Christopher Bloomstran - Semper Augustus

History Stock Activity Share change % change to portfolio
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