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
2023 Q1 (26 results)
VLO
VALERO ENERGY CORP
-18.82%
-22,720
-0.81%
$139.60
12.35% $156.84
3.50%
OLN
OLIN CORP
-17.24%
-110,514
-1.57%
$55.50
3.37% $53.63
7.54%
COST
COSTCO WHOLESALE CORP
-14.09%
-700
-0.09%
$496.87
49.72% $743.90
0.54%
XOM
EXXON MOBIL CORP
-12.50%
-12,778
-0.36%
$109.66
5.78% $116.00
2.51%
HXL
HEXCEL CORP
-6.32%
-4,505
-0.08%
$68.25
0.13% $68.16
0.00%
SBUX
STARBUCKS CORP
-1.26%
-1,246
-0.03%
$104.13
29.79% $73.11
2.60%
AXP
AMERICAN EXPRESS CO
-1.21%
-80
-0.00%
$164.95
39.90% $230.77
0.28%
SMHI
SEACOR MARINE HOLDINGS INC
-0.90%
-2,264
-0.00%
$7.61
64.13% $12.49
0.48%
NKE
NIKE INC -CL B
-0.83%
-96
-0.00%
$122.64
24.86% $92.15
0.36%
CMI
CUMMINS INC
-0.46%
-191
-0.01%
$238.88
17.52% $280.74
2.53%
NXPI
NXP SEMICONDUCTORS NV
-0.45%
-180
-0.01%
$186.48
38.28% $257.85
1.89%
WAFD
WASHINGTON FEDERAL INC
-0.37%
-104
-0.00%
$30.12
5.54% $28.45
0.21%
CVX
CHEVRON CORP
+0.03%
+1
+0.00%
$163.14
1.77% $160.25
0.15%
DIS
WALT DISNEY CO/THE
+0.86%
+976
+0.03%
$100.13
13.51% $113.66
2.92%
ALK
ALASKA AIR GROUP INC
+1.32%
+2,959
+0.03%
$41.96
1.72% $42.68
2.44%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+1.81%
+4,156
+0.33%
$308.77
29.83% $400.87
18.43%
VIAC
VIACOMCBS INC - CLASS B
+4.10%
+38,889
+0.22%
$22.31
32.59% $29.58
5.64%
DLTR
DOLLAR TREE INC
+6.72%
+4,698
+0.17%
$143.55
15.90% $120.73
2.74%
DINO
HF SINCLAIR CORP
+6.86%
+19,224
+0.24%
$48.38
12.48% $54.42
3.71%
NEM
NEWMONT CORP
+9.28%
+42,342
+0.53%
$49.02
17.05% $40.66
6.26%
MCY
MERCURY GENERAL CORP
+10.06%
+60,000
+0.49%
$31.74
72.34% $54.70
5.34%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+13.08%
+14
+1.67%
$465,600.00
29.51% $603,000.00
14.43%
KGC
KINROSS GOLD CORP
+13.40%
+474,041
+0.57%
$4.71
39.92% $6.59
4.84%
EQNR
EQUINOR ASA-SPON ADR
+16.74%
+32,783
+0.24%
$28.43
3.59% $27.41
1.66%
DG
DOLLAR GENERAL CORP
+87.60%
+38,540
+2.08%
$210.46
34.67% $137.49
4.45%
GEHCV
GE HEALTHCARE INC-W/I
buy
+5,936
+0.12%
$82.03
31.73% $56.00
0.12%
26 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.