Diversified Portfolio with Strong Financial and Consumer Defensive Presence
Christopher Bloomstran's portfolio features significant investments in financial services, consumer defensive, basic materials, and consumer cyclical sectors. The portfolio shows concentration in BERKSHIRE HATHAWAY INC DEL (BRK-B), KINROSS GOLD CORP (KGC), and OLIN CORP (OLN). Notable changes include a slight decrease in DOLLAR GEN CORP NEW (DG) and a substantial increase in OLIN CORP (OLN).
Portfolio Overview
Christopher Bloomstran's portfolio, valued at $788,692,790 as of 2025-09-30, demonstrates a strategic allocation across various sectors. The top holdings by total value include BERKSHIRE HATHAWAY INC DEL (BRK-B) with a market presence of 15.7%, followed closely by DOLLAR GEN CORP NEW (DG) at 11.94%. These investments highlight the investor's focus on financial services and consumer defensive sectors.
Sector Allocation: The portfolio exhibits significant concentration in Financial Services, with BERKSHIRE HATHAWAY INC DEL (BRK-B) holding approximately 25% of the total value. Additionally, Consumer Defensive and Basic Materials sectors contribute notable portions, with BRK-B again playing a key role.
Notable Changes: OLIN CORP (OLN), a basic materials company, saw a substantial increase in shares by 141.3%, driven by strong demand. Conversely, DOLLAR GEN CORP NEW (DG) experienced a slight decrease of 0.03%, reflecting market dynamics.
Conclusion: The portfolio reflects a balanced approach with significant allocations to high-growth sectors like basic materials and consumer cyclical, complemented by stable financial services investments. This diversification aims to mitigate risks while capitalizing on diverse market opportunities.