Christopher Bloomstran Holdings Activity

Semper Augustus Investments Group Portfolio 13F

Semper Augustus Investments Group has disclosed a total of 28 changes to the portfolio in the latest (2024 Q1) SEC report(s): increased the number of shares of 16, bought 2 totally new, decreased the number of shares of 9 and completely sold out 1 position(s).

What stocks is Christopher Bloomstran buying now?

In the recent quarter Christopher Bloomstran has bought 18 securities out of which top 5 purchases (by % change to portfolio) are (VIAC) VIACOMCBS INC - CLASS B (added shares +65.96%), (SBUX) STARBUCKS CORP (added shares +20.67%), (NEM) NEWMONT CORP (added shares +3.65%), (DG) DOLLAR GENERAL CORP (added shares +0.76%) and (EQNR) EQUINOR ASA-SPON ADR (added shares +6.89%).

What does Christopher Bloomstran invest in?

Christopher Bloomstran's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (17.83%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (14.51%), (MCY) MERCURY GENERAL CORP (13.16%), (DG) DOLLAR GENERAL CORP (11.97%) and (OLN) OLIN CORP (5.43%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (reduced shares -0.74%), (MCY) MERCURY GENERAL CORP (added shares +0.21%), (DG) DOLLAR GENERAL CORP (added shares +0.76%) and (OLN) OLIN CORP (reduced shares -0.04%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q1 (28 results)
PSX
PHILLIPS 66
buy
+1,472
+0.04%
$163.34
12.94% $142.21
0.04%
SAIA
SAIA INC
buy
+400
+0.04%
$585.00
32.23% $396.43
0.04%
VIAC
VIACOMCBS INC - CLASS B
+65.96%
+587,417
+1.26%
$11.77
151.32% $29.58
3.18%
CVX
CHEVRON CORP
+27.58%
+1,305
+0.04%
$157.74
0.06% $157.84
0.17%
SBUX
STARBUCKS CORP
+20.67%
+19,890
+0.33%
$91.39
18.97% $74.05
1.94%
EQNR
EQUINOR ASA-SPON ADR
+6.89%
+16,664
+0.08%
$27.03
3.77% $26.01
1.28%
VLO
VALERO ENERGY CORP
+4.12%
+1,584
+0.05%
$170.69
6.78% $159.12
1.25%
NEM
NEWMONT CORP
+3.65%
+21,294
+0.14%
$35.84
30.39% $46.73
3.97%
XOM
EXXON MOBIL CORP
+2.80%
+1,575
+0.03%
$116.24
0.94% $117.33
1.23%
ALK
ALASKA AIR GROUP INC
+1.83%
+5,762
+0.05%
$42.99
8.21% $39.46
2.52%
KGC
KINROSS GOLD CORP
+1.59%
+69,940
+0.08%
$6.13
40.46% $8.61
5.01%
DLTR
DOLLAR TREE INC
+1.27%
+1,145
+0.03%
$133.15
21.95% $103.93
2.22%
DINO
HF SINCLAIR CORP
+0.79%
+2,151
+0.02%
$60.37
16.13% $50.63
3.03%
NKE
NIKE INC -CL B
+0.77%
+87
+0.00%
$93.98
22.79% $72.56
0.20%
DG
DOLLAR GENERAL CORP
+0.76%
+3,149
+0.09%
$156.06
24.33% $118.09
11.97%
COST
COSTCO WHOLESALE CORP
+0.32%
+14
+0.00%
$732.63
11.60% $817.60
0.58%
MCY
MERCURY GENERAL CORP
+0.21%
+2,975
+0.03%
$51.60
12.67% $58.14
13.16%
CMI
CUMMINS INC
+0.07%
+30
+0.00%
$294.65
1.45% $290.38
2.20%
OLN
OLIN CORP
-0.04%
-189
-0.00%
$58.80
24.17% $44.59
5.43%
NXPI
NXP SEMICONDUCTORS NV
-0.09%
-21
-0.00%
$247.77
2.36% $253.62
1.11%
MRK
MERCK & CO INC
-0.30%
-132
-0.00%
$131.95
5.07% $125.26
1.07%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-0.74%
-1,726
-0.13%
$420.52
4.08% $437.66
17.83%
SMHI
SEACOR MARINE HOLDINGS INC
-1.07%
-2,548
-0.01%
$13.94
0.79% $14.05
0.60%
WAFD
WASHINGTON FEDERAL INC
-1.56%
-428
-0.00%
$29.03
23.39% $35.82
0.14%
AXP
AMERICAN EXPRESS CO
-19.61%
-1,260
-0.05%
$227.69
7.99% $245.89
0.22%
DIS
WALT DISNEY CO/THE
-34.50%
-69,100
-1.55%
$122.36
26.50% $89.93
2.94%
OVV
OVINTIV INC
-50.00%
-16,487
-0.16%
$51.90
11.27% $46.05
0.16%
PEP
PEPSICO INC
-100.00%
-1,457
-0.05%
$169.84
1.71% $172.75
0.00%
28 of 884

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.