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Focused investors/Christopher Bloomstran

Christopher Bloomstran - Semper Augustus

As of Q2 2026, Christopher Bloomstran reported 50 long-equity positions worth $884.6M in aggregate.

Copy-investor backtest

Latest quarter
+8.21%
1-year
+25.49%
3-year
+82.85%
5-year
+103.77%
3-year vs S&P 500
+9.61%
5-year vs S&P 500
+30.09%
5-year top 5
+115.02%

Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.

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Updated 2026-08-14 from SEC 13F data.

Live quotes available for 50 of 51 rows. Rows without a quote are marked unavailable.

1BRK-BBERKSHIRE HATHAWAY INC DEL15.45%Add +8.0%273,145$136.68M$500.3952w: $455.19 - $516.85; reported $500.39
2ALKALASKA AIR GROUP INC10.58%Add +5.8%1,793,627$93.63M$52.2052w: $33.03 - $65.88; reported $52.20
3BRK-ABERKSHIRE HATHAWAY INC DEL10.16%Add +3.5%120$89.86M$748850.0052w: $685150.00 - $775000.00; reported $748850.00
4DGDOLLAR GEN CORP8.66%Add +2.6%665,307$76.58M$115.1152w: $95.11 - $158.23; reported $115.11
5DECKDECKERS OUTDOOR CORP7.52%Add +1.4%670,199$66.54M$99.2952w: $78.91 - $126.50; reported $99.29
6DLTRDOLLAR TREE INC7.25%Add +3.2%530,113$64.12M$120.9552w: $84.71 - $142.40; reported $120.95
7BLDRBUILDERS FIRSTSOURCE INC5.60%Add +142.6%553,722$49.55M$89.4852w: $65.10 - $151.03; reported $89.48
8OLNOLIN CORP4.83%Add +6.1%2,153,826$42.69M$19.8252w: $18.08 - $30.46; reported $19.82
9NEMNEWMONT CORP4.72%Reduce -6.7%447,228$41.77M$93.4052w: $55.37 - $134.88; reported $93.40
10KGCKINROSS GOLD CORP4.14%Add +2.6%1,548,995$36.59M$23.6252w: $15.04 - $39.11; reported $23.62
11PAYXPAYCHEX INC2.35%New211,640$20.81M$98.3352w: $85.45 - $148.76; reported $98.33
12FIVEFIVE BELOW INC2.15%Reduce -45.2%105,657$19M$179.7952w: $126.10 - $251.63; reported $179.79
13SPGIS&P GLOBAL INC2.12%New45,989$18.73M$407.2652w: $381.61 - $579.05; reported $407.26
14DINOHF SINCLAIR CORP1.99%Reduce -30.1%252,187$17.56M$69.6552w: $40.68 - $74.73; reported $69.65
15DISDISNEY WALT CO1.75%Add +5.3%160,653$15.46M$96.2552w: $92.19 - $124.61; reported $96.25
16CTSHCOGNIZANT TECHNOLOGY SOLUTIO1.65%New377,991$14.64M$38.7352w: $37.08 - $87.03; reported $38.73
17VLOVALERO ENERGY CORP1.12%Reduce -14.0%37,893$9.87M$260.4452w: $130.78 - $272.17; reported $260.44
18CMICUMMINS INC1.05%Reduce -67.2%12,972$9.25M$713.2152w: $325.00 - $737.10; reported $713.21
19XOMEXXON MOBIL CORP0.88%Reduce -0.6%57,176$7.82M$136.7252w: $105.53 - $176.41; reported $136.72
20PSKYPARAMOUNT SKYDANCE CORP0.72%Reduce -0.6%648,835$6.4M$9.8652w: $8.62 - $20.86; reported $9.86
21TRVTRAVELERS COMPANIES INC0.71%-19,100$6.31M$330.1252w: $249.19 - $334.13; reported $330.12
22MRKMERCK & CO INC0.65%-44,633$5.74M$128.5052w: $76.66 - $130.29; reported $128.50
23EQNREQUINOR ASA0.57%Reduce -8.4%161,175$5.06M$31.4052w: $22.26 - $43.46; reported $31.40
24SBUXSTARBUCKS CORP0.53%Reduce -81.8%45,761$4.68M$102.1952w: $77.99 - $108.88; reported $102.19
25GEGE AEROSPACE0.40%-9,352$3.5M$373.7352w: $243.34 - $379.67; reported $373.73
26COSTCOSTCO WHOLESALE CORPORATION0.35%Reduce -0.4%3,354$3.14M$935.4752w: $844.06 - $1096.50; reported $935.47
27GEVGE VERNOVA INC0.26%-1,994$2.34M$1174.8652w: $482.20 - $1181.95; reported $1174.86
28NXPINXP SEMICONDUCTORS N V0.24%Reduce -41.0%7,662$2.15M$281.0352w: $183.00 - $339.95; reported $281.03
29GLDMWORLD GOLD TR0.22%Add +0.3%24,063$1.91M$79.4252w: $64.71 - $109.74; reported $79.42
30SMHISEACOR MARINE HLDGS INC0.18%-208,175$1.59M$7.6552w: $4.70 - $8.17; reported $7.65
31AAPLAPPLE INC0.15%Add +12.1%4,640$1.34M$289.3652w: $201.50 - $316.94; reported $289.36
32KOCOCA COLA CO0.14%-15,328$1.25M$81.2752w: $65.35 - $84.04; reported $81.27
33AXPAMERICAN EXPRESS CO0.13%Reduce -3.6%3,311$1.12M$338.2552w: $288.34 - $387.49; reported $338.25
34CVXCHEVRON CORPORATION0.11%-6,063$1.01M$165.7652w: $142.51 - $214.71; reported $165.76
35SGOVISHARES TR0.10%Reduce -13.6%8,570$862.74K$100.6752w: $100.27 - $100.74; reported $100.67
36GOOGALPHABET INC0.10%-2,432$859.3K$353.3352w: $173.88 - $404.47; reported $353.33
37PHYSSPROTT ASSET MANAGEMENT LP0.08%-23,869$720.13K$30.1752w: $25.00 - $42.07; reported $30.17
38SHELSHELL PLC0.04%-4,968$385.22K$77.5452w: $68.63 - $94.90; reported $77.54
39MAMASTERCARD INCORPORATED0.04%-658$338.04K$513.7452w: $464.52 - $601.77; reported $513.74
40SYFSYNCHRONY FINANCIAL0.04%-4,437$337.43K$76.0552w: $63.08 - $88.77; reported $76.05
41PMPHILIP MORRIS INTL INC0.04%-1,762$318.76K$180.9152w: $142.11 - $193.05; reported $180.91
42GEHCGE HEALTHCARE TECHNOLOGIES I0.03%-4,581$293.23K$64.0152w: $58.75 - $89.77; reported $64.01
43GOOGLALPHABET INC0.03%-700$250.16K$357.3752w: $172.77 - $408.61; reported $357.37
44PSXPHILLIPS 660.03%-1,472$248.84K$169.0552w: $118.07 - $190.61; reported $169.05
45MSFTMICROSOFT CORP0.03%New641$239.11K$373.0252w: $349.20 - $555.45; reported $373.02
46SIVRABRDN SILVER ETF TRUST0.03%-4,245$238.65K$56.2252w: $34.32 - $115.26; reported $56.22
47MCHPMICROCHIP TECHNOLOGY INC.0.02%New2,418$220.52K$91.2052w: $48.52 - $105.91; reported $91.20
48NFLXNETFLIX INC.0.02%-2,980$212.77K$71.4052w: $70.86 - $133.88; reported $71.40
49SUNBSUNBELT RENTALS HOLDINGS INC0.02%New2,774$207.52K$74.8152w: $61.03 - $85.94; reported $74.81
50JNJJOHNSON & JOHNSON0.02%New794$201.65K$253.9752w: $152.81 - $259.88; reported $253.97
51FLEXFLEXTRONICS INTL LTD-Sold0$0No quoteNo quote