Christopher Bloomstran
Semper Augustus Investments Group
Semper Augustus Investments Group Portfolio 13F
Christopher Bloomstran Holdings Activity
- Portfolio value:
- $320.52M≈ (+$11M≈)
- Previous value:
- $309.48M≈
- # of changes:
- 27
- New positions:
- 0
- Reported for:
- 31 Dec 2021 (Q4)
- Latest filing date:
- 14 Feb 2022
Semper Augustus Investments Group has disclosed a total of 27 changes to the portfolio in the (2021 Q4) SEC report(s): increased the number of shares of 11, decreased the number of shares of 11 and completely sold out 5 position(s).
What stocks did Christopher Bloomstran buy in 2021 Q4?
During 2021 Q4 Christopher Bloomstran has bought 11 securities out of which top 5 purchases (by % change to portfolio) were (NEM) Newmont Goldcorp Corp (added shares +0.29%), (KGC) Kinross Gold Corp (added shares +13.45%), (SBUX) Starbucks Corp (added shares +0.14%), (VLO) Valero Energy Corp (added shares +1.44%) and (MCY) Mercury General Corp (added shares +0.50%).
What did Christopher Bloomstran invest in during 2021 Q4?
27 results
| History | Ticker | Name |
% or activity |
Shares change |
Shares held after* |
% change to portfolio |
Reported price* |
% difference current price* |
% of portfolio |
Held since* | Held for* |
|---|---|---|---|---|---|---|---|---|---|---|---|
|
|
Kinross Gold Corp
|
+13.45%
|
+281,276
|
2,372,387
|
+0.51%
|
$5.81
|
+367.63%($27.17)
|
4.30%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Alaska Air Group Inc
|
+11.04%
|
+13,496
|
135,723
|
+0.22%
|
$52.10
|
-3.03%($50.52)
|
2.21%
|
2020 Q1
|
≈ 2.00 years
|
|
|
|
Equinor ASA ADR
|
+4.47%
|
+8,426
|
196,782
|
+0.07%
|
$26.33
|
+49.51%($39.36)
|
1.62%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Alleghany Corp
|
+1.78%
|
+153
|
8,748
|
+0.03%
|
$667.58
|
|
1.82%
|
2020 Q1
|
≈ 2.00 years
|
|
|
|
Valero Energy Corp
|
+1.44%
|
+1,686
|
118,676
|
+0.04%
|
$75.11
|
+300.38%($300.73)
|
2.78%
|
2020 Q4
|
≈ 1.25 years
|
|
|
|
Walt Disney Company
|
+1.39%
|
+522
|
38,081
|
+0.03%
|
$154.88
|
-32.30%($104.85)
|
1.84%
|
2018 Q2
|
≈ 3.75 years
|
|
|
|
Cummins Inc
|
+0.58%
|
+168
|
29,279
|
+0.01%
|
$218.14
|
+194.79%($643.06)
|
1.99%
|
2018 Q3
|
≈ 3.50 years
|
|
|
|
Hexcel Corp
|
+0.56%
|
+400
|
71,518
|
+0.01%
|
$51.81
|
+98.38%($102.77)
|
1.16%
|
2016 Q2
|
≈ 5.75 years
|
|
|
|
Mercury General Corp
|
+0.50%
|
+678
|
135,194
|
+0.01%
|
$53.06
|
+104.30%($108.40)
|
2.24%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
|
|
Newmont Goldcorp Corp
|
+0.29%
|
+1,119
|
382,311
|
+0.02%
|
$62.02
|
+80.94%($112.22)
|
7.40%
|
2013 Q2 or earlier
|
≈ 8.75+ years
|
|
* 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.