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 Q4 (27 results)
DIS
WALT DISNEY CO/THE
+67.90%
+45,743
+1.08%
$86.88
19.60% $103.91
2.68%
ALK
ALASKA AIR GROUP INC
+7.65%
+15,954
+0.19%
$42.94
2.14% $42.02
2.62%
NEM
NEWMONT CORP
+6.94%
+29,612
+0.38%
$47.20
11.14% $41.94
5.86%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+4.90%
+3
+0.64%
$468,710.96
33.86% $627,400.00
13.66%
AAPL
APPLE INC
+4.48%
+151
+0.01%
$129.93
47.96% $192.25
0.12%
MCY
MERCURY GENERAL CORP
+4.18%
+23,913
+0.22%
$34.20
63.25% $55.83
5.55%
NXPI
NXP SEMICONDUCTORS NV
+2.74%
+1,059
+0.05%
$158.03
72.18% $272.10
1.71%
TRV
TRAVELERS COS INC/THE
+0.78%
+155
+0.01%
$187.49
15.05% $215.70
1.03%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.45%
+1,021
+0.09%
$308.90
34.15% $414.40
19.26%
CMI
CUMMINS INC
+0.13%
+54
+0.00%
$242.29
16.28% $281.73
2.75%
AXP
AMERICAN EXPRESS CO
+0.08%
+4
+0.00%
$147.75
62.44% $240.00
0.27%
DLTR
DOLLAR TREE INC
-0.03%
-23
-0.00%
$141.44
16.61% $117.95
2.69%
OLN
OLIN CORP
-0.06%
-377
-0.01%
$52.94
1.55% $53.76
9.24%
SBUX
STARBUCKS CORP
-0.07%
-71
-0.00%
$99.20
19.13% $80.22
2.67%
HXL
HEXCEL CORP
-0.08%
-41
-0.00%
$58.85
17.03% $68.87
1.14%
NKE
NIKE INC -CL B
-0.12%
-9
-0.00%
$117.01
18.77% $95.05
0.37%
DG
DOLLAR GENERAL CORP
-0.15%
-50
-0.00%
$246.25
44.40% $136.91
2.95%
SMHI
SEACOR MARINE HOLDINGS INC
-0.21%
-535
-0.00%
$9.16
43.67% $13.16
0.62%
EQNR
EQUINOR ASA-SPON ADR
-0.29%
-418
-0.01%
$35.81
18.63% $29.14
1.91%
VLO
VALERO ENERGY CORP
-0.84%
-673
-0.04%
$126.86
23.87% $157.14
4.17%
DINO
HF SINCLAIR CORP
-1.11%
-3,148
-0.04%
$51.89
6.44% $55.23
3.96%
COST
COSTCO WHOLESALE CORP
-2.93%
-116
-0.02%
$456.50
77.41% $809.89
0.62%
CVX
CHEVRON CORP
-2.96%
-107
-0.01%
$179.47
9.57% $162.30
0.17%
KGC
KINROSS GOLD CORP
-5.47%
-204,460
-0.23%
$4.09
98.78% $8.13
3.94%
VIAC
VIACOMCBS INC - CLASS B
-7.63%
-53,592
-0.36%
$16.88
75.24% $29.58
4.36%
XOM
EXXON MOBIL CORP
-16.43%
-20,108
-0.60%
$110.30
6.31% $117.26
3.07%
Y
ALLEGHANY CORP
-100.00%
-6,694
-2.53%
$839.40
1.00% $847.79
0.00%
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.