
	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
AIMC
ESTE
PR
ELV
POWL
BAC
COHR
POWL
BRK.B
POWL
VZ
CMCO
CRK
COHR
PHYS
CMCO
COR
XOM
ATKR
EG
T
PHYS
DOCN
CME
UNH
TMO
META
CMCO
GOOG
ST
VRSN
COP
ACGL
EG
ATKR
BOOM
META
GOOG
PHYS
UNH
DIS
ROCC
BRK.B
VRSN
ATKR
BRK.B
SBOW
CME
LUMN
ILMN
POWL
CRGY
CRI
ATKR
ATKR
BRK.B
GOOG
SLB
PDCE
EQT
KW
COHR
VRSN
COHR
EQT
PHYS
ILMN
CI
PXD
CRI
CRI
CEF
LUMN
QCOM
KW
SWK
GOOG
COR
BTE
COHR
VIG
UNH
GOOG
UNH
ILMN
FNDF
WDAY
BAC
VRSN
COHR
SA
BAM
SA
BRK.B
SA

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	$105.76	-9.20%	Add 10249.23%	194,048	192,173
MKL	Markel Group Inc	2024-03-31	Sold Out	-3.75%	● 1395.13 ($1466.28) 1527.35	$1,725.21	17.66%	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	$53.62	17.87%	New holding	184,495	184,495
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	$14.14	3.29%	Add 4088.81%	473,377	462,076
ELV	Elevance Health Inc	2023-09-30	New Buy	+1.58%	● 414.13 ($453.58) 475.93	$368.80	-18.69%	New holding	10,377	10,377
POWL	Powell Industries Inc	2023-06-30	Reduce	-1.44%	● 39.03 ($51.81) 62.95	$227.06	338.26%	Reduce -49.92%	90,930	-90,642
BAC	Bank of America Corp	2024-09-30	Reduce	-1.41%	● 36.65 ($40.08) 44.13	$43.91	9.56%	Reduce -61.92%	73,618	-119,683
COHR	Coherent Corp	2023-03-31	New Buy	+1.36%	● 34 ($40.69) 46.26	$94.84	133.08%	New holding	96,106	96,106
POWL	Powell Industries Inc	2023-09-30	Reduce	-1.17%	● 58.42 ($74.41) 86.71	$227.06	205.15%	Reduce -58.92%	37,351	-53,579
BRK.B	Berkshire Hathaway Inc	2024-09-30	Reduce	-1.08%	● 405.19 ($442.18) 478.57	$452.16	2.26%	Reduce -16.23%	46,048	-8,919
POWL	Powell Industries Inc	2024-03-31	Sold Out	-1.01%	● 76.83 ($128.38) 185.24	$227.06	76.87%	Sold Out	0	-34,544
VZ	Verizon Communications Inc	2023-09-30	Sold Out	-1.00%	● 31.46 ($33.79) 37.48	$39.60	17.19%	Sold Out	0	-75,049
CMCO	Columbus McKinnon Corp	2024-09-30	Add	+1.00%	● 30.03 ($33.92) 39.41	$37.30	9.96%	Add 72.27%	228,117	95,701
CRK	Comstock Resources Inc	2023-09-30	Add	+0.96%	● 10.35 ($11.78) 12.81	$18.92	60.61%	Add 194.73%	377,603	249,486
COHR	Coherent Corp	2023-06-30	Add	+0.88%	● 27.66 ($37.13) 55.31	$94.84	155.43%	Add 50.14%	144,292	48,186
PHYS	Sprott Physical Gold Trust	2024-03-31	Add	+0.87%	● 15.36 ($16.04) 17.3	$20.03	24.88%	Add 24.06%	883,884	171,406
CMCO	Columbus McKinnon Corp	2024-03-31	Add	+0.87%	● 35.79 ($40.44) 44.63	$37.30	-7.76%	Add 1009.43%	73,056	66,471
COR	AmerisourceBergen Corp	2023-06-30	Reduce	-0.85%	● 160.11 ($172.83) 192.43	$224.71	30.02%	Reduce -67.09%	6,963	-14,196
XOM	Exxon Mobil Corp	2024-09-30	Reduce	-0.84%	● 109.72 ($115.47) 119	$105.76	-8.41%	Reduce -12.69%	169,419	-24,629
ATKR	Atkore Inc	2023-03-31	Reduce	-0.83%	● 114.83 ($135.49) 153.01	$82.70	-38.96%	Reduce -20.26%	77,098	-19,585
EG	Everest Group Ltd	2024-03-31	New Buy	+0.83%	● 353.76 ($374.95) 397.5	$359.68	-4.07%	New holding	7,109	7,109
T	AT&T Inc	2023-09-30	Reduce	-0.82%	● 13.45 ($14.66) 16.12	$22.61	54.23%	Reduce -91.8%	12,719	-142,392
PHYS	Sprott Physical Gold Trust	2023-06-30	Add	+0.82%	● 14.78 ($15.45) 16.02	$20.03	29.64%	Add 33.5%	607,494	152,437
DOCN	DigitalOcean Holdings Inc	2023-09-30	Sold Out	-0.78%	● 23.14 ($35.41) 49.9	$34.17	-3.50%	Sold Out	0	-53,892
CME	CME Group Inc	2024-03-31	New Buy	+0.73%	● 196.4 ($210.06) 221.35	$231.53	10.22%	New holding	11,527	11,527
UNH	UnitedHealth Group Inc	2024-06-30	Add	+0.64%	● 439.2 ($490.13) 524.63	$507.80	3.61%	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	$518.84	7.19%	New holding	3,594	3,594
META	Meta Platforms Inc	2024-03-31	Reduce	-0.61%	● 344.47 ($446.07) 512.19	$591.24	32.54%	Reduce -30.1%	12,159	-5,236
CMCO	Columbus McKinnon Corp	2024-06-30	Add	+0.61%	● 34.51 ($40.56) 45.78	$37.30	-8.04%	Add 81.25%	132,416	59,360
GOOG	Alphabet Inc	2024-06-30	Reduce	-0.61%	● 151.94 ($170.1) 186.86	$192.69	13.28%	Reduce -14.41%	80,840	-13,610
ST	Sensata Technologies Holding PLC	2023-09-30	Add	+0.59%	● 36.17 ($40.32) 47.18	$27.12	-32.74%	Add 148.8%	74,184	44,367
VRSN	VeriSign Inc	2024-09-30	Reduce	-0.59%	● 174.18 ($180.35) 190.64	$205.10	13.72%	Reduce -36.98%	19,095	-11,205
COP	ConocoPhillips	2023-09-30	Reduce	-0.59%	● 100.34 ($116.1) 124.5	$97.09	-16.37%	Reduce -25.85%	45,662	-15,921
ACGL	Arch Capital Group Ltd	2024-03-31	New Buy	+0.59%	● 75.55 ($84.55) 92.44	$91.89	8.68%	New holding	21,826	21,826
EG	Everest Group Ltd	2024-06-30	Add	+0.56%	● 357.14 ($378.03) 399.53	$359.68	-4.85%	Add 69.14%	12,024	4,915
ATKR	Atkore Inc	2024-09-30	Reduce	-0.55%	● 82.78 ($108.58) 152.57	$82.70	-23.83%	Reduce -25.26%	40,883	-13,818
BOOM	DMC Global Inc	2024-09-30	Reduce	-0.52%	● 10.6 ($12.65) 14.99	$7.10	-43.87%	Reduce -66.44%	61,439	-121,626
META	Meta Platforms Inc	2023-06-30	Reduce	-0.51%	● 207.55 ($246.21) 288.73	$591.24	140.14%	Reduce -24.97%	19,578	-6,516
GOOG	Alphabet Inc	2023-12-31	Reduce	-0.51%	● 123.4 ($135.69) 142.82	$192.69	42.01%	Reduce -10.14%	97,814	-11,035
PHYS	Sprott Physical Gold Trust	2023-09-30	Add	+0.48%	● 14.32 ($15.01) 15.43	$20.03	33.44%	Add 15.91%	704,149	96,655
UNH	UnitedHealth Group Inc	2024-03-31	Add	+0.46%	● 472.6 ($508.38) 545.42	$507.80	-0.11%	Add 117.51%	5,914	3,195
DIS	The Walt Disney Co	2023-09-30	Add	+0.45%	● 79.9 ($85.41) 91.76	$110.80	29.73%	Add 27.45%	73,092	15,741
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	$452.16	46.72%	Reduce -5.38%	66,263	-3,770
VRSN	VeriSign Inc	2023-06-30	Reduce	-0.43%	● 211.33 ($220.3) 228.54	$205.10	-6.90%	Reduce -18.89%	23,218	-5,409
ATKR	Atkore Inc	2023-06-30	Reduce	-0.42%	● 116.77 ($131.26) 155.94	$82.70	-37.00%	Reduce -10.34%	69,126	-7,972
BRK.B	Berkshire Hathaway Inc	2024-03-31	Reduce	-0.42%	● 359.29 ($393.34) 420.52	$452.16	14.95%	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	$231.53	12.06%	Add 58.84%	18,310	6,783
LUMN	Lumen Technologies Inc	2024-03-31	Add	+0.39%	● 1.22 ($1.56) 1.89	$5.40	246.15%	Add 78.27%	1,934,221	849,206
ILMN	Illumina Inc	2023-09-30	Add	+0.39%	● 128.91 ($169.02) 192.44	$133.57	-20.97%	Add 333.44%	10,641	8,186
POWL	Powell Industries Inc	2023-03-31	Reduce	-0.39%	● 34.34 ($41.55) 46.23	$227.06	446.47%	Reduce -13.99%	181,572	-29,545
CRGY	Crescent Energy Co	2024-09-30	New Buy	+0.38%	● 10.19 ($11.42) 12.5	$14.46	26.62%	New holding	120,795	120,795
CRI	Carter's Inc	2024-09-30	Add	+0.37%	● 57.26 ($64.23) 71.04	$52.78	-17.83%	Add 16.69%	138,171	19,758
ATKR	Atkore Inc	2024-03-31	Reduce	-0.37%	● 142.6 ($159.98) 190.36	$82.70	-48.31%	Reduce -11.18%	55,159	-6,945
ATKR	Atkore Inc	2023-09-30	Reduce	-0.35%	● 141 ($150.95) 163.43	$82.70	-45.21%	Reduce -8.94%	62,944	-6,182
BRK.B	Berkshire Hathaway Inc	2023-06-30	Reduce	-0.35%	● 308.77 ($326.09) 341	$452.16	38.66%	Reduce -4.6%	63,215	-3,048
GOOG	Alphabet Inc	2023-09-30	Reduce	-0.35%	● 116.87 ($130.02) 138.99	$192.69	48.20%	Reduce -6.83%	108,849	-7,981
SLB	Schlumberger Ltd	2023-12-31	Reduce	-0.35%	● 48.46 ($54.35) 60.59	$37.81	-30.43%	Reduce -8.3%	191,315	-17,321
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
EQT	EQT Corp	2024-09-30	Add	+0.34%	● 30.21 ($34.01) 37.21	$46.59	36.99%	Add 15.23%	240,522	31,787
KW	Kennedy-Wilson Holdings Inc	2024-03-31	Add	+0.33%	● 8.03 ($9.84) 12.49	$10.00	1.63%	Add 33.89%	520,329	131,700
COHR	Coherent Corp	2023-12-31	Add	+0.33%	● 29.15 ($36.05) 45.43	$94.84	163.08%	Add 14.18%	185,660	23,050
VRSN	VeriSign Inc	2024-06-30	Add	+0.32%	● 168.32 ($178.18) 191.42	$205.10	15.11%	Add 25.24%	30,300	6,107
COHR	Coherent Corp	2024-09-30	Reduce	-0.32%	● 56.25 ($74.72) 92.42	$94.84	26.93%	Reduce -8.68%	155,836	-14,804
EQT	EQT Corp	2024-06-30	Add	+0.31%	● 36.04 ($39.18) 41.92	$46.59	18.91%	Add 15.39%	208,735	27,847
PHYS	Sprott Physical Gold Trust	2023-03-31	Add	+0.31%	● 13.96 ($14.66) 15.6	$20.03	36.63%	Add 13.31%	455,057	53,457
ILMN	Illumina Inc	2024-06-30	Add	+0.30%	● 98.22 ($112.1) 129.83	$133.57	19.15%	Add 62.5%	25,174	9,682
CI	The Cigna Group	2023-12-31	New Buy	+0.29%	● 257.49 ($292.23) 318.89	$275.14	-5.85%	New holding	2,919	2,919
PXD	Pioneer Natural Resources Co	2023-12-31	Reduce	-0.28%	● 214.96 ($234.39) 255.33	$269.62	15.03%	Reduce -3.86%	87,982	-3,534
CRI	Carter's Inc	2023-06-30	Add	+0.28%	● 61.48 ($67.63) 72.6	$52.78	-21.96%	Add 12.46%	96,897	10,734
CRI	Carter's Inc	2024-06-30	Add	+0.28%	● 61.97 ($69.45) 85.6	$52.78	-24.00%	Add 14.74%	118,413	15,216
CEF	Sprott Physical Gold and Silver Trust	2023-06-30	Sold Out	-0.28%	● 17.87 ($18.93) 19.91	$23.66	24.99%	Sold Out	0	-40,369
LUMN	Lumen Technologies Inc	2023-12-31	Add	+0.28%	● 0.98 ($1.42) 1.85	$5.40	280.28%	Add 71.54%	1,085,015	452,498
QCOM	Qualcomm Inc	2024-06-30	Reduce	-0.27%	● 157.63 ($188.89) 227.09	$154.58	-18.16%	Reduce -8.75%	56,757	-5,441
KW	Kennedy-Wilson Holdings Inc	2023-09-30	Add	+0.27%	● 14.66 ($16.17) 17.23	$10.00	-38.16%	Add 15.54%	391,967	52,725
SWK	Stanley Black & Decker Inc	2023-03-31	Add	+0.27%	● 74.25 ($84.21) 95.89	$79.83	-5.20%	Add 31.48%	37,439	8,963
GOOG	Alphabet Inc	2024-09-30	Reduce	-0.26%	● 149.54 ($169.25) 192.66	$192.69	13.85%	Reduce -5.99%	76,000	-4,840
COR	Cencora Inc	2023-09-30	Reduce	-0.26%	● 172.87 ($184.69) 193.41	$224.71	21.67%	Reduce -54.6%	3,161	-3,802
BTE	Baytex Energy Corp	2023-06-30	New Buy	+0.25%	● 2.95 ($3.51) 4.09	$2.46	-29.91%	New holding	211,966	211,966
COHR	Coherent Corp	2024-06-30	Reduce	-0.25%	● 49.26 ($60.12) 73.98	$94.84	57.75%	Reduce -7.55%	170,640	-13,928
VIG	Vanguard Dividend Appreciation FTF	2023-12-31	Add	+0.24%	● 150.16 ($160.9) 171.16	$195.80	21.69%	Add 254.56%	5,875	4,218
UNH	UnitedHealth Group Inc	2023-06-30	New Buy	+0.24%	● 458.49 ($488.72) 526.23	$507.80	3.90%	New holding	1,401	1,401
GOOG	Alphabet Inc	2023-06-30	Reduce	-0.23%	● 104 ($115.57) 127.91	$192.69	66.73%	Reduce -4.9%	116,830	-6,023
UNH	UnitedHealth Group Inc	2023-09-30	Add	+0.23%	● 447.75 ($492.14) 510.93	$507.80	3.18%	Add 95.29%	2,736	1,335
ILMN	Illumina Inc	2023-12-31	Add	+0.23%	● 92.79 ($118.59) 142.53	$133.57	12.63%	Add 45.5%	15,483	4,842
FNDF	Schwab Fundamental International Large Company Index ETF	2023-12-31	New Buy	+0.23%	● 30.23 ($32.05) 33.77	$33.16	3.46%	New holding	20,845	20,845
WDAY	Workday Inc	2024-06-30	Add	+0.23%	● 207.08 ($240.75) 272.44	$262.00	8.83%	Add 23.73%	17,717	3,398
BAC	Bank of America Corp	2023-12-31	Add	+0.22%	● 25.17 ($29.12) 33.94	$43.91	50.79%	Add 11.18%	195,173	19,625
VRSN	VeriSign Inc	2023-03-31	Reduce	-0.22%	● 191.2 ($206.17) 222.37	$205.10	-0.52%	Reduce -9.09%	28,627	-2,863
COHR	Coherent Corp	2023-09-30	Add	+0.21%	● 28.92 ($41.06) 52.33	$94.84	130.98%	Add 12.7%	162,610	18,318
SA	Seabridge Gold Inc	2023-09-30	Add	+0.21%	● 10.55 ($11.86) 13.53	$11.27	-4.97%	Add 9.67%	636,543	56,152
BAM	Brookfield Asset Management Ltd	2023-06-30	Add	+0.21%	● 30.52 ($32.17) 33.86	$54.59	69.69%	Add 21.07%	103,885	18,080
SA	Seabridge Gold Inc	2023-06-30	Add	+0.20%	● 11.44 ($13.59) 16.09	$11.27	-17.07%	Add 8.84%	580,391	47,120
BRK.B	Berkshire Hathaway Inc	2023-09-30	Reduce	-0.20%	● 340.9 ($354.77) 370.48	$452.16	27.45%	Reduce -2.64%	61,548	-1,667
SA	Seabridge Gold Inc	2024-03-31	Add	+0.20%	● 9.43 ($11.65) 15.12	$11.27	-3.26%	Add 6.72%	712,608	44,843

100/Page

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