What Christopher Bloomstran Bought in Q1 2024
Semper Augustus Investments · Quarterly 13F recap as filed with the SEC.
Period: 2024-03-31 · Filed · Historical
$546.7M
Total Value
36
Holdings
0
New Buys
0
Reduced
In Q1 2024, Christopher Bloomstran reported 36 long equity positions worth $546.7M in their Semper Augustus Investments 13F filing.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 231819 | $97.5M | 17.83% | — |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 125 | $79.3M | 14.51% | — |
| 3 | MCY | MERCURY GENL CORP NEW | 1394224 | $71.9M | 13.16% | — |
| 4 | DG | DOLLAR GEN CORP NEW | 419289 | $65.4M | 11.97% | — |
| 5 | OLN | OLIN CORP | 505339 | $29.7M | 5.43% | — |
| 6 | KGC | KINROSS GOLD CORP | 4472067 | $27.4M | 5.01% | — |
| 7 | NEM | NEWMONT CORP | 605447 | $21.7M | 3.97% | — |
| 8 | PARA | PARAMOUNT GLOBAL | 1477943 | $17.4M | 3.18% | — |
| 9 | DINO | HF SINCLAIR CORP | 274707 | $16.6M | 3.03% | — |
| 10 | DIS | DISNEY WALT CO | 131211 | $16.1M | 2.94% | — |
| 11 | ALK | ALASKA AIR GROUP INC | 319868 | $13.8M | 2.52% | — |
| 12 | DLTR | DOLLAR TREE INC | 91240 | $12.1M | 2.22% | — |
| 13 | CMI | CUMMINS INC | 40779 | $12.0M | 2.20% | — |
| 14 | SBUX | STARBUCKS CORP | 116111 | $10.6M | 1.94% | — |
| 15 | STOHF | EQUINOR ASA | 258646 | $7.0M | 1.28% | — |
| 16 | VLO | VALERO ENERGY CORP | 40066 | $6.8M | 1.25% | — |
| 17 | XOM | EXXON MOBIL CORP | 57910 | $6.7M | 1.23% | — |
| 18 | NXPI | NXP SEMICONDUCTORS N V | 24450 | $6.1M | 1.11% | — |
| 19 | MRK | MERCK & CO INC | 44443 | $5.9M | 1.07% | — |
| 20 | TRV | TRAVELERS COMPANIES INC | 20155 | $4.6M | 0.85% | — |
| 21 | SMHI | SEACOR MARINE HLDGS INC | 234478 | $3.3M | 0.60% | — |
| 22 | COST | COSTCO WHSL CORP NEW | 4355 | $3.2M | 0.58% | — |
| 23 | GE | GENERAL ELECTRIC CO | 16559 | $2.9M | 0.53% | — |
| 24 | KO | COCA COLA CO | 22425 | $1.4M | 0.25% | — |
| 25 | AXP | AMERICAN EXPRESS CO | 5166 | $1.2M | 0.22% | — |
| 26 | NKE | NIKE INC | 11395 | $1.1M | 0.20% | — |
| 27 | CVX | CHEVRON CORP NEW | 6036 | $952K | 0.17% | — |
| 28 | OVV | OVINTIV INC | 16487 | $856K | 0.16% | — |
| 29 | WAFDP | WAFD INC | 27072 | $786K | 0.14% | — |
| 30 | AAPL | APPLE INC | 4250 | $729K | 0.13% | — |
| 31 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4581 | $416K | 0.08% | — |
| 32 | SHEL | SHELL PLC | 4968 | $333K | 0.06% | — |
| 33 | DOW | DOW INC | 5169 | $299K | 0.05% | — |
| 34 | PSX | PHILLIPS 66 | 1472 | $240K | 0.04% | — |
| 35 | SAIA | SAIA INC | 400 | $234K | 0.04% | — |
| 36 | MCHPP | MICROCHIP TECHNOLOGY INC. | 2418 | $217K | 0.04% | — |