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)
Y
ALLEGHANY CORP
-100.00%
-6,694
-2.53%
$839.40
1.00% $847.79
0.00%
XOM
EXXON MOBIL CORP
-16.43%
-20,108
-0.60%
$110.30
4.70% $115.48
3.07%
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
93.89% $7.93
3.94%
CVX
CHEVRON CORP
-2.96%
-107
-0.01%
$179.47
12.20% $157.57
0.17%
COST
COSTCO WHOLESALE CORP
-2.93%
-116
-0.02%
$456.50
75.65% $801.86
0.62%
DINO
HF SINCLAIR CORP
-1.11%
-3,148
-0.04%
$51.89
8.92% $56.52
3.96%
VLO
VALERO ENERGY CORP
-0.84%
-673
-0.04%
$126.86
27.70% $162.00
4.17%
EQNR
EQUINOR ASA-SPON ADR
-0.29%
-418
-0.01%
$35.81
20.27% $28.55
1.91%
SMHI
SEACOR MARINE HOLDINGS INC
-0.21%
-535
-0.00%
$9.16
47.49% $13.51
0.62%
DG
DOLLAR GENERAL CORP
-0.15%
-50
-0.00%
$246.25
42.52% $141.55
2.95%
NKE
NIKE INC -CL B
-0.12%
-9
-0.00%
$117.01
20.95% $92.50
0.37%
HXL
HEXCEL CORP
-0.08%
-41
-0.00%
$58.85
21.14% $71.29
1.14%
SBUX
STARBUCKS CORP
-0.07%
-71
-0.00%
$99.20
18.63% $80.72
2.67%
OLN
OLIN CORP
-0.06%
-377
-0.01%
$52.94
2.81% $54.43
9.24%
DLTR
DOLLAR TREE INC
-0.03%
-23
-0.00%
$141.44
19.56% $113.77
2.69%
AXP
AMERICAN EXPRESS CO
+0.08%
+4
+0.00%
$147.75
62.50% $240.09
0.27%
CMI
CUMMINS INC
+0.13%
+54
+0.00%
$242.29
18.46% $287.01
2.75%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.45%
+1,021
+0.09%
$308.90
34.02% $413.99
19.26%
TRV
TRAVELERS COS INC/THE
+0.78%
+155
+0.01%
$187.49
15.49% $216.54
1.03%
NXPI
NXP SEMICONDUCTORS NV
+2.74%
+1,059
+0.05%
$158.03
76.44% $278.83
1.71%
MCY
MERCURY GENERAL CORP
+4.18%
+23,913
+0.22%
$34.20
72.69% $59.06
5.55%
AAPL
APPLE INC
+4.48%
+151
+0.01%
$129.93
46.93% $190.90
0.12%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+4.90%
+3
+0.64%
$468,710.96
33.37% $625,100.00
13.66%
NEM
NEWMONT CORP
+6.94%
+29,612
+0.38%
$47.20
10.19% $42.39
5.86%
ALK
ALASKA AIR GROUP INC
+7.65%
+15,954
+0.19%
$42.94
1.54% $43.60
2.62%
DIS
WALT DISNEY CO/THE
+67.90%
+45,743
+1.08%
$86.88
18.58% $103.02
2.68%
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.