Christopher Bloomstran's Q2 2024 Portfolio Update: Valued at $558 Million

The latest portfolio update from Christopher Bloomstran of Semper Augustus Investments Group LLC for the second quarter of 2024 has been released, revealing a reported value of $558 million distributed across 39 individual stocks. This update provides investors and market enthusiasts with valuable insights into the investment strategy of Christopher Bloomstran and Semper Augustus Investments Group LLC.

Examining the 13F form, we can see that the current position value has increased by $11.7 million from the previous quarter, rising from $546 million to the current value of $558 million. This growth indicates a positive performance and highlights the ability of Christopher Bloomstran to navigate the ever-changing market landscape.

The Q2 2024 portfolio update from Christopher Bloomstran of Semper Augustus Investments Group LLC provides valuable insights into the investment strategy of this seasoned investor. With a diverse mix of top holdings, strategic buying decisions, and prudent selling actions, Christopher Bloomstran continues to navigate the market with a focus on long-term growth and value creation. Investors and market enthusiasts can look to this portfolio update as a source of inspiration and guidance in their own investment journeys.

Top Holdings

• Berkshire Hathaway Inc. Class B (17.28% of portfolio)

  Berkshire Hathaway is a multinational conglomerate holding company known for its diverse range of investments across sectors such as insurance, utilities, and retail.

  SEO Subtitle: "Berkshire Hathaway Class B: A Leading Holding in Bloomstran’s Portfolio"
• Berkshire Hathaway Inc. Class A (14.04% of portfolio)

  These are the premium shares of Berkshire Hathaway, representing a substantial portion of long-term, high-value investments under Warren Buffett’s leadership.

  SEO Subtitle: "Berkshire Hathaway Class A: A Key Asset for Long-Term Investors"
• Mercury General Corporation (13.29% of portfolio)

  Mercury General Corporation is a major U.S. auto and property insurance company, providing consistent returns through its stable insurance operations.

  SEO Subtitle: "Mercury General Corporation: A Reliable Player in Auto Insurance"
• Dollar General Corporation (10.43% of portfolio)

  Dollar General is a leading U.S. variety store chain, offering affordable goods and thriving in both economic booms and downturns.

  SEO Subtitle: "Dollar General: A Resilient Retailer in the Face of Economic Shifts"
• Kinross Gold Corporation (6.94% of portfolio)

  Kinross Gold is a global mining company focused on gold production, making it a defensive play against economic uncertainties and inflation.

  SEO Subtitle: "Kinross Gold Corporation: A Strategic Hedge Against Inflation"

Top Sells

• NXP Semiconductors N.V. (reduced by 43.03%)

  NXP Semiconductors is a global leader in semiconductor solutions for automotive, communication, and industrial applications. The company plays a key role in developing secure connectivity systems.

  SEO Subtitle: "NXP Semiconductors: Adjusting Position in Automotive and Connectivity Solutions"
• Dino Polska S.A. (reduced by 0.73%)

  Dino Polska is a fast-growing Polish supermarket chain known for its extensive retail footprint in Poland and its focus on providing fresh food at competitive prices.

  SEO Subtitle: "Dino Polska: Evolving Retail Strategy in the Polish Supermarket Sector"
• Valero Energy Corporation (reduced by 6.11%)

  Valero Energy is one of the largest independent petroleum refiners and ethanol producers in the world. The company provides energy solutions through refining, marketing, and logistics.

  SEO Subtitle: "Valero Energy: Rebalancing Investments in Energy and Refining"
• General Electric Company (reduced by 21.81%)

  General Electric (GE) is a multinational conglomerate known for its operations in aviation, healthcare, energy, and renewable energy, among other industries.

  SEO Subtitle: "General Electric: Shifting Focus in a Diverse Conglomerate"
• SeaMicro Holdings, Inc. (reduced by 8.49%)

  SeaMicro Holdings is a key player in the technology sector, known for its energy-efficient server solutions. It focuses on delivering innovative IT infrastructure to meet growing data demands.

  SEO Subtitle: "SeaMicro Holdings: Reducing Stake in Energy-Efficient Server Technology"