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 Q2 (30 results)
AAPL
APPLE INC
-8.99%
-317
-0.01%
$193.97
3.37% $187.43
0.15%
ALK
ALASKA AIR GROUP INC
+11.97%
+27,206
+0.34%
$53.18
17.68% $43.78
3.20%
AXP
AMERICAN EXPRESS CO
-1.41%
-92
-0.00%
$174.20
38.65% $241.53
0.26%
BRK.A
BERKSHIRE HATHAWAY INC CL-A
+6.61%
+8
+0.98%
$517,810.00
19.59% $619,250.00
15.79%
BRK.B
BERKSHIRE HATHAWAY INC CL-B
+0.59%
+1,367
+0.11%
$341.00
20.30% $410.24
18.91%
CMI
CUMMINS INC
-0.37%
-152
-0.01%
$245.16
20.40% $295.18
2.39%
COST
COSTCO WHOLESALE CORP
-2.27%
-97
-0.01%
$538.38
44.49% $777.90
0.53%
CVX
CHEVRON CORP
-7.16%
-251
-0.01%
$157.35
3.98% $163.61
0.12%
DG
DOLLAR GENERAL CORP
+76.92%
+63,488
+2.55%
$169.78
17.36% $140.31
5.86%
DINO
HF SINCLAIR CORP
+8.55%
+25,589
+0.27%
$44.61
27.55% $56.90
3.43%
DIS
WALT DISNEY CO/THE
+6.96%
+7,937
+0.17%
$89.28
18.00% $105.35
2.58%
DLTR
DOLLAR TREE INC
+2.36%
+1,758
+0.06%
$143.50
17.16% $118.88
2.59%
EQNR
EQUINOR ASA-SPON ADR
+3.72%
+8,496
+0.06%
$29.21
1.68% $28.72
1.64%
GE
GENERAL ELECTRIC CO
-7.08%
-1,262
-0.03%
$109.85
45.65% $160.00
0.43%
GEHCV
GE HEALTHCARE INC-W/I
-22.83%
-1,355
-0.03%
$81.24
31.07% $56.00
0.09%
HXL
HEXCEL CORP
-100.00%
-66,804
-1.08%
$68.25
6.62% $72.77
0.00%
KGC
KINROSS GOLD CORP
+4.15%
+166,397
+0.19%
$4.77
63.52% $7.80
4.71%
MCY
MERCURY GENERAL CORP
+91.89%
+603,240
+4.32%
$30.27
89.76% $57.44
9.01%
MRK
MERCK & CO INC
-0.07%
-29
-0.00%
$115.39
11.50% $128.66
1.21%
NEM
NEWMONT CORP
+4.47%
+22,289
+0.22%
$42.66
0.21% $42.57
5.25%
NKE
NIKE INC -CL B
-0.55%
-63
-0.00%
$110.37
15.93% $92.79
0.30%
NXPI
NXP SEMICONDUCTORS NV
+0.30%
+120
+0.01%
$204.68
30.77% $267.66
1.92%
OLN
OLIN CORP
-2.12%
-11,240
-0.14%
$51.39
9.98% $56.52
6.31%
SBUX
STARBUCKS CORP
-0.48%
-468
-0.01%
$99.06
23.65% $75.63
2.27%
SHEL
SHELL PLC-ADR
-14.38%
-700
-0.01%
$60.38
22.66% $74.06
0.06%
SMHI
SEACOR MARINE HOLDINGS INC
-0.46%
-1,146
-0.00%
$11.43
14.96% $13.14
0.67%
VIAC
VIACOMCBS INC - CLASS B
+15.02%
+148,222
+0.56%
$15.91
85.92% $29.58
4.27%
VLO
VALERO ENERGY CORP
-0.12%
-120
-0.00%
$117.30
32.93% $155.93
2.71%
WAFD
WASHINGTON FEDERAL INC
-0.61%
-168
-0.00%
$26.52
8.33% $28.73
0.17%
XOM
EXXON MOBIL CORP
-16.90%
-15,119
-0.38%
$107.25
9.72% $117.67
1.89%
30 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.