Christopher Bloomstran - Semper Augustus

History Stock Activity Share change % change to portfolio
Q1  2023
COST - Costco Co. Reduce 14.09% 700 0.09
OLN - Olin Corp. Reduce 17.24% 110,514 1.57
VLO - Valero Energy Reduce 18.82% 22,720 0.81
Q4  2022
DIS - Walt Disney Co. Add 67.90% 45,743 1.08
ALK - Alaska Air Group Add 7.65% 15,954 0.19
NEM - Newmont Corp. Add 6.94% 29,612 0.38
BRK.A - Berkshire Hathaway CL A Add 4.90% 5 0.64
AAPL - Apple Inc. Add 4.48% 151 0.01
MCY - Mercury General Corp. Add 4.18% 23,913 0.22
NXPI - NXP Semiconductors NV Add 2.74% 1,059 0.05
TRV - Travelers Companies Inc. Add 0.78% 155 0.01
BRK.B - Berkshire Hathaway CL B Add 0.45% 1,021 0.09
CMI - Cummins Inc. Add 0.13% 54 0.00
AXP - American Express Add 0.08% 5 0.00
DLTR - Dollar Tree Inc. Reduce 0.03% 23 0.00
OLN - Olin Corp. Reduce 0.06% 377 0.01
SBUX - Starbucks Corp. Reduce 0.07% 71 0.00
HXL - Hexcel Corp. Reduce 0.08% 57 0.00
NKE - NIKE Inc. Reduce 0.12% 14 0.00
DG - Dollar General Reduce 0.15% 67 0.00
SMHI - SEACOR Marine Holdings Inc. Reduce 0.21% 535 0.00
EQNR - Equinor ASA Reduce 0.29% 562 0.01
VLO - Valero Energy Reduce 0.84% 1,028 0.04
DINO - HF Sinclair Corp. Reduce 1.11% 3,148 0.04
COST - Costco Co. Reduce 2.93% 150 0.02
CVX - Chevron Corp. Reduce 2.96% 107 0.01
KGC - Kinross Gold Corp. Reduce 5.47% 204,460 0.23
PARA - Paramount Global CL B Reduce 7.63% 78,237 0.36
XOM - Exxon Mobil Corp. Reduce 16.43% 20,108 0.60
Y-OLD - Alleghany Corp. Sell 100.00% 11,065 2.81
Q3  2022
MCY - Mercury General Corp. Add 300.96% 429,770 3.69
OLN - Olin Corp. Add 11.78% 67,582 0.88
BRK.A - Berkshire Hathaway CL A Add 10.87% 10 1.23
PARA - Paramount Global CL B Add 7.33% 70,093 0.40
NXPI - NXP Semiconductors NV Add 6.87% 2,488 0.11
NEM - Newmont Corp. Add 4.97% 20,178 0.26
KGC - Kinross Gold Corp. Add 3.47% 125,465 0.14
ALK - Alaska Air Group Add 3.03% 6,129 0.07
VLO - Valero Energy Add 2.41% 2,869 0.09
DIS - Walt Disney Co. Add 2.11% 1,392 0.04
NKE - NIKE Inc. Add 1.59% 180 0.00
DINO - HF Sinclair Corp. Add 1.49% 4,151 0.07
CMI - Cummins Inc. Add 1.02% 420 0.03
BRK.B - Berkshire Hathaway CL B Add 0.79% 1,777 0.14
SBUX - Starbucks Corp. Add 0.02% 24 0.00
AAPL - Apple Inc. Buy 3,374 0.14
DOW - Dow Inc. Buy 5,169 0.07
DG - Dollar General Reduce 0.08% 36 0.00
DLTR - Dollar Tree Inc. Reduce 0.08% 54 0.00
HXL - Hexcel Corp. Reduce 0.10% 72 0.00
EQNR - Equinor ASA Reduce 0.14% 272 0.00
SMHI - SEACOR Marine Holdings Inc. Reduce 0.20% 506 0.00
CVX - Chevron Corp. Reduce 11.50% 469 0.02
XOM - Exxon Mobil Corp. Reduce 23.32% 37,212 0.98
Y-OLD - Alleghany Corp. Reduce 46.50% 9,616 2.44
WAFD - Washington Federal Inc. Reduce 54.49% 33,343 0.30
AXP - American Express Reduce 67.76% 13,858 0.57
Q2  2022
DG - Dollar General Add 192.15% 29,005 2.11
KGC - Kinross Gold Corp. Add 45.28% 1,126,792 1.20
NXPI - NXP Semiconductors NV Add 34.40% 9,274 0.41
DIS - Walt Disney Co. Add 34.35% 16,868 0.47
ALK - Alaska Air Group Add 31.12% 48,013 0.57
CVX - Chevron Corp. Add 24.06% 791 0.03
CMI - Cummins Inc. Add 16.28% 5,759 0.33
BRK.A - Berkshire Hathaway CL A Add 15.00% 12 1.45
SBUX - Starbucks Corp. Add 12.29% 10,828 0.25
BRK.B - Berkshire Hathaway CL B Add 7.34% 15,463 1.25
NKE - NIKE Inc. Add 6.54% 696 0.02
PARA - Paramount Global CL B Add 5.46% 49,461 0.36
NEM - Newmont Corp. Add 4.10% 16,016 0.28
DLTR - Dollar Tree Inc. Add 2.17% 1,487 0.07
KO - Coca Cola Co. Add 1.93% 425 0.01
MRK - Merck & Co. Add 0.91% 400 0.01
XOM - Exxon Mobil Corp. Add 0.30% 471 0.01
MCY - Mercury General Corp. Add 0.02% 34 0.00
DINO - HF Sinclair Corp. Add 0.01% 24 0.00
EQNR - Equinor ASA Reduce 0.02% 35 0.00
HXL - Hexcel Corp. Reduce 0.07% 52 0.00
VLO - Valero Energy Reduce 0.16% 187 0.01
AXP - American Express Reduce 0.84% 173 0.01
COST - Costco Co. Reduce 0.91% 47 0.01
SMHI - SEACOR Marine Holdings Inc. Reduce 1.30% 3,316 0.01
OLN - Olin Corp. Reduce 23.64% 177,565 2.44
Y-OLD - Alleghany Corp. Reduce 36.87% 12,076 2.98
Q1  2022
Y-OLD - Alleghany Corp. Add 274.45% 24,009 5.17
DG - Dollar General Add 42.04% 4,468 0.25
DIS - Walt Disney Co. Add 28.95% 11,026 0.38
PARA - Paramount Global CL B Add 21.04% 157,581 1.51
CMI - Cummins Inc. Add 20.84% 6,103 0.32
NXPI - NXP Semiconductors NV Add 16.03% 3,724 0.18
ALK - Alaska Air Group Add 13.69% 18,582 0.27
SBUX - Starbucks Corp. Add 12.46% 9,755 0.23
MCY - Mercury General Corp. Add 5.60% 7,574 0.11
KGC - Kinross Gold Corp. Add 4.91% 116,377 0.17
OLN - Olin Corp. Add 4.79% 34,326 0.46
DINO - HF Sinclair Corp. Add 4.22% 11,292 0.11
NEM - Newmont Corp. Add 2.07% 7,929 0.16
VLO - Valero Energy Add 0.34% 403 0.01
DLTR - Dollar Tree Inc. Add 0.29% 197 0.01
EQNR - Equinor ASA Reduce 0.02% 30 0.00