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 Q3 (27 results)
Y
ALLEGHANY CORP
-46.50%
-9,616
-2.44%
$839.40
1.00% $847.79
0.00%
XOM
EXXON MOBIL CORP
-23.32%
-37,212
-0.98%
$87.31
35.04% $117.91
3.23%
WAFD
WASHINGTON FEDERAL INC
-54.49%
-33,343
-0.30%
$29.99
4.95% $28.50
0.25%
VLO
VALERO ENERGY CORP
+2.41%
+2,869
+0.09%
$106.85
45.94% $155.93
3.93%
VIAC
VIACOMCBS INC - CLASS B
+7.33%
+70,093
+0.40%
$19.04
55.36% $29.58
5.91%
SMHI
SEACOR MARINE HOLDINGS INC
-0.20%
-506
-0.00%
$5.62
129.39% $12.89
0.43%
SBUX
STARBUCKS CORP
+0.02%
+24
+0.00%
$84.26
9.58% $76.18
2.52%
OLN
OLIN CORP
+11.78%
+67,582
+0.88%
$42.88
29.80% $55.66
8.32%
NXPI
NXP SEMICONDUCTORS NV
+6.87%
+2,488
+0.11%
$147.50
78.94% $263.93
1.73%
NKE
NIKE INC -CL B
+1.59%
+180
+0.00%
$83.11
11.56% $92.72
0.29%
NEM
NEWMONT CORP
+4.97%
+20,178
+0.26%
$42.03
1.02% $42.46
5.42%
MCY
MERCURY GENERAL CORP
+300.96%
+429,770
+3.69%
$28.42
100.70% $57.04
4.92%
KGC
KINROSS GOLD CORP
+3.47%
+125,465
+0.14%
$3.76
101.87% $7.59
4.25%
HXL
HEXCEL CORP
-0.10%
-72
-0.00%
$51.72
38.30% $71.53
1.12%
EQNR
EQUINOR ASA-SPON ADR
-0.14%
-272
-0.00%
$33.11
13.41% $28.67
1.97%
DOW
DOW INC
buy
+5,169
+0.07%
$43.92
35.17% $59.36
0.07%
DLTR
DOLLAR TREE INC
-0.08%
-54
-0.00%
$136.10
11.69% $120.20
2.88%
DIS
WALT DISNEY CO/THE
+2.11%
+1,392
+0.04%
$94.33
12.19% $105.83
1.92%
DINO
HF SINCLAIR CORP
+1.49%
+4,151
+0.07%
$53.84
4.40% $56.21
4.61%
DG
DOLLAR GENERAL CORP
-0.08%
-36
-0.00%
$239.86
42.49% $137.93
3.20%
CVX
CHEVRON CORP
-11.50%
-469
-0.02%
$143.77
14.44% $164.53
0.16%
CMI
CUMMINS INC
+1.02%
+420
+0.03%
$203.51
43.21% $291.45
2.56%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.79%
+1,777
+0.14%
$267.02
54.00% $411.22
18.41%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+10.87%
+10
+1.23%
$406,470.59
52.78% $621,000.00
12.54%
AXP
AMERICAN EXPRESS CO
-67.76%
-13,858
-0.57%
$134.84
76.99% $238.65
0.27%
ALK
ALASKA AIR GROUP INC
+3.03%
+6,129
+0.07%
$39.15
12.05% $43.87
2.47%
AAPL
APPLE INC
buy
+3,374
+0.14%
$138.12
34.87% $186.28
0.14%
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.