 | |
Arnold Van Den Berg13F | |
| Van Den Berg Management I, Inc | |
| Last update 2024-05-15 | 111 Stocks (8 new) |
| Value $341.00 Mil | Turnover 7 % |
| Portfolio Report | |
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's Portfolio
Arnold Van Den Berg Current Holdings
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
EG | Everest Group Ltd | 7,109 | 2825.83 | New Holding | 0.83 | +0.83% | 0.02 | +6.11% | +11.30% | 17026.071 | Insurance | |
CME | CME Group Inc | 11,527 | 2481.65 | New Holding | 0.73 | +0.73% | 0 | -0.88% | +2.59% | 77385.25 | Capital Markets | |
ACGL | Arch Capital Group Ltd | 21,826 | 2017.6 | New Holding | 0.59 | +0.59% | 0.01 | +18.41% | +39.17% | 38811.084 | Insurance | |
AAPL | Apple Inc | 3,396 | 582.35 | New Holding | 0.17 | +0.17% | 0 | +4.23% | -1.06% | 2913168.898 | Hardware | |
CPNG | Coupang Inc | 17,538 | 312 | New Holding | 0.09 | +0.09% | 0 | +36.28% | +38.05% | 39961.528 | Retail - Cyclical | |
XOM | Exxon Mobil Corp | 1,875 | 217.95 | New Holding | 0.06 | +0.06% | 0 | +10.11% | +15.43% | 508793.923 | Oil & Gas | |
VRN | Veren Inc | 12,084 | 98.97 | New Holding | 0.03 | +0.03% | 0 | +20.62% | +22.70% | 5174.691 | Oil & Gas | |
PXE | Invesco Energy Exploration & Production ETF | 1,000 | 35.8 | New Holding | 0.01 | +0.01% | - | +6.23% | +9.32% | 143.903 | ||
CMCO | Columbus McKinnon Corp | 73,056 | 3260.49 | +1,009.43% | 0.96 | +0.87% | 0.25 | +7.26% | +15.46% | 1291.143 | Farm & Heavy Construction Machinery | |
GDXJ | VanEck Junior Gold Miners ETF | 6,547 | 253.63 | +324.30% | 0.07 | +0.05% | - | +38.00% | +17.65% | 5239.94 | ||
UNH | UnitedHealth Group Inc | 5,914 | 2925.67 | +117.51% | 0.86 | +0.46% | 0 | -3.24% | -3.10% | 467712.084 | Healthcare Plans | |
LUMN | Lumen Technologies Inc | 1,934,221 | 3017.38 | +78.27% | 0.88 | +0.39% | 0.19 | -15.33% | -30.60% | 1289.095 | Telecommunication Services | |
KW | Kennedy-Wilson Holdings Inc | 520,329 | 4464.42 | +33.89% | 1.31 | +0.33% | 0.38 | +10.36% | -16.74% | 1375.281 | Real Estate | |
SPXS | Direxion Daily S&P 500 Bear -3X Shares | 16,360 | 142.82 | +32.36% | 0.04 | +0.01% | - | -10.79% | -25.54% | 494.301 | ||
CI | The Cigna Group | 3,683 | 1337.63 | +26.17% | 0.39 | +0.08% | 0 | -2.98% | +11.54% | 94485.853 | Healthcare Plans | |
PHYS | Sprott Physical Gold Trust | 883,884 | 15291.19 | +24.06% | 4.48 | +0.87% | 0.22 | +15.43% | +13.62% | 7102.583 | Asset Management | |
CVX | Chevron Corp | 4,659 | 734.91 | +21.84% | 0.22 | +0.04% | 0 | +3.03% | +7.99% | 288492.903 | Oil & Gas | |
TALO | Talos Energy Inc | 30,947 | 431.09 | +18.57% | 0.13 | +0.02% | 0.02 | -11.89% | -19.82% | 2098.52 | Oil & Gas | |
ST | Sensata Technologies Holding PLC | 81,044 | 2977.54 | +17.00% | 0.87 | +0.13% | 0.05 | +19.82% | +12.12% | 6308.423 | Hardware | |
AZZ | AZZ Inc | 13,595 | 1051.04 | +12.36% | 0.31 | +0.03% | 0.05 | +16.27% | +46.36% | 2512.775 | Business Services |
Total 113
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