What Christopher Bloomstran Bought in Q4 2024
Semper Augustus Investments · Quarterly 13F recap as filed with the SEC.
Period: 2024-12-31 · Filed · Historical
$559.5M
Total Value
37
Holdings
0
New Buys
9
Reduced
In Q4 2024, Christopher Bloomstran reported 37 long equity positions worth $559.5M in their Semper Augustus Investments 13F filing and 15 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | BRK.B | Berkshire Hathaway Inc. Class B | 238053 | $107.9M | 19.29% | +0.1% |
| 2 | BRK.A | Berkshire Hathaway Inc. Class A | 120 | $81.7M | 14.60% | -5.5% |
| 3 | DLTR | DOLLAR TREE INC | 783822 | $58.7M | 10.50% | +62.1% |
| 4 | DG | DOLLAR GEN CORP NEW | 611529 | $46.4M | 8.29% | -29.0% |
| 5 | KGC | KINROSS GOLD CORP | 4608191 | $42.7M | 7.63% | -0.2% |
| 6 | NEM | NEWMONT CORP | 656823 | $24.4M | 4.37% | +0.8% |
| 7 | VLO | VALERO ENERGY CORP | 189019 | $23.2M | 4.14% | +61.5% |
| 8 | ALK | ALASKA AIR GROUP INC | 350075 | $22.7M | 4.05% | +0.6% |
| 9 | SBUX | STARBUCKS CORP | 233742 | $21.3M | 3.81% | +0.1% |
| 10 | OLN | OLIN CORP | 585493 | $19.8M | 3.54% | +11.0% |
| 11 | DIS | DISNEY WALT CO | 140063 | $15.6M | 2.79% | +0.5% |
| 12 | CMI | CUMMINS INC | 40456 | $14.1M | 2.52% | -0.9% |
| 13 | PARA | PARAMOUNT GLOBAL | 1180089 | $12.3M | 2.21% | -30.2% |
| 14 | STOHF | EQUINOR ASA | 490140 | $11.6M | 2.08% | +2.3% |
| 15 | DINO | HF SINCLAIR CORP | 292909 | $10.3M | 1.83% | -44.8% |
| 16 | FIVE | FIVE BELOW INC | 76357 | $8.0M | 1.43% | +3.0% |
| 17 | XOM | EXXON MOBIL CORP | 56431 | $6.1M | 1.08% | — |
| 18 | TRV | TRAVELERS COMPANIES INC | 20155 | $4.9M | 0.87% | — |
| 19 | MRK | MERCK & CO INC | 44443 | $4.4M | 0.79% | — |
| 20 | COST | COSTCO WHSL CORP NEW | 4350 | $4.0M | 0.71% | +0.5% |
| 21 | NXPI | NXP SEMICONDUCTORS N V | 13688 | $2.8M | 0.51% | -1.4% |
| 22 | NKE | NIKE INC | 35600 | $2.7M | 0.48% | +2.1% |
| 23 | MCY | MERCURY GENL CORP NEW | 26805 | $1.8M | 0.32% | -55.0% |
| 24 | GE | GE AEROSPACE | 9842 | $1.6M | 0.29% | — |
| 25 | SMHI | SEACOR MARINE HLDGS INC | 211480 | $1.4M | 0.25% | — |
| 26 | KO | COCA COLA CO | 22273 | $1.4M | 0.25% | +1.2% |
| 27 | GEV | GE VERNOVA INC | 4138 | $1.4M | 0.24% | — |
| 28 | AXP | AMERICAN EXPRESS CO | 4432 | $1.3M | 0.24% | -0.5% |
| 29 | AAPL | APPLE INC | 4140 | $1.0M | 0.19% | — |
| 30 | CVX | CHEVRON CORP NEW | 6163 | $893K | 0.16% | — |
| 31 | GLDM | WORLD GOLD TR | 14365 | $747K | 0.13% | +15.3% |
| 32 | OVV | OVINTIV INC | 16487 | $668K | 0.12% | — |
| 33 | PHYS | SPROTT PHYSICAL GOLD TR | 23869 | $481K | 0.09% | — |
| 34 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 4581 | $358K | 0.06% | — |
| 35 | SHEL | SHELL PLC | 4968 | $311K | 0.06% | — |
| 36 | SYF | SYNCHRONY FINANCIAL | 4437 | $288K | 0.05% | — |
| 37 | AMZN | AMAZON COM INC | 960 | $211K | 0.04% | +-24.5% |