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Christopher Bloomstran - Semper Augustus – Largest Position Reductions (2025 Q3)

This report summarizes the most meaningful reductions and sell-offs made by Christopher Bloomstran - Semper Augustus in 2025 Q3. The analysis highlights which positions were trimmed or exited, providing insight into how the investor adjusted risk exposure and portfolio strategy.

Symbol Shares Reported Price(USD) Action Change % Portfolio Weight Position Value Filing Period
DG 925,826 $103.35 Reduced -0.03% 11.95% $95.68M 2025 Q3
KGC 2,589,755 $24.85 Reduced -16.10% 8.03% $64.36M 2025 Q3
FIVE 308,341 $154.7 Reduced -4.48% 5.96% $47.7M 2025 Q3
DLTR 505,157 $94.37 Reduced -0.24% 5.95% $47.67M 2025 Q3
SBUX 238,961 $84.6 Reduced -0.05% 2.52% $20.22M 2025 Q3
CMI 39,936 $422.38 Reduced -0.26% 2.11% $16.87M 2025 Q3
TRV 19,100 $279.21 Reduced -0.80% 0.67% $5.33M 2025 Q3
COST 3,435 $925.76 Reduced -8.84% 0.40% $3.18M 2025 Q3
NXPI 13,394 $227.71 Reduced -1.21% 0.38% $3.05M 2025 Q3
AXP 4,106 $332.2 Reduced -7.36% 0.17% $1.36M 2025 Q3
KO 15,328 $66.35 Reduced -1.88% 0.13% $1.02M 2025 Q3
SGOV 5,565 $100.63 Reduced -31.53% 0.07% $560.01K 2025 Q3
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