Institutions / VAN DEN BERG MANAGEMENT I, INC / Holdings
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Van Den Berg Management I, Inc

All holdings · as of Mar 31, 2026

133 positions

CompanyClassValue ↓Shares% of portfolio
SPROTT ASSET MANAGEMENT LP—$29.59M834,9616.8%
EXXON MOBIL CORP—$22.89M134,9155.2%
Seabridge Gold Inc.—$18.65M658,0504.3%
Lumen Technologies, Inc.—$16.87M2,427,8623.9%
Diamondback Energy, Inc.—$16.41M82,9583.8%
COHERENT CORP—$15.37M64,5393.5%
EQT Corp—$14.39M226,0573.3%
Alphabet Inc.—$13.32M46,4233.1%
Dell Technologies Inc.—$12.85M78,2822.9%
Warren E. Buffett—$11.25M23,4782.6%
INTEL CORP—$11.03M249,8462.5%
Permian Resources Corp—$11.02M516,9022.5%
MICROSOFT CORP—$10.18M27,4962.3%
BROOKFIELD CORP—$9.58M236,6932.2%
INTERNATIONAL BUSINESS MACHINES CORP—$8.95M36,9422.1%
SLB LIMITED/NV—$8.88M172,8542.0%
COMSTOCK RESOURCES INCCRKCommon Stock$8.35M396,0891.9%
Cigna Group—$8.30M31,1121.9%
Elevance Health Inc—$8.23M28,1141.9%
QUALCOMM INC/DE—$8.00M62,1181.8%
VONTIER CORP—$7.88M222,1941.8%
UNITEDHEALTH GROUP INC—$7.82M28,8881.8%
ARCH CAPITAL GROUP LTD.—$7.78M81,0861.8%
THERMO FISHER SCIENTIFIC INC.—$6.95M14,1461.6%
COLUMBUS MCKINNON CORP—$6.95M478,3281.6%
DANAHER CORP /DE—$6.87M36,2281.6%
STANLEY BLACK & DECKER, INC.—$6.55M92,2031.5%
Smurfit Westrock plc—$6.41M160,9151.5%
Walt Disney Co—$6.40M66,3561.5%
TIMKEN CO—$5.96M59,2901.4%
Illumina Inc—$5.52M44,7781.3%
ConocoPhillips—$5.51M41,7621.3%
CME Group Inc—$5.46M18,4981.3%
Marketaxess Holdings Inc—$5.18M31,4231.2%
Workday Inc—$4.92M37,8981.1%
Sensata Technologies Holding plc—$4.52M128,2941.0%
GENERAC HOLDINGS INC.—$4.45M22,7941.0%
Bristow Group Inc.—$4.36M92,9271.0%
FedEx Corp—$4.31M12,1101.0%
VeriSign Inc—$3.56M14,3480.8%
Fortive Corp—$3.50M63,2380.8%
Meta Platforms Inc—$3.47M6,0560.8%
Trex Co Inc—$3.09M84,8710.7%
Crescent Energy Co—$3.07M227,2130.7%
INTUIT INC.—$2.97M6,8690.7%
Moody's Corp—$2.55M5,8500.6%
BANK OF AMERICA CORP /DE—$2.52M51,7250.6%
United Parcel Service Inc—$2.48M25,1930.6%
BROOKFIELD ASSET MANAGMT LTD—$1.87M42,0800.4%
Coterra Energy Inc.—$1.73M49,0900.4%
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