CB
Christopher Bloomstran
Semper Augustus Investments
Intrinsic value — Buffett tradition
Known for extraordinarily detailed annual letters. Runs a concentrated portfolio of wide-moat businesses with a strong focus on normalized earnings.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
New position
Increased
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Sold / Closed
Unchanged
CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Other / Unclassified
97.06%
Technology
1.65%
Communication Services
0.72%
Consumer Cyclical
0.53%
Financial Services
0.04%
Full Portfolio · 2026-06-30
50 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
New / Increased
Reduced
Closed
Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 33 positions moved
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