account_balance
Investment manager · 13F filer · SEC CIK 1142062
Van Den Berg Management I, Inc
Reported value$473Mas of Jun 30, 2026
Positions120 6 new, 19 sold out
Top 10 weight38.6%DELL alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
DELLDell Technologies Inc.
5.7%Trimmed −20%
PHYSSprott Physical Gold Trust
5.3%
INTCIntel Corp
4.2%Trimmed −43%
LUMNLumen Technologies, Inc.
3.9%
XOMExxonMobil Holdings Corp
3.7%Trimmed −6%
SASeabridge Gold Inc
3.5%
COHRCoherent Corp.
3.5%Trimmed −35%
GOOGAlphabet Inc.
3.4%Trimmed −3%
FANGDiamondback Energy, Inc.
3.0%
EQTEQT Corp
2.5%
UNHUnitedHealth Group Inc
2.4%−4%
QCOMQualcomm Inc
2.4%
DELLDell Technologies Inc.
5.7%Trimmed −20%
PHYSSprott Physical Gold Trust
5.3%
INTCIntel Corp
4.2%−43%
LUMNLumen Technologies, Inc.
3.9%
XOMExxonMobil Holdings Corp
3.7%−6%
SASeabridge Gold Inc
3.5%
COHRCoherent Corp.
3.5%
GOOGAlphabet Inc.
3.4%
FANGDiamondback Energy, Inc.
3.0%
EQT2.5%UNH2.4%QCOM2.4%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DELL Dell Technologies Inc. 5.7% Trimmed −20%PHYS Sprott Physical Gold Trust 5.3% HeldINTC Intel Corp 4.2% Trimmed −43%LUMN Lumen Technologies, Inc. 3.9% HeldXOM ExxonMobil Holdings Corp 3.7% Trimmed −6%SA Seabridge Gold Inc 3.5% HeldCOHR Coherent Corp. 3.5% Trimmed −35%GOOG Alphabet Inc. 3.4% Trimmed −3%FANG Diamondback Energy, Inc. 3.0% HeldEQT EQT Corp 2.5% HeldUNH UnitedHealth Group Inc 2.4% Trimmed −4%QCOM Qualcomm Inc 2.4% Held
What changed
Biggest moves since Mar 31, 2026
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