Arnold Van Den Berg

Arnold Van Den Berg

Last Update: 06-06-2018

Number of Stocks: 48
Number of New Stocks: 4

Total Value: $674 Mil
Q/Q Turnover: 9%

Countries: USA
Details: Top Buys | Top Sales | Top Holdings  Embed:
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Arnold Van Den Berg Bought 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
ADS Alliance Data Systems Corp 2018-03-31 Buy 2.97%$212.86 - $276.37
($244.84)
$ 236.58-3%New holding93,988
POST Post Holdings Inc 2018-03-31 Buy 1.72%$71.63 - $82.04
($77.28)
$ 85.7211%New holding153,262
BRK.B Berkshire Hathaway Inc 2018-03-31 Add1.43%$191.42 - $217.25
($205.28)
$ 188.86-8%Add 21.10%277,742
TRS TriMas Corp 2018-03-31 Buy 1.03%$22.95 - $27.95
($25.89)
$ 29.1012%New holding264,205
ATKR Atkore International Group Inc 2018-03-31 Add0.9%$19.41 - $24.23
($21.49)
$ 21.751%Add 26.47%1,463,119
RDI Reading International Inc 2018-03-31 Buy 0.63%$15.9 - $17.4
($16.61)
$ 16.26-2%New holding253,430
POWL Powell Industries Inc 2018-03-31 Add0.33%$26.63 - $33.09
($29.28)
$ 34.7319%Add 52.58%240,949
ASC Ardmore Shipping Corp 2018-03-31 Add0.01%$6.55 - $8.25
($7.59)
$ 8.005%Add 1.29%790,556
AGN Allergan PLC 2017-12-31 Buy 3.6%$163.58 - $210.98
($179.54)
$ 172.49-4%New holding162,205
ESV Ensco PLC 2017-12-31 Add3.35%$4.91 - $6.25
($5.54)
$ 5.988%Add 213.00%6,142,433
APA Apache Corp 2017-12-31 Add1.67%$39.42 - $45.85
($42.09)
$ 44.365%Add 92.34%608,711
FFXDF Fairfax India Holdings Corp 2017-12-31 Add1.2%$14.58 - $18.79
($16.37)
$ 17.125%Add 118.23%1,092,385
01099.Hong Kong Sinopharm Group Co Ltd 2017-12-31 Add1.16%HK$30 - HK$35.7
(HK$32.89)
HK$ 32.45-1%Add 82.67%4,373,065
MUR Murphy Oil Corp 2017-12-31 Buy 0.71%$25.02 - $31.98
($27.84)
$ 34.1623%New holding168,550
SLB Schlumberger Ltd 2017-12-31 Add0.69%$61.31 - $69.32
($64.83)
$ 64.79-0%Add 26.01%366,017
VZ Verizon Communications Inc 2017-12-31 Buy 0.63%$44.11 - $53.43
($49.15)
$ 48.63-1%New holding87,700
DO Diamond Offshore Drilling Inc 2017-12-31 Buy 0.61%$14.31 - $18.94
($16.26)
$ 18.2212%New holding243,260
DWSN Dawson Geophysical Co 2017-12-31 Buy 0.55%$4.11 - $5.14
($4.66)
$ 7.4460%New holding864,106
CFX Colfax Corp 2017-12-31 Add0.35%$34.88 - $43.16
($39.15)
$ 30.15-23%Add 7.76%915,559
MCK McKesson Corp 2017-12-31 Add0.25%$135.02 - $162.6
($148.15)
$ 146.46-1%Add 13.94%97,950
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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.B277,74255,404
ATI1,550,91936,726
ATKR1,463,11929,043
CFX799,79025,513
AGN148,56825,003
ESV5,575,05924,475
SLB339,88922,018
APA566,22521,788
010994,232,07021,541
DISCK1,095,61721,386
» More Current Portfolio

Arnold Van Den Berg's Sector Weightings:


SectorsSector Weightings (%)
Technology 30.5% 30.5%
Financial Services 21.2% 21.2%
Energy 16.8% 16.8%
Healthcare 11.4% 11.4%
Industrials 4.8% 4.8%
Consumer Cyclical 4.8% 4.8%
Basic Materials 3.3% 3.3%
Consumer Defensive 1.7% 1.7%
Communication Services 0.6% 0.6%
Real Estate 0% 0%
» More Sector Weightings

Arnold Van Den Berg's News:

» More Related News


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