 | |
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 | -1.38% | +7.71% | 16392.015 | Insurance | |
CME | CME Group Inc | 11,527 | 2481.65 | New Holding | 0.73 | +0.73% | 0 | -9.48% | -6.64% | 70025.513 | Capital Markets | |
ACGL | Arch Capital Group Ltd | 21,826 | 2017.6 | New Holding | 0.59 | +0.59% | 0.01 | +12.37% | +37.22% | 38266.618 | Insurance | |
AAPL | Apple Inc | 3,396 | 582.35 | New Holding | 0.17 | +0.17% | 0 | +21.38% | +8.17% | 3185195.513 | Hardware | |
CPNG | Coupang Inc | 17,538 | 312 | New Holding | 0.09 | +0.09% | 0 | +15.85% | +31.81% | 38155.66 | Retail - Cyclical | |
XOM | Exxon Mobil Corp | 1,875 | 217.95 | New Holding | 0.06 | +0.06% | 0 | -1.61% | +12.72% | 496861.355 | Oil & Gas | |
VRN | Veren Inc | 12,084 | 98.97 | New Holding | 0.03 | +0.03% | 0 | -3.73% | +11.38% | 4678.045 | Oil & Gas | |
PXE | Invesco Energy Exploration & Production ETF | 1,000 | 35.8 | New Holding | 0.01 | +0.01% | - | -7.59% | +5.20% | 138.485 | ||
CMCO | Columbus McKinnon Corp | 73,056 | 3260.49 | +1,009.43% | 0.96 | +0.87% | 0.25 | -18.06% | -9.97% | 1010.343 | Farm & Heavy Construction Machinery | |
GDXJ | VanEck Junior Gold Miners ETF | 6,547 | 253.63 | +324.30% | 0.07 | +0.05% | - | +15.65% | +11.90% | 4983.817 | ||
UNH | UnitedHealth Group Inc | 5,914 | 2925.67 | +117.51% | 0.86 | +0.46% | 0 | -1.43% | -7.58% | 444168.633 | Healthcare Plans | |
LUMN | Lumen Technologies Inc | 1,934,221 | 3017.38 | +78.27% | 0.88 | +0.39% | 0.19 | -37.43% | -41.53% | 1086.088 | Telecommunication Services | |
KW | Kennedy-Wilson Holdings Inc | 520,329 | 4464.42 | +33.89% | 1.31 | +0.33% | 0.38 | +18.27% | -18.99% | 1338.149 | Real Estate | |
SPXS | Direxion Daily S&P 500 Bear -3X Shares | 16,360 | 142.82 | +32.36% | 0.04 | +0.01% | - | -9.27% | -31.34% | 455.792 | ||
CI | The Cigna Group | 3,683 | 1337.63 | +26.17% | 0.39 | +0.08% | 0 | -3.49% | +14.48% | 96579.479 | Healthcare Plans | |
PHYS | Sprott Physical Gold Trust | 883,884 | 15291.19 | +24.06% | 4.48 | +0.87% | 0.22 | +6.50% | +13.12% | 7071.19 | Asset Management | |
CVX | Chevron Corp | 4,659 | 734.91 | +21.84% | 0.22 | +0.04% | 0 | +1.28% | +6.30% | 283975.772 | Oil & Gas | |
TALO | Talos Energy Inc | 30,947 | 431.09 | +18.57% | 0.13 | +0.02% | 0.02 | -18.22% | -21.15% | 2063.575 | Oil & Gas | |
ST | Sensata Technologies Holding PLC | 81,044 | 2977.54 | +17.00% | 0.87 | +0.13% | 0.05 | +5.10% | +1.83% | 5729.586 | Hardware | |
AZZ | AZZ Inc | 13,595 | 1051.04 | +12.36% | 0.31 | +0.03% | 0.05 | -4.57% | +35.18% | 2326.562 | Business Services |
Total 113
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