Christopher Bloomstran - Semper Augustus Investments Group Portfolio Position Sizes (Q2 2026)

According to the SEC 13F filed on Aug 14, 2026, the Semper Augustus Investments Group portfolio balances reported a total equity value of $884.60M across 50 publicly traded holdings as of quarter-end Jun 30, 2026.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 15.5% of total equity value, followed by ALASKA AIR GROUP INC (ALK), BERKSHIRE HATHAWAY INC DEL (BRK-A), DOLLAR GEN CORP (DG), and others. Collectively, the top five holdings represent 52.4% of the portfolio, showing how capital is distributed among core positions and long-term investments.