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
2023 Q2 (30 results)
MCY
MERCURY GENERAL CORP
+91.89%
+355,911
+4.32%
$30.27
155.27% $77.27
9.01%
DG
DOLLAR GENERAL CORP
+76.92%
+63,488
+2.55%
$169.78
55.87% $74.93
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
1.43% $52.42
3.20%
DINO
HF SINCLAIR CORP
+8.55%
+15,481
+0.27%
$44.61
5.02% $42.37
3.43%
DIS
WALT DISNEY CO/THE
+6.96%
+7,937
+0.17%
$89.28
29.54% $115.65
2.58%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+6.61%
+8
+0.98%
$517,810.00
37.94% $714,280.00
15.79%
NEM
NEWMONT CORP
+4.47%
+22,289
+0.22%
$42.66
1.69% $43.38
5.25%
KGC
KINROSS GOLD CORP
+4.15%
+166,397
+0.19%
$4.77
114.26% $10.22
4.71%
EQNR
EQUINOR ASA-SPON ADR
+3.72%
+8,496
+0.06%
$29.21
15.54% $24.67
1.64%
DLTR
DOLLAR TREE INC
+2.36%
+1,116
+0.06%
$143.50
53.73% $66.40
2.59%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.59%
+1,367
+0.11%
$341.00
39.76% $476.57
18.91%
NXPI
NXP SEMICONDUCTORS NV
+0.30%
+69
+0.01%
$204.68
10.60% $226.38
1.92%
MRK
MERCK & CO INC
-0.07%
-29
-0.00%
$115.39
14.05% $99.18
1.21%
VLO
VALERO ENERGY CORP
-0.12%
-120
-0.00%
$117.30
20.13% $140.91
2.71%
CMI
CUMMINS INC
-0.37%
-98
-0.01%
$245.16
51.99% $372.62
2.39%
SMHI
SEACOR MARINE HOLDINGS INC
-0.46%
-1,146
-0.00%
$11.43
37.45% $7.15
0.67%
SBUX
STARBUCKS CORP
-0.48%
-255
-0.01%
$99.06
3.47% $102.50
2.27%
NKE
NIKE INC -CL B
-0.55%
-63
-0.00%
$110.37
29.87% $77.40
0.30%
WAFD
WASHINGTON FEDERAL INC
-0.61%
-89
-0.00%
$26.52
40.08% $37.15
0.17%
AXP
AMERICAN EXPRESS CO
-1.41%
-92
-0.00%
$174.20
72.96% $301.30
0.26%
OLN
OLIN CORP
-2.12%
-11,240
-0.14%
$51.39
16.58% $42.87
6.31%
COST
COSTCO WHOLESALE CORP
-2.27%
-97
-0.01%
$538.38
79.06% $964.01
0.53%
GE
GENERAL ELECTRIC CO
-7.08%
-1,262
-0.03%
$109.85
64.91% $181.15
0.43%
CVX
CHEVRON CORP
-7.16%
-166
-0.01%
$157.35
3.18% $162.36
0.12%
AAPL
APPLE INC
-8.99%
-215
-0.01%
$193.97
18.51% $229.87
0.15%
SHEL
SHELL PLC-ADR
-14.38%
-700
-0.01%
$60.38
9.36% $66.03
0.06%
XOM
EXXON MOBIL CORP
-16.90%
-9,373
-0.38%
$107.25
13.56% $121.79
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
10.34% $61.19
0.00%
30 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.