Semper Augustus Investments Group LLC activity
Every position Christopher Bloomstran opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
7
Add
12
Reduce
13
Exit
1
33 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| PAYX | New | 0% to 2.4% | $21M | Q1→Q2 |
| SPGI | New | 0% to 2.1% | $19M | Q1→Q2 |
| CTSH | New | 0% to 1.7% | $15M | Q1→Q2 |
| MSFT | New | 0% to 0.03% | $239K | Q1→Q2 |
| JNJ | New | 0% to 0.02% | $202K | Q1→Q2 |
| MCHP | New | 0% to 0.02% | $221K | Q1→Q2 |
| URI | New | 0% to 0.02% | $208K | Q1→Q2 |
| FLEX | Exit | 0.04% to 0% | $294K | Q1→Q2 |
| BLDR | Add | 2.2% to 5.6% | +142.6% sh | Q1→Q2 |
| ALK | Add | 7.5% to 10.6% | +5.8% sh | Q1→Q2 |
| OLN | Add | 7.2% to 4.8% | +6.1% sh | Q1→Q2 |
| KGC | Add | 5.5% to 4.1% | +2.7% sh | Q1→Q2 |
| BRK.B | Add | 14.5% to 15.5% | +8.0% sh | Q1→Q2 |
| DG | Add | 9.2% to 8.7% | +2.6% sh | Q1→Q2 |
| DLTR | Add | 6.7% to 7.3% | +3.2% sh | Q1→Q2 |
| DECK | Add | 7.9% to 7.5% | +1.4% sh | Q1→Q2 |
| BRK.A | Add | 10.0% to 10.2% | +3.4% sh | Q1→Q2 |
| GLDM | Add | 0.27% to 0.22% | +0.4% sh | Q1→Q2 |
| AAPL | Add | 0.13% to 0.15% | +12.1% sh | Q1→Q2 |
| DIS | Add | 1.8% to 1.8% | +5.3% sh | Q1→Q2 |
| FIVE | Reduce | 5.3% to 2.2% | −45.2% sh | Q1→Q2 |
| SBUX | Reduce | 2.7% to 0.53% | −81.8% sh | Q1→Q2 |
| CMI | Reduce | 2.5% to 1.1% | −67.2% sh | Q1→Q2 |
| NEM | Reduce | 6.2% to 4.7% | −6.7% sh | Q1→Q2 |
| DINO | Reduce | 2.7% to 2.0% | −30.1% sh | Q1→Q2 |
| EQNR | Reduce | 0.89% to 0.57% | −8.4% sh | Q1→Q2 |
| XOM | Reduce | 1.2% to 0.88% | −0.6% sh | Q1→Q2 |
| VLO | Reduce | 1.3% to 1.1% | −14.0% sh | Q1→Q2 |
| NXPI | Reduce | 0.31% to 0.24% | −41.0% sh | Q1→Q2 |
| COST | Reduce | 0.40% to 0.35% | −0.4% sh | Q1→Q2 |
| SGOV | Reduce | 0.12% to 0.10% | −13.6% sh | Q1→Q2 |
| PSKY | Reduce | 0.70% to 0.72% | −0.6% sh | Q1→Q2 |
| AXP | Reduce | 0.12% to 0.13% | −3.6% sh | Q1→Q2 |