Van Den Berg Management I, Inc (Arnold Van Den Berg)
Basic Stats
Market Value
326.56M
Top 10 (%)
40.7%
Portfolio Size (Change from Prev.)
102 (-7)
Avg. Holding Period
13 years
Turnover
0.1%
Industry Breakdown
Crude Petroleum & Natural Gas
14.7%
Services-computer Programming, Data Processing, Etc.
7.6%
Petroleum Refining
7.6%
Commodity Contracts Brokers & Dealers
6.6%
Fire, Marine & Casualty Insurance
6.2%
Hospital & Medical Service Plans
5.4%
Services-miscellaneous Amusement & Recreation
4.2%
Opeators Of Nonresidential Buildings
3.8%
Computer & Office Equipment
3.2%
Telephone Communications (no Radiotelephone)
3.0%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 PHYS | Sprott Physical Gold Tr | 20.99M | 6.4% | 872.5K | -1.5% | -13.4K | 24.00 | 0.2% |
 XOM | Exxon Mobil Corp | 19.33M | 5.9% | 162.6K | -2.9% | -4.9K | 119.00 | 0.0% |
 BRK-B | Berkshire Hathaway Inc Del | 15.55M | 4.8% | 29.2K | -33.9% | -14.9K | 533.00 | 0.0% |
 FANG | Diamondback Energy Inc | 13.08M | 4.0% | 81.8K | -3.1% | -2.7K | 160.00 | 0.0% |
 EQT | Eqt Corp | 12.55M | 3.8% | 235.0K | -2.2% | -5.3K | 53.00 | 0.0% |
 BN | Brookfield Corp | 10.95M | 3.4% | 208.9K | -0.4% | -936.0 | 52.00 | 0.0% |
 IBM | International Business Machs | 10.54M | 3.2% | 42.4K | -1.0% | -417.0 | 249.00 | 0.0% |
 GOOG | Alphabet Inc | 10.53M | 3.2% | 67.4K | -7.6% | -5.5K | 156.00 | 0.0% |
 COHR | Coherent Corp | 9.84M | 3.0% | 151.6K | -2.4% | -3.7K | 65.00 | 0.1% |
 LUMN | Lumen Technologies Inc | 9.54M | 2.9% | 2.4M | 0.1% | 1.7K | 4.00 | 0.2% |
 SA | Seabridge Gold Inc | 8.82M | 2.7% | 755.8K | 21.0% | 131.0K | 12.00 | 0.8% |
 QCOM | Qualcomm Inc | 8.72M | 2.7% | 56.8K | -0.3% | -182.0 | 154.00 | 0.0% |
 CRK | Comstock Res Inc | 8.24M | 2.5% | 405.2K | -1.1% | -4.5K | 20.00 | 0.1% |
 SW | Smurfit Westrock Plc | 7.96M | 2.4% | 176.7K | -2.2% | -3.9K | 45.00 | 0.0% |
 SLB | Schlumberger Ltd | 7.92M | 2.4% | 189.5K | -0.2% | -369.0 | 42.00 | 0.0% |