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 Q2 (27 results)
DG
DOLLAR GENERAL CORP
+192.15%
+29,005
+2.11%
$245.44
69.47% $74.93
3.21%
KGC
KINROSS GOLD CORP
+45.28%
+1,126,792
+1.20%
$3.58
185.47% $10.22
3.84%
NXPI
NXP SEMICONDUCTORS NV
+34.40%
+9,274
+0.41%
$148.02
52.94% $226.38
1.59%
DIS
WALT DISNEY CO/THE
+34.35%
+15,434
+0.47%
$94.40
22.51% $115.65
1.85%
ALK
ALASKA AIR GROUP INC
+31.12%
+46,092
+0.57%
$40.05
30.88% $52.42
2.40%
CVX
CHEVRON CORP
+24.06%
+791
+0.03%
$144.89
12.06% $162.36
0.18%
CMI
CUMMINS INC
+16.28%
+5,759
+0.33%
$193.53
92.54% $372.62
2.36%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+15.00%
+12
+1.45%
$408,945.65
74.66% $714,280.00
11.15%
SBUX
STARBUCKS CORP
+12.29%
+10,828
+0.25%
$76.39
34.18% $102.50
2.24%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+7.34%
+14,612
+1.25%
$273.02
74.55% $476.57
18.30%
NKE
NIKE INC -CL B
+6.54%
+595
+0.02%
$102.16
24.24% $77.40
0.34%
VIAC
VIACOMCBS INC - CLASS B
+5.46%
+41,547
+0.36%
$24.68
19.85% $29.58
6.99%
NEM
NEWMONT CORP
+4.10%
+16,016
+0.28%
$59.67
27.30% $43.38
7.18%
DLTR
DOLLAR TREE INC
+2.17%
+1,487
+0.07%
$155.86
57.40% $66.40
3.23%
KO
COCA-COLA CO/THE
+1.93%
+395
+0.01%
$62.92
1.59% $63.92
0.42%
MRK
MERCK & CO INC
+0.91%
+348
+0.01%
$91.18
8.78% $99.18
1.20%
XOM
EXXON MOBIL CORP
+0.30%
+471
+0.01%
$85.64
42.21% $121.79
4.05%
MCY
MERCURY GENERAL CORP
+0.02%
+34
+0.00%
$44.30
74.43% $77.27
1.87%
DINO
HF SINCLAIR CORP
+0.01%
+24
+0.00%
$45.16
6.18% $42.37
3.74%
EQNR
EQUINOR ASA-SPON ADR
-0.02%
-31
-0.00%
$34.76
29.03% $24.67
2.03%
HXL
HEXCEL CORP
-0.07%
-46
-0.00%
$52.31
16.97% $61.19
1.11%
VLO
VALERO ENERGY CORP
-0.16%
-151
-0.01%
$106.28
32.58% $140.91
3.74%
AXP
AMERICAN EXPRESS CO
-0.84%
-173
-0.01%
$138.62
117.35% $301.30
0.84%
COST
COSTCO WHOLESALE CORP
-0.91%
-47
-0.01%
$479.20
101.17% $964.01
0.73%
SMHI
SEACOR MARINE HOLDINGS INC
-1.30%
-3,316
-0.01%
$5.76
24.15% $7.15
0.43%
OLN
OLIN CORP
-23.64%
-177,565
-2.43%
$46.28
7.37% $42.87
7.87%
Y
ALLEGHANY CORP
-36.87%
-12,076
-2.98%
$833.08
1.77% $847.79
5.10%
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.