What did Christopher Bloomstran buy in Q1 2025?

Christopher Bloomstran opened 1 new position (SGOV) and added to 2 existing holdings in the Q1 2025 13F.

What did Christopher Bloomstran sell in Q1 2025?

Christopher Bloomstran exited 2 positions (MCY, AMZN) and trimmed 1.

What Christopher Bloomstran bought and sold in Q1 2025

In Q1 2025, Christopher Bloomstran (Semper Augustus) opened 1 new position — including SGOV (0.2%), added to 2, trimmed 1, exited 2 (MCY, AMZN). The book stood at $620M across 36 positions, filed May 15, 2025.

1New2Added1Trimmed2Exited

Share𝕏 in

New positions (1)

SGOVIshares 0-3 Month Treasury B0.2% · $1M

Added to (2)

DGDollar General Corp+48% shares · 12.9% · $80M
0VVBParamount Global-class B+38% shares · 3.1% · $20M

Trimmed (1)

DLTRDollar Tree Inc-37% shares · 6.0% · $37M

Exited (2)

MCYMercury General Corpwas 0.3% of book
AMZNAmazon.com Incwas <0.1% of book

Christopher Bloomstran's other filings

Q1 2026 changes Q4 2025 changes Q3 2025 changes Q2 2025 changes Q4 2024 changes

Christopher Bloomstran's full portfolio →The whole cohort in Q1 2025 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.