Christopher Bloomstran Holdings Activity

Semper Augustus Investments Group Portfolio 13F

Semper Augustus Investments Group has disclosed a total of 26 changes to the portfolio in the latest (2025 Q1) SEC report(s): increased the number of shares of 11, bought 1 totally new, decreased the number of shares of 12 and completely sold out 2 position(s).

What stocks is Christopher Bloomstran buying now?

In the recent quarter Christopher Bloomstran has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (DG) DOLLAR GENERAL CORP (added shares +48.35%), (VIAC) VIACOMCBS INC - CLASS B (added shares +38.35%), (OLN) OLIN CORP (added shares +19.98%), (SGOV) ISHARES 0-3 MONTH TREASURY B (new buy) and (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.54%).

What does Christopher Bloomstran invest in?

Christopher Bloomstran's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (20.55%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (14.93%), (DG) DOLLAR GENERAL CORP (12.86%), (KGC) KINROSS GOLD CORP (9.16%) and (DLTR) DOLLAR TREE INC (5.97%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.54%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -3.33%), (DG) DOLLAR GENERAL CORP (added shares +48.35%), (KGC) KINROSS GOLD CORP (reduced shares -2.2%) and (DLTR) DOLLAR TREE INC (reduced shares -37.05%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q2 (27 results)
DG
DOLLAR GENERAL CORP
+192.15%
+29,005
+2.11%
$245.44
52.82% $115.79
3.21%
KGC
KINROSS GOLD CORP
+45.28%
+1,126,792
+1.20%
$3.58
432.11% $19.05
3.84%
NXPI
NXP SEMICONDUCTORS NV
+34.40%
+9,274
+0.41%
$148.02
55.73% $230.52
1.59%
DIS
WALT DISNEY CO/THE
+34.35%
+16,868
+0.47%
$94.40
23.56% $116.64
1.85%
ALK
ALASKA AIR GROUP INC
+31.12%
+48,013
+0.57%
$40.05
44.19% $57.75
2.40%
CVX
CHEVRON CORP
+24.06%
+791
+0.03%
$144.89
7.58% $155.87
0.18%
CMI
CUMMINS INC
+16.28%
+5,759
+0.33%
$193.53
110.20% $406.80
2.36%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+15.00%
+12
+1.45%
$408,945.65
74.96% $715,490.00
11.15%
SBUX
STARBUCKS CORP
+12.29%
+10,828
+0.25%
$76.39
23.29% $94.18
2.24%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+7.34%
+15,463
+1.25%
$273.02
74.82% $477.31
18.30%
NKE
NIKE INC -CL B
+6.54%
+696
+0.02%
$102.16
24.43% $77.20
0.34%
VIAC
VIACOMCBS INC - CLASS B
+5.46%
+49,461
+0.36%
$24.68
19.85% $29.58
6.99%
NEM
NEWMONT CORP
+4.10%
+16,016
+0.28%
$59.67
14.90% $68.56
7.18%
DLTR
DOLLAR TREE INC
+2.17%
+1,487
+0.07%
$155.86
25.96% $115.40
3.23%
KO
COCA-COLA CO/THE
+1.93%
+425
+0.01%
$62.92
11.98% $70.46
0.42%
MRK
MERCK & CO INC
+0.91%
+400
+0.01%
$91.18
9.29% $82.71
1.20%
XOM
EXXON MOBIL CORP
+0.30%
+471
+0.01%
$85.64
25.64% $107.60
4.05%
MCY
MERCURY GENERAL CORP
+0.02%
+34
+0.00%
$44.30
69.08% $74.90
1.87%
DINO
HF SINCLAIR CORP
+0.01%
+24
+0.00%
$45.16
0.22% $45.06
3.74%
EQNR
EQUINOR ASA-SPON ADR
-0.02%
-35
-0.00%
$34.76
29.26% $24.59
2.03%
HXL
HEXCEL CORP
-0.07%
-52
-0.00%
$52.31
22.19% $63.92
1.11%
VLO
VALERO ENERGY CORP
-0.16%
-187
-0.01%
$106.28
28.10% $136.15
3.74%
AXP
AMERICAN EXPRESS CO
-0.84%
-173
-0.01%
$138.62
121.37% $306.87
0.84%
COST
COSTCO WHOLESALE CORP
-0.91%
-47
-0.01%
$479.20
104.27% $978.85
0.73%
SMHI
SEACOR MARINE HOLDINGS INC
-1.30%
-3,316
-0.01%
$5.76
10.09% $6.34
0.43%
OLN
OLIN CORP
-23.64%
-177,565
-2.43%
$46.28
53.80% $21.38
7.87%
Y
ALLEGHANY CORP
-36.87%
-12,076
-2.98%
$833.08
1.77% $847.79
5.10%
27 of 997

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.