Van Den Berg Management Inc/tx

Latest statistics and disclosures from Van Den Berg Management I's latest quarterly 13F-HR filing:

Portfolio Holdings for Van Den Berg Management I

Companies in the Van Den Berg Management I portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.B) 14.36 291386 -2% 182.83
AmerisourceBergen (ABC) 4.82 202089 -4% 88.50
Colfax Corporation (CFX) 4.70 881291 19.80
Dmc Global 4.51 726657 -4% 23.01
Alphabet Inc Class C cs 4.42 14115 NEW 1162.81
Wells Fargo & Company (WFC) 4.39 567000 -4% 28.70
Facebook Inc cl a 4.08 90766 NEW 166.80
Dollar Tree (DLTR) 3.84 193763 +76% 73.47
Danaher Corporation (DHR) 3.65 97918 -3% 138.41
Atkore Intl 3.52 620490 +6% 21.07
Markel Corporation (MKL) 3.40 13580 +1540% 927.91
Post Holdings Inc Common 3.34 149487 +79% 82.97
McKesson Corporation (MCK) 3.21 88165 -3% 135.26
Kennedy-Wilson Holdings (KW) 3.03 837926 NEW 13.42
Seabridge Gold Inc 2.93 1.16M -5% 9.35
Westrock 2.85 373665 +2% 28.26
Brookfield Asset Management (BAM.A) 2.78 233375 +3168% 44.25
Schlumberger (SLB) 2.77 761777 -3% 13.49
Trimas Corporation (TRS) 1.96 314217 -8% 23.10
Interactive Brokers (IBKR) 1.87 160659 +15% 43.17
Parsley Energy Inc-class A 1.62 1.05M +1147% 5.73
ConocoPhillips (COP) 1.58 190200 +968% 30.80
Ulta Salon, Cosmetics & Fragrance (ULTA) 1.52 32172 NEW 175.71
Altra Holdings (AIMC) 1.49 316784 -8% 17.49
Verizon Communications (VZ) 1.43 98881 53.73
Era 1.33 923722 -38% 5.33
Liberty Media Corp Delaware Com C Braves Grp 1.33 258063 -4% 19.06
Pioneer Natural Resources (PXD) 1.01 53284 NEW 70.15
Allegheny Technologies Incorporated (ATI) 1.00 436288 +9% 8.50
AT&T; (T) 0.82 104766 -7% 29.15
Halliburton Company (HAL) 0.79 428665 -2% 6.85
Greif (GEF) 0.63 75041 +12% 31.09
Devon Energy Corporation (DVN) 0.52 281760 -3% 6.91
Columbus McKinnon (CMCO) 0.39 58036 25.00
II-VI (IIVI) 0.36 47500 NEW 28.51
Malibu Boats 0.32 41270 +44% 28.79
FLIR Systems (FLIR) 0.28 32260 +38% 31.90
Liberty Media Corp Series C Li 0.28 38097 -21% 27.22
AAR (AIR) 0.24 49705 NEW 17.76
LKQ Corporation (LKQX) 0.22 39245 NEW 20.51
REGAL-BELOIT CORPORATION (RBC) 0.20 11850 NEW 62.95
Helios Technologies Inc 0.19 18190 37.93
Sensata Technolo 0.16 21000 NEW 28.95
Alaska Air (ALK) 0.15 19515 NEW 28.49
Bmc Stk Hldgs Inc Com Added 0.15 31240 NEW 17.73
Carpenter Technology Corporation (CRS) 0.14 27265 +60% 19.51
Starwood Property Trust (STWD) 0.13 46245 NEW 10.25
Rogers Corporation (ROG) 0.13 5100 NEW 94.51
Integer Hldgs 0.13 7500 NEW 62.80
Raven Industries (RAVN) 0.12 20170 NEW 21.22
Hillenbrand (HI) 0.11 21560 -38% 19.11
InterDigital (IDCC) 0.11 9250 NEW 44.65
Comstock Mng Inc 0.09 845688 -2% 0.41
Chevron Corporation (CVX) 0.08 4141 NEW 72.45
Exxon Mobil Corporation (XOM) 0.07 6815 +56% 38.00
Dollar General (DG) 0.07 1696 NEW 150.94
Alphabet Inc Class A cs 0.07 212 1160.38
Agnico Com 0.06 5280 39.77
Zix Corporation (ZIXI) 0.06 50000 4.30
Astro-Med (ALOT) 0.05 23005 -72% 7.78
Transocean Ltd. 0.03 95517 -95% 1.16
Murphy Oil Corporation (MUR) 0.03 18900 -90% 6.14
Patterson-UTI Energy (PTEN) 0.03 52841 -94% 2.35
Centennial Resource Developmen cs 0.03 369050 -81% 0.26
Apache Corporation (APA) 0.02 20273 -97% 4.19
Yamana Gold Inc 0.01 13795 2.75
B2gold Corp Com 0.01 11300 3.10

Past Filings by Van Den Berg Management I

View past SEC 13F filings by Van Den Berg Management I

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