Christopher Bloomstran · Semper Augustus Investments Group LLC
| Period: | Q2 2025 |
| Portfolio date: | Jun 30, 2025 |
| No. of stocks: | 37 |
| Portfolio value: | $711M |
Viewing historical Q2 2025 data. Holdings + moves reflect that quarter — not current.← Back to latest
| Stock | % of Portfolio | Recent Activity | Shares | Reported Price * | Value | Current Price | +/- Reported Price | 52 Week Low | 52 Week High |
|---|---|---|---|---|---|---|---|---|---|
| BRK-B · Berkshire Hathaway Inc. Del | 16.86 | Add 3.06% | 246,664 | $485.77 | $119,821,971 | $475.94 | -2.02% | $455.19 | $520.30 |
| DG · Dollar Gen Corp. New | 14.91 | Add 2.09% | 926,119 | $114.38 | $105,929,443 | $113.29 | -0.95% | $86.25 | $158.23 |
| BRK-A · Berkshire Hathaway Inc. Del | 11.90 | 116 | $728800.00 | $84,540,800 | $717387.00 | -1.57% | $685150.00 | $779853.00 | |
| DLTR · Dollar Tree Inc. | 7.06 | Add 2.64% | 506,396 | $99.04 | $50,153,460 | $94.24 | -4.85% | $84.71 | $142.40 |
| KGC · Kinross Gold Corp. | 6.79 | Reduce 31.51% | 3,086,724 | $15.63 | $48,245,496 | $31.51 | +101.60% | $13.28 | $39.11 |
| FIVE · Five Below Inc. | 5.96 | Add 310.36% | 322,806 | $131.18 | $42,345,691 | $223.13 | +70.09% | $99.04 | $251.63 |
| NEM · Newmont Corp. | 5.56 | Add 2.35% | 678,145 | $58.26 | $39,508,702 | $116.51 | +99.98% | $48.27 | $134.88 |
| VLO · Valero Energy Corp. | 3.76 | Add 4.31% | 198,707 | $134.42 | $26,710,181 | $241.06 | +79.33% | $125.10 | $258.43 |
| SBUX · Starbucks Corp. | 3.08 | Add 3.18% | 239,081 | $91.63 | $21,907,019 | $104.93 | +14.51% | $77.99 | $107.55 |
| DECK · Deckers Outdoor Corp. | 3.05 | New | 210,523 | $103.07 | $21,698,606 | $100.42 | -2.57% | $78.91 | $133.43 |
| 92556H206 · Paramount Global B | 3.05 | Add 3.00% | 1,681,694 | $12.90 | $21,693,850 | — | — | — | — |
| ALK · Alaska Air Group Inc. | 2.59 | Add 7.88% | 372,013 | $49.48 | $18,407,203 | $40.84 | -17.46% | $33.03 | $65.88 |
| DIS · Disney Walt Co. | 2.52 | Add 3.29% | 144,397 | $124.01 | $17,906,674 | $108.02 | -12.89% | $92.19 | $124.69 |
| OLN · Olin Corp. | 2.25 | Add 13.52% | 797,436 | $20.09 | $16,020,485 | $26.84 | +33.60% | $18.08 | $30.46 |
| DINO · Hf Sinclair Corp. | 2.02 | Add 16.59% | 348,934 | $41.08 | $14,334,216 | $72.43 | +76.31% | $34.42 | $74.73 |
| CMI · Cummins Inc. | 1.85 | 40,039 | $327.50 | $13,112,773 | $679.55 | +107.50% | $307.90 | $718.08 | |
| EQNR · Equinor Asa | 1.80 | Add 4.09% | 510,218 | $25.14 | $12,826,881 | $36.69 | +45.94% | $22.26 | $43.46 |
| XOM · Exxon Mobil Corp. | 0.86 | Add 1.00% | 56,833 | $107.80 | $6,126,597 | $144.57 | +34.11% | $101.19 | $176.41 |
| TRV · The Travelers Companies Inc. | 0.72 | Reduce 4.47% | 19,255 | $267.54 | $5,151,483 | $298.04 | +11.40% | $249.19 | $313.12 |
| COST · Costco Wholesale Corp. | 0.52 | Reduce 11.24% | 3,768 | $989.94 | $3,730,094 | $1008.79 | +1.90% | $844.06 | $1067.08 |
| MRK · Merck & Co.Inc. New | 0.50 | 44,443 | $79.16 | $3,518,108 | $111.38 | +40.70% | $73.31 | $125.14 | |
| NXPI · Nxp Semiconductors N V | 0.42 | 13,558 | $218.49 | $2,962,287 | $294.75 | +34.90% | $183.00 | $303.91 | |
| GEV · Ge Aerospace | 0.34 | Reduce 4.98% | 9,352 | $257.39 | $2,407,111 | $1040.15 | +304.11% | $408.82 | $1181.95 |
| GEV · Ge Vernova Inc. | 0.26 | Reduce 8.08% | 3,436 | $529.15 | $1,818,159 | $1040.15 | +96.57% | $408.82 | $1181.95 |
| AXP · American Express Co. | 0.20 | 4,432 | $318.98 | $1,413,719 | $316.03 | -0.92% | $281.46 | $387.49 | |
| GLDM · World Gold Tr | 0.16 | Add 4.82% | 17,001 | $65.52 | $1,113,906 | $93.49 | +42.69% | $62.70 | $109.74 |
| KO · Coca Cola Co. | 0.16 | Reduce 28.99% | 15,622 | $70.75 | $1,105,257 | $78.42 | +10.84% | $65.35 | $82.00 |
| SMHI · Seacor Marine Hldgs Inc. | 0.15 | 211,480 | $5.10 | $1,078,548 | $7.44 | +45.88% | $4.70 | $8.17 | |
| CVX · Chevron Corp. New | 0.13 | Add 3.67% | 6,389 | $143.19 | $914,841 | $181.62 | +26.84% | $133.77 | $214.71 |
| AAPL · Apple Inc. | 0.12 | 4,140 | $205.17 | $849,404 | $293.26 | +42.93% | $193.46 | $294.76 | |
| 46436E718 · Ishares Tr | 0.12 | Reduce 23.32% | 8,128 | $100.69 | $818,408 | — | — | — | — |
| OVV · Ovintiv Inc. | 0.09 | 16,487 | $38.05 | $627,330 | $57.83 | +51.98% | $34.88 | $63.46 | |
| 85207H104 · Sprott Asset Management LP | 0.09 | 23,869 | $25.35 | $605,079 | — | — | — | — | |
| SHEL · Shell Plc | 0.05 | 4,968 | $70.41 | $349,797 | $83.97 | +19.26% | $65.38 | $94.90 | |
| GEHC · Ge Healthcare Technologies I | 0.05 | 4,581 | $74.07 | $339,315 | $63.47 | -14.31% | $58.75 | $89.77 | |
| SYF · Synchrony Financial | 0.04 | 4,437 | $66.74 | $296,125 | $73.14 | +9.59% | $55.67 | $88.77 | |
| FLEX · Flex Ltd. | 0.04 | New | 5,090 | $49.92 | $254,093 | $142.17 | +184.80% | $39.82 | $142.59 |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held. Price columns + 52-week range are placeholders pending v2 price-data feed.
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