Q2  2022 |
≡ |
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 |
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 |
Q4  2021 |
≡ |
KGC - Kinross Gold Corp. |
Add 13.45% |
281,276 |
0.51 |
≡ |
ALK - Alaska Air Group |
Add 11.04% |
13,496 |
0.22 |
≡ |
EQNR - Equinor ASA |
Add 4.47% |
8,426 |
0.07 |
≡ |
Y-OLD - Alleghany Corp. |
Add 1.78% |
153 |
0.03 |
≡ |
VLO - Valero Energy |
Add 1.44% |
1,686 |
0.04 |
≡ |
DIS - Walt Disney Co. |
Add 1.39% |
522 |
0.03 |
≡ |
CMI - Cummins Inc. |
Add 0.58% |
168 |
0.01 |
≡ |
HXL - Hexcel Corp. |
Add 0.56% |
400 |
0.01 |
≡ |
MCY - Mercury General Corp. |
Add 0.50% |
678 |
0.01 |
≡ |
NEM - Newmont Corp. |
Add 0.29% |
1,119 |
0.02 |
≡ |
SBUX - Starbucks Corp. |
Add 0.14% |
111 |
0.00 |
Q3  2021 |
≡ |
ALK - Alaska Air Group |
Add 37.80% |
33,527 |
0.63 |
≡ |
PARA - Paramount Global CL B |
Add 27.23% |
163,942 |
2.09 |
≡ |
KGC - Kinross Gold Corp. |
Add 18.01% |
319,117 |
0.55 |
≡ |
VLO - Valero Energy |
Add 8.66% |
9,319 |
0.21 |
≡ |
DINO - HF Sinclair Corp. |
Add 7.83% |
19,563 |
0.21 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 6.03% |
12,401 |
1.09 |
≡ |
NEM - Newmont Corp. |
Add 5.73% |
20,653 |
0.36 |
≡ |
BRK.A - Berkshire Hathaway CL A |
Add 1.18% |
1 |
0.13 |
≡ |
Y-OLD - Alleghany Corp. |
Add 1.01% |
86 |
0.02 |
≡ |
XOM - Exxon Mobil Corp. |
Add 0.51% |
833 |
0.02 |
≡ |
DLTR - Dollar Tree Inc. |
Buy |
69,122 |
2.14 |
≡ |
SHEL - Shell plc |
Buy |
4,868 |
0.07 |
Q2  2021 |
≡ |
KGC - Kinross Gold Corp. |
Add 14.17% |
219,984 |
0.46 |
≡ |
DINO - HF Sinclair Corp. |
Add 10.50% |
23,738 |
0.26 |
≡ |
XOM - Exxon Mobil Corp. |
Add 3.82% |
6,043 |
0.13 |
≡ |
NEM - Newmont Corp. |
Add 3.57% |
12,419 |
0.26 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 3.03% |
6,043 |
0.56 |
≡ |
OLN - Olin Corp. |
Add 1.61% |
11,651 |
0.18 |
≡ |
SMHI - SEACOR Marine Holdings Inc. |
Add 1.58% |
4,043 |
0.01 |
≡ |
DIS - Walt Disney Co. |
Add 0.33% |
126 |
0.01 |
≡ |
VLO - Valero Energy |
Add 0.16% |
167 |
0.00 |
≡ |
EQNR - Equinor ASA |
Add 0.13% |
242 |
0.00 |
≡ |
GE - GE Aerospace |
Add 0.01% |
1 |
0.00 |
≡ |
PARA - Paramount Global CL B |
Buy |
602,081 |
9.03 |
≡ |
OXY.WS - Occidental Petroleum WTS |
Buy |
266,717 |
1.23 |
≡ |
OXY - Occidental Petroleum |
Buy |
21,000 |
0.22 |
≡ |
PSTH-OLD - Pershing Square Tontine Holdings Ltd |
Buy |
14,000 |
0.11 |
≡ |
META - Meta Platforms Inc. |
Buy |
900 |
0.10 |
≡ |
UPBD - Upbound Group Inc. |
Buy |
4,600 |
0.08 |
≡ |
SYF - Synchrony Financial |
Buy |
4,437 |
0.07 |
Q1  2021 |
≡ |
KGC - Kinross Gold Corp. |
Add 23.44% |
294,759 |
0.74 |
≡ |
DINO - HF Sinclair Corp. |
Add 8.07% |
16,882 |
0.23 |
≡ |
NEM - Newmont Corp. |
Add 7.26% |
23,551 |
0.54 |
≡ |
Y-OLD - Alleghany Corp. |
Add 6.45% |
517 |
0.12 |
≡ |
VLO - Valero Energy |
Add 1.22% |
1,295 |
0.03 |
≡ |
XOM - Exxon Mobil Corp. |
Add 0.17% |
267 |
0.01 |
≡ |
MRK - Merck & Co. |
Add 0.07% |
29 |
0.00 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 0.04% |
85 |
0.01 |
≡ |
CVX - Chevron Corp. |
Buy |
3,288 |
0.13 |
Q4  2020 |
≡ |
MCY - Mercury General Corp. |
Add 38.70% |
83,687 |
1.91 |
≡ |
EQNR - Equinor ASA |
Add 34.82% |
48,713 |
0.35 |
≡ |
XOM - Exxon Mobil Corp. |
Add 10.54% |
15,066 |
0.27 |
≡ |
NEM - Newmont Corp. |
Add 3.37% |
10,568 |
0.28 |
≡ |
KGC - Kinross Gold Corp. |
Add 3.34% |
40,616 |
0.13 |
≡ |
VLO - Valero Energy |
Buy |
106,209 |
2.63 |
≡ |
DINO - HF Sinclair Corp. |
Buy |
209,115 |
2.36 |
≡ |
PSQ - ProShares Short QQQ |
Buy |
18,215 |
0.57 |
Q3  2020 |
≡ |
MCY - Mercury General Corp. |
Add 3.01% |
6,324 |
0.13 |
≡ |
KGC - Kinross Gold Corp. |
Add 2.41% |
28,682 |
0.13 |
≡ |
OLN - Olin Corp. |
Add 1.79% |
12,721 |
0.08 |
≡ |
NEM - Newmont Corp. |
Add 1.42% |
4,406 |
0.14 |
≡ |
Y-OLD - Alleghany Corp. |
Add 0.59% |
47 |
0.01 |
Q2  2020 |
≡ |
Y-OLD - Alleghany Corp. |
Add 113.62% |
4,239 |
1.17 |
≡ |
MCY - Mercury General Corp. |
Add 10.10% |
19,256 |
0.44 |
≡ |
KO - Coca Cola Co. |
Add 6.25% |
1,500 |
0.04 |
≡ |
OLN - Olin Corp. |
Add 3.32% |
22,869 |
0.15 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 2.09% |
4,280 |
0.43 |
≡ |
BRK.A - Berkshire Hathaway CL A |
Add 1.19% |
1 |
0.15 |
≡ |
SBUX - Starbucks Corp. |
Add 0.95% |
1,165 |
0.05 |
≡ |
WAFD - Washington Federal Inc. |
Add 0.80% |
521 |
0.01 |
≡ |
DIS - Walt Disney Co. |
Add 0.79% |
600 |
0.04 |
≡ |
PEP - PepsiCo Inc. |
Buy |
1,582 |
0.12 |
Q1  2020 |
≡ |
DIS - Walt Disney Co. |
Add 249.23% |
54,360 |
3.31 |
≡ |
OLN - Olin Corp. |
Add 217.22% |
472,075 |
3.47 |
≡ |
MCY - Mercury General Corp. |
Add 77.01% |
82,942 |
2.13 |
≡ |
XOM - Exxon Mobil Corp. |
Add 26.22% |
29,972 |
0.72 |
≡ |
GE - GE Aerospace |
Add 20.18% |
2,992 |
0.12 |
≡ |
EQNR - Equinor ASA |
Add 18.50% |
22,086 |
0.17 |
≡ |
HXL - Hexcel Corp. |
Add 17.26% |
10,664 |
0.25 |
≡ |
WAFD - Washington Federal Inc. |
Add 17.01% |
9,412 |
0.15 |
≡ |
AXP - American Express |
Add 12.97% |
2,675 |
0.14 |