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Christopher Bloomstran

Semper Augustus · portfolio as of 2026-06-30

This quarter's moves · vs 2026-03-31

Full portfolio

BRK-BBerkshire Hathaway Inc.

273,145 shares · $136,679,027

15.5%
ALKAlaska Air Group, Inc.

1,793,627 shares · $93,627,329

10.6%
BRK-ABerkshire Hathaway Inc.

120 shares · $89,862,000

10.2%
DGDollar General Corporation

665,307 shares · $76,583,445

8.7%
DECKDeckers Outdoor Corporation

670,199 shares · $66,544,059

7.5%
DLTRDollar Tree, Inc.

530,113 shares · $64,117,167

7.2%
BLDRBuilders FirstSource, Inc.

553,722 shares · $49,547,045

5.6%
OLNOlin Corporation

2,153,826 shares · $42,688,822

4.8%
NEMNewmont Corporation

447,228 shares · $41,771,064

4.7%
KGCKinross Gold Corporation

1,548,995 shares · $36,587,262

4.1%
PAYXPaychex, Inc.

211,640 shares · $20,810,577

2.4%
FIVEFive Below, Inc.

105,657 shares · $18,996,072

2.1%
SPGIS&P Global Inc.

45,989 shares · $18,729,480

2.1%
DINOHF Sinclair Corporation

252,187 shares · $17,564,807

2.0%
DISThe Walt Disney Company

160,653 shares · $15,462,848

1.7%
CTSHCognizant Technology Solutions Corporation

377,991 shares · $14,639,591

1.7%
VLOValero Energy Corporation

37,893 shares · $9,868,963

1.1%
CMICummins Inc.

12,972 shares · $9,251,760

1.0%
XONA.DEExxon Mobil Corporation

57,176 shares · $7,817,103

0.9%
PSKYParamount Skydance Corporation Class B Common Stock

648,835 shares · $6,397,512

0.7%
TRVThe Travelers Companies, Inc.

19,100 shares · $6,305,292

0.7%
MRKMerck & Co., Inc.

44,633 shares · $5,735,341

0.6%
EQNREquinor ASA

161,175 shares · $5,060,895

0.6%
SBUXStarbucks Corporation

45,761 shares · $4,676,339

0.5%
GEGE Aerospace

9,352 shares · $3,495,123

0.4%
COSTCostco Wholesale Corporation

3,354 shares · $3,137,566

0.4%
GEVGE Vernova Inc.

1,994 shares · $2,342,671

0.3%
NXPINXP Semiconductors N.V.

7,662 shares · $2,153,252

0.2%
GLDMSPDR Gold MiniShares Trust

24,063 shares · $1,911,083

0.2%
SMHISEACOR Marine Holdings Inc.

208,175 shares · $1,592,539

0.2%
AAPLApple Inc.

4,640 shares · $1,342,630

0.2%
KOThe Coca-Cola Company

15,328 shares · $1,245,707

0.1%
AXPAmerican Express Company

3,311 shares · $1,119,946

0.1%
CVXChevron Corporation

6,063 shares · $1,005,003

0.1%
SGOViShares 0-3 Month Treasury Bond ETF

8,570 shares · $862,742

0.1%
GOOGAlphabet Inc.

2,432 shares · $859,299

0.1%
PHYSSprott Physical Gold Trust

23,869 shares · $720,128

0.1%
SHELShell plc

4,968 shares · $385,219

0.0%
MAMastercard Incorporated

658 shares · $338,038

0.0%
SYFSynchrony Financial

4,437 shares · $337,434

0.0%
PMPhilip Morris International Inc.

1,762 shares · $318,763

0.0%
GEHCGE HealthCare Technologies Inc.

4,581 shares · $293,230

0.0%
GOOGLAlphabet Inc.

700 shares · $250,159

0.0%
PSXPhillips 66

1,472 shares · $248,842

0.0%
MSFTMicrosoft Corporation

641 shares · $239,106

0.0%
SIVRabrdn Physical Silver Shares ETF

4,245 shares · $238,654

0.0%
MCHPMicrochip Technology Incorporated

2,418 shares · $220,522

0.0%
NFLXNetflix, Inc.

2,980 shares · $212,772

0.0%
SUNBSunbelt Rentals Holdings Inc

2,774 shares · $207,523

0.0%
JNJJohnson & Johnson

794 shares · $201,652

0.0%

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 →