Semper Augustus

Christopher Bloomstran

$801.2M Portfolio Value
38 Stocks
+9.56% YTD Return
Nov 14, 2025 Last Updated
Portfolio Value Over Time

Current Holdings for Semper Augustus

Stock Click to search
Shares Value % of Portfolio Change Est. Return
BRK-B|BERKSHIRE HATHAWAY INC DEL
250.2K $125.8M
15.70%
ADD +1.4%
DG|DOLLAR GEN CORP NEW
925.8K $95.7M
11.94%
TRIM -0.0%
BRK-A|BERKSHIRE HATHAWAY INC DEL
116 $87.5M
10.92%
KGC|KINROSS GOLD CORP
2.6M $64.4M
8.03%
TRIM -16.1%
NEM|NEWMONT CORP
678.2K $57.2M
7.14%
ADD +0.0%
OLN|OLIN CORP
1.9M $48.1M
6.00%
ADD +141.3% +7.53%
FIVE|FIVE BELOW INC
308.3K $47.7M
5.95%
TRIM -4.5% +72.33%
DLTR|DOLLAR TREE INC
505.2K $47.7M
5.95%
TRIM -0.2% +44.63%
DECK|DECKERS OUTDOOR CORP
374.8K $38.0M
4.74%
ADD +78.0% -5.36%
VLO|VALERO ENERGY CORP
199.5K $34.0M
4.24%
ADD +0.4% +79.74%
SBUX|STARBUCKS CORP
239.0K $20.2M
2.52%
TRIM -0.1% +36.56%
ALK|ALASKA AIR GROUP INC
378.6K $18.8M
2.35%
ADD +1.8% -3.85%
DINO|HF SINCLAIR CORP
356.7K $18.7M
2.33%
ADD +2.2% +19.87%
CMI|CUMMINS INC
39.9K $16.9M
2.10%
TRIM -0.3% +259.68%
DIS|DISNEY WALT CO
145.5K $16.7M
2.08%
ADD +0.8% +5.43%
EQNR|EQUINOR ASA
573.7K $14.0M
1.75%
ADD +12.4% -1.35%
PSKY|PARAMOUNT SKYDANCE CORP
659.3K $12.5M
1.56%
ADD NEW -12.74%
XOM|EXXON MOBIL CORP
57.8K $6.5M
0.81%
ADD +1.8%
TRV|TRAVELERS COMPANIES INC
19.1K $5.3M
0.67%
TRIM -0.8%
MRK|MERCK & CO INC
44.4K $3.7M
0.47%
COST|COSTCO WHSL CORP NEW
3.4K $3.2M
0.40%
TRIM -8.8%
NXPI|NXP SEMICONDUCTORS N V
13.4K $3.1M
0.38%
TRIM -1.2%
GE|GE AEROSPACE
9.4K $2.8M
0.35%
+396.89%
GEV|GE VERNOVA INC
3.4K $2.1M
0.26%
+292.83%
GLDM|WORLD GOLD TR
19.9K $1.5M
0.19%
ADD +16.8% +70.99%
SMHI|SEACOR MARINE HLDGS INC
211.5K $1.4M
0.17%
AXP|AMERICAN EXPRESS CO
4.1K $1.4M
0.17%
TRIM -7.4%
AAPL|APPLE INC
4.1K $1.1M
0.13%
+44.79%
KO|COCA COLA CO
15.3K $1.0M
0.13%
TRIM -1.9%
CHV|CHEVRON CORP NEW
6.4K $992.1K
0.12%
PHYS|SPROTT ASSET MANAGEMENT LP
23.9K $707.0K
0.09%
+94.47%
OVV|OVINTIV INC
16.5K $665.7K
0.08%
-11.02%
SGOV|ISHARES TR
5.6K $560.4K
0.07%
TRIM -31.5% +0.01%
SHEL|SHELL PLC
5.0K $355.4K
0.04%
+36.72%
GEHC|GE HEALTHCARE TECHNOLOGIES I
4.6K $344.0K
0.04%
+14.69%
SYF|SYNCHRONY FINANCIAL
4.4K $315.2K
0.04%
+73.74%
FLEX|FLEX LTD
5.1K $295.1K
0.04%
+60.69%
PSX|PHILLIPS 66
1.5K $200.2K
0.03%
ADD NEW +2.34%

Trading Activity for Semper Augustus

Stock Click to search
Action Change Shares After Value Est. Return
2025-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +1.45% 250.2K $126M
DG|DOLLAR GEN CORP NEW
SELL -0.03% 925.8K $96M
KGC|KINROSS GOLD CORP
SELL -16.10% 2.6M $64M
NEM|NEWMONT CORP
BUY +0.01% 678.2K $57M
DLTR|DOLLAR TREE INC
SELL -0.24% 505.2K $48M +24.8%
OLN|OLIN CORP
BUY +141.30% 1.9M $48M
FIVE|FIVE BELOW INC
SELL -4.48% 308.3K $48M +26.0%
DECK|DECKERS OUTDOOR CORP
BUY +78.05% 374.8K $38M
VLO|VALERO ENERGY CORP
BUY +0.41% 199.5K $34M
SBUX|STARBUCKS CORP
SELL -0.05% 239.0K $20M +27.9%
0VVB|PARAMOUNT GLOBAL
SELL EXIT
ALK|ALASKA AIR GROUP INC
BUY +1.77% 378.6K $19M
DINO|HF SINCLAIR CORP
BUY +2.23% 356.7K $19M
DIS|DISNEY WALT CO
BUY +0.79% 145.5K $17M
CMI|CUMMINS INC
SELL -0.26% 39.9K $17M +143.5%
EQNR|EQUINOR ASA
BUY +12.45% 573.7K $14M
PSKY|PARAMOUNT SKYDANCE CORP
BUY NEW 659.3K $12M
XOM|EXXON MOBIL CORP
BUY +1.77% 57.8K $7M
TRV|TRAVELERS COMPANIES INC
SELL -0.80% 19.1K $5M
COST|COSTCO WHSL CORP NEW
SELL -8.84% 3.4K $3M
NXPI|NXP SEMICONDUCTORS N V
SELL -1.21% 13.4K $3M +106.2%
GLDM|WORLD GOLD TR
BUY +16.84% 19.9K $2M
AXP|AMERICAN EXPRESS CO
SELL -7.36% 4.1K $1M
KO|COCA COLA CO
SELL -1.88% 15.3K $1M
SGOV|ISHARES TR
SELL -31.53% 5.6K $560396 +0.0%
PSX|PHILLIPS 66
BUY NEW 1.5K $200221
2025-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +3.06% 246.7K $120M
DG|DOLLAR GEN CORP NEW
BUY +2.09% 926.1K $106M
KGC|KINROSS GOLD CORP
SELL -31.51% 3.1M $48M
DLTR|DOLLAR TREE INC
BUY +2.64% 506.4K $50M
FIVE|FIVE BELOW INC
BUY +310.36% 322.8K $42M
NEM|NEWMONT CORP
BUY +2.35% 678.1K $40M
VLO|VALERO ENERGY CORP
BUY +4.31% 198.7K $27M
SBUX|STARBUCKS CORP
BUY +3.18% 239.1K $22M
DECK|DECKERS OUTDOOR CORP
BUY NEW 210.5K $22M
0VVB|PARAMOUNT GLOBAL
BUY +3.00% 1.7M $22M
ALK|ALASKA AIR GROUP INC
BUY +7.88% 372.0K $18M
DIS|DISNEY WALT CO
BUY +3.29% 144.4K $18M
OLN|OLIN CORP
BUY +13.52% 797.4K $16M
DINO|HF SINCLAIR CORP
BUY +16.59% 348.9K $14M
EQNR|EQUINOR ASA
BUY +4.09% 510.2K $13M
XOM|EXXON MOBIL CORP
BUY +1.00% 56.8K $6M
TRV|TRAVELERS COMPANIES INC
SELL -4.47% 19.3K $5M
COST|COSTCO WHSL CORP NEW
SELL -11.24% 3.8K $4M
GE|GE AEROSPACE
SELL -4.98% 9.4K $2M +246.7%
NKE|NIKE INC
SELL EXIT
GEV|GE VERNOVA INC
SELL -8.08% 3.4K $2M +161.8%
KO|COCA COLA CO
SELL -28.99% 15.6K $1M
GLDM|WORLD GOLD TR
BUY +4.82% 17.0K $1M
SGOV|ISHARES TR
SELL -23.32% 8.1K $818408 +0.0%
CHV|CHEVRON CORP NEW
BUY +3.67% 6.4K $914841
FLEX|FLEX LTD
BUY NEW 5.1K $254093
2025-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.54% 239.3K $127M
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -3.33% 116 $93M
DG|DOLLAR GEN CORP NEW
BUY +48.35% 907.2K $80M
DLTR|DOLLAR TREE INC
SELL -37.05% 493.4K $37M -17.8%
KGC|KINROSS GOLD CORP
SELL -2.20% 4.5M $57M
NEM|NEWMONT CORP
BUY +0.87% 662.6K $32M
VLO|VALERO ENERGY CORP
BUY +0.78% 190.5K $25M
SBUX|STARBUCKS CORP
SELL -0.87% 231.7K $23M +43.2%
ALK|ALASKA AIR GROUP INC
SELL -1.50% 344.8K $17M +32.5%
OLN|OLIN CORP
BUY +19.98% 702.5K $17M
0VVB|PARAMOUNT GLOBAL
BUY +38.35% 1.6M $20M
DIS|DISNEY WALT CO
SELL -0.19% 139.8K $14M +1.9%
CMI|CUMMINS INC
SELL -1.03% 40.0K $13M +121.9%
EQNR|EQUINOR ASA
BUY +0.01% 490.2K $13M
DINO|HF SINCLAIR CORP
BUY +2.18% 299.3K $10M
FIVE|FIVE BELOW INC
BUY +3.02% 78.7K $6M
XOM|EXXON MOBIL CORP
SELL -0.28% 56.3K $7M
COST|COSTCO WHSL CORP NEW
SELL -2.41% 4.2K $4M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.95% 13.6K $3M +94.0%
NKE|NIKE INC
BUY +2.67% 36.5K $2M
MCY|MERCURY GENL CORP NEW
SELL EXIT
KO|COCA COLA CO
SELL -1.23% 22.0K $2M
GEV|GE VERNOVA INC
SELL -9.67% 3.7K $1M +116.5%
SGOV|ISHARES TR
BUY NEW 10.6K $1M
GLDM|WORLD GOLD TR
BUY +12.91% 16.2K $1M
AMZN|AMAZON COM INC
SELL EXIT +20.6%
2024-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.10% 238.1K $108M
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -5.51% 120 $82M
DG|DOLLAR GEN CORP NEW
SELL -28.99% 611.5K $46M
DLTR|DOLLAR TREE INC
BUY +62.13% 783.8K $59M
KGC|KINROSS GOLD CORP
SELL -0.23% 4.6M $43M
NEM|NEWMONT CORP
BUY +0.85% 656.8K $24M
OLN|OLIN CORP
BUY +11.01% 585.5K $20M
DINO|HF SINCLAIR CORP
SELL -44.83% 292.9K $10M +0.3%
VLO|VALERO ENERGY CORP
BUY +61.49% 189.0K $23M
SBUX|STARBUCKS CORP
BUY +0.10% 233.7K $21M
ALK|ALASKA AIR GROUP INC
BUY +0.64% 350.1K $23M
0VVB|PARAMOUNT GLOBAL
SELL -30.22% 1.2M $12M
DIS|DISNEY WALT CO
BUY +0.46% 140.1K $16M
CMI|CUMMINS INC
SELL -0.95% 40.5K $14M +118.3%
EQNR|EQUINOR ASA
BUY +2.28% 490.1K $12M
FIVE|FIVE BELOW INC
BUY +2.99% 76.4K $8M
COST|COSTCO WHSL CORP NEW
BUY +0.46% 4.3K $4M
MCY|MERCURY GENL CORP NEW
SELL -54.97% 26.8K $2M
NXPI|NXP SEMICONDUCTORS N V
SELL -1.35% 13.7K $3M +108.7%
NKE|NIKE INC
BUY +2.08% 35.6K $3M
KO|COCA COLA CO
BUY +1.24% 22.3K $1M
AXP|AMERICAN EXPRESS CO
SELL -0.49% 4.4K $1M
GLDM|WORLD GOLD TR
BUY +15.29% 14.4K $746836
AMZN|AMAZON COM INC
SELL -24.53% 960 $210614 +11.1%
2024-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.31% 237.8K $109M
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -0.78% 127 $88M
MCY|MERCURY GENL CORP NEW
SELL -95.73% 59.5K $4M
DG|DOLLAR GEN CORP NEW
BUY +95.59% 861.2K $73M
KGC|KINROSS GOLD CORP
SELL -0.70% 4.6M $43M
NEM|NEWMONT CORP
BUY +0.27% 651.3K $35M
DLTR|DOLLAR TREE INC
BUY +398.44% 483.4K $34M
OLN|OLIN CORP
BUY +0.01% 527.4K $25M
DINO|HF SINCLAIR CORP
BUY +94.69% 530.9K $24M
SBUX|STARBUCKS CORP
BUY +1.61% 233.5K $23M
0VVB|PARAMOUNT GLOBAL
BUY +0.52% 1.7M $18M
VLO|VALERO ENERGY CORP
BUY +211.14% 117.0K $16M
ALK|ALASKA AIR GROUP INC
BUY +1.78% 347.9K $16M
DIS|DISNEY WALT CO
BUY +2.00% 139.4K $13M
CMI|CUMMINS INC
SELL -0.16% 40.8K $13M +83.0%
EQNR|EQUINOR ASA
BUY +77.25% 479.2K $12M
FIVE|FIVE BELOW INC
BUY +11.69% 74.1K $7M
XOM|EXXON MOBIL CORP
BUY +0.30% 56.4K $7M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.39% 13.9K $3M +126.4%
NKE|NIKE INC
BUY +5.14% 34.9K $3M
SMHI|SEACOR MARINE HLDGS INC
SELL -1.44% 211.5K $2M
AAPL|APPLE INC
SELL -67.27% 4.1K $964620 +25.6%
GE|GE AEROSPACE
SELL -23.98% 9.8K $2M +160.1%
KO|COCA COLA CO
SELL -1.90% 22.0K $2M
AXP|AMERICAN EXPRESS CO
SELL -1.42% 4.5K $1M
CHV|CHEVRON CORP NEW
BUY +2.10% 6.2K $907625
WAFD|WAFD INC
SELL EXIT
GLDM|WORLD GOLD TR
BUY NEW 12.5K $649540
AMZN|AMAZON COM INC
BUY NEW 1.3K $237012
MCHP|MICROCHIP TECHNOLOGY INC.
SELL EXIT -0.8%
GOOGL|ALPHABET INC
SELL EXIT -4.7%
PSX|PHILLIPS 66
SELL EXIT -6.9%
2024-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +2.27% 237.1K $96M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +2.40% 128 $78M
MCY|MERCURY GENL CORP NEW
BUY +0.05% 1.4M $74M
DG|DOLLAR GEN CORP NEW
BUY +5.01% 440.3K $58M
KGC|KINROSS GOLD CORP
BUY +4.01% 4.7M $39M
OLN|OLIN CORP
BUY +4.36% 527.4K $25M
NEM|NEWMONT CORP
BUY +7.29% 649.6K $27M
SBUX|STARBUCKS CORP
BUY +97.93% 229.8K $18M
0VVB|PARAMOUNT GLOBAL
BUY +13.83% 1.7M $17M
DINO|HF SINCLAIR CORP
SELL -0.73% 272.7K $15M +49.7%
DIS|DISNEY WALT CO
BUY +4.18% 136.7K $14M
ALK|ALASKA AIR GROUP INC
BUY +6.85% 341.8K $14M
DLTR|DOLLAR TREE INC
BUY +6.30% 97.0K $10M
CMI|CUMMINS INC
BUY +0.32% 40.9K $11M
EQNR|EQUINOR ASA
BUY +4.52% 270.3K $8M
FIVE|FIVE BELOW INC
BUY NEW 66.4K $7M
VLO|VALERO ENERGY CORP
SELL -6.11% 37.6K $6M +178.5%
XOM|EXXON MOBIL CORP
SELL -2.84% 56.3K $6M
NXPI|NXP SEMICONDUCTORS N V
SELL -43.03% 13.9K $4M +141.6%
COST|COSTCO WHSL CORP NEW
SELL -0.57% 4.3K $4M
SMHI|SEACOR MARINE HLDGS INC
SELL -8.49% 214.6K $3M
GE|GE AEROSPACE
SELL -21.81% 12.9K $2M +149.8%
AAPL|APPLE INC
BUY +197.65% 12.7K $3M
NKE|NIKE INC
BUY +191.08% 33.2K $2M
AXP|AMERICAN EXPRESS CO
SELL -12.54% 4.5K $1M
GEV|GE VERNOVA INC
BUY NEW 4.1K $709708
PHYS|SPROTT PHYSICAL GOLD TR
BUY NEW 23.9K $431074
DOW|DOW INC
SELL EXIT +11.2%
SAIA|SAIA INC
SELL EXIT -18.2%
GOOGL|ALPHABET INC
BUY NEW 1.2K $211294
SYF|SYNCHRONY FINANCIAL
BUY NEW 4.4K $209382
2024-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -0.74% 231.8K $97M
MCY|MERCURY GENL CORP NEW
BUY +0.21% 1.4M $72M
DG|DOLLAR GEN CORP NEW
BUY +0.76% 419.3K $65M
OLN|OLIN CORP
SELL -0.04% 505.3K $30M +146.7%
KGC|KINROSS GOLD CORP
BUY +1.59% 4.5M $27M
NEM|NEWMONT CORP
BUY +3.65% 605.4K $22M
DIS|DISNEY WALT CO
SELL -34.50% 131.2K $16M +0.8%
0VVB|PARAMOUNT GLOBAL
BUY +65.96% 1.5M $17M
DINO|HF SINCLAIR CORP
BUY +0.79% 274.7K $17M
ALK|ALASKA AIR GROUP INC
BUY +1.83% 319.9K $14M
DLTR|DOLLAR TREE INC
BUY +1.27% 91.2K $12M
CMI|CUMMINS INC
BUY +0.07% 40.8K $12M
SBUX|STARBUCKS CORP
BUY +20.67% 116.1K $11M
EQNR|EQUINOR ASA
BUY +6.89% 258.6K $7M
VLO|VALERO ENERGY CORP
BUY +4.12% 40.1K $7M
XOM|EXXON MOBIL CORP
BUY +2.80% 57.9K $7M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.09% 24.4K $6M +113.2%
MRK|MERCK & CO INC
SELL -0.30% 44.4K $6M
SMHI|SEACOR MARINE HLDGS INC
SELL -1.07% 234.5K $3M
COST|COSTCO WHSL CORP NEW
BUY +0.32% 4.4K $3M
OVV|OVINTIV INC
SELL -50.00% 16.5K $855675 -1.7%
NKE|NIKE INC
BUY +0.77% 11.4K $1M
AXP|AMERICAN EXPRESS CO
SELL -19.61% 5.2K $1M
CHV|CHEVRON CORP NEW
BUY +27.58% 6.0K $952119
WAFD|WAFD INC
SELL -1.56% 27.1K $785900
PEP|PEPSICO INC
SELL EXIT +27.7%
PSX|PHILLIPS 66
BUY NEW 1.5K $240436
SAIA|SAIA INC
BUY NEW 400 $234000
2023-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.87% 233.5K $83M
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -3.10% 125 $68M
DG|DOLLAR GEN CORP NEW
BUY +3.53% 416.1K $57M
MCY|MERCURY GENL CORP NEW
BUY +2.95% 1.4M $52M
OLN|OLIN CORP
SELL -0.13% 505.5K $27M +122.4%
KGC|KINROSS GOLD CORP
BUY +5.01% 4.4M $27M
NEM|NEWMONT CORP
BUY +10.91% 584.2K $24M
DIS|DISNEY WALT CO
BUY +63.85% 200.3K $18M
DINO|HF SINCLAIR CORP
BUY +1.59% 272.6K $15M
0VVB|PARAMOUNT GLOBAL
SELL -23.47% 890.5K $13M
DLTR|DOLLAR TREE INC
BUY +5.06% 90.1K $13M
ALK|ALASKA AIR GROUP INC
BUY +17.15% 314.1K $12M
CMI|CUMMINS INC
SELL -0.34% 40.7K $10M +39.5%
SBUX|STARBUCKS CORP
BUY +1.43% 96.2K $9M
EQNR|EQUINOR ASA
BUY +1.22% 242.0K $8M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.41% 24.5K $6M +82.7%
VLO|VALERO ENERGY CORP
BUY +8.38% 38.5K $5M
MRK|MERCK & CO INC
BUY +0.29% 44.6K $5M
SMHI|SEACOR MARINE HLDGS INC
SELL -4.03% 237.0K $3M
COST|COSTCO WHSL CORP NEW
BUY +8.96% 4.3K $3M
OVV|OVINTIV INC
BUY NEW 33.0K $1M
NKE|NIKE INC
SELL -0.31% 11.3K $1M
WAFD|WAFD INC
SELL -0.27% 27.5K $906400
AAPL|APPLE INC
BUY +32.48% 4.2K $818253
CHV|CHEVRON CORP NEW
BUY +45.43% 4.7K $705676
SHEL|SHELL PLC
BUY +19.19% 5.0K $326894
MCHP|MICROCHIP TECHNOLOGY INC.
BUY NEW 2.4K $218055
2023-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -1.28% 231.5K $81M
DG|DOLLAR GEN CORP NEW
BUY +175.26% 401.9K $43M
MCY|MERCURY GENL CORP NEW
BUY +7.28% 1.4M $38M
OLN|OLIN CORP
SELL -2.49% 506.2K $25M +158.9%
NEM|NEWMONT CORP
BUY +1.15% 526.7K $19M
KGC|KINROSS GOLD CORP
BUY +0.36% 4.2M $19M
0VVB|PARAMOUNT GLOBAL
BUY +2.54% 1.2M $15M
DINO|HF SINCLAIR CORP
SELL -17.45% 268.3K $15M +51.6%
ALK|ALASKA AIR GROUP INC
BUY +5.32% 268.1K $10M
VLO|VALERO ENERGY CORP
SELL -63.73% 35.5K $5M +142.8%
DLTR|DOLLAR TREE INC
BUY +12.34% 85.8K $9M
DIS|DISNEY WALT CO
BUY +0.19% 122.3K $10M
CMI|CUMMINS INC
SELL -0.93% 40.9K $9M +46.4%
SBUX|STARBUCKS CORP
SELL -2.35% 94.9K $9M +60.5%
NXPI|NXP SEMICONDUCTORS N V
SELL -38.14% 24.6K $5M +87.3%
XOM|EXXON MOBIL CORP
SELL -24.23% 56.3K $7M
EQNR|EQUINOR ASA
BUY +0.80% 239.1K $8M
COST|COSTCO WHSL CORP NEW
SELL -4.51% 4.0K $2M
NKE|NIKE INC
BUY +0.01% 11.3K $1M
PEP|PEPSICO INC
SELL -7.90% 1.5K $246874 +37.6%
2023-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.59% 234.5K $80M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +6.61% 129 $67M
MCY|MERCURY GENL CORP NEW
BUY +91.89% 1.3M $38M
OLN|OLIN CORP
SELL -2.12% 519.1K $27M +151.3%
DG|DOLLAR GEN CORP NEW
BUY +76.92% 146.0K $25M
NEM|NEWMONT CORP
BUY +4.47% 520.7K $22M
0VVB|PARAMOUNT GLOBAL
BUY +15.02% 1.1M $18M
KGC|KINROSS GOLD CORP
BUY +4.15% 4.2M $20M
DINO|HF SINCLAIR CORP
BUY +8.55% 325.0K $14M
VLO|VALERO ENERGY CORP
SELL -0.12% 97.9K $11M +109.3%
ALK|ALASKA AIR GROUP INC
BUY +11.97% 254.6K $14M
DIS|DISNEY WALT CO
BUY +6.96% 122.0K $11M
DLTR|DOLLAR TREE INC
BUY +2.36% 76.3K $11M
SBUX|STARBUCKS CORP
SELL -0.48% 97.1K $10M +70.8%
CMI|CUMMINS INC
SELL -0.37% 41.3K $10M +40.8%
XOM|EXXON MOBIL CORP
SELL -16.90% 74.3K $8M
NXPI|NXP SEMICONDUCTORS N V
BUY +0.30% 39.7K $8M
EQNR|EQUINOR ASA
BUY +3.72% 237.2K $7M
MRK|MERCK & CO INC
SELL -0.07% 44.4K $5M
HXL|HEXCEL CORP NEW
SELL EXIT
SMHI|SEACOR MARINE HLDGS INC
SELL -0.46% 247.0K $3M
COST|COSTCO WHSL CORP NEW
SELL -2.27% 4.2K $2M
GE|GENERAL ELECTRIC CO
SELL -7.08% 16.6K $2M +25.8%
NKE|NIKE INC
SELL -0.55% 11.3K $1M
AXP|AMERICAN EXPRESS CO
SELL -1.41% 6.4K $1M
WAFD|WASHINGTON FED INC
SELL -0.61% 27.6K $731289
AAPL|APPLE INC
SELL -8.99% 3.2K $622256 +11.4%
CHV|CHEVRON CORP NEW
SELL -7.16% 3.3K $511860
GEHC|GE HEALTHCARE TECHNOLOGIES I
SELL -22.83% 4.6K $372160 +10.8%
SHEL|SHELL PLC
SELL -14.38% 4.2K $251664 +16.7%
2023-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +1.81% 233.2K $72M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +13.08% 121 $56M
OLN|OLIN CORP
SELL -17.24% 530.4K $29M +168.2%
NEM|NEWMONT CORP
BUY +9.28% 498.4K $24M
0VVB|PARAMOUNT GLOBAL
BUY +4.10% 986.6K $22M
MCY|MERCURY GENL CORP NEW
BUY +10.06% 656.5K $21M
KGC|KINROSS GOLD CORP
BUY +13.40% 4.0M $19M
DG|DOLLAR GEN CORP NEW
BUY +87.60% 82.5K $17M
VLO|VALERO ENERGY CORP
SELL -18.82% 98.0K $14M +147.3%
DINO|HF SINCLAIR CORP
BUY +6.86% 299.4K $14M
DIS|DISNEY WALT CO
BUY +0.86% 114.1K $11M
XOM|EXXON MOBIL CORP
SELL -12.50% 89.5K $10M
DLTR|DOLLAR TREE INC
BUY +6.72% 74.6K $11M
SBUX|STARBUCKS CORP
SELL -1.26% 97.6K $10M +70.8%
CMI|CUMMINS INC
SELL -0.46% 41.4K $10M +52.7%
ALK|ALASKA AIR GROUP INC
BUY +1.32% 227.4K $10M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.45% 39.6K $7M +63.4%
EQNR|EQUINOR ASA
BUY +16.74% 228.7K $7M
HXL|HEXCEL CORP NEW
SELL -6.32% 66.8K $5M
SMHI|SEACOR MARINE HLDGS INC
SELL -0.90% 248.1K $2M
COST|COSTCO WHSL CORP NEW
SELL -14.09% 4.3K $2M
NKE|NIKE INC
SELL -0.83% 11.4K $1M
AXP|AMERICAN EXPRESS CO
SELL -1.21% 6.5K $1M
WAFD|WASHINGTON FED INC
SELL -0.37% 27.7K $835619
CHV|CHEVRON CORP NEW
BUY +0.03% 3.5K $571640
GEHC|GE HEALTHCARE TECHNOLOGIES I
BUY NEW 5.9K $486930
2022-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.45% 229.0K $71M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +4.90% 107 $50M
OLN|OLIN CORP
SELL -0.06% 640.9K $34M +152.2%
NEM|NEWMONT CORP
BUY +6.94% 456.0K $22M
MCY|MERCURY GENL CORP NEW
BUY +4.18% 596.5K $20M
0VVB|PARAMOUNT GLOBAL
SELL -7.63% 947.7K $16M
VLO|VALERO ENERGY CORP
SELL -0.84% 120.7K $15M +132.9%
DINO|HF SINCLAIR CORP
SELL -1.11% 280.2K $15M +63.4%
KGC|KINROSS GOLD CORP
SELL -5.47% 3.5M $14M
XOM|EXXON MOBIL CORP
SELL -16.43% 102.2K $11M
DG|DOLLAR GEN CORP NEW
SELL -0.15% 44.0K $11M
CMI|CUMMINS INC
BUY +0.13% 41.6K $10M
DLTR|DOLLAR TREE INC
SELL -0.03% 69.9K $10M +44.7%
DIS|DISNEY WALT CO
BUY +67.90% 113.1K $10M
SBUX|STARBUCKS CORP
SELL -0.07% 98.9K $10M +58.8%
ALK|ALASKA AIR GROUP INC
BUY +7.65% 224.4K $10M
YUSD|ALLEGHANY CORP MD
SELL EXIT
EQNR|EQUINOR ASA
SELL -0.29% 195.9K $7M +62.9%
NXPI|NXP SEMICONDUCTORS N V
BUY +2.74% 39.8K $6M
HXL|HEXCEL CORP NEW
SELL -0.08% 71.3K $4M
TRV|TRAVELERS COMPANIES INC
BUY +0.78% 20.2K $4M
COST|COSTCO WHSL CORP NEW
SELL -2.93% 5.0K $2M
SMHI|SEACOR MARINE HLDGS INC
SELL -0.21% 250.4K $2M
NKE|NIKE INC
SELL -0.12% 11.5K $1M
AXP|AMERICAN EXPRESS CO
BUY +0.08% 6.6K $974855
CHV|CHEVRON CORP NEW
SELL -2.96% 3.5K $628678
AAPL|APPLE INC
BUY +4.48% 3.5K $458003
2022-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.79% 228.0K $61M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +10.87% 102 $41M
OLN|OLIN CORP
BUY +11.78% 641.3K $27M
NEM|NEWMONT CORP
BUY +4.97% 426.4K $18M
0VVB|PARAMOUNT GLOBAL
BUY +7.33% 1.0M $20M
YUSD|ALLEGHANY CORP MD
SELL -46.50% 11.1K $9M
MCY|MERCURY GENL CORP NEW
BUY +300.96% 572.6K $16M
DINO|HF SINCLAIR CORP
BUY +1.49% 283.4K $15M
KGC|KINROSS GOLD CORP
BUY +3.47% 3.7M $14M
XOM|EXXON MOBIL CORP
SELL -23.32% 122.4K $11M
VLO|VALERO ENERGY CORP
BUY +2.41% 121.8K $13M
DLTR|DOLLAR TREE INC
SELL -0.08% 69.9K $10M +64.3%
DG|DOLLAR GEN CORP NEW
SELL -0.08% 44.1K $11M
CMI|CUMMINS INC
BUY +1.02% 41.6K $8M
SBUX|STARBUCKS CORP
BUY +0.02% 98.9K $8M
ALK|ALASKA AIR GROUP INC
BUY +3.03% 208.4K $8M
EQNR|EQUINOR ASA
SELL -0.14% 196.4K $7M +62.9%
DIS|DISNEY WALT CO
BUY +2.11% 67.4K $6M
NXPI|NXP SEMICONDUCTORS N V
BUY +6.87% 38.7K $6M
HXL|HEXCEL CORP NEW
SELL -0.10% 71.4K $4M
AXP|AMERICAN EXPRESS CO
SELL -67.76% 6.6K $889000
WAFD|WASHINGTON FED INC
SELL -54.49% 27.8K $835000
SMHI|SEACOR MARINE HLDGS INC
SELL -0.20% 250.9K $1M
NKE|NIKE INC
BUY +1.59% 11.5K $957000
CHV|CHEVRON CORP NEW
SELL -11.50% 3.6K $519000
AAPL|APPLE INC
BUY NEW 3.4K $466000
DOW|DOW INC
BUY NEW 5.2K $227000
2022-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +7.34% 226.2K $62M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +15.00% 92 $38M
OLN|OLIN CORP
SELL -23.64% 573.7K $27M +214.4%
0VVB|PARAMOUNT GLOBAL
BUY +5.46% 955.9K $24M
NEM|NEWMONT CORP
BUY +4.10% 406.3K $24M
YUSD|ALLEGHANY CORP MD
SELL -36.87% 20.7K $17M
KGC|KINROSS GOLD CORP
BUY +45.28% 3.6M $13M
XOM|EXXON MOBIL CORP
BUY +0.30% 159.6K $14M
VLO|VALERO ENERGY CORP
SELL -0.16% 118.9K $13M +125.4%
DINO|HF SINCLAIR CORP
BUY +0.01% 279.2K $13M
DLTR|DOLLAR TREE INC
BUY +2.17% 70.0K $11M
DG|DOLLAR GEN CORP NEW
BUY +192.15% 44.1K $11M
ALK|ALASKA AIR GROUP INC
BUY +31.12% 202.3K $8M
SBUX|STARBUCKS CORP
BUY +12.29% 98.9K $8M
CMI|CUMMINS INC
BUY +16.28% 41.1K $8M
MCY|MERCURY GENL CORP NEW
BUY +0.02% 142.8K $6M
EQNR|EQUINOR ASA
SELL -0.02% 196.7K $7M +61.6%
DIS|DISNEY WALT CO
BUY +34.35% 66.0K $6M
NXPI|NXP SEMICONDUCTORS N V
BUY +34.40% 36.2K $5M
HXL|HEXCEL CORP NEW
SELL -0.07% 71.4K $4M
MRK|MERCK & CO INC
BUY +0.91% 44.5K $4M
AXP|AMERICAN EXPRESS CO
SELL -0.84% 20.5K $3M
COST|COSTCO WHSL CORP NEW
SELL -0.91% 5.1K $2M
SMHI|SEACOR MARINE HLDGS INC
SELL -1.30% 251.4K $1M
NKE|NIKE INC
BUY +6.54% 11.3K $1M
KO|COCA COLA CO
BUY +1.93% 22.4K $1M
CHV|CHEVRON CORP NEW
BUY +24.06% 4.1K $591000
2022-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -0.36% 210.7K $74M
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -6.98% 80 $42M
OLN|OLIN CORP
BUY +4.79% 751.3K $39M
0VVB|PARAMOUNT GLOBAL
BUY +21.04% 906.4K $34M
NEM|NEWMONT CORP
BUY +2.07% 390.2K $31M
YUSD|ALLEGHANY CORP MD
BUY +274.45% 32.8K $28M
KGC|KINROSS GOLD CORP
BUY +4.91% 2.5M $15M
XOM|EXXON MOBIL CORP
SELL -0.09% 159.1K $13M
VLO|VALERO ENERGY CORP
BUY +0.34% 119.1K $12M
DINO|HF SINCLAIR
BUY NEW 279.2K $11M
DLTR|DOLLAR TREE INC
BUY +0.29% 68.5K $11M
SBUX|STARBUCKS CORP
BUY +12.46% 88.1K $8M
ALK|ALASKA AIR GROUP INC
BUY +13.69% 154.3K $9M
HFCUSD|HOLLYFRONTIER CORP
SELL EXIT
MCY|MERCURY GENL CORP NEW
BUY +5.60% 142.8K $8M
EQNR|EQUINOR ASA
SELL -0.02% 196.8K $7M +36.0%
CMI|CUMMINS INC
BUY +20.84% 35.4K $7M
DIS|DISNEY WALT CO
BUY +28.95% 49.1K $7M
NXPI|NXP SEMICONDUCTORS N V
BUY +16.03% 27.0K $5M
HXL|HEXCEL CORP NEW
SELL -0.04% 71.5K $4M
AXP|AMERICAN EXPRESS CO
SELL -2.99% 20.6K $4M
DG|DOLLAR GEN CORP NEW
BUY +42.04% 15.1K $3M
COST|COSTCO WHSL CORP NEW
SELL -6.07% 5.2K $3M
WAFD|WASHINGTON FED INC
SELL -3.98% 61.2K $2M
SHEL|SHELL PLC
BUY NEW 4.9K $267000
RDS/A|ROYAL DUTCH SHELL PLC
SELL EXIT
SYF|SYNCHRONY FINANCIAL
SELL EXIT -6.8%
2021-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -3.07% 211.5K $63M
OLN|OLIN CORP
SELL -2.10% 716.9K $41M +229.3%
0VVB|VIACOMCBS INC
SELL -2.25% 748.8K $23M
NEM|NEWMONT CORP
BUY +0.29% 382.3K $24M
KGC|KINROSS GOLD CORP
BUY +13.45% 2.4M $14M
XOM|EXXON MOBIL CORP
SELL -3.59% 159.2K $10M
DLTR|DOLLAR TREE INC
SELL -1.23% 68.3K $10M +30.7%
SBUX|STARBUCKS CORP
BUY +0.14% 78.3K $9M
HFCUSD|HOLLYFRONTIER CORP
SELL -0.52% 267.9K $9M
VLO|VALERO ENERGY CORP
BUY +1.44% 118.7K $9M
MCY|MERCURY GENL CORP NEW
BUY +0.50% 135.2K $7M
ALK|ALASKA AIR GROUP INC
BUY +11.04% 135.7K $7M
CMI|CUMMINS INC
BUY +0.58% 29.3K $6M
DIS|DISNEY WALT CO
BUY +1.39% 38.1K $6M
YUSD|ALLEGHANY CORP MD
BUY +1.78% 8.7K $6M
EQNR|EQUINOR ASA
BUY +4.47% 196.8K $5M
HXL|HEXCEL CORP NEW
BUY +0.56% 71.5K $4M
AXP|AMERICAN EXPRESS CO
SELL -2.96% 21.3K $3M
OXY/WS|OCCIDENTAL PETE CORP
SELL EXIT
COST|COSTCO WHSL CORP NEW
SELL -0.13% 5.5K $3M
WAFD|WASHINGTON FED INC
SELL -1.17% 63.7K $2M
KO|COCA COLA CO
SELL -6.38% 22.0K $1M
SMHI|SEACOR MARINE HLDGS INC
SELL -2.16% 254.7K $866000
OXY|OCCIDENTAL PETE CORP
SELL EXIT +22.6%
META|FACEBOOK INC
SELL EXIT +4.5%
PERSHING SQUARE TONTINE HLDG
SELL EXIT
UPBD|RENT A CTR INC NEW
SELL EXIT -14.9%
2021-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +6.03% 218.2K $60M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +1.18% 86 $35M
OLN|OLIN CORP
SELL -0.22% 732.3K $35M +170.3%
0VVB|VIACOMCBS INC
BUY +27.23% 766.0K $30M
NEM|NEWMONT CORP
BUY +5.73% 381.2K $21M
KGC|KINROSS GOLD CORP
BUY +18.01% 2.1M $11M
XOM|EXXON MOBIL CORP
BUY +0.51% 165.2K $10M
SBUX|STARBUCKS CORP
SELL -7.56% 78.2K $9M +99.5%
MCY|MERCURY GENL CORP NEW
SELL -6.19% 134.5K $7M
HFCUSD|HOLLYFRONTIER CORP
BUY +7.83% 269.3K $9M
VLO|VALERO ENERGY CORP
BUY +8.66% 117.0K $8M
ALK|ALASKA AIR GROUP INC
BUY +37.80% 122.2K $7M
CMI|CUMMINS INC
SELL -0.21% 29.1K $7M +64.5%
DIS|DISNEY WALT CO
SELL -2.95% 37.6K $6M +39.3%
DLTR|DOLLAR TREE INC
BUY NEW 69.1K $7M
YUSD|ALLEGHANY CORP MD
BUY +1.01% 8.6K $5M
EQNR|EQUINOR ASA
SELL -0.24% 188.4K $5M -4.5%
NXPI|NXP SEMICONDUCTORS N V
SELL -0.26% 23.2K $5M +136.0%
HXL|HEXCEL CORP NEW
SELL -0.04% 71.1K $4M
AXP|AMERICAN EXPRESS CO
SELL -1.45% 21.9K $4M
COST|COSTCO WHSL CORP NEW
SELL -18.41% 5.5K $2M
DG|DOLLAR GEN CORP NEW
SELL -0.12% 10.6K $2M
WAFD|WASHINGTON FED INC
SELL -0.13% 64.5K $2M
GE|GENERAL ELECTRIC CO
SELL EXIT
GE|GENERAL ELECTRIC CO
BUY NEW 17.8K $2M
NKE|NIKE INC
SELL -0.34% 10.6K $2M
KO|COCA COLA CO
SELL -7.84% 23.5K $1M
SMHI|SEACOR MARINE HLDGS INC
SELL -0.14% 260.4K $1M
RDS/A|ROYAL DUTCH SHELL PLC
BUY NEW 4.9K $217000
2021-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +3.03% 205.8K $57M
OLN|OLIN CORP
BUY +1.61% 733.9K $34M
0VVB|VIACOMCBS INC
BUY NEW 602.1K $27M
NEM|NEWMONT CORP
BUY +3.57% 360.5K $23M
MCY|MERCURY GENL CORP NEW
SELL -51.83% 143.4K $9M
SBUX|STARBUCKS CORP
SELL -18.72% 84.6K $9M +92.0%
KGC|KINROSS GOLD CORP
BUY +14.17% 1.8M $11M
XOM|EXXON MOBIL CORP
BUY +3.82% 164.3K $10M
VLO|VALERO ENERGY CORP
BUY +0.16% 107.7K $8M
HFCUSD|HOLLYFRONTIER CORP
BUY +10.50% 249.7K $8M
NXPI|NXP SEMICONDUCTORS N V
SELL -40.38% 23.3K $5M +126.4%
CMI|CUMMINS INC
SELL -0.50% 29.2K $7M +81.2%
DIS|DISNEY WALT CO
BUY +0.33% 38.7K $7M
ALK|ALASKA AIR GROUP INC
SELL -3.39% 88.7K $5M +5.5%
YUSD|ALLEGHANY CORP MD
SELL -0.26% 8.5K $6M
HXL|HEXCEL CORP NEW
SELL -0.71% 71.1K $4M
EQNR|EQUINOR ASA
BUY +0.13% 188.8K $4M
OXY/WS|OCCIDENTAL PETE CORP
BUY NEW 266.7K $4M
AXP|AMERICAN EXPRESS CO
SELL -2.79% 22.2K $4M
GPC|GENUINE PARTS CO
SELL EXIT +33.0%
COST|COSTCO WHSL CORP NEW
SELL -0.15% 6.8K $3M
DG|DOLLAR GEN CORP NEW
SELL -0.37% 10.6K $2M
WAFD|WASHINGTON FED INC
SELL -0.59% 64.6K $2M
NKE|NIKE INC
SELL -0.77% 10.7K $2M
SMHI|SEACOR MARINE HLDGS INC
BUY +1.58% 260.7K $1M
OXY|OCCIDENTAL PETE CORP
BUY NEW 21.0K $657000
PERSHING SQUARE TONTINE HLDG
BUY NEW 14.0K $319000
META|FACEBOOK INC
BUY NEW 900 $313000
UPBD|RENT A CTR INC NEW
BUY NEW 4.6K $244000
SYF|SYNCHRONY FINANCIAL
BUY NEW 4.4K $215000
2021-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.04% 199.8K $51M
OLN|OLIN CORP
SELL -0.26% 722.2K $27M +72.5%
NEM|NEWMONT CORP
BUY +7.26% 348.1K $21M
MCY|MERCURY GENL CORP NEW
SELL -0.74% 297.7K $18M
SBUX|STARBUCKS CORP
SELL -0.97% 104.1K $11M +78.8%
KGC|KINROSS GOLD CORP
BUY +23.44% 1.6M $10M
XOM|EXXON MOBIL CORP
BUY +0.17% 158.3K $9M
HFCUSD|HOLLYFRONTIER CORP
BUY +8.07% 226.0K $8M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.37% 39.1K $8M +104.9%
VLO|VALERO ENERGY CORP
BUY +1.22% 107.5K $8M
CMI|CUMMINS INC
SELL -0.12% 29.3K $8M +72.9%
DIS|DISNEY WALT CO
SELL -0.22% 38.6K $7M +45.7%
ALK|ALASKA AIR GROUP INC
SELL -0.09% 91.8K $6M -7.2%
YUSD|ALLEGHANY CORP DEL
BUY +6.45% 8.5K $5M
HXL|HEXCEL CORP NEW
SELL -0.14% 71.7K $4M
EQNR|EQUINOR ASA
SELL -0.03% 188.6K $4M -12.8%
MRK|MERCK & CO. INC
BUY +0.07% 44.1K $3M
GPC|GENUINE PARTS CO
SELL -0.02% 30.8K $4M +9.4%
AXP|AMERICAN EXPRESS CO
SELL -0.01% 22.9K $3M
DG|DOLLAR GEN CORP NEW
SELL -0.04% 10.7K $2M
NKE|NIKE INC
SELL -0.29% 10.8K $1M
SMHI|SEACOR MARINE HLDGS INC
SELL -0.13% 256.7K $1M
PSQUSD|PROSHARES TR
SELL EXIT
CHV|CHEVRON CORP NEW
BUY NEW 3.3K $345000
2020-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -3.24% 199.7K $46M
NEM|NEWMONT CORP
BUY +3.37% 324.6K $19M
OLN|OLIN CORP
SELL -0.12% 724.1K $18M +27.4%
MCY|MERCURY GENL CORP NEW
BUY +38.70% 299.9K $16M
SBUX|STARBUCKS CORP
SELL -14.57% 105.1K $11M +63.3%
KGC|KINROSS GOLD CORP
BUY +3.34% 1.3M $9M
DIS|DISNEY WALT CO
SELL -49.41% 38.7K $7M +10.9%
CMI|CUMMINS INC
SELL -2.18% 29.4K $7M +56.6%
XOM|EXXON MOBIL CORP
BUY +10.54% 158.0K $7M
NXPI|NXP SEMICONDUCTORS N V
SELL -24.35% 39.2K $6M +65.4%
COST|COSTCO WHSL CORP NEW
SELL -60.78% 6.8K $3M
VLO|VALERO ENERGY CORP
BUY NEW 106.2K $6M
HFCUSD|HOLLYFRONTIER CORP
BUY NEW 209.1K $5M
YUSD|ALLEGHANY CORP DEL
SELL -0.04% 8.0K $5M
ALK|ALASKA AIR GROUP INC
SELL -0.16% 91.9K $5M -28.9%
HXL|HEXCEL CORP NEW
SELL -0.13% 71.8K $3M
EQNR|EQUINOR ASA
BUY +34.82% 188.6K $3M
GPC|GENUINE PARTS CO
SELL -0.15% 30.8K $3M +2.5%
AXP|AMERICAN EXPRESS CO
SELL -0.13% 22.9K $3M
NKE|NIKE INC
SELL -20.26% 10.8K $2M
WAFD|WASHINGTON FED INC
SELL -0.08% 64.9K $2M
PSQUSD|PROSHARES TR
BUY NEW 91.1K $1M
SMHI|SEACOR MARINE HLDGS INC
SELL -0.25% 257.0K $697000
2020-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -1.12% 206.4K $44M
NEM|NEWMONT CORP
BUY +1.42% 314.0K $20M
KGC|KINROSS GOLD CORP
BUY +2.41% 1.2M $11M
SBUX|STARBUCKS CORP
SELL -0.51% 123.0K $11M +33.5%
DIS|DISNEY WALT CO
SELL -0.46% 76.4K $9M -0.3%
OLN|OLIN CORP
BUY +1.79% 725.0K $9M
MCY|MERCURY GENL CORP NEW
BUY +3.01% 216.2K $9M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.70% 51.8K $6M +37.4%
XOM|EXXON MOBIL CORP
SELL -0.49% 143.0K $5M
CMI|CUMMINS INC
SELL -2.65% 30.0K $6M +43.2%
COST|COSTCO WHSL CORP NEW
SELL -10.04% 17.2K $6M
YUSD|ALLEGHANY CORP DEL
BUY +0.59% 8.0K $4M
ALK|ALASKA AIR GROUP INC
SELL -0.50% 92.0K $3M -43.2%
HXL|HEXCEL CORP NEW
SELL -0.60% 71.9K $2M
GPC|GENUINE PARTS CO
SELL -0.68% 30.8K $3M -2.1%
AXP|AMERICAN EXPRESS CO
SELL -1.12% 22.9K $2M
DG|DOLLAR GEN CORP NEW
SELL -0.35% 10.7K $2M
EQNR|EQUINOR ASA
SELL -0.74% 139.9K $2M -36.2%
WAFD|WASHINGTON FED INC
SELL -0.43% 65.0K $1M
NKE|NIKE INC
SELL -0.62% 13.5K $2M
SMHI|SEACOR MARINE HLDGS INC
SELL -0.52% 257.7K $523000
2020-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +2.09% 208.7K $37M
BRK-A|BERKSHIRE HATHAWAY INC DEL
BUY +1.19% 85 $23M
NEM|NEWMONT CORP
SELL -0.80% 309.6K $19M
SBUX|STARBUCKS CORP
BUY +0.95% 123.6K $9M
KGC|KINROSS GOLD CORP
SELL -1.08% 1.2M $9M
DIS|DISNEY WALT CO
BUY +0.79% 76.8K $9M
MCY|MERCURY GENL CORP NEW
BUY +10.10% 209.9K $9M
OLN|OLIN CORP
BUY +3.32% 712.3K $8M
XOM|EXXON MOBIL CORP
SELL -0.42% 143.7K $6M
NXPI|NXP SEMICONDUCTORS N V
SELL -0.90% 52.2K $6M +11.9%
COST|COSTCO WHSL CORP NEW
SELL -0.80% 19.2K $6M
CMI|CUMMINS INC
SELL -1.09% 30.8K $5M +12.9%
YUSD|ALLEGHANY CORP DEL
BUY +113.62% 8.0K $4M
DG|DOLLAR GEN CORP NEW
SELL -56.36% 10.7K $2M
ALK|ALASKA AIR GROUP INC
SELL -0.78% 92.5K $3M -52.0%
HXL|HEXCEL CORP NEW
SELL -0.21% 72.3K $3M
GPC|GENUINE PARTS CO
SELL -0.72% 31.1K $3M -19.3%
AXP|AMERICAN EXPRESS CO
SELL -0.61% 23.2K $2M
EQNR|EQUINOR ASA
SELL -0.36% 140.9K $2M -43.1%
WAFD|WASHINGTON FED INC
BUY +0.80% 65.3K $2M
NKE|NIKE INC
SELL -0.46% 13.6K $1M
SMHI|SEACOR MARINE HLDGS INC
SELL -1.28% 259.0K $660000
KO|COCA COLA CO
BUY +6.25% 25.5K $1M
MDT|MEDTRONIC PLC
SELL EXIT
PEP|PEPSICO INC
BUY NEW 1.6K $209000
2020-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +8.87% 204.4K $37M
NEM|NEWMONT CORP
BUY +7.55% 312.1K $14M
SBUX|STARBUCKS CORP
BUY +6.92% 122.5K $8M
DG|DOLLAR GEN CORP NEW
SELL -53.78% 24.6K $4M
OLN|OLIN CORP
BUY +217.22% 689.4K $8M
XOM|EXXON MOBIL CORP
BUY +26.22% 144.3K $5M
MCY|MERCURY GENL CORP NEW
BUY +77.01% 190.6K $8M
DIS|DISNEY WALT CO
BUY +249.23% 76.2K $7M
SWKS|SKYWORKS SOLUTIONS INC
SELL EXIT +42.9%
NXPI|NXP SEMICONDUCTORS N V
BUY +0.95% 52.7K $4M
COST|COSTCO WHSL CORP NEW
SELL -0.02% 19.3K $6M
CMI|CUMMINS INC
BUY +5.47% 31.2K $4M
KGC|KINROSS GOLD CORP
BUY +10.18% 1.2M $5M
SMHI|SEACOR MARINE HLDGS INC
SELL -20.81% 262.4K $1M
HXL|HEXCEL CORP NEW
BUY +17.26% 72.4K $3M
AVX|AVX CORP NEW
SELL EXIT
MRK|MERCK & CO. INC
BUY +3.60% 44.0K $3M
ALK|ALASKA AIR GROUP INC
BUY NEW 93.2K $3M
AXP|AMERICAN EXPRESS CO
BUY +12.97% 23.3K $2M
INTC|INTEL CORP
SELL EXIT
EQNR|EQUINOR ASA
BUY +18.50% 141.5K $2M
GPC|GENUINE PARTS CO
BUY NEW 31.3K $2M
YUSD|ALLEGHANY CORP DEL
BUY NEW 3.7K $2M
WAFD|WASHINGTON FED INC
BUY +17.01% 64.8K $2M
GE|GENERAL ELECTRIC CO
BUY +20.18% 142.6K $1M
NKE|NIKE INC
BUY +6.41% 13.7K $1M
MDT|MEDTRONIC PLC
SELL -29.84% 3.1K $276000
RDS/A|ROYAL DUTCH SHELL PLC
SELL EXIT
2019-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -0.04% 187.8K $43M
NEM|NEWMONT GOLDCORP CORPORATION
SELL -0.16% 290.2K $13M
SBUX|STARBUCKS CORP
BUY +0.17% 114.6K $10M
DG|DOLLAR GEN CORP NEW
SELL -1.25% 53.2K $8M
XOM|EXXON MOBIL CORP
BUY +0.88% 114.3K $8M
SWKS|SKYWORKS SOLUTIONS INC
SELL -2.69% 59.5K $7M +20.9%
NXPI|NXP SEMICONDUCTORS N V
SELL -1.88% 52.2K $7M +31.7%
MCY|MERCURY GENL CORP NEW
BUY +0.00% 107.7K $5M
COST|COSTCO WHSL CORP NEW
SELL -1.53% 19.3K $6M
CMI|CUMMINS INC
SELL -0.34% 29.5K $5M +27.1%
AVX|AVX CORP NEW
SELL -2.51% 206.3K $4M
OLN|OLIN CORP
BUY +0.19% 217.3K $4M
KO|COCA COLA CO
SELL -20.00% 24.0K $1M
GE|GENERAL ELECTRIC CO
SELL -0.63% 118.7K $1M
MDT|MEDTRONIC PLC
SELL -14.69% 4.4K $494000
2019-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +3.62% 187.9K $39M
NEM|NEWMONT GOLDCORP CORPORATION
BUY +0.80% 290.7K $11M
SBUX|STARBUCKS CORP
BUY +0.40% 114.4K $10M
DG|DOLLAR GEN CORP NEW
SELL -1.06% 53.8K $9M
XOM|EXXON MOBIL CORP
BUY +2.97% 113.3K $8M
MCY|MERCURY GENL CORP NEW
SELL -0.31% 107.7K $6M
NXPI|NXP SEMICONDUCTORS N V
BUY +0.72% 53.2K $6M
COST|COSTCO WHSL CORP NEW
BUY +0.46% 19.6K $6M
HXL|HEXCEL CORP NEW
BUY +0.22% 61.8K $5M
CMI|CUMMINS INC
BUY +1.15% 29.6K $5M
KGC|KINROSS GOLD CORP
BUY +0.25% 1.1M $5M
SWKS|SKYWORKS SOLUTIONS INC
BUY +1.12% 61.1K $5M
SMHI|SEACOR MARINE HLDGS INC
BUY +3.05% 331.3K $4M
OLN|OLIN CORP
BUY NEW 216.9K $4M
MRK|MERCK & CO INC
SELL -0.49% 42.5K $4M
AVX|AVX CORP NEW
BUY +3.67% 211.6K $3M
DIS|DISNEY WALT CO
BUY +1.42% 21.8K $3M
AXP|AMERICAN EXPRESS CO
BUY +0.99% 20.6K $2M
EQNR|EQUINOR ASA
BUY +3.70% 119.4K $2M
INTC|INTEL CORP
BUY +2.15% 40.4K $2M
WAFD|WASHINGTON FED INC
BUY +1.88% 55.3K $2M
NKE|NIKE INC
BUY +1.03% 12.9K $1M
2019-Q2
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -1.18% 84 $27M
SBUX|STARBUCKS CORP
SELL -34.05% 113.9K $10M +35.3%
NEM|NEWMONT GOLDCORP CORPORATION
BUY +65.22% 288.3K $11M
XOM|EXXON MOBIL CORP
BUY +0.17% 110.0K $8M
MCY|MERCURY GENL CORP NEW
SELL -29.40% 108.0K $7M
DG|DOLLAR GEN CORP NEW
SELL -1.35% 54.4K $7M
COST|COSTCO WHSL CORP NEW
BUY +0.07% 19.5K $5M
NXPI|NXP SEMICONDUCTORS N V
BUY +0.39% 52.8K $5M
CMI|CUMMINS INC
BUY +0.10% 29.3K $5M
HXL|HEXCEL CORP NEW
SELL -4.83% 61.6K $5M
SWKS|SKYWORKS SOLUTIONS INC
BUY +2.42% 60.4K $5M
SMHI|SEACOR MARINE HLDGS INC
BUY +0.11% 321.5K $5M
KGC|KINROSS GOLD CORP
BUY +0.33% 1.1M $4M
GG|GOLDCORP INC NEW
SELL EXIT
AVX|AVX CORP NEW
BUY +39.44% 204.1K $3M
DIS|DISNEY WALT CO
BUY +0.17% 21.5K $3M
AXP|AMERICAN EXPRESS CO
SELL -4.04% 20.4K $3M
EQNR|EQUINOR ASA
BUY +6.77% 115.1K $2M
WAFD|WASHINGTON FED INC
BUY +0.55% 54.3K $2M
INTC|INTEL CORP
BUY +91.13% 39.5K $2M
MDT|MEDTRONIC PLC
BUY +1.11% 5.1K $497000
2019-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +0.15% 181.3K $36M
XOM|EXXON MOBIL CORP
SELL -1.92% 109.8K $9M
MCY|MERCURY GENL CORP NEW
BUY +1.37% 153.0K $8M
DG|DOLLAR GEN CORP NEW
SELL -1.50% 55.1K $7M
U S G CORP
SELL EXIT
SWKS|SKYWORKS SOLUTIONS INC
BUY NEW 59.0K $5M
CMI|CUMMINS INC
SELL -0.05% 29.3K $5M +8.0%
GG|GOLDCORP INC NEW
SELL -0.07% 366.8K $4M
NKE|NIKE INC
SELL -67.20% 12.7K $1M
AVX|AVX CORP NEW
BUY +53.98% 146.4K $3M
2018-Q4
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -1.65% 181.0K $37M
BRK-A|BERKSHIRE HATHAWAY INC DEL
SELL -1.16% 85 $26M
SBUX|STARBUCKS CORP
SELL -2.13% 172.7K $11M +12.1%
XOM|EXXON MOBIL CORP
SELL -1.79% 112.0K $8M
MCY|MERCURY GENL CORP NEW
SELL -2.21% 151.0K $8M
SMHI|SEACOR MARINE HLDGS INC
SELL -2.34% 321.1K $4M
U S G CORP
SELL -11.97% 130.3K $6M
DG|DOLLAR GEN CORP NEW
SELL -2.84% 56.0K $6M
NEM|NEWMONT MINING CORP
SELL -0.65% 174.5K $6M
SNY|SANOFI
SELL EXIT
COST|COSTCO WHSL CORP NEW
SELL -1.51% 19.5K $4M
HXL|HEXCEL CORP NEW
SELL -2.29% 64.8K $4M
CMI|CUMMINS INC
SELL -2.46% 29.3K $4M +1.9%
GG|GOLDCORP INC NEW
SELL -3.43% 367.0K $4M
NXPI|NXP SEMICONDUCTORS N V
BUY +73.13% 52.6K $4M
KGC|KINROSS GOLD CORP
SELL -2.10% 1.1M $4M
NKE|NIKE INC
SELL -2.08% 38.8K $3M
EQNR|EQUINOR ASA
SELL -2.20% 107.8K $2M -5.9%
DIS|DISNEY WALT CO
SELL -2.10% 21.5K $2M +12.7%
AXP|AMERICAN EXPRESS CO
SELL -2.19% 21.3K $2M
WAFD|WASHINGTON FED INC
SELL -2.14% 54.0K $1M
AVX|AVX CORP NEW
SELL -2.38% 95.1K $1M
GE|GENERAL ELECTRIC CO
SELL -0.08% 119.4K $904000
INTC|INTEL CORP
SELL -2.29% 20.7K $970000
2018-Q3
BRK-B|BERKSHIRE HATHAWAY INC DEL
SELL -0.03% 184.1K $39M
SBUX|STARBUCKS CORP
SELL -0.01% 176.5K $10M -8.0%
XOM|EXXON MOBIL CORP
SELL -0.09% 114.0K $10M
MCY|MERCURY GENL CORP NEW
SELL +0.00% 154.4K $8M
U S G CORP
SELL -1.40% 148.0K $6M
DG|DOLLAR GEN CORP NEW
SELL -0.05% 57.6K $6M
GG|GOLDCORP INC NEW
SELL +0.00% 380.1K $4M
HXL|HEXCEL CORP NEW
SELL +0.00% 66.3K $4M
CMI|CUMMINS INC
BUY NEW 30.0K $4M
VVV|VALIDUS HOLDINGS LTD
SELL EXIT
NXPI|NXP SEMICONDUCTORS N V
BUY NEW 30.4K $3M
DIS|DISNEY WALT CO
SELL +0.00% 21.9K $3M +9.9%
AXP|AMERICAN EXPRESS CO
SELL -0.09% 21.8K $2M
WAFD|WASHINGTON FED INC
SELL +0.00% 55.2K $2M
AVX|AVX CORP NEW
SELL -4.30% 97.4K $2M
ABERDEEN ASIA PACIFIC INCOM
SELL EXIT
2018-Q2
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +1.48% 184.1K $34M
XOM|EXXON MOBIL CORP
BUY +1.36% 114.1K $9M
SBUX|STARBUCKS CORP
BUY NEW 176.5K $9M
SMHI|SEACOR MARINE HLDGS INC
SELL -2.19% 328.9K $8M
MCY|MERCURY GENL CORP NEW
SELL -1.13% 154.4K $7M
NEM|NEWMONT MINING CORP
SELL -0.05% 175.7K $7M
U S G CORP
BUY NEW 150.1K $6M
DG|DOLLAR GEN CORP NEW
SELL -3.79% 57.6K $6M
GG|GOLDCORP INC NEW
SELL -1.69% 380.1K $5M
SNY|SANOFI
BUY +18.63% 123.5K $5M
HXL|HEXCEL CORP NEW
SELL -0.47% 66.3K $4M
KGC|KINROSS GOLD CORP
SELL -0.46% 1.1M $4M
COST|COSTCO WHSL CORP NEW
SELL -0.18% 19.8K $4M
VVV|VALIDUS HOLDINGS LTD
SELL -15.79% 46.5K $3M
NKE|NIKE INC
SELL -0.46% 39.6K $3M
EQNR|EQUINOR ASA
BUY NEW 110.2K $3M
SLB|STATOIL ASA
SELL EXIT
DIS|DISNEY WALT CO
BUY NEW 21.9K $2M
AXP|AMERICAN EXPRESS CO
SELL -0.46% 21.8K $2M
WAFD|WASHINGTON FED INC
SELL -0.47% 55.2K $2M
AVX|AVX CORP NEW
SELL -0.47% 101.8K $2M
GE|GENERAL ELECTRIC CO
BUY +0.08% 119.5K $2M
INTC|INTEL CORP
SELL -0.68% 21.2K $1M
DST|DST SYS INC DEL
SELL EXIT
MDT|MEDTRONIC PLC
BUY +1.00% 5.0K $432000
ABERDEEN ASIA PACIFIC INCOM
BUY NEW 10.2K $44000
2018-Q1
BRK-B|BERKSHIRE HATHAWAY INC DEL
BUY +1.49% 181.4K $36M
XOM|EXXON MOBIL CORP
BUY +6.12% 112.6K $8M
NEM|NEWMONT MINING CORP
SELL -8.08% 175.8K $7M
MCY|MERCURY GENL CORP NEW
BUY +141.11% 156.1K $7M
SMHI|SEACOR MARINE HLDGS INC
BUY +2.23% 336.2K $6M
DG|DOLLAR GEN CORP NEW
BUY +0.53% 59.9K $6M
GG|GOLDCORP INC NEW
SELL -3.44% 386.6K $5M
SNY|SANOFI
SELL -1.00% 104.1K $4M
KGC|KINROSS GOLD CORP
BUY +191.36% 1.1M $4M
HXL|HEXCEL CORP NEW
SELL -1.17% 66.6K $4M
COST|COSTCO WHSL CORP NEW
SELL -1.98% 19.9K $4M
VVV|VALIDUS HOLDINGS LTD
SELL -1.15% 55.2K $4M
SLB|STATOIL ASA
SELL -0.99% 112.1K $3M
NKE|NIKE INC
SELL -1.07% 39.8K $3M
AXP|AMERICAN EXPRESS CO
SELL -0.95% 21.9K $2M
WAFD|WASHINGTON FED INC
SELL -0.96% 55.5K $2M
AVX|AVX CORP NEW
SELL -1.17% 102.2K $2M
INTC|INTEL CORP
SELL -1.14% 21.3K $1M
DST|DST SYS INC DEL
BUY +11.96% 11.3K $949000

Closed Positions for Semper Augustus

Stock Click to search
Held Period Cost Basis Sale Proceeds Realized Gain Return CAGR
AMZN|AMAZON COM INC
2024-Q3 → 2025-Q1 (0.5y) $232.2K $274.7K $+42.5K +18.3% +40.1%
PSX|PHILLIPS 66
2024-Q1 → 2024-Q3 (0.5y) $213.7K $199.1K $-14.7K -6.9% -13.3%
MCHP|MICROCHIP TECHNOLOGY INC.
2023-Q4 → 2024-Q3 (0.7y) $196.5K $194.9K $-1.7K -0.8% -1.1%
GOOGL|ALPHABET INC
2024-Q2 → 2024-Q3 (0.2y) $199.5K $190.2K $-9.3K -4.7% -4.7%
DOW|DOW INC
2022-Q3 → 2024-Q2 (1.7y) $265.2K $294.8K $+29.7K +11.2% +6.3%
SAIA|SAIA INC
2024-Q1 → 2024-Q2 (0.2y) $221.2K $181.0K $-40.2K -18.2% -18.2%
PEP|PEPSICO INC
2020-Q2 → 2024-Q1 (3.7y) $208.3K $267.6K $+59.3K +28.5% +6.9%
SYF|SYNCHRONY FINANCIAL
2021-Q2 → 2022-Q1 (0.7y) $203.6K $189.8K $-13.8K -6.8% -8.9%
OXY|OCCIDENTAL PETE CORP
2021-Q2 → 2021-Q4 (0.5y) $545.0K $668.2K $+123.3K +22.6% +50.6%
META|FACEBOOK INC
2021-Q2 → 2021-Q4 (0.5y) $287.0K $299.8K $+12.8K +4.5% +9.2%
UPBD|RENT A CTR INC NEW
2021-Q2 → 2021-Q4 (0.5y) $266.3K $226.6K $-39.8K -14.9% -27.7%
GPC|GENUINE PARTS CO
2020-Q1 → 2021-Q2 (1.2y) $3.0M $4.0M $+967.1K +32.3% +25.2%
SWKS|SKYWORKS SOLUTIONS INC
2019-Q1 → 2020-Q1 (1.0y) $5.0M $7.1M $+2.1M +42.3% +42.5%