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Christopher Bloomstran

Semper Augustus Investments Group

Semper Augustus Investments Group Portfolio 13F

Christopher Bloomstran Holdings Activity

Portfolio value:: $163.00M≈ (-$7M≈)
Previous value:: $170.23M≈
# of changes:: 14
New positions:: 1
Reported for:: 30 Sep 2014 (Q3)
Latest filing date:: 13 Nov 2014

Semper Augustus Investments Group has disclosed a total of 14 changes to the portfolio in the (2014 Q3) SEC report(s): increased the number of shares of 4, bought 1 totally new and decreased the number of shares of 9 position(s).

What stocks did Christopher Bloomstran buy in 2014 Q3?

During 2014 Q3 Christopher Bloomstran has purchased 5 securities: (GG) Goldcorp Inc (added shares +0.53%), (GE) GE Aerospace (reduced shares 0.00%), (AVX-OLD) AVX CORP (added shares +0.24%), (KGC) Kinross Gold Corp (added shares +0.15%) and (CBI) Chicago Bridge & Iron Company N.V (new buy).

What did Christopher Bloomstran invest in during 2014 Q3?

Christopher Bloomstran's top 5 holdings (by % of portfolio) were (BRK-B) Berkshire Hathaway Inc (17.67%), (XOM) Exxon Mobil Corp (14.80%), (BRK-A) Berkshire Hathaway Inc (10.92%), (MCY) Mercury General Corp (7.80%) and (LUK) Leucadia National Corp (4.61%).

In the 2014 Q3 report(s) the following changes have been made to the top investments: (BRK-B) Berkshire Hathaway Inc (reduced shares -0.50%) and (MCY) Mercury General Corp (reduced shares -0.06%).

Ticker	Name	% or activity	Shares change	Shares held after*	% change to portfolio	Reported price*	% difference current price*	% of portfolio	Held since*	Held for*
CBI	Chicago Bridge & Iron Company N.V	new	Upgrade	Upgrade	Upgrade	$57.85		1.19%	2014 Q3	≈ 0.25 years
GG	Goldcorp Inc	+0.53%	Upgrade	Upgrade	Upgrade	$23.03		3.01%	2013 Q2 or earlier	≈ 1.50+ years
AVX-OLD	AVX CORP	+0.24%	Upgrade	Upgrade	Upgrade	$13.28		1.79%	2013 Q2 or earlier	≈ 1.50+ years
KGC	Kinross Gold Corp	+0.15%	Upgrade	Upgrade	Upgrade	$3.30	+723.40%($27.17)	1.71%	2013 Q2 or earlier	≈ 1.50+ years
GE	GE Aerospace	+0.00%	Upgrade	Upgrade	Upgrade	$204.94	+80.83%($370.58)	2.36%	2013 Q2 or earlier	≈ 1.50+ years
MCY	Mercury General Corp	-0.06%	Upgrade	Upgrade	Upgrade	$48.81	+122.08%($108.40)	7.80%	2013 Q2 or earlier	≈ 1.50+ years
NEM	Newmont Goldcorp Corp	-0.18%	Upgrade	Upgrade	Upgrade	$23.05	+386.85%($112.22)	4.26%	2013 Q2 or earlier	≈ 1.50+ years
VICL	Vical Incorporated	-0.39%	Upgrade	Upgrade	Upgrade	$1.12		0.28%	2013 Q2 or earlier	≈ 1.50+ years
BRK-B	Berkshire Hathaway Inc	-0.50%	Upgrade	Upgrade	Upgrade	$138.14	+276.50%($520.10)	17.67%	2013 Q2 or earlier	≈ 1.50+ years
MRK	Merck & Company Inc	-5.11%	Upgrade	Upgrade	Upgrade	$59.28	+116.09%($128.09)	3.37%	2013 Q2 or earlier	≈ 1.50+ years

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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.