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Gurus
Value
SEMPER AUGUSTUS INVESTMENTS GROUP LLC (Data extracted from 13F, 13D, 13G and Form 4)

SEMPER AUGUSTUS INVESTMENTS GROUP LLC

AUM: $597.22 M

13-F Portfolio Value: $710.64 M

Last 13-F Filed: Q2 2025

Concentration in top 10: 78.93%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
DECK	DECKERS OUTDOOR CORP	3.05%	210,523	$21,698,606	210,523	New	$103.07	13F
FLEX	FLEX LTD	0.04%	5,090	$254,093	5,090	New	$49.92	13F