Section 03 · The Final Book
Twenty-six positions. Two that mattered.
The Q2 2026 book by share of reported value. Every block is sized to what it actually was.
Top six = 81.0% of the book
He didn’t own a portfolio. He owned a position.
BOARDROOM WIRE
SEC Form 13F · Q2 2026, filed Aug 14
Situational Awareness LP · CIK 0002045724 · $20.24B reported across 26 positions · block area is proportional to share of the book
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