Christopher Bloomstran – Semper Augustus Investments Group Portfolio Balances & Equity Value (Jun 30, 2025)

As of Jun 30, 2025, the Semper Augustus Investments Group portfolio balances reported a total equity value of $710.64M across 37 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Aug 15, 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 16.9% of total equity value, followed by DOLLAR GEN CORP NEW (DG), BERKSHIRE HATHAWAY INC DEL (BRK-A), DOLLAR TREE INC (DLTR), and others. Collectively, the top five holdings represent 57.5% of the portfolio, showing how capital is distributed among core positions and long-term investments.