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Christopher Bloomstran's Semper Augustus Investments Group reduced its SBUX position by 82%, from 2.69% to 0.53% of the portfolio.

Now holds 45,761 shares worth $4.68M.
Published · Based on SEC filings

Medium impact
Major trim
2026 Q2

Christopher Bloomstran's Semper Augustus Investments Group reduced its Starbucks Corp (SBUX) position by 82% in 2026 Q2, according to the 13F-HR filed with the SEC on August 14, 2026. The stake went from 251K to 45.8K shares, worth about $4.7M, and from 2.69% to 0.53% of the reported portfolio.

What did the 2026 Q2 filing report for SBUX?

As of June 30, 2026, from the 13F-HR filed August 14, 2026.

Before After
Shares 251K 45.8K
Shares sold -206K (82%)
Reported value $22.5M $4.7M
Portfolio weight 2.69% 0.53%
Rank in portfolio 24th of 50

How much did Christopher Bloomstran cut SBUX?

Christopher Bloomstran sold 206K shares of SBUX during 2026 Q2, cutting the stake from 251K to 45.8K. The reported value of the position fell by about $17.8M, from about $22.5M to about $4.7M.

Where does SBUX sit in the Christopher Bloomstran portfolio?

SBUX ranks 24th of 50 stock positions in the Christopher Bloomstran portfolio at 0.53%, below the fund's average stock position of 2%. 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. The SBUX cut was the 2nd largest of the quarter's 33 position changes by percent change to portfolio. 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.

Christopher Bloomstran buys and sells, 2026 Q2

How long has Christopher Bloomstran held SBUX?

Christopher Bloomstran first reported SBUX in the quarter ended June 30, 2018. The weight peaked at 7.89% in 2019 Q1. Last quarter the fund had added to it by 4%. Every reported trade is on the Christopher Bloomstran SBUX trade history page.

Christopher Bloomstran shares of SBUX by quarter

FAQ

How many SBUX shares did Christopher Bloomstran sell in 2026 Q2?

Christopher Bloomstran sold 206K shares of SBUX, 82% of the position, leaving 45.8K shares.

What remains of the SBUX position of Christopher Bloomstran?

Christopher Bloomstran still holds 45.8K shares of SBUX, worth about $4.7M at June 30, 2026 prices.

How much of the Christopher Bloomstran portfolio is SBUX now?

SBUX is 0.53% of the Christopher Bloomstran portfolio, down from 2.69% a quarter earlier.

Source: based on original SEC filings

Figures are from the fund's 13F, which lists long US-listed positions at quarter-end prices. Cash, short positions and most non-US holdings are not reported.
Stocks mentioned
Alan Irwin
Alan Irwin
Valuesider analyst