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VAN DEN BERG MANAGEMENT I, INC
VAN DEN BERG MANAGEMENT I, INC
Latest filing: 2026-06-30
VAN DEN BERG MANAGEMENT I, INC runs VAN DEN BERG MANAGEMENT I, INC and currently holds 120 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $473.34M. Their top holdings are DELL, PHYS, INTC, LUMN, XOM. The top five represent 22.7% of reported portfolio weight. VAN DEN BERG MANAGEMENT I, INC ranks #306 out of 1000 investors tracked by Alpha Score. In the most recent quarter, VAN DEN BERG MANAGEMENT I, INC initiated 3 new positions. They added to 30 existing positions. They trimmed 55 positions. Their current best-performing preview position is INTC with returns of +216.41%.
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120 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 DELL DELL TECHNOLOGIES INC | 5.68% | $104.72 | $441.74 | +321.83% | Trimmed -20.42% |
 PHYS SPROTT ASSET MANAGEMENT LP | 5.29% | $15.51 | $35.00 | +125.63% | Trimmed -0.60% |
 INTC INTEL CORP | 4.18% | $20.69 | $90.07 | +335.33% | Trimmed -43.34% |
 LUMN LUMEN TECHNOLOGIES INC | 3.87% | $3.74 | $5.94 | +58.82% | Trimmed -1.84% |
 XOM EXXON MOBIL CORP | 3.65% | $114.98 | $165.11 | +43.60% | Trimmed -6.34% |
 COHR COHERENT CORP | 3.50% | $42.19 | $289.26 | +585.61% | Trimmed -34.85% |
 GOOG ALPHABET INC | 3.37% | $59.27 | $341.75 | +476.60% | Trimmed -2.88% |
 FANG DIAMONDBACK ENERGY INC | 3.02% | $35.28 | $210.72 | +497.28% | Trimmed -2.00% |
 EQT EQT CORP | 2.50% | $31.12 | $53.71 | +72.59% | Trimmed -1.61% |
 UNH UNITEDHEALTH GROUP INC | 2.43% | $379.62 | $389.96 | +2.72% | Trimmed -4.18% |
Showing 1-10 of 120