Christopher Bloomstran - Semper Augustus Investments Group Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Semper Augustus Investments Group portfolio balances reported a total equity value of $801.17M across 38 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Nov 14, 2025, 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 15.7% of total equity value, followed by DOLLAR GEN CORP NEW (DG), BERKSHIRE HATHAWAY INC DEL (BRK-A), KINROSS GOLD CORP (KGC), and others. Collectively, the top five holdings represent 53.7% of the portfolio, showing how capital is distributed among core positions and long-term investments.