Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Semper Augustus Investments Group portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2026, the filing reported:

New Buys - Cognizant Technology Solutions , Johnson & Johnson, Microchip Technology Incorporat, Microsoft Corporation, Paychex, Inc., and 1 more

Increases - Apple Inc., Alaska Air Group, Inc., Builders FirstSource, Inc., Berkshire Hathaway Inc., Berkshire Hathaway Inc. New, and 7 more

Reductions - American Express Company, Cummins Inc., Costco Wholesale Corporation, HF Sinclair Corporation, Equinor ASA, and 7 more

Complete Exits - Flex

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2026	AAPL Apple Inc.	Apple Inc.	Buy	+500	+12.1%	$1.34M	4,640
Q2 2026	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Buy	+98,565	+5.8%	$93.63M	1,793,627
Q2 2026	AXP American Express Company	American Express Company	Sell	-125	-3.6%	$1.12M	3,311
Q2 2026	BLDR Builders FirstSource, Inc.	Builders FirstSource, Inc.	Buy	+325,512	+142.6%	$49.55M	553,722
Q2 2026	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Buy	+4	+3.4%	$89.86M	120
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+20,120	+8.0%	$136.68M	273,145
Q2 2026	CMI Cummins Inc.	Cummins Inc.	Sell	-26,558	-67.2%	$9.25M	12,972
Q2 2026	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Sell	-13	-0.4%	$3.14M	3,354
Q2 2026	CTSH Cognizant Technology Solutions	Cognizant Technology Solutions	Buy - Position Entry	+377,991	-	$14.64M	377,991
Q2 2026	DECK Deckers Outdoor Corporation	Deckers Outdoor Corporation	Buy	+9,170	+1.4%	$66.54M	670,199
Q2 2026	DG Dollar General Corporation	Dollar General Corporation	Buy	+17,080	+2.6%	$76.58M	665,307
Q2 2026	DINO HF Sinclair Corporation	HF Sinclair Corporation	Sell	-108,491	-30.1%	$17.56M	252,187
Q2 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+8,070	+5.3%	$15.46M	160,653
Q2 2026	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+16,628	+3.2%	$64.12M	530,113
Q2 2026	EQNR Equinor ASA	Equinor ASA	Sell	-14,779	-8.4%	$5.06M	161,175
Q2 2026	FIVE Five Below, Inc.	Five Below, Inc.	Sell	-87,009	-45.2%	$19.00M	105,657
Q2 2026	FLEX Flex	Flex	Sell - Position Exit	-4,485	-100.0%	$0.00	-
Q2 2026	GLDM SPDR Gold MiniShares Trust	SPDR Gold MiniShares Trust	Buy	+84	+0.4%	$1.91M	24,063
Q2 2026	JNJ Johnson & Johnson	Johnson & Johnson	Buy - Position Entry	+794	-	$201.65K	794
Q2 2026	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+40,054	+2.7%	$36.59M	1,548,995
Q2 2026	MCHP Microchip Technology Incorporat	Microchip Technology Incorporat	Buy - Position Entry	+2,418	-	$220.52K	2,418
Q2 2026	MSFT Microsoft Corporation	Microsoft Corporation	Buy - Position Entry	+641	-	$239.11K	641
Q2 2026	N6596X109 NXP Semiconductors	NXP Semiconductors	Sell	-5,334	-41.0%	$2.15M	7,662
Q2 2026	NEM Newmont Corporation	Newmont Corporation	Sell	-31,910	-6.7%	$41.77M	447,228
Q2 2026	OLN Olin Corporation	Olin Corporation	Buy	+124,507	+6.1%	$42.69M	2,153,826
Q2 2026	PAYX Paychex, Inc.	Paychex, Inc.	Buy - Position Entry	+211,640	-	$20.81M	211,640
Q2 2026	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-205,539	-81.8%	$4.68M	45,761
Q2 2026	SGOV iShares 0-3 Month Treasury Bond	iShares 0-3 Month Treasury Bond	Sell	-1,346	-13.6%	$862.74K	8,570
Q2 2026	SPGI S&P Global Inc.	S&P Global Inc.	Buy - Position Entry	+45,989	-	$18.73M	45,989
Q2 2026	VLO Valero Energy Corporation	Valero Energy Corporation	Sell	-6,163	-14.0%	$9.87M	37,893

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