Van Den Berg Management Inc/tx

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

Companies in the Van Den Berg Management I portfolio as of September 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.B) 11.13 309332 208.02
Dmc Global 6.08 798719 -2% 43.98
Atkore Intl 5.51 1.05M -42% 30.35
Wells Fargo & Company (WFC) 5.42 621515 -3% 50.44
Colfax Corporation (CFX) 5.02 999242 -5% 29.06
Schlumberger (SLB) 4.85 820844 34.17
Allegheny Technologies Incorporated (ATI) 4.79 1.37M 20.25
Granite Construction (GVA) 4.54 816741 +95% 32.13
Apache Corporation (APA) 4.47 1.01M 25.60
Discovery Communications (DISCK) 3.38 792906 -3% 24.62
AmerisourceBergen (ABC) 3.16 221791 -3% 82.33
Seabridge Gold Inc 2.91 1.33M -3% 12.66
Era 2.85 1.56M -5% 10.56
Danaher Corporation (DHR) 2.58 103223 144.43
Dollar Tree (DLTR) 2.26 114291 -2% 114.16
McKesson Corporation (MCK) 2.24 94730 -3% 136.66
Alliance Data Systems Corporation (ADS) 2.23 100811 -2% 128.13
Trimas Corporation (TRS) 1.83 344513 30.65
Altra Holdings (AIMC) 1.70 355497 27.69
Patterson-UTI Energy (PTEN) 1.62 1.10M 8.55
Post Holdings Inc Common 1.61 87659 -2% 105.84
Transocean Ltd. 1.59 2.06M 4.47
Halliburton Company (HAL) 1.45 445506 +53% 18.85
Liberty Media Corp Delaware Com C Braves Grp 1.41 292662 -3% 27.75
Interactive Brokers (IBKR) 1.34 144068 +198% 53.78
Devon Energy Corporation (DVN) 1.27 304348 -5% 24.06
SPDR Gold Trust (GLD) 1.22 50866 NEW 138.87
Verizon Communications (VZ) 1.06 101260 60.36
Manitowoc Co Inc/the 1.06 490724 12.50
Centennial Resource Developmen cs 1.02 1.31M +387% 4.51
Synalloy Corporation (SYNL) 0.90 326511 -24% 15.95
AT&T; (T) 0.79 121092 -2% 37.84
Murphy Oil Corporation (MUR) 0.78 203569 +8% 22.11
Ensco Plc 0.76 916624 NEW 4.81
Unit Corporation (UNT) 0.63 1.08M +21% 3.38
Reading International (RDI) 0.62 300581 11.96
Astro-Med (ALOT) 0.44 158655 +12% 16.17
Liberty Media Corp Series C Li 0.43 59294 -7% 41.59
Sprott Physical Gold & S 0.40 162945 NEW 14.17
Greif (GEF) 0.39 58745 NEW 37.89
Columbus McKinnon (CMCO) 0.37 58036 +12% 36.43
FLIR Systems (FLIR) 0.21 23260 +190% 52.58
Dawson Geophysical 0.20 546598 -34% 2.14
ConocoPhillips (COP) 0.18 18050 56.95
Markel Corporation (MKL) 0.15 722 1181.44
PolyOne Corporation (POL) 0.15 26000 NEW 32.65
Carpenter Technology Corporation (CRS) 0.15 17030 -58% 51.67
Lydall (LDL) 0.13 30153 -18% 24.91
Helios Technologies Inc 0.13 18190 40.57
Parsley Energy Inc-class A 0.11 39170 NEW 16.80
Malibu Boats 0.10 18500 NEW 30.70
Comstock Mng Inc 0.09 4.49M -2% 0.11
Pioneer Energy Services 0.08 7.29M -3% 0.06
Methode Electronics (MEI) 0.06 9960 -92% 33.63
Agnico Com 0.05 5280 53.60
InterGroup Corporation (INTG) 0.05 10149 -80% 29.76
Dollar General (DG) 0.04 1443 NEW 158.70
Yamana Gold Inc 0.01 13795 3.19
B2gold Corp Com 0.01 11300 3.19

Past 13F-HR SEC Filings by Van Den Berg Management I

View All Filings