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
2022 Q3 (27 results)
AAPL
APPLE INC
buy
+3,374
+0.14%
$138.12
37.47% $189.87
0.14%
DOW
DOW INC
buy
+2,817
+0.07%
$43.92
34.78% $59.19
0.07%
MCY
MERCURY GENERAL CORP
+300.96%
+429,770
+3.69%
$28.42
104.78% $58.20
4.92%
OLN
OLIN CORP
+11.78%
+66,568
+0.88%
$42.88
30.95% $56.15
8.32%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+10.87%
+10
+1.23%
$406,470.59
54.84% $629,375.00
12.54%
VIAC
VIACOMCBS INC - CLASS B
+7.33%
+70,093
+0.40%
$19.04
55.36% $29.58
5.91%
NXPI
NXP SEMICONDUCTORS NV
+6.87%
+2,488
+0.11%
$147.50
81.51% $267.72
1.73%
NEM
NEWMONT CORP
+4.97%
+20,178
+0.26%
$42.03
4.07% $43.74
5.42%
KGC
KINROSS GOLD CORP
+3.47%
+64,614
+0.14%
$3.76
112.77% $8.00
4.25%
ALK
ALASKA AIR GROUP INC
+3.03%
+6,129
+0.07%
$39.15
10.57% $43.29
2.47%
VLO
VALERO ENERGY CORP
+2.41%
+2,869
+0.09%
$106.85
55.42% $166.06
3.93%
DIS
WALT DISNEY CO/THE
+2.11%
+779
+0.04%
$94.33
9.45% $103.25
1.92%
NKE
NIKE INC -CL B
+1.59%
+180
+0.00%
$83.11
10.91% $92.18
0.29%
DINO
HF SINCLAIR CORP
+1.49%
+4,151
+0.07%
$53.84
8.49% $58.41
4.61%
CMI
CUMMINS INC
+1.02%
+420
+0.03%
$203.51
40.32% $285.56
2.56%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.79%
+1,048
+0.14%
$267.02
56.15% $416.94
18.41%
SBUX
STARBUCKS CORP
+0.02%
+24
+0.00%
$84.26
7.60% $77.85
2.52%
DG
DOLLAR GENERAL CORP
-0.08%
-36
-0.00%
$239.86
40.74% $142.13
3.20%
DLTR
DOLLAR TREE INC
-0.08%
-54
-0.00%
$136.10
13.81% $117.31
2.88%
HXL
HEXCEL CORP
-0.10%
-72
-0.00%
$51.72
39.16% $71.97
1.12%
EQNR
EQUINOR ASA-SPON ADR
-0.14%
-272
-0.00%
$33.11
13.89% $28.51
1.97%
SMHI
SEACOR MARINE HOLDINGS INC
-0.20%
-490
-0.00%
$5.62
136.15% $13.27
0.43%
CVX
CHEVRON CORP
-11.50%
-469
-0.02%
$143.77
13.15% $162.67
0.16%
XOM
EXXON MOBIL CORP
-23.32%
-37,212
-0.98%
$87.31
37.02% $119.64
3.23%
Y
ALLEGHANY CORP
-46.50%
-5,817
-2.44%
$839.40
1.00% $847.79
0.00%
WAFD
WASHINGTON FEDERAL INC
-54.49%
-33,343
-0.30%
$29.99
0.18% $30.04
0.25%
AXP
AMERICAN EXPRESS CO
-67.76%
-13,858
-0.57%
$134.84
80.08% $242.82
0.27%
27 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.