· by fundfollower.bsky.social ·1d ago · view on bsky.app ↗

Semper Augustus Investments Group just filed its Q2 2026 13F. 🐋 Managed by Christopher Bloomstran · $885M across 50 holdings 🟢 Bought: $ALK, $BLDR, $PAYX, $SPGI +15 more 🔴 Sold: $FIVE, $SBUX, $CMI, $NEM +10 more

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Semper Augustus Investments Group 13F

#$alk #$bldr #$cmi #$five #$nem #$payx #$sbux #$spgi

1 comments — live from bluesky

fundfollower.bsky.social · 0 · 1d ago

The full updated portfolio 👇 https://fundfollower.xyz/institution/semper-augustus-investments-group 13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.