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%
-11,065
-2.53%
$839.40
1.00% $847.79
0.00%
XOM
EXXON MOBIL CORP
-16.43%
-20,108
-0.60%
$110.30
6.94% $117.96
3.07%
VLO
VALERO ENERGY CORP
-0.84%
-1,028
-0.04%
$126.86
30.70% $165.80
4.17%
VIAC
VIACOMCBS INC - CLASS B
-7.63%
-78,237
-0.36%
$16.88
75.24% $29.58
4.36%
TRV
TRAVELERS COS INC/THE
+0.78%
+155
+0.01%
$187.49
13.85% $213.45
1.03%
SMHI
SEACOR MARINE HOLDINGS INC
-0.21%
-535
-0.00%
$9.16
38.21% $12.66
0.62%
SBUX
STARBUCKS CORP
-0.07%
-71
-0.00%
$99.20
11.04% $88.25
2.67%
OLN
OLIN CORP
-0.06%
-377
-0.01%
$52.94
1.02% $53.48
9.24%
NXPI
NXP SEMICONDUCTORS NV
+2.74%
+1,059
+0.05%
$158.03
53.58% $242.70
1.71%
NKE
NIKE INC -CL B
-0.12%
-14
-0.00%
$117.01
19.57% $94.12
0.37%
NEM
NEWMONT CORP
+6.94%
+29,612
+0.38%
$47.20
9.47% $42.73
5.86%
MCY
MERCURY GENERAL CORP
+4.18%
+23,913
+0.22%
$34.20
51.05% $51.66
5.55%
KGC
KINROSS GOLD CORP
-5.47%
-204,460
-0.23%
$4.09
64.79% $6.74
3.94%
HXL
HEXCEL CORP
-0.08%
-57
-0.00%
$58.85
9.02% $64.16
1.14%
EQNR
EQUINOR ASA-SPON ADR
-0.29%
-562
-0.01%
$35.81
22.68% $27.69
1.91%
DLTR
DOLLAR TREE INC
-0.03%
-23
-0.00%
$141.44
13.93% $121.74
2.69%
DIS
WALT DISNEY CO/THE
+67.90%
+45,743
+1.08%
$86.88
29.75% $112.73
2.68%
DINO
HF SINCLAIR CORP
-1.11%
-3,148
-0.04%
$51.89
10.45% $57.31
3.96%
DG
DOLLAR GENERAL CORP
-0.15%
-67
-0.00%
$246.25
42.31% $142.07
2.95%
CVX
CHEVRON CORP
-2.96%
-107
-0.01%
$179.47
7.57% $165.89
0.17%
COST
COSTCO WHOLESALE CORP
-2.93%
-150
-0.02%
$456.50
59.73% $729.18
0.62%
CMI
CUMMINS INC
+0.13%
+54
+0.00%
$242.29
20.16% $291.14
2.75%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.45%
+1,021
+0.09%
$308.90
30.17% $402.10
19.26%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+4.90%
+5
+0.64%
$468,710.96
29.49% $606,920.00
13.66%
AXP
AMERICAN EXPRESS CO
+0.08%
+5
+0.00%
$147.75
59.49% $235.64
0.27%
ALK
ALASKA AIR GROUP INC
+7.65%
+15,954
+0.19%
$42.94
2.38% $43.96
2.62%
AAPL
APPLE INC
+4.48%
+151
+0.01%
$129.93
30.30% $169.30
0.12%
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.