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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 2026-06-06 from SEC 13F data.

Live quotes available for 22 of 28 rows. Rows without a quote are marked unavailable.

1BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 08467070221.06%Add +2.1%208,701$37.26MNo quoteNo quote
2BRK/ABERKSHIRE HATHAWAY INC DELCUSIP 08467010812.85%Add +1.2%85$22.72MNo quoteNo quote
3NEMNEWMONT CORP10.81%Reduce -0.8%309,595$19.11M$61.7452w: $33.00 - $69.13; reported $61.74
4SBUXSTARBUCKS CORP5.14%Add +0.9%123,647$9.1M$73.5952w: $50.02 - $94.13; reported $73.59
5KGCKINROSS GOLD CORP4.85%Reduce -1.1%1,187,953$8.58M$7.2252w: $2.72 - $7.67; reported $7.22
6DISDISNEY WALT CO4.84%Add +0.8%76,771$8.56M$111.5152w: $79.07 - $148.20; reported $111.51
7MCYMERCURY GENL CORP NEW4.84%Add +10.1%209,903$8.55MNo quoteNo quote
8OLNOLIN CORP4.63%Add +3.3%712,272$8.18M$11.4952w: $8.76 - $19.41; reported $11.49
9XOMEXXON MOBIL CORP3.63%Reduce -0.4%143,663$6.43M$44.7252w: $30.11 - $71.37; reported $44.72
10NXPINXP SEMICONDUCTORS N V3.37%Reduce -0.9%52,202$5.95M$114.0452w: $58.41 - $139.59; reported $114.04
11COSTCOSTCO WHSL CORP NEW3.29%Reduce -0.8%19,161$5.81M$303.2252w: $271.28 - $325.26; reported $303.22
12CMICUMMINS INC3.02%Reduce -1.1%30,826$5.34M$173.2652w: $101.03 - $184.94; reported $173.26
13YALLEGHANY CORP DEL2.20%Add +113.6%7,970$3.9MNo quoteNo quote
14MRKMERCK & CO. INC1.93%-44,044$3.41M$77.3352w: $62.26 - $87.92; reported $77.33
15ALKALASKA AIR GROUP INC1.90%Reduce -0.8%92,500$3.35M$36.2652w: $20.02 - $68.79; reported $36.26
16HXLHEXCEL CORP NEW1.85%Reduce -0.2%72,282$3.27M$45.2352w: $24.54 - $80.49; reported $45.23
17GPCGENUINE PARTS CO1.53%Reduce -0.7%31,053$2.7M$86.9552w: $49.68 - $106.84; reported $86.95
18TRVTRAVELERS COMPANIES INC1.29%-20,000$2.28M$114.0552w: $76.99 - $141.87; reported $114.05
19AXPAMERICAN EXPRESS CO1.25%Reduce -0.6%23,161$2.21M$95.2052w: $67.00 - $138.13; reported $95.20
20DGDOLLAR GEN CORP NEW1.16%Reduce -56.4%10,722$2.04M$190.5452w: $125.00 - $194.84; reported $190.54
21EQNREQUINOR ASA1.15%Reduce -0.4%140,944$2.04M$14.4852w: $8.41 - $21.04; reported $14.48
22WAFDWASHINGTON FED INC0.99%Add +0.8%65,276$1.75MNo quoteNo quote
23NKENIKE INC0.75%Reduce -0.5%13,615$1.34M$98.0552w: $60.00 - $105.62; reported $98.05
24KOCOCA COLA CO0.64%Add +6.3%25,500$1.14M$44.6752w: $36.27 - $60.13; reported $44.67
25GEGENERAL ELECTRIC CO0.55%-142,607$974K$6.8352w: $27.31 - $66.09; reported $6.83
26SMHISEACOR MARINE HLDGS INC0.37%Reduce -1.3%259,015$660K$2.5552w: $1.46 - $14.10; reported $2.55
27PEPPEPSICO INC0.12%New1,582$209K$132.1152w: $101.42 - $147.20; reported $132.11
28MDTMEDTRONIC PLC-Sold0$0No quoteNo quote