Institutions / Van Den Berg Management I, Inc
Van Den Berg Management I, Inc
CIK 1142062 · Institution · as of Mar 31, 2026
Portfolio value
$436.15M
Positions
133
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$436.15M-0.1%Positions
133+5.6%Top holdings
Mar 31, 2026View all 133 →
| Company | Value | % of portfolio |
|---|---|---|
| Sprott Asset Management LP | $29.59M | 6.8% |
| Exxon Mobil Corp | $22.89M | 5.2% |
| Seabridge Gold Inc. | $18.65M | 4.3% |
| Lumen Technologies, Inc. | $16.87M | 3.9% |
| Diamondback Energy, Inc. | $16.41M | 3.8% |
| Coherent Corp | $15.37M | 3.5% |
| EQT Corp | $14.39M | 3.3% |
| Alphabet Inc. | $13.32M | 3.1% |
| Dell Technologies Inc. | $12.85M | 2.9% |
| Warren E. Buffett | $11.25M | 2.6% |
| Intel Corp | $11.03M | 2.5% |
| Permian Resources Corp | $11.02M | 2.5% |
| Microsoft Corp | $10.18M | 2.3% |
| Brookfield Corp | $9.58M | 2.2% |
| International Business Machines Corp | $8.95M | 2.1% |
| Slb LIMITED/NV | $8.88M | 2.0% |
| Comstock Resources IncCRK | $8.35M | 1.9% |
| Cigna Group | $8.30M | 1.9% |
| Elevance Health Inc | $8.23M | 1.9% |
| Qualcomm INC/DE | $8.00M | 1.8% |
| Vontier Corp | $7.88M | 1.8% |
| Unitedhealth Group Inc | $7.82M | 1.8% |
| Arch Capital Group Ltd. | $7.78M | 1.8% |
| Thermo Fisher Scientific Inc. | $6.95M | 1.6% |
| Columbus McKinnon Corp | $6.95M | 1.6% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Coherent Corp | $-13.17M | -55K -46.14% | 64,539 3.52% of portfolio | medium |
| Q1 2026 as of | Exit | Kennedy-Wilson Holdings, Inc. | $-8.65M | -895K -100.00% | — | medium |
| Q1 2026 as of | Add | Microsoft Corp | $3.77M | +10K +58.76% | 27,496 2.33% of portfolio | low |
| Q1 2026 as of | Trim | Alphabet Inc. | $-3.26M | -11K -19.64% | 46,423 3.05% of portfolio | low |
| Q1 2026 as of | New | Trex Co Inc | $3.09M | +85K | 84,871 0.71% of portfolio | low |
| Q1 2026 as of | New | Intuit Inc. | $2.97M | +7K | 6,869 0.68% of portfolio | low |
| Q1 2026 as of | Add | Workday Inc | $2.68M | +21K +119.90% | 37,898 1.13% of portfolio | low |
| Q1 2026 as of | Trim | 11271J107 | $-2.45M | -61K -20.40% | 236,693 2.20% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett | $-1.74M | -4K -13.40% | 23,478 2.58% of portfolio | low |
| Q1 2026 as of | Add | Columbus McKinnon Corp | $1.44M | +99K +26.20% | 478,328 1.59% of portfolio | low |