What Christopher Bloomstran Bought in Q2 2025
Semper Augustus Investments · Quarterly 13F recap as filed with the SEC.
Period: 2025-06-30 · Filed · Historical
$710.6M
Total Value
37
Holdings
2
New Buys
7
Reduced
In Q2 2025, Christopher Bloomstran reported 37 long equity positions worth $710.6M in their Semper Augustus Investments 13F filing, including 2 new positions (largest: DECKERS OUTDOOR CORP at $21.7M) and 16 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 246664 | $119.8M | 16.86% | +3.1% |
| 2 | DG | DOLLAR GEN CORP NEW | 926119 | $105.9M | 14.91% | +2.1% |
| 3 | BRK.A | Berkshire Hathaway Inc. Class A | 116 | $84.5M | 11.90% | — |
| 4 | DLTR | DOLLAR TREE INC | 506396 | $50.2M | 7.06% | +2.6% |
| 5 | KGC | KINROSS GOLD CORP | 3086724 | $48.2M | 6.79% | -31.5% |
| 6 | FIVE | FIVE BELOW INC | 322806 | $42.3M | 5.96% | 310.4% |
| 7 | NEM | NEWMONT CORP | 678145 | $39.5M | 5.56% | +2.4% |
| 8 | VLO | VALERO ENERGY CORP | 198707 | $26.7M | 3.76% | +4.3% |
| 9 | SBUX | STARBUCKS CORP | 239081 | $21.9M | 3.08% | +3.2% |
| 10 | DECK | DECKERS OUTDOOR CORP | 210523 | $21.7M | 3.05% | NEW |
| 11 | PARA | PARAMOUNT GLOBAL | 1681694 | $21.7M | 3.05% | +3.0% |
| 12 | ALK | ALASKA AIR GROUP INC | 372013 | $18.4M | 2.59% | +7.9% |
| 13 | DIS | DISNEY WALT CO | 144397 | $17.9M | 2.52% | +3.3% |
| 14 | OLN | OLIN CORP | 797436 | $16.0M | 2.25% | +13.5% |
| 15 | DINO | HF SINCLAIR CORP | 348934 | $14.3M | 2.02% | +16.6% |
| 16 | CMI | CUMMINS INC | 40039 | $13.1M | 1.85% | — |
| 17 | STOHF | EQUINOR ASA | 510218 | $12.8M | 1.80% | +4.1% |
| 18 | XOM | EXXON MOBIL CORP | 56833 | $6.1M | 0.86% | +1.0% |
| 19 | TRV | TRAVELERS COMPANIES INC | 19255 | $5.2M | 0.72% | -4.5% |
| 20 | COST | COSTCO WHSL CORP NEW | 3768 | $3.7M | 0.52% | -11.2% |
| 21 | MRK | MERCK & CO INC | 44443 | $3.5M | 0.50% | — |
| 22 | NXPI | NXP SEMICONDUCTORS N V | 13558 | $3.0M | 0.42% | — |
| 23 | GE | GE AEROSPACE | 9352 | $2.4M | 0.34% | -5.0% |
| 24 | GEV | GE VERNOVA INC | 3436 | $1.8M | 0.26% | -8.1% |
| 25 | AXP | AMERICAN EXPRESS CO | 4432 | $1.4M | 0.20% | — |
| 26 | GLDM | WORLD GOLD TR | 17001 | $1.1M | 0.16% | +4.8% |
| 27 | KO | COCA COLA CO | 15622 | $1.1M | 0.16% | -29.0% |
| 28 | SMHI | SEACOR MARINE HLDGS INC | 211480 | $1.1M | 0.15% | — |
| 29 | CVX | CHEVRON CORP NEW | 6389 | $915K | 0.13% | +3.7% |
| 30 | AAPL | APPLE INC | 4140 | $849K | 0.12% | — |
| 31 | SGOV | ISHARES TR | 8128 | $818K | 0.12% | +-23.3% |
| 32 | OVV | OVINTIV INC | 16487 | $627K | 0.09% | — |
| 33 | PHYS | SPROTT PHYSICAL GOLD TR | 23869 | $605K | 0.09% | — |
| 34 | SHEL | SHELL PLC | 4968 | $350K | 0.05% | — |
| 35 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4581 | $339K | 0.05% | — |
| 36 | SYF | SYNCHRONY FINANCIAL | 4437 | $296K | 0.04% | — |
| 37 | FLEX | FLEX LTD | 5090 | $254K | 0.04% | NEW |