Christopher Bloomstran (Semper Augustus) Portfolio September 30, 2021
Christopher Bloomstran, revealed in a recent regulatory filing his newest positions. In his Semper Augustus’s portfolio you can find the top 38 holdings based on Bloomstran’s 13F filings as of September 30, 2021.
| No. | Stock | Class | Value | % of total portfolio | Shares | Price per share* |
| 1 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 59,558,000 | 19.2 | 218,209 | 272.94 |
| 2 | BERKSHIRE HATHAWAY INC DEL | CL A | 35,379,000 | 11.4 | 86 | 411383.72 |
| 3 | OLIN CORP | COM PAR $1 | 35,333,000 | 11.4 | 732,298 | 48.25 |
| 4 | VIACOMCBS INC | CL B | 30,266,000 | 9.8 | 766,023 | 39.51 |
| 5 | NEWMONT CORP | COM | 20,699,000 | 6.7 | 381,192 | 54.3 |
| 6 | KINROSS GOLD CORP | COM | 11,208,000 | 3.6 | 2,091,111 | 5.36 |
| 7 | EXXON MOBIL CORP | COM | 9,715,000 | 3.1 | 165,173 | 58.82 |
| 8 | HOLLYFRONTIER CORP | COM | 8,922,000 | 2.9 | 269,298 | 33.13 |
| 9 | STARBUCKS CORP | COM | 8,627,000 | 2.8 | 78,207 | 110.31 |
| 10 | VALERO ENERGY CORP | COM | 8,256,000 | 2.7 | 116,990 | 70.57 |
| 11 | MERCURY GENL CORP NEW | COM | 7,489,000 | 2.4 | 134,516 | 55.67 |
| 12 | ALASKA AIR GROUP INC | COM | 7,163,000 | 2.3 | 122,227 | 58.6 |
| 13 | DOLLAR TREE INC | COM | 6,616,000 | 2.1 | 69,122 | 95.71 |
| 14 | CUMMINS INC | COM | 6,537,000 | 2.1 | 29,111 | 224.55 |
| 15 | DISNEY WALT CO | COM | 6,354,000 | 2.1 | 37,559 | 169.17 |
| 16 | ALLEGHANY CORP MD | COM | 5,367,000 | 1.7 | 8,595 | 624.43 |
| 17 | EQUINOR ASA | SPONSORED ADR | 4,803,000 | 1.6 | 188,356 | 25.5 |
| 18 | NXP SEMICONDUCTORS N V | COM | 4,551,000 | 1.5 | 23,233 | 195.89 |
| 19 | HEXCEL CORP NEW | COM | 4,224,000 | 1.4 | 71,118 | 59.39 |
| 20 | AMERICAN EXPRESS CO | COM | 3,670,000 | 1.2 | 21,908 | 167.52 |
| 21 | MERCK & CO INC | COM | 3,310,000 | 1.1 | 44,073 | 75.1 |
| 22 | OCCIDENTAL PETE CORP | *W EXP 08/03/202 | 3,161,000 | 1.0 | 266,717 | 11.85 |
| 23 | TRAVELERS COMPANIES INC | COM | 3,040,000 | 1.0 | 20,000 | 152.0 |
| 24 | COSTCO WHSL CORP NEW | COM | 2,475,000 | 0.8 | 5,507 | 449.43 |
| 25 | DOLLAR GEN CORP NEW | COM | 2,254,000 | 0.7 | 10,627 | 212.1 |
| 26 | WASHINGTON FED INC | COM | 2,212,000 | 0.7 | 64,478 | 34.31 |
| 27 | GENERAL ELECTRIC CO | COM NEW | 1,836,000 | 0.6 | 17,821 | 103.02 |
| 28 | NIKE INC | CL B | 1,545,000 | 0.5 | 10,639 | 145.22 |
| 29 | COCA COLA CO | COM | 1,233,000 | 0.4 | 23,500 | 52.47 |
| 30 | SEACOR MARINE HLDGS INC | COM | 1,206,000 | 0.4 | 260,372 | 4.63 |
| 31 | OCCIDENTAL PETE CORP | COM | 621,000 | 0.2 | 21,000 | 29.57 |
| 32 | CHEVRON CORP NEW | COM | 334,000 | 0.1 | 3,288 | 101.58 |
| 33 | FACEBOOK INC | CL A | 305,000 | 0.1 | 900 | 338.89 |
| 34 | PERSHING SQUARE TONTINE HLDG | COM CL A | 276,000 | 0.1 | 14,000 | 19.71 |
| 35 | RENT A CTR INC NEW | COM | 259,000 | 0.1 | 4,600 | 56.3 |
| 36 | PEPSICO INC | COM | 238,000 | 0.1 | 1,582 | 150.44 |
| 37 | ROYAL DUTCH SHELL PLC | SPONS ADR A | 217,000 | 0.1 | 4,868 | 44.58 |
| 38 | SYNCHRONY FINANCIAL | COM | 217,000 | 0.1 | 4,437 | 48.91 |
*Price per share is the stock price on the date of the portfolio.