📊 Bloomstran 13F — SEMPER AUGUSTUS INVESTMENTS GROUP LLC: $885M portfolio, 50 positions (Q2 2026)

1. BRK/B — $137M (15.5%) 2. ALK — $94M (10.6%) 3. BRK/A — $90M (10.2%) 4. DG — $77M (8.7%) 5. DECK — $67M (7.5%) 6. DLTR — $64M (7.2%) 7. BLDR — $50M (5.6%) 8. OLN — $43M (4.8%) 9. NEM — $42M (4.7%) 10. KGC — $37M (4.1%) 11. PAYX — $21M (2.4%) 12. FIVE — $19M (2.1%) 13. SPGI — $19M (2.1%) 14. DINO — $18M (2.0%) 15. DIS — $15M (1.7%) 16. CTSH — $15M (1.7%) 17. VLO — $10M (1.1%) 18. CMI — $9M (1.0%) 19. EXXON MOBIL CORP — $8M (0.9%) 20. PSKY — $6M (0.7%) … (+30 more)

1. BRK/B — $137M (15.5%)