SEC EDGAR Form 13F
Semper Augustus Investments
Semper Augustus Investments is a value-oriented investment manager associated with Christopher Bloomstran and Berkshire-focused investor research.
Latest Form 13F: 143 long U.S. equity positions, $904M reported value for the period ended Jun 30, 2026, led by BERKSHIRE HATHAWAY INC DEL, ALASKA AIR GROUP INC, and BERKSHIRE HATHAWAY INC DEL.
CIK: 1115373 · Filed: Aug 14, 2026 · Period: Jun 30, 2026
Reported value
$904M
Positions
143
Key person
Christopher Bloomstran
Style
Value / Berkshire-focused
Top holding
BRKB · BERKSHIRE HATHAWAY INC DEL
Period
Jun 30, 2026
Filed
Aug 14, 2026
CIK
1115373
What a 13F does not show
Form 13F covers many reportable long U.S. equity positions at quarter end. It does not show every asset type, short positions, hedges, intraperiod trades, or current holdings after the report date. Use it as ownership context, not investment advice.
Read the 13F guide →BRKB
BERKSHIRE HATHAWAY INC DEL
Portfolio weight
15.45%
ALK
ALASKA AIR GROUP INC
Portfolio weight
10.58%
BRKA
BERKSHIRE HATHAWAY INC DEL
Portfolio weight
10.16%
DG
DOLLAR GEN CORP
Portfolio weight
8.66%
DECK
DECKERS OUTDOOR CORP
Portfolio weight
7.52%
Top reported holdings
Showing the top 50 positions by reported value. Source: SEC EDGAR Form 13F; period 2026-06-30; filed 2026-08-14.
| # | Ticker | Company | Shares | Value | Portfolio % | QoQ change |
|---|---|---|---|---|---|---|
| 1 | BRKB | BERKSHIRE HATHAWAY INC DEL | 273.1K | $137M | 15.45% | +8.0% |
| 2 | ALK | ALASKA AIR GROUP INC | 1.8M | $94M | 10.58% | +5.8% |
| 3 | BRKA | BERKSHIRE HATHAWAY INC DEL | 120 | $90M | 10.16% | +3.5% |
| 4 | DG | DOLLAR GEN CORP | 665.3K | $77M | 8.66% | +2.6% |
| 5 | DECK | DECKERS OUTDOOR CORP | 670.2K | $67M | 7.52% | +1.4% |
| 6 | DLTR | DOLLAR TREE INC | 530.1K | $64M | 7.25% | +3.2% |
| 7 | BLDR | BUILDERS FIRSTSOURCE INC | 553.7K | $50M | 5.60% | +142.6% |
| 8 | OLN | OLIN CORP | 2.2M | $43M | 4.83% | +6.1% |
| 9 | NEM | NEWMONT CORP | 447.2K | $42M | 4.72% | -6.7% |
| 10 | KGC | KINROSS GOLD CORP | 1.5M | $37M | 4.14% | +2.6% |
| 11 | PAYX | PAYCHEX INC | 211.6K | $21M | 2.35% | -- |
| 12 | FIVE | FIVE BELOW INC | 105.7K | $19M | 2.15% | -45.2% |
| 13 | SPGI | S&P GLOBAL INC | 46.0K | $19M | 2.12% | -- |
| 14 | DINO | HF SINCLAIR CORP | 252.2K | $18M | 1.99% | -30.1% |
| 15 | DIS | DISNEY WALT CO | 160.7K | $15M | 1.75% | +5.3% |
| 16 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | 378.0K | $15M | 1.65% | -- |
| 17 | VLO | VALERO ENERGY CORP | 37.9K | $10M | 1.12% | -14.0% |
| 18 | CMI | CUMMINS INC | 13.0K | $9M | 1.05% | -67.2% |
| 19 | XOM | EXXON MOBIL CORP | 57.2K | $8M | 0.88% | -0.6% |
| 20 | PSKY | PARAMOUNT SKYDANCE CORP | 648.8K | $6M | 0.72% | -0.6% |
| 21 | TRV | TRAVELERS COMPANIES INC | 19.1K | $6M | 0.71% | +0.0% |
| 22 | MRK | MERCK & CO INC | 44.6K | $6M | 0.65% | +0.0% |
| 23 | EQNR | EQUINOR ASA | 161.2K | $5M | 0.57% | -8.4% |
| 24 | SBUX | STARBUCKS CORP | 45.8K | $5M | 0.53% | -81.8% |
| 25 | GE | GE AEROSPACE | 9.4K | $3M | 0.40% | +0.0% |
| 26 | COST | COSTCO WHOLESALE CORPORATION | 3.4K | $3M | 0.35% | -0.4% |
| 27 | GEV | GE VERNOVA INC | 2.0K | $2M | 0.26% | +0.0% |
| 28 | NXPI | NXP SEMICONDUCTORS N V | 7.7K | $2M | 0.24% | -41.0% |
| 29 | GLDM | WORLD GOLD TR | 24.1K | $2M | 0.22% | +0.3% |
| 30 | SMHI | SEACOR MARINE HLDGS INC | 208.2K | $2M | 0.18% | +0.0% |
| 31 | AAPL | APPLE INC | 4.6K | $1M | 0.15% | +12.1% |
| 32 | KO | COCA COLA CO | 15.3K | $1M | 0.14% | +0.0% |
| 33 | AXP | AMERICAN EXPRESS CO | 3.3K | $1M | 0.13% | -3.6% |
| 34 | CVX | CHEVRON CORPORATION | 6.1K | $1M | 0.11% | +0.0% |
| 35 | SGOV | ISHARES TR | 8.6K | $862,742.00 | 0.10% | -13.6% |
| 36 | GOOG | ALPHABET INC | 2.4K | $859,299.00 | 0.10% | +0.0% |
| 37 | PHYS | SPROTT ASSET MANAGEMENT LP | 23.9K | $720,128.00 | 0.08% | +0.0% |
| 38 | SHEL | SHELL PLC | 5.0K | $385,219.00 | 0.04% | +0.0% |
| 39 | MA | MASTERCARD INCORPORATED | 658 | $338,038.00 | 0.04% | +0.0% |
| 40 | SYF | SYNCHRONY FINANCIAL | 4.4K | $337,434.00 | 0.04% | +0.0% |
| 41 | PM | PHILIP MORRIS INTL INC | 1.8K | $318,763.00 | 0.04% | +0.0% |
| 42 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4.6K | $293,230.00 | 0.03% | +0.0% |
| 43 | GOOGL | ALPHABET INC | 700 | $250,159.00 | 0.03% | +0.0% |
| 44 | PSX | PHILLIPS 66 | 1.5K | $248,842.00 | 0.03% | +0.0% |
| 45 | MSFT | MICROSOFT CORP | 641 | $239,106.00 | 0.03% | -- |
| 46 | SIVR | ABRDN SILVER ETF TRUST | 4.2K | $238,654.00 | 0.03% | +0.0% |
| 47 | MCHP | MICROCHIP TECHNOLOGY INC. | 2.4K | $220,522.00 | 0.02% | -- |
| 48 | NFLX | NETFLIX INC. | 3.0K | $212,772.00 | 0.02% | +0.0% |
| 49 | -- | SUNBELT RENTALS HOLDINGS INC | 2.8K | $207,523.00 | 0.02% | -- |
| 50 | -- | SUNBELT RENTALS HOLDINGS INC | 2.8K | $207,523.00 | 0.02% | -- |
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