Van Den Berg Management I, Inc (Arnold Van Den Berg)
Basic Stats
Market Value
347.00M
Top 10 (%)
41.5%
Portfolio Size (Change from Prev.)
109 (2)
Avg. Holding Period
12 years
Turnover
0.1%
Industry Breakdown
Crude Petroleum & Natural Gas
13.5%
Services-computer Programming, Data Processing, Etc.
9.5%
Fire, Marine & Casualty Insurance
8.4%
Petroleum Refining
6.7%
Commodity Contracts Brokers & Dealers
5.3%
Opeators Of Nonresidential Buildings
5.2%
Services-miscellaneous Amusement & Recreation
4.5%
Optical Instruments & Lenses
4.2%
Hospital & Medical Service Plans
4.2%
Telephone Communications (no Radiotelephone)
3.8%
Ticker | Company | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 BRK-B | Berkshire Hathaway Inc Del | 20.01M | 5.8% | 44.1K | -4.1% | -1.9K | 453.00 | 0.0% |
 XOM | Exxon Mobil Corp | 18.01M | 5.2% | 167.4K | -1.2% | -2.0K | 108.00 | 0.0% |
 PHYS | Sprott Physical Gold Tr | 17.84M | 5.1% | 885.9K | 0.5% | 4.7K | 20.00 | 0.2% |
 COHR | Coherent Corp | 14.71M | 4.2% | 155.2K | -0.4% | -604.0 | 95.00 | 0.1% |
 GOOG | Alphabet Inc | 13.88M | 4.0% | 72.9K | -4.1% | -3.1K | 190.00 | 0.0% |
 FANG | Diamondback Energy Inc | 13.84M | 4.0% | 84.5K | -0.1% | -124.0 | 164.00 | 0.0% |
 LUMN | Lumen Technologies Inc | 12.92M | 3.7% | 2.4M | -0.2% | -5.7K | 5.00 | 0.2% |
 BN | Brookfield Corp | 12.05M | 3.5% | 209.8K | -0.3% | -658.0 | 57.00 | 0.0% |
 EQT | Eqt Corp | 11.08M | 3.2% | 240.2K | -0.1% | -280.0 | 46.00 | 0.0% |
 SW | Smurfit Westrock Plc | 9.73M | 2.8% | 180.6K | -2.1% | -3.9K | 54.00 | 0.0% |
 IBM | International Business Machs | 9.41M | 2.7% | 42.8K | -0.0% | -19.0 | 220.00 | 0.0% |
 QCOM | Qualcomm Inc | 8.75M | 2.5% | 57.0K | 0.2% | 104.0 | 154.00 | 0.0% |
 VNT | Vontier Corporation | 8.71M | 2.5% | 238.7K | -1.8% | -4.3K | 36.00 | 0.2% |
 CMCO | Columbus Mckinnon Corp N Y | 8.50M | 2.4% | 228.2K | 0.0% | 45.0 | 37.00 | 0.8% |
 DIS | Disney Walt Co | 7.74M | 2.2% | 69.6K | -0.5% | -377.0 | 111.00 | 0.0% |