
	Arnold Van Den Berg 13F
	Van Den Berg Management I, Inc

	Last update 2024-11-14	107 Stocks (4 new)
	Value $346.00 Mil	Turnover 6 %
	Countries: Top Holdings: BRK.B(6.13%)XOM(5.75%)PHYS(5.20%)LUMN(5.01%)FANG(4.22%) Portfolio Report

Arnold Van Den Berg Profile

Since founding Century Management in 1974, Arnold Van Den Berg has handily beaten all of the indices. Mr. Van Den Berg is a value investor, and considers himself a student of Benjamin Graham.

Arnold Van Den Berg Investing Philosophy

Arnold applies value investment strategies as his investment philosophy. His investment research seeks to determine the appraised value of a company, often referred to as intrinsic value. Investments are then made at a significant discount, normally 40% to 65% below the company's current intrinsic value. This is his margin of safety. Arnold usually holds 35-40 companies when fully invested, and invests primarily in U.S. headquartered companies.

Arnold Van Den Berg Portfolio and Latest Trades

Ticker
Ticker
PXD
XOM
MKL
WRK
SW
CI
PXD
BRK.B
AIMC
ESTE
PR
ATKR
BAC
COP
ELV
POWL
BAC
SLB
COHR
GOOG
POWL
BRK.B
MKL
POWL
QCOM
CMCO
VZ
DHR
CRK
FANG
BN
BAM
COHR
CMCO
PHYS
COR
XOM
ATKR
EG
PHYS
T
META
DOCN
WRK
CME
SA
CRI
VNT
VRSN
EQT
UNH
TMO
CMCO
GOOG
POWL
META
LUMN
AIMC
ACGL
IBKR
COP
ST
VRSN
EG
ATKR
KW
COR
BOOM
ESTE
PHYS
META
GOOG
PHYS
UNH
DIS
DOCN
VRSN
ROCC
BRK.B
UNH
ATKR
ST
BRK.B
SBOW
CME
LUMN
ILMN
POWL
TRS
CRGY
ATKR
CRI
GOOG
ATKR
BRK.B
SLB
EQT
PDCE
KW
COHR

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
PXD	Pioneer Natural Resources Co	2024-06-30	Sold Out	-6.73%	● 263.96 ($270.84) 275.52	$269.62	-0.45%	Sold Out	0	-87,479
XOM	Exxon Mobil Corp	2024-06-30	Add	+6.57%	● 108.36 ($116.47) 122.2	$118.26	1.54%	Add 10249.23%	194,048	192,173
MKL	Markel Group Inc	2024-03-31	Sold Out	-3.75%	● 1395.13 ($1466.28) 1527.35	$1,788.34	21.96%	Sold Out	0	-7,958
WRK	WestRock Co	2024-09-30	Sold Out	-2.99%	● 48.79 ($49.91) 51.51	$51.51	3.21%	Sold Out	0	-200,615
SW	Smurfit WestRock PLC	2024-09-30	New Buy	+2.64%	● 38.85 ($45.49) 50.09	$54.69	20.21%	New holding	184,495	184,495
CI	Cigna Corp	2022-12-31	Sold Out	-2.60%	● 285.73 ($316.43) 339.3	$338.41	6.95%	Sold Out	0	-31,527
PXD	Pioneer Natural Resources Co	2022-12-31	Reduce	-2.51%	● 214 ($243.31) 268.62	$269.62	10.81%	Reduce -29.35%	94,041	-39,071
BRK.B	Berkshire Hathaway Inc	2022-12-31	Reduce	-2.36%	● 264 ($296.98) 318.6	$482.43	62.45%	Reduce -29.82%	70,033	-29,761
AIMC	Altra Industrial Motion Corp	2023-03-31	Sold Out	-2.35%	● 59.68 ($61.1) 61.99	$61.98	1.44%	Sold Out	0	-105,628
ESTE	Earthstone Energy Inc	2023-12-31	Sold Out	-2.28%	● 18.35 ($20.85) 22.42	$21.17	1.53%	Sold Out	0	-321,269
PR	Permian Resources Corp	2023-12-31	Add	+2.09%	● 12.52 ($13.69) 15.46	$15.64	14.24%	Add 4088.81%	473,377	462,076
ATKR	Atkore Inc	2022-12-31	Reduce	-2.06%	● 82.18 ($104.66) 125.38	$93.37	-10.79%	Reduce -47.99%	96,683	-89,200
BAC	Bank of America Corp	2022-12-31	New Buy	+2.02%	● 29.77 ($34.44) 38.41	$47.94	39.18%	New holding	163,907	163,907
COP	ConocoPhillips	2022-12-31	Reduce	-1.61%	● 109.97 ($121.55) 134.94	$107.51	-11.55%	Reduce -45.67%	63,136	-53,069
ELV	Elevance Health Inc	2023-09-30	New Buy	+1.58%	● 414.13 ($453.58) 475.93	$405.97	-10.50%	New holding	10,377	10,377
POWL	Powell Industries Inc	2023-06-30	Reduce	-1.44%	● 39.03 ($51.81) 62.95	$268.80	418.82%	Reduce -49.92%	90,930	-90,642
BAC	Bank of America Corp	2024-09-30	Reduce	-1.41%	● 36.65 ($40.08) 44.13	$47.94	19.60%	Reduce -61.92%	73,618	-119,683
SLB	SLB	2022-12-31	Reduce	-1.37%	● 38.3 ($49.8) 54.82	$43.79	-12.07%	Reduce -36.94%	219,752	-128,706
COHR	Coherent Corp	2023-03-31	New Buy	+1.36%	● 34 ($40.69) 46.26	$100.58	147.20%	New holding	96,106	96,106
GOOG	Alphabet Inc	2022-12-31	Reduce	-1.33%	● 83.49 ($95.44) 104.93	$170.06	78.19%	Reduce -27.43%	123,659	-46,740
POWL	Powell Industries Inc	2023-09-30	Reduce	-1.17%	● 58.42 ($74.41) 86.71	$268.80	261.24%	Reduce -58.92%	37,351	-53,579
BRK.B	Berkshire Hathaway Inc	2024-09-30	Reduce	-1.08%	● 405.19 ($442.18) 478.57	$482.43	9.10%	Reduce -16.23%	46,048	-8,919
MKL	Markel Corp	2022-12-31	Reduce	-1.03%	● 1120.45 ($1237.05) 1344.6	$1,788.34	44.56%	Reduce -28.15%	8,139	-3,189
POWL	Powell Industries Inc	2024-03-31	Sold Out	-1.01%	● 76.83 ($128.38) 185.24	$268.80	109.38%	Sold Out	0	-34,544
QCOM	Qualcomm Inc	2022-12-31	Reduce	-1.00%	● 103.88 ($117) 126.81	$160.49	37.17%	Reduce -36.15%	52,832	-29,916
CMCO	Columbus McKinnon Corp	2024-09-30	Add	+1.00%	● 30.03 ($33.92) 39.41	$39.08	15.21%	Add 72.27%	228,117	95,701
VZ	Verizon Communications Inc	2023-09-30	Sold Out	-1.00%	● 31.46 ($33.79) 37.48	$44.14	30.63%	Sold Out	0	-75,049
DHR	Danaher Corp	2022-12-31	Reduce	-0.99%	● 241.42 ($261.48) 282.29	$240.25	-8.12%	Reduce -39.29%	20,055	-12,980
CRK	Comstock Resources Inc	2023-09-30	Add	+0.96%	● 10.35 ($11.78) 12.81	$15.54	31.92%	Add 194.73%	377,603	249,486
FANG	Diamondback Energy Inc	2022-12-31	Reduce	-0.95%	● 129.52 ($146.13) 167.03	$177.05	21.16%	Reduce -22.05%	93,522	-26,451
BN	Brookfield Corp	2022-12-31	Reduce	-0.94%	● 30.75 ($33.83) 38.41	$61.57	82.00%	Reduce -27.98%	200,086	-77,716
BAM	Brookfield Asset Management Ltd	2022-12-31	New Buy	+0.91%	● 27.11 ($30.09) 33.01	$57.44	90.88%	New holding	85,616	85,616
COHR	Coherent Corp	2023-06-30	Add	+0.88%	● 27.66 ($37.13) 55.31	$100.58	170.90%	Add 50.14%	144,292	48,186
CMCO	Columbus McKinnon Corp	2024-03-31	Add	+0.87%	● 35.79 ($40.44) 44.63	$39.08	-3.36%	Add 1009.43%	73,056	66,471
PHYS	Sprott Physical Gold Trust	2024-03-31	Add	+0.87%	● 15.36 ($16.04) 17.3	$20.42	27.28%	Add 24.06%	883,884	171,406
COR	AmerisourceBergen Corp	2023-06-30	Reduce	-0.85%	● 160.11 ($172.83) 192.43	$251.42	45.47%	Reduce -67.09%	6,963	-14,196
XOM	Exxon Mobil Corp	2024-09-30	Reduce	-0.84%	● 109.72 ($115.47) 119	$118.26	2.42%	Reduce -12.69%	169,419	-24,629
ATKR	Atkore Inc	2023-03-31	Reduce	-0.83%	● 114.83 ($135.49) 153.01	$93.37	-31.09%	Reduce -20.26%	77,098	-19,585
EG	Everest Group Ltd	2024-03-31	New Buy	+0.83%	● 353.76 ($374.95) 397.5	$388.40	3.59%	New holding	7,109	7,109
PHYS	Sprott Physical Gold Trust	2023-06-30	Add	+0.82%	● 14.78 ($15.45) 16.02	$20.42	32.14%	Add 33.5%	607,494	152,437
T	AT&T Inc	2023-09-30	Reduce	-0.82%	● 13.45 ($14.66) 16.12	$23.07	57.37%	Reduce -91.8%	12,719	-142,392
META	Meta Platforms Inc	2022-12-31	Reduce	-0.82%	● 88.91 ($117.43) 140.28	$572.91	387.87%	Reduce -41.5%	28,773	-20,408
DOCN	DigitalOcean Holdings Inc	2023-09-30	Sold Out	-0.78%	● 23.14 ($35.41) 49.9	$38.22	7.94%	Sold Out	0	-53,892
WRK	WestRock Co	2022-12-31	Reduce	-0.77%	● 31.18 ($34.86) 38.02	$51.51	47.76%	Reduce -32.27%	175,684	-83,710
CME	CME Group Inc	2024-03-31	New Buy	+0.73%	● 196.4 ($210.06) 221.35	$237.47	13.05%	New holding	11,527	11,527
SA	Seabridge Gold Inc	2022-12-31	Reduce	-0.71%	● 10.18 ($11.84) 12.96	$14.69	24.07%	Reduce -27.44%	531,821	-201,162
CRI	Carter's Inc	2022-12-31	Reduce	-0.70%	● 64.03 ($71.65) 75.54	$54.69	-23.67%	Reduce -30.73%	81,592	-36,193
VNT	Vontier Corp	2022-12-31	Reduce	-0.67%	● 17 ($18.74) 20.58	$39.35	109.98%	Reduce -34.11%	261,847	-135,537
VRSN	VeriSign Inc	2022-12-31	Reduce	-0.67%	● 174.08 ($191.7) 205.44	$189.12	-1.35%	Reduce -29.04%	31,490	-12,887
EQT	EQT Corp	2022-12-31	Reduce	-0.66%	● 33.5 ($40.14) 45.34	$45.81	14.13%	Reduce -23.77%	175,328	-54,658
UNH	UnitedHealth Group Inc	2024-06-30	Add	+0.64%	● 439.2 ($490.13) 524.63	$611.75	24.81%	Add 71.78%	10,159	4,245
TMO	Thermo Fisher Scientific Inc	2023-12-31	New Buy	+0.63%	● 431.41 ($484.03) 532.94	$528.76	9.24%	New holding	3,594	3,594
CMCO	Columbus McKinnon Corp	2024-06-30	Add	+0.61%	● 34.51 ($40.56) 45.78	$39.08	-3.65%	Add 81.25%	132,416	59,360
GOOG	Alphabet Inc	2024-06-30	Reduce	-0.61%	● 151.94 ($170.1) 186.86	$170.06	-0.02%	Reduce -14.41%	80,840	-13,610
POWL	Powell Industries Inc	2022-12-31	Reduce	-0.61%	● 20.75 ($27.45) 37.29	$268.80	879.23%	Reduce -31.51%	211,117	-97,147
META	Meta Platforms Inc	2024-03-31	Reduce	-0.61%	● 344.47 ($446.07) 512.19	$572.91	28.43%	Reduce -30.1%	12,159	-5,236
LUMN	Lumen Technologies Inc	2022-12-31	Reduce	-0.61%	● 5.09 ($6.15) 8.04	$7.33	19.11%	Reduce -37.44%	468,675	-280,483
AIMC	Altra Industrial Motion Corp	2022-12-31	Reduce	-0.61%	● 34.92 ($52.52) 60.14	$61.98	18.01%	Reduce -36.73%	105,628	-61,307
ACGL	Arch Capital Group Ltd	2024-03-31	New Buy	+0.59%	● 75.55 ($84.55) 92.44	$100.63	19.02%	New holding	21,826	21,826
IBKR	Interactive Brokers Group Inc	2022-12-31	Sold Out	-0.59%	● 63.7 ($74.71) 80.67	$190.82	155.42%	Sold Out	0	-31,333
COP	ConocoPhillips	2023-09-30	Reduce	-0.59%	● 100.34 ($116.1) 124.5	$107.51	-7.40%	Reduce -25.85%	45,662	-15,921
ST	Sensata Technologies Holding PLC	2023-09-30	Add	+0.59%	● 36.17 ($40.32) 47.18	$32.31	-19.85%	Add 148.8%	74,184	44,367
VRSN	VeriSign Inc	2024-09-30	Reduce	-0.59%	● 174.18 ($180.35) 190.64	$189.12	4.86%	Reduce -36.98%	19,095	-11,205
EG	Everest Group Ltd	2024-06-30	Add	+0.56%	● 357.14 ($378.03) 399.53	$388.40	2.74%	Add 69.14%	12,024	4,915
ATKR	Atkore Inc	2024-09-30	Reduce	-0.55%	● 82.78 ($108.58) 152.57	$93.37	-14.01%	Reduce -25.26%	40,883	-13,818
KW	Kennedy-Wilson Holdings Inc	2022-12-31	Reduce	-0.53%	● 14.47 ($16.08) 17.31	$11.66	-27.49%	Reduce -26.99%	310,758	-114,868
COR	AmerisourceBergen Corp	2022-12-31	Reduce	-0.53%	● 137.35 ($157.98) 173.99	$251.42	59.15%	Reduce -35.32%	23,966	-13,085
BOOM	DMC Global Inc	2024-09-30	Reduce	-0.52%	● 10.6 ($12.65) 14.99	$7.89	-37.59%	Reduce -66.44%	61,439	-121,626
ESTE	Earthstone Energy Inc	2022-12-31	Reduce	-0.52%	● 12.33 ($14.84) 17.36	$21.17	42.65%	Reduce -30.95%	319,368	-143,132
PHYS	Sprott Physical Gold Trust	2022-12-31	Reduce	-0.52%	● 12.56 ($13.35) 14.1	$20.42	52.93%	Reduce -25.42%	401,600	-136,861
META	Meta Platforms Inc	2023-06-30	Reduce	-0.51%	● 207.55 ($246.21) 288.73	$572.91	132.69%	Reduce -24.97%	19,578	-6,516
GOOG	Alphabet Inc	2023-12-31	Reduce	-0.51%	● 123.4 ($135.69) 142.82	$170.06	25.33%	Reduce -10.14%	97,814	-11,035
PHYS	Sprott Physical Gold Trust	2023-09-30	Add	+0.48%	● 14.32 ($15.01) 15.43	$20.42	36.02%	Add 15.91%	704,149	96,655
UNH	UnitedHealth Group Inc	2024-03-31	Add	+0.46%	● 472.6 ($508.38) 545.42	$611.75	20.33%	Add 117.51%	5,914	3,195
DIS	The Walt Disney Co	2023-09-30	Add	+0.45%	● 79.9 ($85.41) 91.76	$117.23	37.26%	Add 27.45%	73,092	15,741
DOCN	DigitalOcean Holdings Inc	2022-12-31	New Buy	+0.45%	● 23.67 ($31.3) 40.31	$38.22	22.11%	New holding	47,764	47,764
VRSN	VeriSign Inc	2023-06-30	Reduce	-0.43%	● 211.33 ($220.3) 228.54	$189.12	-14.15%	Reduce -18.89%	23,218	-5,409
ROCC	Ranger Oil Corp	2023-06-30	Sold Out	-0.43%	● 36.75 ($39.67) 43.6	$37.47	-5.55%	Sold Out	0	-28,305
BRK.B	Berkshire Hathaway Inc	2023-03-31	Reduce	-0.43%	● 293.51 ($308.18) 320.37	$482.43	56.54%	Reduce -5.38%	66,263	-3,770
UNH	UnitedHealth Group Inc	2022-12-31	Sold Out	-0.42%	● 498.86 ($529.71) 555.15	$611.75	15.49%	Sold Out	0	-2,776
ATKR	Atkore Inc	2023-06-30	Reduce	-0.42%	● 116.77 ($131.26) 155.94	$93.37	-28.87%	Reduce -10.34%	69,126	-7,972
ST	Sensata Technologies Holding PLC	2022-12-31	Reduce	-0.42%	● 37.92 ($41.65) 45.57	$32.31	-22.41%	Reduce -55.64%	30,383	-38,107
BRK.B	Berkshire Hathaway Inc	2024-03-31	Reduce	-0.42%	● 359.29 ($393.34) 420.52	$482.43	22.65%	Reduce -5.91%	56,504	-3,547
SBOW	SilverBow Resources Inc	2024-09-30	Sold Out	-0.41%	● 36.82 ($38.13) 39.02	$36.82	-3.44%	Sold Out	0	-36,926
CME	CME Group Inc	2024-06-30	Add	+0.40%	● 194.1 ($206.61) 216.77	$237.47	14.94%	Add 58.84%	18,310	6,783
LUMN	Lumen Technologies Inc	2024-03-31	Add	+0.39%	● 1.22 ($1.56) 1.89	$7.33	369.55%	Add 78.27%	1,934,221	849,206
ILMN	Illumina Inc	2023-09-30	Add	+0.39%	● 128.91 ($169.02) 192.44	$143.99	-14.81%	Add 333.44%	10,641	8,186
POWL	Powell Industries Inc	2023-03-31	Reduce	-0.39%	● 34.34 ($41.55) 46.23	$268.80	546.93%	Reduce -13.99%	181,572	-29,545
TRS	TriMas Corp	2022-12-31	Reduce	-0.38%	● 22.53 ($26.71) 28.6	$26.54	-0.64%	Reduce -63.48%	29,614	-51,483
CRGY	Crescent Energy Co	2024-09-30	New Buy	+0.38%	● 10.19 ($11.42) 12.5	$14.88	30.30%	New holding	120,795	120,795
ATKR	Atkore Inc	2024-03-31	Reduce	-0.37%	● 142.6 ($159.98) 190.36	$93.37	-41.64%	Reduce -11.18%	55,159	-6,945
CRI	Carter's Inc	2024-09-30	Add	+0.37%	● 57.26 ($64.23) 71.04	$54.69	-14.85%	Add 16.69%	138,171	19,758
GOOG	Alphabet Inc	2023-09-30	Reduce	-0.35%	● 116.87 ($130.02) 138.99	$170.06	30.80%	Reduce -6.83%	108,849	-7,981
ATKR	Atkore Inc	2023-09-30	Reduce	-0.35%	● 141 ($150.95) 163.43	$93.37	-38.15%	Reduce -8.94%	62,944	-6,182
BRK.B	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.35%	● 308.77 ($326.09) 341	$482.43	47.94%	Reduce -4.6%	63,215	-3,048
SLB	Schlumberger Ltd	2023-12-31	Reduce	-0.35%	● 48.46 ($54.35) 60.59	$43.79	-19.43%	Reduce -8.3%	191,315	-17,321
EQT	EQT Corp	2024-09-30	Add	+0.34%	● 30.21 ($34.01) 37.21	$45.81	34.70%	Add 15.23%	240,522	31,787
PDCE	PDC Energy Inc	2023-09-30	Sold Out	-0.34%	● 70.71 ($73.25) 75.89	$73.85	0.82%	Sold Out	0	-13,424
KW	Kennedy-Wilson Holdings Inc	2024-03-31	Add	+0.33%	● 8.03 ($9.84) 12.49	$11.66	18.50%	Add 33.89%	520,329	131,700
COHR	Coherent Corp	2023-12-31	Add	+0.33%	● 29.15 ($36.05) 45.43	$100.58	179.02%	Add 14.18%	185,660	23,050

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