Christopher Bloomstran - Semper Augustus
As of Q1 2026, this manager reported 44 long-equity positions worth $837.34M in aggregate.
As of Q1 2026, Christopher Bloomstran's Semper Augustus held 44 long-equity positions with a reported value of $837.34M.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| ALK | ALASKA AIR GROUP INC | Add +314.2% | 7.45% | 1,695,062 | $62.34M | $36.78 | $33.03 - $60.63(14%)$51.52 -> $36.78 |
| SGOV | ISHARES TR | Add +180.0% | 0.12% | 9,916 | $998.15K | $100.66 | $100.37 - $100.68(94%)$100.41 -> $100.66 |
| DIS | DISNEY WALT CO | Add +4.7% | 1.76% | 152,583 | $14.71M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| OLN | OLIN CORP | Add +4.4% | 7.21% | 2,029,319 | $60.33M | $29.73 | $19.71 - $30.46(93%)$21.55 -> $29.73 |
| SBUX | STARBUCKS CORP | Add +4.1% | 2.69% | 251,300 | $22.51M | $89.59 | $83.02 - $104.82(30%)$83.97 -> $89.59 |
| DECK | DECKERS OUTDOOR CORP | Add +3.3% | 7.90% | 661,029 | $66.16M | $100.09 | $92.56 - $122.29(25%)$106.79 -> $100.09 |
| BLDR | BUILDERS FIRSTSOURCE INC | New | 2.24% | 228,210 | $18.79M | $82.33 | $78.55 - $131.50(7%)$104.63 -> $82.33 |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | Add +1.5% | 14.48% | 253,025 | $121.25M | $479.20 | $467.21 - $512.13(27%)$496.85 -> $479.20 |
| GOOG | ALPHABET INC | New | 0.08% | 2,432 | $697.64K | $286.86 | $271.54 - $350.15(19%)$315.32 -> $286.86 |
| MA | MASTERCARD INCORPORATED | New | 0.04% | 658 | $328.85K | $499.78 | $480.50 - $589.67(18%)$563.13 -> $499.66 |
| PM | PHILIP MORRIS INTL INC | New | 0.03% | 1,762 | $291.33K | $165.34 | $153.71 - $191.30(31%)$160.30 -> $165.34 |
| NFLX | NETFLIX INC. | New | 0.03% | 2,980 | $286.53K | $96.15 | $75.01 - $100.19(84%)$90.99 -> $96.15 |
| PSX | PHILLIPS 66 | New | 0.03% | 1,472 | $268.17K | $182.18 | $128.73 - $190.61(86%)$130.57 -> $182.18 |
| DINO | HF SINCLAIR CORP | Add +0.6% | 2.69% | 360,678 | $22.5M | $62.39 | $45.98 - $64.70(88%)$46.85 -> $62.39 |
| MRK | MERCK & CO INC | Add +0.4% | 0.64% | 44,633 | $5.37M | $120.29 | $104.43 - $125.14(77%)$106.45 -> $120.29 |
| DLTR | DOLLAR TREE INC | Add +0.2% | 6.72% | 513,485 | $56.23M | $109.51 | $103.00 - $142.40(17%)$127.70 -> $109.51 |