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Semper Augustus Investments Group 13F holdings, Q2 2026
Semper Augustus Investments Group (investment firm led by Christopher Bloomstran) reported 50 US-listed positions worth $884.6M in its
Form 13F for the quarter ended June 30, 2026, filed with the SEC on August 14, 2026.
Compared with Q1 2026, the filing shows 7 new positions, 11 increased, 10 reduced, and 1 exited.
Reported value$884.6M
Positions50
New / exited7 / 1
Quarter endedQ2 2026
Largest holdings
| Company | Value | Weight | Shares |
|---|
| Berkshire Hathaway Inc Del (Class B) | $136.7M | 15.5% | 273,145 |
| Alaska Air Group Inc | $93.6M | 10.6% | 1,793,627 |
| Berkshire Hathaway Inc Del (Class A) | $89.9M | 10.2% | 120 |
| Dollar Gen Corp | $76.6M | 8.7% | 665,307 |
| Deckers Outdoor Corp | $66.5M | 7.5% | 670,199 |
| Dollar Tree Inc | $64.1M | 7.2% | 530,113 |
| Builders Firstsource Inc | $49.5M | 5.6% | 553,722 |
| Olin Corp | $42.7M | 4.8% | 2,153,826 |
| Newmont Corp | $41.8M | 4.7% | 447,228 |
| Kinross Gold Corp | $36.6M | 4.1% | 1,548,995 |
| Paychex Inc | $20.8M | 2.4% | 211,640 |
| Five Below Inc | $19.0M | 2.1% | 105,657 |
| S&P Global Inc | $18.7M | 2.1% | 45,989 |
| Hf Sinclair Corp | $17.6M | 2.0% | 252,187 |
| Disney Walt Co | $15.5M | 1.7% | 160,653 |
| Cognizant Technology Solutio | $14.6M | 1.7% | 377,991 |
| Valero Energy Corp | $9.9M | 1.1% | 37,893 |
| Cummins Inc | $9.3M | 1.0% | 12,972 |
| Exxon Mobil Corp | $7.8M | 0.9% | 57,176 |
| Paramount Skydance Corp | $6.4M | 0.7% | 648,835 |
| Travelers Companies Inc | $6.3M | 0.7% | 19,100 |
| Merck & Co Inc | $5.7M | 0.6% | 44,633 |
| Equinor Asa | $5.1M | 0.6% | 161,175 |
| Starbucks Corp | $4.7M | 0.5% | 45,761 |
| Ge Aerospace | $3.5M | 0.4% | 9,352 |
New positions in Q2 2026
| Company | Value | Shares |
| Paychex Inc | $20.8M | 211,640 |
| S&P Global Inc | $18.7M | 45,989 |
| Cognizant Technology Solutio | $14.6M | 377,991 |
| Microsoft Corp | $239,106 | 641 |
| Microchip Technology Inc. | $220,522 | 2,418 |
| Sunbelt Rentals Holdings Inc | $207,523 | 2,774 |
| Johnson & Johnson | $201,652 | 794 |
Positions increased
| Company | Value | Share change | Shares |
| Berkshire Hathaway Inc Del (Class B) | $136.7M | +8% | 273,145 |
| Alaska Air Group Inc | $93.6M | +6% | 1,793,627 |
| Berkshire Hathaway Inc Del (Class A) | $89.9M | +3% | 120 |
| Dollar Gen Corp | $76.6M | +3% | 665,307 |
| Deckers Outdoor Corp | $66.5M | +1% | 670,199 |
| Dollar Tree Inc | $64.1M | +3% | 530,113 |
| Builders Firstsource Inc | $49.5M | +143% | 553,722 |
| Olin Corp | $42.7M | +6% | 2,153,826 |
| Kinross Gold Corp | $36.6M | +3% | 1,548,995 |
| Disney Walt Co | $15.5M | +5% | 160,653 |
| Apple Inc | $1.3M | +12% | 4,640 |
Positions reduced
| Company | Value | Share change | Shares |
| Newmont Corp | $41.8M | -7% | 447,228 |
| Five Below Inc | $19.0M | -45% | 105,657 |
| Hf Sinclair Corp | $17.6M | -30% | 252,187 |
| Valero Energy Corp | $9.9M | -14% | 37,893 |
| Cummins Inc | $9.3M | -67% | 12,972 |
| Equinor Asa | $5.1M | -8% | 161,175 |
| Starbucks Corp | $4.7M | -82% | 45,761 |
| Nxp Semiconductors N V | $2.2M | -41% | 7,662 |
| American Express Co | $1.1M | -4% | 3,311 |
| Ishares TR | $862,742 | -14% | 8,570 |
Positions exited (held in Q1 2026)
| Company | Value in Q1 2026 | Shares |
| Flextronics Intl Ltd | $293,588 | 4,485 |
How to read this. A Form 13F lists long positions in US-listed securities at
quarter-end. It is filed up to 45 days later and does not show short positions, most derivatives, non-US holdings, cash, or
trades made after the quarter ended, so it is a historical snapshot—not a current portfolio. Values are as reported in the
filing. This page is not investment advice and does not suggest buying or selling any security.
Source: SEC EDGAR filing (Q2 2026), previous filing (Q1 2026). Updated 2026-11-11.
