Christopher Bloomstran Holdings Activity

Semper Augustus Investments Group Portfolio 13F

Semper Augustus Investments Group has disclosed a total of 27 changes to the portfolio in the latest (2023 Q4) SEC report(s): increased the number of shares of 17, bought 2 totally new and decreased the number of shares of 8 position(s).

What stocks is Christopher Bloomstran buying now?

In the recent quarter Christopher Bloomstran has bought 19 securities out of which top 5 purchases (by % change to portfolio) are (DIS) WALT DISNEY CO/THE (added shares +63.85%), (NEM) NEWMONT CORP (added shares +10.91%), (DG) DOLLAR GENERAL CORP (added shares +3.53%), (ALK) ALASKA AIR GROUP INC (added shares +17.15%) and (MCY) MERCURY GENERAL CORP (added shares +2.95%).

What does Christopher Bloomstran invest in?

Christopher Bloomstran's top 5 holdings (by % of portfolio) are (BRK.B) BERKSHIRE HATHAWAY INC CL-B (17.43%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (14.2%), (DG) DOLLAR GENERAL CORP (11.84%), (MCY) MERCURY GENERAL CORP (10.86%) and (OLN) OLIN CORP (5.71%).

In the latest report(s) the following changes have been made to the top investments: (BRK.B) BERKSHIRE HATHAWAY INC CL-B (added shares +0.87%), (BRK.A) BERKSHIRE HATHAWAY INC CL-A (reduced shares -3.1%), (DG) DOLLAR GENERAL CORP (added shares +3.53%), (MCY) MERCURY GENERAL CORP (added shares +2.95%) and (OLN) OLIN CORP (reduced shares -0.13%).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2022 Q4 (27 results)
Y
ALLEGHANY CORP
-100.00%
-6,694
-2.53%
$839.40
1.00% $847.79
0.00%
DIS
WALT DISNEY CO/THE
+67.90%
+45,743
+1.08%
$86.88
30.82% $113.66
2.68%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+4.90%
+3
+0.64%
$468,710.96
28.65% $603,000.00
13.66%
XOM
EXXON MOBIL CORP
-16.43%
-20,108
-0.60%
$110.30
5.17% $116.00
3.07%
NEM
NEWMONT CORP
+6.94%
+29,612
+0.38%
$47.20
13.86% $40.66
5.86%
VIAC
VIACOMCBS INC - CLASS B
-7.63%
-53,592
-0.36%
$16.88
75.24% $29.58
4.36%
KGC
KINROSS GOLD CORP
-5.47%
-204,460
-0.23%
$4.09
61.12% $6.59
3.94%
MCY
MERCURY GENERAL CORP
+4.18%
+23,913
+0.22%
$34.20
59.94% $54.70
5.55%
ALK
ALASKA AIR GROUP INC
+7.65%
+15,954
+0.19%
$42.94
0.61% $42.68
2.62%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.45%
+1,021
+0.09%
$308.90
29.77% $400.87
19.26%
NXPI
NXP SEMICONDUCTORS NV
+2.74%
+1,059
+0.05%
$158.03
63.17% $257.85
1.71%
VLO
VALERO ENERGY CORP
-0.84%
-673
-0.04%
$126.86
23.63% $156.84
4.17%
DINO
HF SINCLAIR CORP
-1.11%
-3,148
-0.04%
$51.89
4.88% $54.42
3.96%
COST
COSTCO WHOLESALE CORP
-2.93%
-116
-0.02%
$456.50
62.96% $743.90
0.62%
OLN
OLIN CORP
-0.06%
-377
-0.01%
$52.94
1.30% $53.63
9.24%
EQNR
EQUINOR ASA-SPON ADR
-0.29%
-418
-0.01%
$35.81
23.46% $27.41
1.91%
TRV
TRAVELERS COS INC/THE
+0.78%
+155
+0.01%
$187.49
14.06% $213.85
1.03%
CVX
CHEVRON CORP
-2.96%
-107
-0.01%
$179.47
10.71% $160.25
0.17%
AAPL
APPLE INC
+4.48%
+151
+0.01%
$129.93
41.14% $183.38
0.12%
DG
DOLLAR GENERAL CORP
-0.15%
-50
-0.00%
$246.25
44.17% $137.49
2.95%
SMHI
SEACOR MARINE HOLDINGS INC
-0.21%
-535
-0.00%
$9.16
36.35% $12.49
0.62%
HXL
HEXCEL CORP
-0.08%
-41
-0.00%
$58.85
15.82% $68.16
1.14%
DLTR
DOLLAR TREE INC
-0.03%
-23
-0.00%
$141.44
14.64% $120.73
2.69%
CMI
CUMMINS INC
+0.13%
+54
+0.00%
$242.29
15.87% $280.74
2.75%
SBUX
STARBUCKS CORP
-0.07%
-71
-0.00%
$99.20
26.30% $73.11
2.67%
AXP
AMERICAN EXPRESS CO
+0.08%
+4
+0.00%
$147.75
56.19% $230.77
0.27%
NKE
NIKE INC -CL B
-0.12%
-9
-0.00%
$117.01
21.25% $92.15
0.37%
27 of 856

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.