Christopher Bloomstran's Semper Augustus Investments Group reported 212K shares of Paychex Inc (PAYX) for the first time in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. At quarter-end prices the stake was worth about $20.8M, or 2.35% of the reported portfolio. PAYX enters the book as the 11th largest of 50 stock positions.
What did the 2026 Q2 filing report for PAYX?
As of June 30, 2026, from the 13F-HR filed August 14, 2026.
| Value | |
|---|---|
| Shares | 212K |
| Reported value | $20.8M |
| Portfolio weight | 2.35% |
| Rank in portfolio | 11th of 50 |
How big is the new PAYX position?
Christopher Bloomstran opened 7 stock positions in 2026 Q2; PAYX is the largest of them by weight. An average stock position in the Christopher Bloomstran portfolio is 2% of the reported value, so the new name starts at about the fund's typical size.
Where does PAYX sit in the Christopher Bloomstran portfolio?
PAYX ranks 11th of 50 stock positions in the Christopher Bloomstran portfolio at 2.35%, about the fund's average stock position of 2%. The PAYX purchase was the 3rd largest of the quarter's 33 position changes by percent change to portfolio. The largest stock position is BRK-B at 15.45%. Next come ALK at 10.58% and BRK-A at 10.16%. The three largest stocks together are 36.19% of the book. Across the 2026 Q2 portfolio, Christopher Bloomstran reported 50 stock positions, with 7 opened and 1 closed. The total portfolio value is about $884.6M, up 6% from the prior quarter.
Has Christopher Bloomstran held PAYX before?
Christopher Bloomstran has not reported PAYX before in the filings we track. Our data starts with the quarter ended June 30, 2013.
FAQ
How many PAYX shares does Christopher Bloomstran hold?
Christopher Bloomstran holds 212K shares of PAYX as of June 30, 2026, worth about $20.8M.
What is PAYX's weight in the Christopher Bloomstran portfolio?
PAYX is 2.35% of the Christopher Bloomstran portfolio and ranks 11th of 50 stocks by weight.
Has Christopher Bloomstran owned PAYX before?
No. Christopher Bloomstran has not reported PAYX before in the filings we track, which start with the quarter ended June 30, 2013.