0 Marshfield Associates just filed its Q2 2026 13F. š Managed by Christopher Blake Ā· $4.3B across 17 holdings š¢ Bought: $NKE, $ACGL š“ Sold: $ROST, $CMI, $UNH, $AZO +12 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$acgl#$azo#$cmi
0 Semper Augustus Investments Group just filed its Q2 2026 13F. š Managed by Christopher Bloomstran Ā· $885M across 50 holdings š¢ Bought: $ALK, $BLDR, $PAYX, $SPGI +15 more š“ Sold: $FIVE, $SBUX, $CMI, $NEM +10 more 1 comment Ā· 17h ago Ā· by fundfollower.bsky.social #$alk#$bldr#$cmi
