Semper Augustus · portfolio as of Q2 2026, filed Aug 14, 2026
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
9 of 40 holdings are Undervalued or On Sale by our valuation (60% of the money).
On Sale: SYF.
Valued by PaybackPrice; holdings from SEC 13F filings as of Jun 30, 2026. 10 not valued.
Christopher Bloomstran's portfolio holds 50 stocks worth $884.6M at the end of Q2 2026. The largest positions are BRK-B, ALK, BRK-A, DG and DECK.
In Q2 2026, Christopher Bloomstran opened 7 new positions (CTSH, JNJ, MSFT, MCHP, PAYX, SPGI and SUNB) and added to AAPL and BLDR.
In Q2 2026, Christopher Bloomstran sold out of FLEX and trimmed CMI, FIVE, DINO, SGOV, SBUX, VLO and NXPI.
BRK-B, ALK, BRK-A, DECK, DLTR, KGC, PAYX, TRV and SYF are Undervalued or On Sale by our valuation.
Latest 13F filing: Q2 2026 (filed Aug 14, 2026). No newer filing yet.
From SEC Form 13F-HR — up to 45 days old at time of filing. Not a recommendation to buy or sell. Analyze any of these free →