Christopher Bloomstran's Q1 2026 Portfolio Trends: Major Share Increases and Decreases
Christopher Bloomstran's portfolio as of March 31, 2026, shows significant changes in holdings, including substantial increases in Alaska Air Group and Deckers Outdoor Corp, alongside notable decreases in Dollar Gen Corp and Newmont Corp.
As of March 31, 2026, Christopher Bloomstran's portfolio at Semper Augustus Investments Group holds a total value of $831.45 million, reflecting quarterly adjustments across various sectors. The portfolio includes significant holdings in Financial Services, Consumer Defensive, Consumer Cyclical, Industrials, and Basic Materials stocks.
Bloomstran's portfolio saw notable share increases in certain stocks during the quarter. Alaska Air Group (ALK) experienced a substantial 314.16% increase in shares, while Deckers Outdoor Corp (DECK) saw a significant 3.33% increase. Olin Corp (OLN) and Dollar Tree Inc. (DLTR) also showed moderate growth with increases of 4.42% and 0.16% respectively.
Conversely, the portfolio recorded significant decreases in several holdings. Dollar Gen Corp (DG) saw a sharp decline of 29.99% in shares, while Newmont Corp (NEM) experienced a substantial decrease of 27.76%. Kinross Gold Corp (KGC) also saw a notable reduction of 28.59% in shares.
Other stocks in the portfolio showed relatively stable positions or minor fluctuations. Berkshire Hathaway Inc. (BRK-B) increased slightly by 1.53%, Five Below Inc. (FIVE) decreased by 27.36%, and Starbucks Corp (SBUX) saw a modest increase of 0.16%.
For a detailed view of Christopher Bloomstran's investment profile, visit his profile on Insiderset: https://www.insiderset.com/investor/christopher-bloomstran-semper-augustus-investments-group. You can explore each stock holding by visiting their respective pages on Insiderset: BRK-B, DG, DECK, ALK, OLN, DLTR, NEM, KGC, FIVE, and SBUX.