What Christopher Bloomstran Bought in Q3 2025
Semper Augustus Investments · Quarterly 13F recap as filed with the SEC.
Period: 2025-09-30 · Filed · Historical
$801.2M
Total Value
38
Holdings
2
New Buys
13
Reduced
In Q3 2025, Christopher Bloomstran reported 38 long equity positions worth $801.2M in their Semper Augustus Investments 13F filing, including 2 new positions (largest: PARAMOUNT SKYDANCE CORP at $12.5M) and 10 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 250239 | $125.8M | 15.70% | +1.4% |
| 2 | DG | DOLLAR GEN CORP NEW | 925826 | $95.7M | 11.94% | -0.0% |
| 3 | BRK.A | Berkshire Hathaway Inc. Class A | 116 | $87.5M | 10.92% | — |
| 4 | KGC | KINROSS GOLD CORP | 2589755 | $64.4M | 8.03% | -16.1% |
| 5 | NEM | NEWMONT CORP | 678207 | $57.2M | 7.14% | +0.0% |
| 6 | OLN | OLIN CORP | 1924245 | $48.1M | 6.00% | 141.3% |
| 7 | FIVE | FIVE BELOW INC | 308341 | $47.7M | 5.95% | -4.5% |
| 8 | DLTR | DOLLAR TREE INC | 505157 | $47.7M | 5.95% | -0.2% |
| 9 | DECK | DECKERS OUTDOOR CORP | 374841 | $38.0M | 4.74% | +78.1% |
| 10 | VLO | VALERO ENERGY CORP | 199527 | $34.0M | 4.24% | +0.4% |
| 11 | SBUX | STARBUCKS CORP | 238961 | $20.2M | 2.52% | -0.1% |
| 12 | ALK | ALASKA AIR GROUP INC | 378591 | $18.8M | 2.35% | +1.8% |
| 13 | DINO | HF SINCLAIR CORP | 356712 | $18.7M | 2.33% | +2.2% |
| 14 | CMI | CUMMINS INC | 39936 | $16.9M | 2.11% | -0.3% |
| 15 | DIS | DISNEY WALT CO | 145536 | $16.7M | 2.08% | +0.8% |
| 16 | STOHF | EQUINOR ASA | 573731 | $14.0M | 1.75% | +12.4% |
| 17 | PSKY | PARAMOUNT SKYDANCE CORP | 659284 | $12.5M | 1.56% | NEW |
| 18 | XOM | EXXON MOBIL CORP | 57840 | $6.5M | 0.81% | +1.8% |
| 19 | TRV | TRAVELERS COMPANIES INC | 19100 | $5.3M | 0.67% | -0.8% |
| 20 | MRK | MERCK & CO INC | 44443 | $3.7M | 0.47% | — |
| 21 | COST | COSTCO WHSL CORP NEW | 3435 | $3.2M | 0.40% | -8.8% |
| 22 | NXPI | NXP SEMICONDUCTORS N V | 13394 | $3.1M | 0.38% | -1.2% |
| 23 | GE | GE AEROSPACE | 9352 | $2.8M | 0.35% | — |
| 24 | GEV | GE VERNOVA INC | 3436 | $2.1M | 0.26% | — |
| 25 | GLDM | WORLD GOLD TR | 19864 | $1.5M | 0.19% | +16.8% |
| 26 | SMHI | SEACOR MARINE HLDGS INC | 211480 | $1.4M | 0.17% | — |
| 27 | AXP | AMERICAN EXPRESS CO | 4106 | $1.4M | 0.17% | -7.4% |
| 28 | AAPL | APPLE INC | 4140 | $1.1M | 0.13% | — |
| 29 | KO | COCA COLA CO | 15328 | $1.0M | 0.13% | -1.9% |
| 30 | CVX | CHEVRON CORP NEW | 6389 | $992K | 0.12% | — |
| 31 | PHYS | SPROTT ASSET MANAGEMENT LP | 23869 | $707K | 0.09% | — |
| 32 | OVV | OVINTIV INC | 16487 | $666K | 0.08% | — |
| 33 | SGOV | ISHARES TR | 5565 | $560K | 0.07% | -31.5% |
| 34 | SHEL | SHELL PLC | 4968 | $355K | 0.04% | — |
| 35 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4581 | $344K | 0.04% | — |
| 36 | SYF | SYNCHRONY FINANCIAL | 4437 | $315K | 0.04% | — |
| 37 | FLEX | FLEX LTD | 5090 | $295K | 0.04% | — |
| 38 | PSX | PHILLIPS 66 | 1472 | $200K | 0.02% | NEW |