Christopher Bloomstran
Semper Augustus Investments Group
Semper Augustus Investments Group Portfolio 13F
Christopher Bloomstran Holdings Activity
- Portfolio value:
- $393.39M≈ (+$73M≈)
- Previous value:
- $320.52M≈
- # of changes:
- 27
- New positions:
- 2
- Reported for:
- 31 Mar 2022 (Q1)
- Latest filing date:
- 16 May 2022
Semper Augustus Investments Group has disclosed a total of 27 changes to the portfolio in the (2022 Q1) SEC report(s): increased the number of shares of 14, bought 2 totally new, decreased the number of shares of 8 and completely sold out 3 position(s).
What stocks did Christopher Bloomstran buy in 2022 Q1?
During 2022 Q1 Christopher Bloomstran has bought 16 securities out of which top 5 purchases (by % change to portfolio) were (OLN) Olin Corp (added shares +4.79%), (PARA) Paramount Global, CL-B (added shares +21.04%), (NEM) Newmont Goldcorp Corp (added shares +2.07%), (Y) Alleghany Corp (added shares +274.45%) and (KGC) Kinross Gold Corp (added shares +4.91%).
What did Christopher Bloomstran invest in during 2022 Q1?
In the 2022 Q1 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -0.36%), (BRK-A) Berkshire Hathaway Inc (reduced shares -6.98%), (OLN) Olin Corp (added shares +4.79%), (PARA) Paramount Global, CL-B (added shares +21.04%) and (NEM) Newmont Goldcorp Corp (added shares +2.07%).
27 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
HF Sinclair Corp
|
new
|
+279,185
|
279,185
|
+2.83%
|
$39.85
|
+107.64%($82.75)
|
2.83%
|
2022 Q1
|
≈ 0.25 years
|
|
|
|
Shell PLC ADR
|
new
|
+4,868
|
4,868
|
+0.07%
|
$54.85
|
+62.34%($89.04)
|
0.07%
|
2022 Q1
|
≈ 0.25 years
|
|
|
|
Alleghany Corp
|
+274.45%
|
+24,009
|
32,757
|
+5.17%
|
$846.99
|
|
7.05%
|
2020 Q1
|
≈ 2.25 years
|
|
|
|
Dollar General Corp
|
+42.04%
|
+4,468
|
15,095
|
+0.25%
|
$222.66
|
-42.73%($127.52)
|
0.85%
|
2017 Q1
|
≈ 5.25 years
|
|
|
|
Walt Disney Company
|
+28.95%
|
+11,026
|
49,107
|
+0.38%
|
$137.17
|
-23.56%($104.85)
|
1.71%
|
2018 Q2
|
≈ 4.00 years
|
|
|
|
Paramount Global, CL-B
|
+21.04%
|
+157,581
|
906,403
|
+1.51%
|
$37.81
|
|
8.71%
|
2021 Q2
|
≈ 1.00 year
|
|
|
|
Cummins Inc
|
+20.84%
|
+6,103
|
35,382
|
+0.32%
|
$205.10
|
+213.53%($643.06)
|
1.84%
|
2018 Q3
|
≈ 3.75 years
|
|
|
|
NXP SEMICONDUCTORS NV
|
+16.03%
|
+3,724
|
26,957
|
+0.18%
|
$185.07
|
+29.31%($239.31)
|
1.27%
|
2018 Q3
|
≈ 3.75 years
|
|
|
|
Alaska Air Group Inc
|
+13.69%
|
+18,582
|
154,305
|
+0.27%
|
$58.01
|
-12.91%($50.52)
|
2.28%
|
2020 Q1
|
≈ 2.25 years
|
|
|
|
Starbucks Corp
|
+12.46%
|
+9,755
|
88,073
|
+0.23%
|
$90.97
|
+16.88%($106.32)
|
2.04%
|
2018 Q2
|
≈ 4.00 years
|
|
* Shares, change to shares, sold shares, shares held after: 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.
* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.