
	Arnold Van Den Berg 13F
	Van Den Berg Management I, Inc

	Last update 2022-11-14	81 Stocks (0 new)
	Value $337.00 Mil	Turnover 2 %
	Top Holdings: PXD(8.55%) BRK.B(7.91%) GOOG(4.86%) FANG(4.29%) ATKR(4.29%) Portfolio Report

Arnold Van Den Berg 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 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 Portfolio and Latest Trades

Ticker
Ticker
POST
LKQ
IBKR
PXD
CEF
IBM
DIS
QCOM
ST
VNT
CI
GOOG
BRK.B
SWK
LUMN
POWL
DHR
SLB
META
VZ
T
COP
FANG
PHYS
WRK
DFAU
ATKR
CRI
EQT
KW
VYM
VRSN
ABC
SA
CR
AIMC
BN
VYMI
MKL
MCO
DVN
BOOM
ESTE
VTLE
NOG
PDCE
ROCC
MOAT
WDAY
RSP
MSFT
OVV
XLE
SBOW
SPSM
TRS
UNH
VTI
VXUS
VEA
YPF
CVX
LODE
CRK
CTRA
DO
ERO
URA
HAL
ILMN
MA
RRC
XOP
SU
TALO
TXN
RIG
VIG
WBD
AEM
DG
MCK
BRK.B
ESTE
SWK
DIS
AIR
COP
ST
CRI
CERN
POWL
WDAY
AIMC
VTLE
QCOM
CEF
WRK
IBKR
SA

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
POST	Post Holdings Inc	2022-09-30	Sold Out	-1.43%	● 81.75 ($86.51) 90.34	$95.35	10.22%	Sold Out	0	-65,295
LKQ	LKQ Corp	2022-09-30	Sold Out	-1.39%	● 46.95 ($52.28) 56.42	$57.48	9.95%	Sold Out	0	-105,794
IBKR	Interactive Brokers Group Inc	2022-09-30	Reduce	-0.76%	● 53.39 ($61.61) 70.24	$84.18	36.63%	Reduce -62.38%	31,333	-51,951
PXD	Pioneer Natural Resources Co	2022-09-30	Reduce	-0.29%	● 205.41 ($228.44) 262.5	$220.00	-3.69%	Reduce -3.55%	133,112	-4,904
CEF	Sprott Physical Gold and Silver Trust	2022-09-30	Add	+0.26%	● 15.13 ($16.09) 17.02	$17.78	10.50%	Add 126.46%	102,035	56,979
IBM	International Business Machines Corp	2022-09-30	Add	+0.25%	● 118.81 ($131.23) 141.12	$136.94	4.35%	Add 19.22%	44,815	7,226
DIS	The Walt Disney Co	2022-09-30	Add	+0.23%	● 91.84 ($107.02) 124.96	$110.71	3.45%	Add 19.04%	50,994	8,158
QCOM	Qualcomm Inc	2022-09-30	Add	+0.20%	● 112.98 ($137.39) 155.86	$135.02	-1.73%	Add 7.86%	82,748	6,031
ST	Sensata Technologies Holding PLC	2022-09-30	Add	+0.17%	● 37.28 ($41.9) 45.82	$53.29	27.18%	Add 28.73%	68,490	15,286
VNT	Vontier Corp	2022-09-30	Add	+0.16%	● 16.71 ($22.29) 26.35	$23.86	7.04%	Add 8.71%	397,384	31,851
CI	Cigna Corp	2022-09-30	Reduce	-0.14%	● 264.84 ($281.41) 294.15	$292.59	3.97%	Reduce -6%	31,527	-2,012
GOOG	Alphabet Inc	2022-09-30	Reduce	-0.13%	● 96.15 ($111.66) 122.88	$105.22	-5.77%	Reduce -2.48%	170,399	-4,341
BRK.B	Berkshire Hathaway Inc	2022-09-30	Reduce	-0.13%	● 264.32 ($284.56) 306.65	$308.51	8.42%	Reduce -1.72%	99,794	-1,749
SWK	Stanley Black & Decker Inc	2022-09-30	Add	+0.11%	● 75.21 ($96.2) 117.45	$93.82	-2.47%	Add 13.9%	39,306	4,797
LUMN	Lumen Technologies Inc	2022-09-30	Add	+0.10%	● 7.28 ($10.18) 11.26	$5.26	-48.33%	Add 6.28%	749,158	44,264
POWL	Powell Industries Inc	2022-09-30	Add	+0.10%	● 20.49 ($24.13) 27.45	$45.82	89.89%	Add 5.46%	308,264	15,960
DHR	Danaher Corp	2022-09-30	Reduce	-0.09%	● 247.06 ($276.14) 302.35	$269.85	-2.28%	Reduce -3.7%	33,035	-1,271
SLB	SLB	2022-09-30	Reduce	-0.09%	● 31.33 ($36.26) 40.38	$52.64	45.17%	Reduce -2.68%	348,458	-9,581
META	Meta Platforms Inc	2022-09-30	Reduce	-0.08%	● 134.4 ($162.08) 183.17	$186.53	15.09%	Reduce -3.57%	49,181	-1,819
VZ	Verizon Communications Inc	2022-09-30	Add	+0.08%	● 37.97 ($44.54) 51.64	$41.51	-6.80%	Add 9.91%	77,755	7,012
T	AT&T Inc	2022-09-30	Add	+0.07%	● 15.34 ($18.19) 21.31	$19.83	9.02%	Add 14.76%	126,587	16,284
COP	ConocoPhillips	2022-09-30	Reduce	-0.07%	● 81.61 ($99.75) 117.71	$108.11	8.38%	Reduce -2.48%	116,205	-2,950
FANG	Diamondback Energy Inc	2022-09-30	Reduce	-0.07%	● 106.71 ($124.78) 140.17	$138.40	10.92%	Reduce -1.85%	119,973	-2,265
PHYS	Sprott Physical Gold Trust	2022-09-30	Reduce	-0.07%	● 12.52 ($13.46) 14.17	$14.41	7.06%	Reduce -3.2%	538,461	-17,802
WRK	WestRock Co	2022-09-30	Reduce	-0.07%	● 30.89 ($39.5) 43.14	$34.89	-11.67%	Reduce -2.48%	259,394	-6,591
DFAU	Dimensional US Core Equity Market ETF	2022-09-30	Sold Out	-0.07%	● 25.15 ($27.75) 30.03	$29.35	5.77%	Sold Out	0	-9,671
ATKR	Atkore Inc	2022-09-30	Reduce	-0.06%	● 70.9 ($86.45) 99.47	$144.47	67.11%	Reduce -1.41%	185,883	-2,661
CRI	Carter's Inc	2022-09-30	Reduce	-0.06%	● 65.53 ($76.58) 85.36	$84.26	10.03%	Reduce -2.55%	117,785	-3,082
EQT	EQT Corp	2022-09-30	Reduce	-0.06%	● 31.65 ($43.37) 50.6	$31.26	-27.92%	Reduce -2.56%	229,986	-6,043
KW	Kennedy-Wilson Holdings Inc	2022-09-30	Add	+0.06%	● 15.1 ($18.69) 20.72	$18.18	-2.73%	Add 2.94%	425,626	12,160
VYM	Vanguard High Dividend Yield Indx ETF	2022-09-30	Reduce	-0.06%	● 94.88 ($103.33) 109.46	$110.19	6.64%	Reduce -18.39%	9,743	-2,195
VRSN	VeriSign Inc	2022-09-30	Reduce	-0.06%	● 170.81 ($184.99) 206.47	$217.73	17.70%	Reduce -2.99%	44,377	-1,370
ABC	AmerisourceBergen Corp	2022-09-30	Reduce	-0.05%	● 135.33 ($143.61) 152.66	$156.73	9.14%	Reduce -3.34%	37,051	-1,282
SA	Seabridge Gold Inc	2022-09-30	Reduce	-0.05%	● 10.47 ($12.66) 14.22	$12.77	0.87%	Reduce -1.88%	732,983	-14,021
CR	Crane Co	2022-09-30	Sold Out	-0.05%	● 86 ($94.96) 107.6	$119.31	25.64%	Sold Out	0	-2,302
AIMC	Altra Industrial Motion Corp	2022-09-30	Reduce	-0.04%	● 33.41 ($38.23) 45.11	$61.23	60.16%	Reduce -2.45%	166,935	-4,200
BN	Brookfield Asset Management Inc	2022-09-30	Reduce	-0.04%	● 40.72 ($48.04) 53.72	$37.70	-21.52%	Reduce -1.33%	277,802	-3,747
VYMI	Vanguard International High Dividend Yield ETF	2022-09-30	Reduce	-0.04%	● 52.04 ($57.12) 60.45	$63.39	10.98%	Reduce -21.12%	9,111	-2,440
MKL	Markel Corp	2022-09-30	Add	+0.03%	● 1069.89 ($1220.12) 1321.87	$1,335.60	9.46%	Add 0.9%	11,328	101
MCO	Moody's Corporation	2022-09-30	Reduce	-0.03%	● 243.11 ($290.51) 322.97	$324.36	11.65%	Reduce -3.42%	12,187	-431
DVN	Devon Energy Corp	2022-09-30	Add	+0.02%	● 51 ($62.13) 74.14	$60.85	-2.06%	Add 4.01%	30,969	1,193
BOOM	DMC Global Inc	2022-09-30	Reduce	-0.02%	● 15.01 ($20.3) 27.04	$25.39	25.07%	Reduce -2.28%	216,796	-5,047
ESTE	Earthstone Energy Inc	2022-09-30	Reduce	-0.02%	● 10.77 ($13.6) 16.64	$13.45	-1.10%	Reduce -0.96%	462,500	-4,498
VTLE	Laredo Petroleum Inc	2022-09-30	Add	+0.02%	● 53.08 ($71.14) 88.67	$52.92	-25.61%	Add 5.54%	17,129	899
NOG	Northern Oil & Gas Inc	2022-09-30	Add	+0.02%	● 22.44 ($28.24) 33.62	$31.96	13.17%	Add 7.04%	33,109	2,179
PDCE	PDC Energy Inc	2022-09-30	Add	+0.02%	● 52.19 ($61.36) 69.38	$63.75	3.90%	Add 11.74%	12,947	1,360
ROCC	Ranger Oil Corp	2022-09-30	Add	+0.02%	● 27.31 ($35.2) 41.69	$42.15	19.74%	Add 7.78%	27,849	2,011
MOAT	VanEck Morningstar Wide Moat ETF	2022-09-30	Reduce	-0.02%	● 59.82 ($67.24) 74.13	$74.52	10.83%	Reduce -6.76%	13,137	-952
WDAY	Workday Inc	2022-09-30	Reduce	-0.02%	● 137.78 ($156.53) 179.55	$185.85	18.73%	Reduce -2.76%	22,306	-633
RSP	Invesco S&P 500 Equal Weight ETF	2022-09-30	Reduce	-0.01%	● 127.28 ($140.49) 151.7	$153.06	8.95%	Reduce -5.16%	4,594	-250
MSFT	Microsoft Corp	2022-09-30	Reduce	-0.01%	● 232.9 ($264.05) 293.47	$258.35	-2.16%	Reduce -1.03%	18,332	-191
OVV	Ovintiv Inc	2022-09-30	Add	+0.01%	● 39.14 ($47.77) 55.07	$46.39	-2.89%	Add 5.63%	17,443	929
XLE	The Energy Select Sector SPDR Fund	2022-09-30	Reduce	-0.01%	● 66.76 ($74.94) 83.18	$85.99	14.75%	Reduce -5.87%	11,666	-727
SBOW	SilverBow Resources Inc	2022-09-30	Add	+0.01%	● 23.7 ($36.33) 47.47	$24.37	-32.92%	Add 5.01%	32,317	1,542
SPSM	SPDR Portfolio S&P 600 Small Cap ETF	2022-09-30	Reduce	-0.01%	● 33.99 ($37.72) 41.35	$41.94	11.19%	Reduce -9.38%	9,660	-1,000
TRS	TriMas Corp	2022-09-30	Reduce	-0.01%	● 24.82 ($27.56) 30.27	$31.32	13.64%	Reduce -1.8%	81,097	-1,490
UNH	UnitedHealth Group Inc	2022-09-30	Reduce	-0.01%	● 501.24 ($525.83) 548.32	$472.02	-10.23%	Reduce -3.68%	2,776	-106
VTI	Vanguard Total Stock Market ETF	2022-09-30	Reduce	-0.01%	● 179.47 ($198.53) 215.33	$207.84	4.69%	Reduce -2.57%	4,738	-125
VXUS	Vanguard Total International Stock	2022-09-30	Reduce	-0.01%	● 45.75 ($50.92) 54.22	$55.93	9.84%	Reduce -8.64%	4,389	-415
VEA	Vanguard FTSE Developed Markets ETF	2022-09-30	Reduce	-0.01%	● 36.19 ($40.64) 43.61	$45.64	12.30%	Reduce -4.66%	17,463	-854
YPF	YPF SA	2022-09-30	Sold Out	-0.01%	● 2.91 ($4.79) 7.3	$11.18	133.40%	Sold Out	0	-10,500
CVX	Chevron Corp	2022-09-30	Reduce	0%	● 135.94 ($152.51) 164.63	$169.45	11.11%	Reduce -0.53%	2,050	-11
LODE	Comstock Inc	2022-09-30	Add	0%	● 0.4 ($0.56) 0.64	$0.42	-25.00%	Add 1.04%	221,346	2,280
CRK	Comstock Resources Inc	2022-09-30	Reduce	0%	● 11.14 ($16.55) 21.23	$11.90	-28.10%	Reduce -0.58%	113,800	-663
CTRA	Coterra Energy Inc	2022-09-30	Add	0%	● 25.32 ($28.64) 32.23	$24.26	-15.29%	Add 0.94%	56,072	520
DO	Diamond Offshore Drilling Inc	2022-09-30	Reduce	0%	● 5.35 ($6.74) 8.36	$12.31	82.64%	Reduce -2.18%	25,038	-557
ERO	Ero Copper Corp	2022-09-30	Add	0%	● 8.33 ($9.75) 11.39	$15.60	60.00%	Add 0.27%	48,299	132
URA	Global X Uranium ETF	2022-09-30	Add	0%	● 18.04 ($20.88) 23.86	$22.16	6.13%	Add 3.7%	11,421	408
HAL	Halliburton Co	2022-09-30	Add	0%	● 23.31 ($28.6) 31.9	$38.57	34.86%	Add 0.56%	11,514	64
ILMN	Illumina Inc	2022-09-30	Reduce	0%	● 177.23 ($203.38) 227.44	$214.26	5.35%	Reduce -1.58%	2,187	-35
MA	Mastercard Inc	2022-09-30	Reduce	0%	● 284.34 ($331.5) 359.95	$373.91	12.79%	Reduce -1.72%	2,177	-38
RRC	Range Resources Corp	2022-09-30	Add	0%	● 23.69 ($30.25) 35.06	$24.00	-20.66%	Add 0.69%	8,201	56
XOP	SPDR Oil & Gas Exploration and Production ETF	2022-09-30	Reduce	0%	● 111.43 ($131.05) 149.56	$134.95	2.98%	Reduce -0.9%	8,192	-74
SU	Suncor Energy Inc	2022-09-30	Reduce	0%	● 26.65 ($31.59) 35.57	$32.92	4.21%	Reduce -0.82%	11,577	-96
TALO	Talos Energy Inc	2022-09-30	Add	0%	● 13.27 ($17.91) 22.3	$18.69	4.36%	Add 1.3%	21,258	273
TXN	Texas Instruments Inc	2022-09-30	Reduce	0%	● 148.54 ($167.7) 185.4	$182.29	8.70%	Reduce -0.43%	7,103	-31
RIG	Transocean Ltd	2022-09-30	Reduce	0%	● 2.36 ($3.2) 3.91	$6.96	117.50%	Reduce -3.25%	14,896	-500
VIG	Vanguard Dividend Appreciation FTF	2022-09-30	Reduce	0%	● 135.16 ($148.19) 158.88	$157.01	5.95%	Reduce -3.01%	1,932	-60
WBD	Warner Bros.Discovery Inc	2022-09-30	Reduce	0%	● 11.32 ($13.59) 17.48	$15.42	13.47%	Reduce -2.45%	25,330	-635
AEM	Agnico Eagle Mines Ltd	2022-09-30	Reduce	0%	● 37.54 ($42.87) 47.41	$52.44	22.32%	Reduce -3.61%	5,290	-198
DG	Dollar General Corp	2022-06-30	Sold Out	-2.49%	● 187.6 ($233.26) 259.04	$228.09	-2.22%	Sold Out	0	-49,742
MCK	McKesson Corp	2022-06-30	Sold Out	-2.10%	● 300.57 ($319.73) 336.42	$362.58	13.40%	Sold Out	0	-30,456
BRK.B	Berkshire Hathaway Inc	2022-06-30	Reduce	-1.48%	● 267.52 ($314.34) 353.1	$308.51	-1.85%	Reduce -15.48%	101,543	-18,596
ESTE	Earthstone Energy Inc	2022-06-30	Add	+1.25%	● 12.63 ($15.68) 21.88	$13.45	-14.22%	Add 278.64%	466,998	343,663
SWK	Stanley Black & Decker Inc	2022-06-30	New Buy	+0.97%	● 101.7 ($123.29) 144.56	$93.82	-23.90%	New holding	34,509	34,509
DIS	The Walt Disney Co	2022-06-30	Add	+0.96%	● 93.29 ($111.41) 138.58	$110.71	-0.63%	Add 823.19%	42,836	38,196
AIR	AAR Corp	2022-06-30	Sold Out	-0.96%	● 39.93 ($46.71) 52.35	$51.94	11.20%	Sold Out	0	-87,773
COP	ConocoPhillips	2022-06-30	Reduce	-0.77%	● 87.89 ($102.98) 122.71	$108.11	4.98%	Reduce -22.37%	119,155	-34,341
ST	Sensata Technologies Holding PLC	2022-06-30	New Buy	+0.59%	● 41.14 ($46.11) 51	$53.29	15.57%	New holding	53,204	53,204
CRI	Carter's Inc	2022-06-30	Add	+0.53%	● 68.43 ($80.72) 93.68	$84.26	4.39%	Add 30.25%	120,867	28,071
CERN	Cerner Corp	2022-06-30	Sold Out	-0.45%	● 93.1 ($93.94) 94.97	$94.92	1.04%	Sold Out	0	-21,486
POWL	Powell Industries Inc	2022-06-30	Add	+0.42%	● 18.91 ($23.39) 29.44	$45.82	95.90%	Add 30.41%	292,304	68,154
WDAY	Workday Inc	2022-06-30	Add	+0.38%	● 136.59 ($182.61) 243	$185.85	1.77%	Add 79.98%	22,939	10,194
AIMC	Altra Industrial Motion Corp	2022-06-30	Add	+0.32%	● 32.57 ($37.2) 41.97	$61.23	64.60%	Add 24.37%	171,135	33,530
VTLE	Laredo Petroleum Inc	2022-06-30	Add	+0.25%	● 55.99 ($80.21) 116.32	$52.92	-34.02%	Add 461.79%	16,230	13,341
QCOM	Qualcomm Inc	2022-06-30	Add	+0.21%	● 120.09 ($136.07) 153.81	$135.02	-0.77%	Add 8.97%	76,717	6,318
CEF	Sprott Physical Gold and Silver Trust	2022-06-30	New Buy	+0.20%	● 16.82 ($18.16) 19.97	$17.78	-2.09%	New holding	45,056	45,056
WRK	WestRock Co	2022-06-30	Add	+0.14%	● 38.87 ($47.03) 54.19	$34.89	-25.81%	Add 5.25%	265,985	13,262
IBKR	Interactive Brokers Group Inc	2022-06-30	Add	+0.14%	● 52.62 ($59.49) 67.23	$84.18	41.50%	Add 12.78%	83,284	9,440
SA	Seabridge Gold Inc	2022-06-30	Add	+0.13%	● 12.43 ($16.06) 21.49	$12.77	-20.49%	Add 5.63%	747,004	39,823

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