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Christopher Bloomstran

Semper Augustus Investments Group

Semper Augustus Investments Group Portfolio 13F

Christopher Bloomstran Holdings Activity

Portfolio value:: $170.23M≈ (-$3M≈)
Previous value:: $173.57M≈
# of changes:: 17
New positions:: 1
Reported for:: 30 Jun 2014 (Q2)
Latest filing date:: 13 Aug 2014

Semper Augustus Investments Group has disclosed a total of 17 changes to the portfolio in the (2014 Q2) SEC report(s): increased the number of shares of 4, bought 1 totally new, decreased the number of shares of 10 and completely sold out 2 position(s).

What stocks did Christopher Bloomstran buy in 2014 Q2?

During 2014 Q2 Christopher Bloomstran has purchased 5 securities: (LUK) Leucadia National Corp (added shares +9.68%), (WAFD) WaFd, Inc (added shares +3.13%), (GE) GE Aerospace (reduced shares 0.00%), (KGC) Kinross Gold Corp (added shares +0.20%) and (AMPE) Ampio Pharm (new buy).

What did Christopher Bloomstran invest in during 2014 Q2?

Christopher Bloomstran's top 5 holdings (by % of portfolio) were (BRK-B) Berkshire Hathaway Inc (15.58%), (XOM) Exxon Mobil Corp (15.17%), (BRK-A) Berkshire Hathaway Inc (9.59%), (MCY) Mercury General Corp (7.21%) and (LUK) Leucadia National Corp (4.86%).

In the 2014 Q2 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -9.42%), (XOM) Exxon Mobil Corp (reduced shares -9.83%), (MCY) Mercury General Corp (reduced shares -0.23%) and (LUK) Leucadia National Corp (added shares +9.68%).

Ticker	Name	% or activity	Shares change	Shares held after*	% change to portfolio	Reported price*	% difference current price*	% of portfolio	Held since*	Held for*
AMPE	Ampio Pharm	new	Upgrade	Upgrade	Upgrade	$8.40		0.05%	2014 Q2	≈ 0.25 years
LUK	Leucadia National Corp	+9.68%	Upgrade	Upgrade	Upgrade	$26.22		4.86%	2013 Q2 or earlier	≈ 1.25+ years
WAFD	WaFd, Inc	+3.13%	Upgrade	Upgrade	Upgrade	$22.43	+65.39%($37.10)	3.23%	2013 Q2 or earlier	≈ 1.25+ years
KGC	Kinross Gold Corp	+0.20%	Upgrade	Upgrade	Upgrade	$4.14	+556.35%($27.17)	2.05%	2013 Q2 or earlier	≈ 1.25+ years
GE	GE Aerospace	+0.00%	Upgrade	Upgrade	Upgrade	$210.26	+76.25%($370.58)	2.32%	2013 Q2 or earlier	≈ 1.25+ years
SNY	Sanofi ADR	-0.06%	Upgrade	Upgrade	Upgrade	$53.17	-18.38%($43.40)	2.76%	2013 Q2 or earlier	≈ 1.25+ years
NEM	Newmont Goldcorp Corp	-0.06%	Upgrade	Upgrade	Upgrade	$25.44	+341.14%($112.22)	4.51%	2013 Q2 or earlier	≈ 1.25+ years
JNJ	Johnson & Johnson	-0.09%	Upgrade	Upgrade	Upgrade	$104.62	+145.03%($256.34)	3.56%	2013 Q2 or earlier	≈ 1.25+ years
PEP	PepsiCo Inc	-0.10%	Upgrade	Upgrade	Upgrade	$89.33	+55.42%($138.84)	2.61%	2013 Q2 or earlier	≈ 1.25+ years
RBA	RB Global Inc	-0.16%	Upgrade	Upgrade	Upgrade	$24.65	+285.81%($95.09)	1.38%	2013 Q3	≈ 1.00 year

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* Shares, change to shares, sold shares, shares held after: split-adjusted.

* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.

* Current price: this can be a delayed price and may not reflect the real-time market value, however it is too close.

* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.

* Held since / Held for: calculated since the latest "new buy" position. If the security was previously exited and re-entered, only the most recent holding period is counted.