 | |
Arnold Van Den Berg13F | |
| Van Den Berg Management I, Inc | |
| Last update 2025-05-15 | 102 Stocks (4 new) |
| Value $327.00 Mil | Turnover 5 % |
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 |
SCHX | Schwab U.S. Large-Cap ETF | 22 | 0.5 | New Holding | 0.000 | 0% | 0.000 | +19.93% | +7.89% | 56,889.6 | ||
NLR | VanEck Uranium Nuclear Energy ETF | 216 | 15.8 | New Holding | 0.000 | 0% | 0.000 | +56.55% | +44.00% | 1,879.0 | ||
VOE | Vanguard Mid-Cap Value ETF | 1 | 0.2 | New Holding | 0.000 | 0% | 0.000 | +11.04% | +4.56% | 17,498.4 | ||
VO | Vanguard Mid-Cap ETF | 2 | 0.5 | New Holding | 0.000 | 0% | 0.000 | +16.32% | +8.70% | 80,548.8 | ||
GNRC | Generac Holdings Inc | 5,883 | 745.1 | +270.00% | 0.230 | +0.17% | 0.010 | +37.05% | -1.25% | 9,046.0 | Industrial Products | |
DELL | Dell Technologies Inc | 72,068 | 6,569.0 | +107.06% | 2.010 | +1.04% | 0.010 | +55.76% | +15.07% | 88,768.3 | Hardware | |
SWK | Stanley Black & Decker Inc | 74,033 | 5,691.7 | +106.91% | 1.740 | +0.90% | 0.050 | +24.14% | -10.67% | 10,846.9 | Industrial Products | |
XES |
SPDR Oil & Gas Equipment and Services ETF
SPDR Oil & Gas Equipment and Services ETF
| 71 | 5.1 | +91.89% | 0.000 | 0% | 0.000 | +9.18% | -17.83% | 151.8 | ||
ILMN | Illumina Inc | 44,372 | 3,520.5 | +81.67% | 1.080 | +0.49% | 0.030 | +35.03% | -28.06% | 15,219.0 | Medical Diagnostics & Research | |
VTV | Vanguard Value ETF | 76 | 13.1 | +40.74% | 0.000 | 0% | 0.000 | +10.43% | +6.13% | 132,881.1 | ||
ST | Sensata Technologies Holding PLC | 107,123 | 2,599.9 | +36.46% | 0.800 | +0.21% | 0.070 | +62.63% | +16.10% | 4,612.5 | Hardware | |
KW | Kennedy-Wilson Holdings Inc | 629,361 | 5,462.9 | +23.85% | 1.670 | +0.32% | 0.460 | +10.00% | -24.18% | 1,015.1 | Real Estate | |
SA | Seabridge Gold Inc | 755,817 | 8,820.4 | +20.97% | 2.700 | +0.47% | 0.750 | +25.28% | +37.69% | 1,579.5 | Metals & Mining | |
DHR | Danaher Corp | 19,494 | 3,996.3 | +14.62% | 1.220 | +0.16% | 0.000 | +1.89% | -16.95% | 136,013.0 | Medical Diagnostics & Research | |
CI | The Cigna Group | 14,798 | 4,868.5 | +12.70% | 1.490 | +0.17% | 0.010 | -9.99% | +8.13% | 78,996.7 | Healthcare Plans | |
EG | Everest Group Ltd | 14,610 | 5,308.3 | +8.53% | 1.630 | +0.13% | 0.030 | -4.26% | -7.05% | 14,167.0 | Insurance | |
CMCO | Columbus McKinnon Corp | 244,877 | 4,145.8 | +7.33% | 1.270 | +0.09% | 0.860 | +16.77% | -58.75% | 436.9 | Farm & Heavy Construction Machinery | |
ACGL | Arch Capital Group Ltd | 47,554 | 4,573.7 | +7.24% | 1.400 | +0.09% | 0.010 | -4.56% | -4.33% | 33,109.6 | Insurance | |
BTE | Baytex Energy Corp | 183,278 | 408.7 | +7.02% | 0.130 | +0.01% | 0.020 | +14.16% | -22.42% | 1,504.4 | Oil & Gas | |
UNH | UnitedHealth Group Inc | 10,050 | 5,263.7 | +5.48% | 1.610 | +0.08% | 0.000 | -37.32% | -43.49% | 256,403.2 | Healthcare Plans |
Total 113
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