Christopher Bloomstran Holdings Activity

Semper Augustus Investments Group Portfolio 13F

Semper Augustus Investments Group has disclosed a total of 30 changes to the portfolio in the latest (2023 Q2) SEC report(s): increased the number of shares of 13, decreased the number of shares of 16 and completely sold out 1 position(s).

What stocks is Christopher Bloomstran buying now?

In the recent quarter Christopher Bloomstran has bought 13 securities out of which top 5 purchases (by % change to portfolio) are (MCY) MERCURY GENERAL CORP (added shares +91.89%), (DG) DOLLAR GENERAL CORP (added shares +76.92%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (added shares +6.61%), (VIAC) VIACOMCBS INC - CLASS B (added shares +15.02%) and (ALK) ALASKA AIR GROUP INC (added shares +11.97%).

What does Christopher Bloomstran invest in?

Christopher Bloomstran's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (18.91%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (15.79%), (MCY) MERCURY GENERAL CORP (9.01%), (OLN) OLIN CORP (6.31%) and (DG) DOLLAR GENERAL CORP (5.86%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.59%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (added shares +6.61%), (MCY) MERCURY GENERAL CORP (added shares +91.89%), (OLN) OLIN CORP (reduced shares -2.12%) and (DG) DOLLAR GENERAL CORP (added shares +76.92%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2023 Q2 (30 results)
MCY
MERCURY GENERAL CORP
+91.89%
+355,911
+4.32%
$30.27
6.54% $28.29
9.01%
DG
DOLLAR GENERAL CORP
+76.92%
+63,488
+2.55%
$169.78
36.31% $108.14
5.86%
VIAC
VIACOMCBS INC - CLASS B
+15.02%
+148,222
+0.56%
$15.91
85.92% $29.58
4.27%
ALK
ALASKA AIR GROUP INC
+11.97%
+27,206
+0.34%
$53.18
29.48% $37.50
3.20%
DINO
HF SINCLAIR CORP
+8.55%
+15,481
+0.27%
$44.61
29.07% $57.58
3.43%
DIS
WALT DISNEY CO/THE
+6.96%
+7,937
+0.17%
$89.28
8.99% $81.25
2.58%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+6.61%
+8
+0.98%
$517,810.00
5.49% $546,215.00
15.79%
NEM
NEWMONT CORP
+4.47%
+22,289
+0.22%
$42.66
4.50% $40.74
5.25%
KGC
KINROSS GOLD CORP
+4.15%
+166,397
+0.19%
$4.77
4.40% $4.98
4.71%
EQNR
EQUINOR ASA-SPON ADR
+3.72%
+8,496
+0.06%
$29.21
9.96% $32.12
1.64%
DLTR
DOLLAR TREE INC
+2.36%
+1,116
+0.06%
$143.50
27.18% $104.50
2.59%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.59%
+1,367
+0.11%
$341.00
5.62% $360.16
18.91%
NXPI
NXP SEMICONDUCTORS NV
+0.30%
+69
+0.01%
$204.68
3.85% $196.79
1.92%
MRK
MERCK & CO INC
-0.07%
-29
-0.00%
$115.39
7.84% $106.34
1.21%
VLO
VALERO ENERGY CORP
-0.12%
-120
-0.00%
$117.30
23.84% $145.27
2.71%
CMI
CUMMINS INC
-0.37%
-98
-0.01%
$245.16
5.87% $230.78
2.39%
SMHI
SEACOR MARINE HOLDINGS INC
-0.46%
-1,146
-0.00%
$11.43
6.74% $12.20
0.67%
SBUX
STARBUCKS CORP
-0.48%
-255
-0.01%
$99.06
5.43% $93.68
2.27%
NKE
NIKE INC -CL B
-0.55%
-63
-0.00%
$110.37
17.69% $90.85
0.30%
WAFD
WASHINGTON FEDERAL INC
-0.61%
-89
-0.00%
$26.52
4.71% $25.27
0.17%
AXP
AMERICAN EXPRESS CO
-1.41%
-92
-0.00%
$174.20
12.12% $153.08
0.26%
OLN
OLIN CORP
-2.12%
-11,240
-0.14%
$51.39
9.24% $46.64
6.31%
COST
COSTCO WHOLESALE CORP
-2.27%
-97
-0.01%
$538.38
3.75% $558.59
0.53%
GE
GENERAL ELECTRIC CO
-7.08%
-1,262
-0.03%
$109.85
1.27% $111.25
0.43%
CVX
CHEVRON CORP
-7.16%
-166
-0.01%
$157.35
5.68% $166.28
0.12%
AAPL
APPLE INC
-8.99%
-215
-0.01%
$193.97
9.89% $174.79
0.15%
SHEL
SHELL PLC-ADR
-14.38%
-700
-0.01%
$60.38
6.86% $64.52
0.06%
XOM
EXXON MOBIL CORP
-16.90%
-9,373
-0.38%
$107.25
7.17% $114.94
1.89%
GEHCV
GE HEALTHCARE INC-W/I
-22.83%
-1,355
-0.03%
$81.24
31.07% $56.00
0.09%
HXL
HEXCEL CORP
-100.00%
-59,121
-1.08%
$68.25
4.23% $65.36
0.00%
30 of 809

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.