Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 02-02-2018

Number of Stocks: 46
Number of New Stocks: 5

Total Value: $738 Mil
Q/Q Turnover: 15%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Plans start from as little as $449/year. 7-Day FREE TRIAL

Arnold Van Den Berg Latest Trades these stocks:

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)


View:
TickerCompanyDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
AGN Allergan PLC 2017-12-31 Buy 3.6%$163.58 - $210.98
($179.54)
$ 154.95-14%New holding162,205
ATW Atwood Oceanics Inc 2017-12-31 Sold Out -3.38%$9.14 - $9.32
($9.22)
$ 9.321%Sold Out0
ESV Ensco PLC 2017-12-31 Add3.35%$4.91 - $6.25
($5.54)
$ 6.7722%Add 213.00%6,142,433
CERN Cerner Corp 2017-12-31 Sold Out -2.83%$64.78 - $73.57
($69.08)
$ 59.20-14%Sold Out0
DLTR Dollar Tree Inc 2017-12-31 Sold Out -2.11%$86.47 - $109.46
($97.64)
$ 94.63-3%Sold Out0
APA Apache Corp 2017-12-31 Add1.67%$39.42 - $45.85
($42.09)
$ 41.39-2%Add 92.34%608,711
EWH iShares MSCI Hong Kong Index Fund 2017-12-31 Sold Out -1.49%$24.66 - $26.14
($25.27)
$ 25.983%Sold Out0
FFXDF Fairfax India Holdings Corp 2017-12-31 Add1.2%$14.58 - $18.79
($16.37)
$ 17.255%Add 118.23%1,092,385
CVS CVS Health Corp 2017-12-31 Sold Out -1.17%$66.8 - $80.91
($72.64)
$ 65.28-10%Sold Out0
01099.Hong Kong Sinopharm Group Co Ltd 2017-12-31 Add1.16%HK$30 - HK$35.7
(HK$32.89)
HK$ 34.455%Add 82.67%4,373,065
MUR Murphy Oil Corp 2017-12-31 Buy 0.71%$25.02 - $31.98
($27.84)
$ 31.1512%New holding168,550
SLB Schlumberger Ltd 2017-12-31 Add0.69%$61.31 - $69.32
($64.83)
$ 71.8211%Add 26.01%366,017
VZ Verizon Communications Inc 2017-12-31 Buy 0.63%$44.11 - $53.43
($49.15)
$ 48.80-1%New holding87,700
DO Diamond Offshore Drilling Inc 2017-12-31 Buy 0.61%$14.31 - $18.94
($16.26)
$ 19.1118%New holding243,260
DWSN Dawson Geophysical Co 2017-12-31 Buy 0.55%$4.11 - $5.14
($4.66)
$ 7.2856%New holding864,106
ATI Allegheny Technologies Inc 2017-12-31 Reduce-0.52%$21.36 - $25.84
($23.82)
$ 28.0518%Reduce -8.24%1,731,117
BRK.B Berkshire Hathaway Inc 2017-12-31 Reduce-0.45%$181.06 - $199.56
($189.83)
$ 194.963%Reduce -7.09%229,357
ESGR Enstar Group Ltd 2017-12-31 Reduce-0.4%$200.75 - $234.3
($222.9)
$ 208.20-7%Reduce -12.97%86,187
CFX Colfax Corp 2017-12-31 Add0.35%$34.88 - $43.16
($39.15)
$ 32.36-17%Add 7.76%915,559
WFC Wells Fargo & Co 2017-12-31 Reduce-0.31%$53.19 - $61.61
($56.48)
$ 54.73-3%Reduce -8.43%435,561
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*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.
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Arnold Van Den Berg's Profile:

Since founding Century Management in 1974, Arnold Van Den Berg has handily beaten all of the indices. Mr. Van Den Berg is a value investor, and considers himself a student of Benjamin Graham.



Arnold Van Den Berg's Performance:

Average Annual Return of CM Value I Composite
5 Yrs 10 Yrs Since Inception
2.5% 2% 10.3%
» More Profile & Performance

Arnold Van Den Berg's Current Portfolio:

Ticker Shares Value ($1000)
BRK.B229,35745,463
ATI1,731,11741,789
CFX915,55936,274
ESV6,142,43336,302
AGN162,20526,533
WFC435,56126,425
DISCK1,227,75925,992
APA608,71125,700
ATKR1,156,85524,815
SLB366,01724,666
» More Current Portfolio

Arnold Van Den Berg's Sector Weightings:


SectorsSector Weightings (%)
Technology 31.4% 31.4%
Energy 20% 20%
Financial Services 16.2% 16.2%
Healthcare 10.7% 10.7%
Industrials 5% 5%
Consumer Cyclical 4.4% 4.4%
Basic Materials 3.4% 3.4%
Consumer Defensive 1.9% 1.9%
Real Estate 0.7% 0.7%
Communication Services 0.6% 0.6%
» More Sector Weightings

Arnold Van Den Berg's News:

» More Related News


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