Christopher Bloomstran Holdings Activity

Semper Augustus Investments Group Portfolio 13F

Semper Augustus Investments Group has disclosed a total of 32 changes to the portfolio in the latest (2024 Q3) SEC report(s): increased the number of shares of 16, bought 2 totally new, decreased the number of shares of 10 and completely sold out 4 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 (DG) DOLLAR GENERAL CORP (added shares +95.59%), (DLTR) DOLLAR TREE INC (added shares +398.44%), (DINO) HF SINCLAIR CORP (added shares +94.69%), (VLO) VALERO ENERGY CORP (added shares +211.14%) and (EQNR) EQUINOR ASA-SPON ADR (added shares +77.25%).

What does Christopher Bloomstran invest in?

Christopher Bloomstran's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (18.5%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (14.84%), (DG) DOLLAR GENERAL CORP (12.31%), (KGC) KINROSS GOLD CORP (7.31%) and (NEM) NEWMONT CORP (5.88%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.31%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -0.78%), (DG) DOLLAR GENERAL CORP (added shares +95.59%), (KGC) KINROSS GOLD CORP (reduced shares -0.7%) and (NEM) NEWMONT CORP (added shares +0.27%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q1 (27 results)
SHEL
SHELL PLC-ADR
buy
+4,868
+0.07%
$54.85
19.46% $65.52
0.07%
DINO
HF SINCLAIR CORP
buy
+279,185
+2.83%
$39.85
7.70% $42.92
2.83%
Y
ALLEGHANY CORP
+274.45%
+24,009
+5.17%
$846.99
0.09% $847.79
7.05%
DG
DOLLAR GENERAL CORP
+42.04%
+4,468
+0.25%
$222.66
65.28% $77.30
0.85%
DIS
WALT DISNEY CO/THE
+28.95%
+11,026
+0.38%
$137.17
15.24% $116.27
1.71%
VIAC
VIACOMCBS INC - CLASS B
+21.04%
+157,581
+1.51%
$37.81
21.77% $29.58
8.71%
CMI
CUMMINS INC
+20.84%
+4,424
+0.32%
$205.10
83.15% $375.65
1.84%
NXPI
NXP SEMICONDUCTORS NV
+16.03%
+3,724
+0.18%
$185.07
25.98% $233.16
1.27%
ALK
ALASKA AIR GROUP INC
+13.69%
+18,582
+0.27%
$58.01
8.05% $53.34
2.28%
SBUX
STARBUCKS CORP
+12.46%
+9,755
+0.23%
$90.97
12.67% $102.50
2.04%
MCY
MERCURY GENERAL CORP
+5.60%
+7,574
+0.11%
$55.00
42.22% $78.22
2.00%
KGC
KINROSS GOLD CORP
+4.91%
+79,136
+0.17%
$5.88
67.52% $9.85
3.72%
OLN
OLIN CORP
+4.79%
+22,311
+0.46%
$52.28
16.03% $43.90
9.98%
NEM
NEWMONT CORP
+2.07%
+5,272
+0.16%
$79.45
46.89% $42.20
7.88%
VLO
VALERO ENERGY CORP
+0.34%
+403
+0.01%
$101.54
38.76% $140.89
3.07%
DLTR
DOLLAR TREE INC
+0.29%
+139
+0.01%
$160.15
56.71% $69.32
2.79%
EQNR
EQUINOR ASA-SPON ADR
-0.02%
-30
-0.00%
$37.51
34.82% $24.45
1.88%
HXL
HEXCEL CORP
-0.04%
-28
-0.00%
$59.48
3.86% $61.77
1.08%
XOM
EXXON MOBIL CORP
-0.09%
-149
-0.00%
$82.59
46.74% $121.20
3.34%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
-0.36%
-762
-0.07%
$352.91
36.22% $480.73
18.91%
AXP
AMERICAN EXPRESS CO
-2.99%
-480
-0.03%
$187.02
62.54% $303.97
0.98%
WAFD
WASHINGTON FEDERAL INC
-3.98%
-2,533
-0.02%
$32.82
16.74% $38.31
0.51%
COST
COSTCO WHOLESALE CORP
-6.07%
-334
-0.05%
$575.88
66.06% $956.30
0.76%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
-6.98%
-6
-0.81%
$528,925.00
36.39% $721,420.44
10.76%
HFC
HOLLYFRONTIER CORP
-100.00%
-267,893
-2.23%
$32.78
11.01% $36.39
0.00%
RDS.A
ROYAL DUTCH SHELL-SPON ADR-A
-100.00%
-4,868
-0.05%
$43.34
17.75% $51.04
0.00%
SYF
SYNCHRONY FINANCIAL
-100.00%
-4,437
-0.05%
$46.43
44.01% $66.86
0.00%
27 of 947

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.