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
2023 Q2 (30 results)
NKE
NIKE INC -CL B
-0.55%
-63
-0.00%
$110.37
16.19% $92.50
0.30%
AXP
AMERICAN EXPRESS CO
-1.41%
-92
-0.00%
$174.20
37.82% $240.09
0.26%
MRK
MERCK & CO INC
-0.07%
-29
-0.00%
$115.39
13.61% $131.10
1.21%
VLO
VALERO ENERGY CORP
-0.12%
-120
-0.00%
$117.30
38.11% $162.00
2.71%
SMHI
SEACOR MARINE HOLDINGS INC
-0.46%
-1,146
-0.00%
$11.43
18.20% $13.51
0.67%
WAFD
WASHINGTON FEDERAL INC
-0.61%
-89
-0.00%
$26.52
8.30% $28.72
0.17%
SBUX
STARBUCKS CORP
-0.48%
-255
-0.01%
$99.06
18.51% $80.72
2.27%
CMI
CUMMINS INC
-0.37%
-98
-0.01%
$245.16
17.07% $287.01
2.39%
CVX
CHEVRON CORP
-7.16%
-166
-0.01%
$157.35
0.14% $157.57
0.12%
NXPI
NXP SEMICONDUCTORS NV
+0.30%
+69
+0.01%
$204.68
36.23% $278.83
1.92%
AAPL
APPLE INC
-8.99%
-215
-0.01%
$193.97
1.58% $190.90
0.15%
SHEL
SHELL PLC-ADR
-14.38%
-700
-0.01%
$60.38
16.74% $70.49
0.06%
COST
COSTCO WHOLESALE CORP
-2.27%
-97
-0.01%
$538.38
48.94% $801.86
0.53%
GEHCV
GE HEALTHCARE INC-W/I
-22.83%
-1,355
-0.03%
$81.24
31.07% $56.00
0.09%
GE
GENERAL ELECTRIC CO
-7.08%
-1,262
-0.03%
$109.85
46.39% $160.81
0.43%
DLTR
DOLLAR TREE INC
+2.36%
+1,116
+0.06%
$143.50
20.72% $113.77
2.59%
EQNR
EQUINOR ASA-SPON ADR
+3.72%
+8,496
+0.06%
$29.21
2.26% $28.55
1.64%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.59%
+1,367
+0.11%
$341.00
21.40% $413.99
18.91%
OLN
OLIN CORP
-2.12%
-11,240
-0.14%
$51.39
5.92% $54.43
6.31%
DIS
WALT DISNEY CO/THE
+6.96%
+7,937
+0.17%
$89.28
15.39% $103.02
2.58%
KGC
KINROSS GOLD CORP
+4.15%
+166,397
+0.19%
$4.77
66.25% $7.93
4.71%
NEM
NEWMONT CORP
+4.47%
+22,289
+0.22%
$42.66
0.63% $42.39
5.25%
DINO
HF SINCLAIR CORP
+8.55%
+15,481
+0.27%
$44.61
26.70% $56.52
3.43%
ALK
ALASKA AIR GROUP INC
+11.97%
+27,206
+0.34%
$53.18
18.01% $43.60
3.20%
XOM
EXXON MOBIL CORP
-16.90%
-9,373
-0.38%
$107.25
7.67% $115.48
1.89%
VIAC
VIACOMCBS INC - CLASS B
+15.02%
+148,222
+0.56%
$15.91
85.92% $29.58
4.27%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+6.61%
+8
+0.98%
$517,810.00
20.72% $625,100.00
15.79%
HXL
HEXCEL CORP
-100.00%
-59,121
-1.08%
$68.25
4.45% $71.29
0.00%
DG
DOLLAR GENERAL CORP
+76.92%
+63,488
+2.55%
$169.78
16.63% $141.55
5.86%
MCY
MERCURY GENERAL CORP
+91.89%
+355,911
+4.32%
$30.27
95.11% $59.06
9.01%
30 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.