Christopher Bloomstran (Semper Augustus) Portfolio December 31, 2021
Christopher Bloomstran, revealed in a recent regulatory filing his newest positions. In his Semper Augustus’s portfolio you can find the top 33 holdings based on Bloomstran’s 13F filings as of December 31, 2021.
I also made more detailed analysis of the top 5 holdings. Check here for latest Christopher Bloomstran Portfolio Analysis.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 63,241,000 | 19.7 | 211,508 | 299.0 |
| 2 | OLIN CORP | COM PAR $1 | 41,238,000 | 12.9 | 716,927 | 57.52 |
| 3 | BERKSHIRE HATHAWAY INC DEL | CL A | 38,757,000 | 12.1 | 86 | 450662.79 |
| 4 | NEWMONT CORP | COM | 23,711,000 | 7.4 | 382,311 | 62.02 |
| 5 | VIACOMCBS INC | CL B | 22,599,000 | 7.1 | 748,822 | 30.18 |
| 6 | KINROSS GOLD CORP | COM | 13,784,000 | 4.3 | 2,372,387 | 5.81 |
| 7 | EXXON MOBIL CORP | COM | 9,744,000 | 3.0 | 159,243 | 61.19 |
| 8 | DOLLAR TREE INC | COM | 9,594,000 | 3.0 | 68,272 | 140.53 |
| 9 | STARBUCKS CORP | COM | 9,161,000 | 2.9 | 78,318 | 116.97 |
| 10 | VALERO ENERGY CORP | COM | 8,914,000 | 2.8 | 118,676 | 75.11 |
| 11 | HOLLYFRONTIER CORP | COM | 8,782,000 | 2.7 | 267,893 | 32.78 |
| 12 | MERCURY GENL CORP NEW | COM | 7,173,000 | 2.2 | 135,194 | 53.06 |
| 13 | ALASKA AIR GROUP INC | COM | 7,071,000 | 2.2 | 135,723 | 52.1 |
| 14 | CUMMINS INC | COM | 6,387,000 | 2.0 | 29,279 | 218.14 |
| 15 | DISNEY WALT CO | COM | 5,898,000 | 1.8 | 38,081 | 154.88 |
| 16 | ALLEGHANY CORP MD | COM | 5,840,000 | 1.8 | 8,748 | 667.58 |
| 17 | NXP SEMICONDUCTORS N V | COM | 5,292,000 | 1.7 | 23,233 | 227.78 |
| 18 | EQUINOR ASA | SPONSORED ADR | 5,181,000 | 1.6 | 196,782 | 26.33 |
| 19 | HEXCEL CORP NEW | COM | 3,705,000 | 1.2 | 71,518 | 51.81 |
| 20 | AMERICAN EXPRESS CO | COM | 3,478,000 | 1.1 | 21,260 | 163.59 |
| 21 | MERCK & CO INC | COM | 3,378,000 | 1.1 | 44,073 | 76.65 |
| 22 | TRAVELERS COMPANIES INC | COM | 3,129,000 | 1.0 | 20,000 | 156.45 |
| 23 | COSTCO WHSL CORP NEW | COM | 3,122,000 | 1.0 | 5,500 | 567.64 |
| 24 | DOLLAR GEN CORP NEW | COM | 2,506,000 | 0.8 | 10,627 | 235.81 |
| 25 | WASHINGTON FED INC | COM | 2,127,000 | 0.7 | 63,723 | 33.38 |
| 26 | NIKE INC | CL B | 1,773,000 | 0.6 | 10,639 | 166.65 |
| 27 | GENERAL ELECTRIC CO | COM NEW | 1,684,000 | 0.5 | 17,821 | 94.5 |
| 28 | COCA COLA CO | COM | 1,303,000 | 0.4 | 22,000 | 59.23 |
| 29 | SEACOR MARINE HLDGS INC | COM | 866,000 | 0.3 | 254,744 | 3.4 |
| 30 | CHEVRON CORP NEW | COM | 386,000 | 0.1 | 3,288 | 117.4 |
| 31 | PEPSICO INC | COM | 275,000 | 0.1 | 1,582 | 173.83 |
| 32 | ROYAL DUTCH SHELL PLC | SPONS ADR A | 211,000 | 0.1 | 4,868 | 43.34 |
| 33 | SYNCHRONY FINANCIAL | COM | 206,000 | 0.1 | 4,437 | 46.43 |
*Price per share is the stock price on the date of the portfolio.