pp vs prior Q
  3. 3DGDollar General Corp
    % port
    9.2%
    -4.9pp vs prior Q
  4. 4DECKDeckers Outdoor Corp
    % port
    7.9%
    +0.3pp vs prior Q
  5. 5ALKAlaska Air Group Inc
    % port
    7.4%
    +5.1pp vs prior Q
  6. 6OLNOlin Corp
    % port
    7.2%
    +2.5pp vs prior Q
  7. 7DLTRDollar Tree Inc
    % port
    6.7%
    -0.5pp vs prior Q
  8. 8NEMNewmont Corp
    % port
    6.2%
    -1.4pp vs prior Q
  9. 9KGCKinross Gold Corp
    % port
    5.5%
    -1.3pp vs prior Q
  10. 10FIVEFive Below
    % port
    5.3%
    -0.5pp vs prior Q
  11. 11SBUXStarbucks Corp
    % port
    2.7%
    +0.4pp vs prior Q
  12. 12DINOHF Sinclair Corp
    % port
    2.7%
    +0.8pp vs prior Q
  13. 13CMICummins Inc
    % port
    2.5%
    +0.2pp vs prior Q
  14. 14BLDRBuilders Firstsource Inc
    % port
    2.2%
  15. 15DISWalt Disney Co/the
    % port
    1.8%
    -0.2pp vs prior Q
  16. 16VLOValero Energy Corp
    % port
    1.3%
    -2.4pp vs prior Q
  17. 17XOMExxon Mobil Corp
    % port
    1.2%
    +0.4pp vs prior Q
  18. 18EQNREquinor Asa-spon Adr
    % port
    0.9%
    -0.7pp vs prior Q
  19. 19PSKYParamount Skydance CL B
    % port
    0.7%
    -0.3pp vs prior Q
  20. 20TRVTravelers Cos Inc/the
    % port
    0.7%
  21. 21MRKMerck & Co. Inc.
    % port
    0.6%
    +0.1pp vs prior Q
  22. 22COSTCostco Wholesale Corp
    % port
    0.4%
  23. 23GEGeneral Electric
    % port
    0.3%
  24. 24NXPINxp Semiconductors N V
    % port
    0.3%
  25. 25GLDMSpdr Gold Minishares Trust
    % port
    0.3%
  26. 26GEVGE Vernova Inc
    % port
    0.2%
  27. 27SMHISeacor Marine Holdings Inc
    % port
    0.2%
  28. 28CVXChevron Corp
    % port
    0.1%
  29. 29KOCoca-cola Co/the
    % port
    0.1%
  30. 30AAPLApple Inc
    % port
    0.1%
  31. 31AXPAmerican Express CO
    % port
    0.1%
  32. 32SGOVIshares 0-3 Month Treasury B
    % port
    0.1%
  33. 33PHYSSprott Physical Gold Trust
    % port
    0.1%
  34. 34GOOGAlphabet Inc-cl C
    % port
    0.1%
  35. 35SHELShell Plc-adr
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.