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← Christopher Bloomstran

Christopher Bloomstran's 2025Q1 portfolio

Christopher Bloomstran (Semper Augustus) held 32 positions as of Mar 31, 2025, with the largest position at 20.6% of the portfolio.

Showing positions still held at the most recent quarter so their historical weights can be reconstructed. Positions that were held in 2025Q1but have since been exited aren't included in this table — for a full point-in-time reconstruction, use the SEC EDGAR filing directly.

Holdings as of Mar 31, 2025 (32)

  1. 1BRK/BBerkshire Hathaway Inc-cl B
    % port
    20.6%
    +1.3pp vs prior Qnow 14.5%
  2. 2BRK/ABerkshire Hathaway Inc-cl A
    % port
    14.9%
    +0.3pp vs prior Qnow 9.9%
  3. 3DGDollar General Corp
    % port
    12.9%
    +4.6pp vs prior Qnow 9.2%
  4. 4KGCKinross Gold Corp
    % port
    9.2%
    +1.5pp vs prior Qnow 5.5%
  5. 5DLTRDollar Tree Inc
    % port
    6.0%
    -4.5pp vs prior Qnow 6.7%
  6. 6NEMNewmont Corp
    % port
    5.2%
    +0.8pp vs prior Qnow 6.2%
  7. 7VLOValero Energy Corp
    % port
    4.1%
    now 1.3%
  8. 8SBUXStarbucks Corp
    % port
    3.7%
    -0.1pp vs prior Qnow 2.7%
  9. 9OLNOlin Corp
    % port
    2.7%
    -0.8pp vs prior Qnow 7.2%
  10. 10ALKAlaska Air Group Inc
    % port
    2.7%
    -1.3pp vs prior Qnow 7.4%
  11. 11DISWalt Disney Co/the
    % port
    2.2%
    -0.6pp vs prior Qnow 1.8%
  12. 12EQNREquinor Asa-spon Adr
    % port
    2.1%
    now 0.9%
  13. 13CMICummins Inc
    % port
    2.0%
    -0.5pp vs prior Qnow 2.5%
  14. 14DINOHF Sinclair Corp
    % port
    1.6%
    -0.2pp vs prior Qnow 2.7%
  15. 15XOMExxon Mobil Corp
    % port
    1.1%
  16. 16FIVEFive Below
    % port
    0.9%
    -0.5pp vs prior Qnow 5.3%
  17. 17TRVTravelers Cos Inc/the
    % port
    0.9%
    now 0.7%
  18. 18COSTCostco Wholesale Corp
    % port
    0.6%
    now 0.4%
  19. 19MRKMerck & Co. Inc.
    % port
    0.6%
    -0.1pp vs prior Q
  20. 20NXPINxp Semiconductors N V
    % port
    0.4%
    now 0.3%
  21. 21GEGeneral Electric
    % port
    0.3%
  22. 22KOCoca-cola Co/the
    % port
    0.3%
    now 0.1%
  23. 23AXPAmerican Express CO
    % port
    0.2%
  24. 24GEVGE Vernova Inc
    % port
    0.2%
  25. 25SMHISeacor Marine Holdings Inc
    % port
    0.2%
  26. 26SGOVIshares 0-3 Month Treasury B
    % port
    0.2%
  27. 27CVXChevron Corp
    % port
    0.2%
  28. 28GLDMSpdr Gold Minishares Trust
    % port
    0.2%
    now 0.3%
  29. 29AAPLApple Inc
    % port
    0.1%
  30. 30PHYSSprott Physical Gold Trust
    % port
    0.1%
  31. 31GEHCGE Healthcare Technology
    % port
    0.1%
  32. 32SHELShell Plc-adr
    % port
    0.1%

13F-HR filings disclose long US-equity positions only. 13Fs don't cover shorts, bonds, derivatives, or non-US listings, so the picture here is the public part of the portfolio — not the whole.

Not investment advice.