Christopher Bloomstran's Portfolio Update: March 31, 2026

Christopher Bloomstran of Semper Augustus Investments Group saw his portfolio valued at $831.45 million as of March 31, 2026.

His portfolio saw notable shifts, including a significant increase in Berkshire Hathaway Inc (BRK-B) shares and a decrease in Dollar Gen Corp (DG) holdings.

Berkshire Hathaway Inc (BRK-B), a Financial Services company, saw its share count increase by 1.53% to 14.48% allocation, reflecting continued confidence in this position. (Link: BRK-B)

Dollar Gen Corp (DG), a Consumer Defensive stock, experienced a sharp decline, with share count falling by 29.99% and allocation dropping to 9.19%. (Link: DG)

Other significant movements include a substantial increase in Alaska Air Group Inc (ALK), a Industrials stock, with a 314.16% share increase and allocation rising to 7.45%. (Link: ALK)

Olin Corp (OLN), a Basic Materials company, saw moderate growth in shares and allocation to 7.21%. (Link: OLN)

Newmont Corp (NEM), another Basic Materials holding, experienced a significant reduction in position, with a 27.76% share decrease and allocation down to 6.19%. (Link: NEM)

Kinross Gold Corp (KGC), also in Basic Materials, saw a large reduction, with a 28.59% share decrease and allocation down to 5.5%. (Link: KGC)

Deckers Outdoor Corp (DECK), a Consumer Cyclical stock, showed modest growth in shares and allocation to 7.9%. (Link: DECK)

Five Below Inc (FIVE), another Consumer Cyclical, saw a decrease in position, with a 27.36% share reduction and allocation down to 5.26%. (Link: FIVE)

Starbucks Corp (SBUX), also a Consumer Cyclical, showed slight growth with a 4.07% share increase and allocation at 2.69%. (Link: SBUX)