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 Q1 (26 results)
CVX
CHEVRON CORP
0.03%
0
0.00%
$163.14
0.29% $162.67
0.15%
AXP
AMERICAN EXPRESS CO
-1.21%
-80
-0.00%
$164.95
47.21% $242.82
0.28%
NKE
NIKE INC -CL B
-0.83%
-82
-0.00%
$122.64
24.84% $92.18
0.36%
WAFD
WASHINGTON FEDERAL INC
-0.37%
-84
-0.00%
$30.12
0.27% $30.04
0.21%
SMHI
SEACOR MARINE HOLDINGS INC
-0.90%
-2,264
-0.00%
$7.61
74.38% $13.27
0.48%
CMI
CUMMINS INC
-0.46%
-177
-0.01%
$238.88
19.54% $285.56
2.53%
NXPI
NXP SEMICONDUCTORS NV
-0.45%
-180
-0.01%
$186.48
43.57% $267.72
1.89%
DIS
WALT DISNEY CO/THE
+0.86%
+976
+0.03%
$100.13
3.12% $103.25
2.92%
SBUX
STARBUCKS CORP
-1.26%
-1,246
-0.03%
$104.13
25.24% $77.85
2.60%
ALK
ALASKA AIR GROUP INC
+1.32%
+2,959
+0.03%
$41.96
3.17% $43.29
2.44%
HXL
HEXCEL CORP
-6.32%
-3,986
-0.08%
$68.25
5.45% $71.97
0.00%
COST
COSTCO WHOLESALE CORP
-14.09%
-700
-0.09%
$496.87
60.16% $795.81
0.54%
GEHCV
GE HEALTHCARE INC-W/I
buy
+5,936
+0.12%
$82.03
31.73% $56.00
0.12%
DLTR
DOLLAR TREE INC
+6.72%
+4,298
+0.17%
$143.55
18.28% $117.31
2.74%
VIAC
VIACOMCBS INC - CLASS B
+4.10%
+32,666
+0.22%
$22.31
32.59% $29.58
5.64%
EQNR
EQUINOR ASA-SPON ADR
+16.74%
+32,783
+0.24%
$28.43
0.28% $28.51
1.66%
DINO
HF SINCLAIR CORP
+6.86%
+19,224
+0.24%
$48.38
20.73% $58.41
3.71%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+1.81%
+4,156
+0.33%
$308.77
35.03% $416.94
18.43%
XOM
EXXON MOBIL CORP
-12.50%
-11,500
-0.36%
$109.66
9.10% $119.64
2.51%
MCY
MERCURY GENERAL CORP
+10.06%
+60,000
+0.49%
$31.74
83.36% $58.20
5.34%
NEM
NEWMONT CORP
+9.28%
+42,342
+0.53%
$49.02
10.77% $43.74
6.26%
KGC
KINROSS GOLD CORP
+13.40%
+474,041
+0.57%
$4.71
69.85% $8.00
4.84%
VLO
VALERO ENERGY CORP
-18.82%
-22,720
-0.81%
$139.60
18.95% $166.06
3.50%
OLN
OLIN CORP
-17.24%
-110,514
-1.57%
$55.50
1.17% $56.15
7.54%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+13.08%
+14
+1.67%
$465,600.00
35.18% $629,375.00
14.43%
DG
DOLLAR GENERAL CORP
+87.60%
+38,540
+2.08%
$210.46
32.47% $142.13
4.45%
26 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.