Christopher Bloomstran - Semper Augustus Investments Group Portfolio Position Sizes (Q1 2026)

As of Mar 31, 2026, the Semper Augustus Investments Group portfolio balances reported a total equity value of $837.34M across 44 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated May 15, 2026, providing an updated snapshot of assets under management.

The portfolio balances highlight BERKSHIRE HATHAWAY INC DEL (BRK-B) as the single largest position, accounting for 14.5% of total equity value, followed by BERKSHIRE HATHAWAY INC DEL (BRK-A), DOLLAR GEN CORP (DG), DECKERS OUTDOOR CORP (DECK), and others. Collectively, the top five holdings represent 49.0% of the portfolio, showing how capital is distributed among core positions and long-term investments.