VAN DEN BERG MANAGEMENT I, INC: 13F holdings
CIK 11420622026Q2
| Positions | 120 |
|---|---|
| Reported value | $473.3m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| DELL DELL TECHNOLOGIES INC | 62,293 | $26.9m | 5.7% |
| PHYS SPROTT ASSET MANAGEMENT LP | 829,987 | $25.0m | 5.3% |
| INTC INTEL CORP | 141,569 | $19.8m | 4.2% |
| LUMN LUMEN TECHNOLOGIES INC | 2,383,170 | $18.3m | 3.9% |
| EXXON MOBIL CORP | 126,367 | $17.3m | 3.7% |
| SEABRIDGE GOLD INC | 647,986 | $16.7m | 3.5% |
| COHR COHERENT CORP | 42,046 | $16.6m | 3.5% |
| GOOG ALPHABET INC | 45,086 | $15.9m | 3.4% |
| FANG DIAMONDBACK ENERGY INC | 81,302 | $14.3m | 3.0% |
| EQT EQT CORP | 222,416 | $11.8m | 2.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1142062")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.