Christopher Bloomstran - Semper Augustus Investments Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    44
Portfolio value:    $837,339,668
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Reported
Price*
Value Current
Price
+/-
Reported
Price
52
Week
Low
52
Week
High
BRK.B - Berkshire Hathaway CL B 14.48 Add 1.53% 253,025 $479.20 $121,249,580
BRK.A - Berkshire Hathaway CL A 9.95 116 $718,140.00 $83,304,240
DG - Dollar General 9.19 Reduce 29.99% 648,227 $118.73 $76,964,012 $103.70 -12.66% $95.11 $158.23
DECK - Deckers Outdoor 7.90 Add 3.33% 661,029 $100.09 $66,162,393 $108.13 8.03% $78.91 $126.50
ALK - Alaska Air Group 7.45 Add 314.16% 1,695,062 $36.78 $62,344,380 $42.82 16.42% $33.03 $65.88
OLN - Olin Corp. 7.21 Add 4.42% 2,029,319 $29.73 $60,331,666 $24.54 -17.46% $18.08 $30.46
DLTR - Dollar Tree Inc. 6.72 Add 0.16% 513,485 $109.51 $56,231,742 $108.80 -0.65% $84.71 $142.40
NEM - Newmont Corp. 6.19 Reduce 27.76% 479,138 $108.25 $51,866,638 $99.71 -7.89% $52.08 $134.88
KGC - Kinross Gold Corp. 5.50 Reduce 28.59% 1,508,941 $30.52 $46,052,879 $26.22 -14.09% $14.71 $39.11
FIVE - Five Below Inc. 5.26 Reduce 27.36% 192,666 $228.48 $44,020,328 $190.47 -16.64% $121.11 $251.63
SBUX - Starbucks Corp. 2.69 Add 4.07% 251,300 $89.59 $22,513,950 $95.29 6.36% $77.99 $108.88
DINO - HF Sinclair Corp. 2.69 Add 0.60% 360,678 $62.39 $22,502,671 $71.39 14.43% $35.29 $74.73
CMI - Cummins Inc. 2.54 Reduce 0.61% 39,530 $538.02 $21,267,931 $651.22 21.04% $307.90 $718.08
BLDR - Builders FirstSource Inc. 2.24 Buy 228,210 $82.33 $18,788,529 $73.64 -10.56% $65.10 $151.03
DIS - Walt Disney Co. 1.76 Add 4.67% 152,583 $96.38 $14,705,946 $99.71 3.46% $92.19 $124.69
VLO - Valero Energy 1.30 Reduce 77.82% 44,056 $247.08 $10,885,389 $255.82 3.54% $125.77 $265.61
XOM - Exxon Mobil Corp. 1.17 Reduce 0.07% 57,517 $169.66 $9,758,334 $149.92 -11.64% $101.73 $176.41
EQNR - Equinor ASA 0.89 Reduce 70.60% 175,954 $42.20 $7,425,259 $36.94 -12.46% $22.26 $43.46
PSKY - Paramount Skydance Corp. 0.70 Reduce 0.96% 652,707 $9.02 $5,887,416 $10.22 13.30% $8.62 $20.86
TRV - Travelers Companies Inc. 0.67 19,100 $291.68 $5,571,088 $303.25 3.97% $249.19 $313.12
MRK - Merck & Co. 0.64 Add 0.43% 44,633 $120.29 $5,368,904 $120.79 0.42% $76.66 $125.14
COST - Costco Co. 0.40 Reduce 2.32% 3,367 $996.43 $3,354,980 $971.87 -2.46% $844.06 $1,096.50
GE - GE Aerospace 0.32 9,352 $283.77 $2,653,817 $328.00 15.59% $232.24 $348.48
NXPI - NXP Semiconductors NV 0.31 Reduce 2.27% 12,996 $196.86 $2,558,393 $295.96 50.34% $183.00 $339.95
GLDM - SPDR Gold Minishares Trust 0.27 23,979 $92.69 $2,222,614 $85.42 -7.84% $64.46 $109.74
GEV - Ge Vernova Inc 0.21 1,994 $872.90 $1,740,563 $933.61 6.95% $458.65 $1,181.95
SMHI - SEACOR Marine Holdings Inc. 0.18 208,175 $7.16 $1,490,533 $7.35 2.65% $4.70 $8.17
CVX - Chevron Corp. 0.15 Reduce 5.10% 6,063 $206.90 $1,254,435 $187.31 -9.47% $136.70 $214.71
KO - Coca Cola Co. 0.14 15,328 $76.05 $1,165,694 $79.48 4.51% $65.35 $82.66
AAPL - Apple Inc. 0.13 4,140 $253.79 $1,050,691 $307.34 21.10% $195.07 $316.94
AXP - American Express 0.12 Reduce 0.15% 3,436 $302.48 $1,039,321 $310.66 2.70% $286.15 $387.49
SGOV - Ishares 0 3 Month Treasury B 0.12 Add 180.03% 9,916 $100.66 $998,145 $100.45 -0.21% $100.27 $100.74
PHYS - Sprott Physical Gold Trust 0.10 23,869 $35.44 $845,917 $32.54 -8.18% $24.86 $42.07
GOOG - Alphabet Inc. CL C 0.08 Buy 2,432 $286.86 $697,644 $365.76 27.50% $163.33 $404.47
SHEL - Shell plc 0.06 4,968 $93.00 $462,024 $85.40 -8.17% $67.25 $94.90
MA - Mastercard Inc. 0.04 Buy 658 $499.78 $328,852 $491.08 -1.74% $464.52 $601.77
GEHC - GE HealthCare Technologies Inc. 0.04 4,581 $71.18 $326,076 $64.67 -9.15% $58.75 $89.77
SIVR - abrdn Physical Silver Shares ETF 0.04 4,245 $71.61 $303,984 $64.68 -9.68% $33.63 $115.26
SYF - Synchrony Financial 0.04 4,437 $68.02 $301,805 $70.84 4.15% $56.98 $88.77
FLEX - Flex Ltd. 0.04 4,485 $65.46 $293,588 $151.92 132.08% $42.31 $166.86
PM - Philip Morris Intl. 0.03 Buy 1,762 $165.34 $291,329 $178.29 7.83% $142.11 $193.05
NFLX - Netflix Inc. 0.03 Buy 2,980 $96.15 $286,527 $82.18 -14.53% $75.01 $134.12
PSX - Phillips 66 0.03 Buy 1,472 $182.18 $268,169 $183.08 0.49% $111.37 $190.61
GOOGL - Alphabet Inc. 0.02 700 $287.56 $201,292 $368.53 28.16% $162.00 $408.61
* 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.
Sector % analysis
Unknown 24.95
Basic Materials 18.90
Consumer Defensive 16.48
Consumer Cyclical 15.85
Industrials 12.93
Energy 6.28
Communication Services 2.60
Financial Services 0.86
Healthcare 0.68
Technology 0.47