
	Arnold Van Den Berg
	Century Management

	Last update 2019-04-29	41 Stocks (2 new)
	Value $587.00 Mil	Turnover 4 %
	Top Holdings: BRK.B(8.96%) ATI(5.50%) SLB(5.12%) ATKR(5.09%) BOOM(4.48%) Guru Portfolio Report Download

Arnold Van Den Berg Latest Trades

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares
Real Time Picks after 2019-03-31 are displayed for Premium P Members Only
XOP	SPDR S&P Oil & Gas Explor & Product	2019-03-31	New Buy	+2.36%	● 26.53 ($30.07) 31.61	$76.80	155.40%	New holding	455,096
BABA	Alibaba Group Holding Ltd	2019-03-31	Sold Out	-1.37%	● 130.6 ($167.49) 187.25	$241.89	44.42%	Sold Out	0
POST	Post Holdings Inc	2019-03-31	Reduce	-1.15%	● 89.13 ($100.01) 109.8	$107.66	7.65%	Reduce -46.67%	78,940
AIMC	Altra Industrial Motion Corp	2019-03-31	New Buy	+1.10%	● 25.12 ($30.24) 33.87	$60.72	100.79%	New holding	208,715
ATI	Allegheny Technologies Inc	2019-03-31	Reduce	-0.77%	● 21.43 ($26.27) 29.26	$21.61	-17.74%	Reduce -12.92%	1,272,920
ERA	Era Group Inc	2019-03-31	Add	+0.28%	● 8.74 ($10.51) 12.2	$5.16	-50.90%	Add 14.75%	1,096,733
BRK.B	Berkshire Hathaway Inc	2019-03-31	Reduce	-0.22%	● 191.66 ($201.99) 209.19	$267.10	32.23%	Reduce -2.13%	263,787
BOOM	DMC Global Inc	2019-03-31	Reduce	-0.20%	● 34.04 ($40.32) 50.51	$51.96	28.87%	Reduce -5.47%	533,583
ATKR	Atkore International Group Inc	2019-03-31	Reduce	-0.11%	● 19.84 ($22.33) 24.2	$71.98	222.35%	Reduce -2.04%	1,397,523
SA	Seabridge Gold Inc	2019-03-31	Reduce	-0.10%	● 12.39 ($13.61) 14.97	$17.42	27.99%	Reduce -3.89%	1,034,217
DISCK	Discovery Inc	2019-03-31	Reduce	-0.08%	● 23.08 ($26.11) 27.65	$34.78	33.21%	Reduce -2.4%	781,303
SLB	Schlumberger Ltd	2019-03-31	Reduce	-0.08%	● 36.08 ($43.16) 45.9	$26.04	-39.67%	Reduce -1.7%	694,860
CFX	Colfax Corp	2019-03-31	Reduce	-0.08%	● 20.19 ($25.39) 29.68	$42.96	69.20%	Reduce -2.38%	792,918
CKHUY	CK Hutchison Holdings Ltd	2019-03-31	Reduce	-0.08%	● 9.36 ($10.16) 10.7	$8.03	-21.01%	Reduce -2.61%	1,704,972
WFC	Wells Fargo & Co	2019-03-31	Reduce	-0.07%	● 46.08 ($49.15) 51.73	$39.79	-19.04%	Reduce -2.3%	344,405
APA	Apache Corp	2019-03-31	Reduce	-0.07%	● 26.25 ($32.49) 36.08	$17.28	-46.81%	Reduce -1.64%	862,414
ABC	AmerisourceBergen Corp	2019-03-31	Reduce	-0.06%	● 73.37 ($80.35) 86.85	$117.12	45.76%	Reduce -2.02%	193,841
GVA	Granite Construction Inc	2019-03-31	Reduce	-0.06%	● 40.1 ($44.49) 48.43	$38.73	-12.95%	Reduce -2.26%	337,212
UNTCQ	Unit Corp	2019-03-31	Reduce	-0.06%	● 13.99 ($15.93) 18.15	$0.04	-99.75%	Reduce -3.12%	662,224
DELISTED:AGN	Allergan PLC	2019-03-31	Reduce	-0.05%	● 132.09 ($144.95) 160.79	$193.02	33.16%	Reduce -1.38%	145,544
FRFHF	Fairfax Financial Holdings Ltd	2019-03-31	Reduce	-0.05%	● 433.1 ($469.62) 502.94	$455.01	-3.11%	Reduce -1.61%	34,447
ADS	Alliance Data Systems Corp	2019-03-31	Reduce	-0.04%	● 150.08 ($170.33) 181.51	$105.72	-37.93%	Reduce -1.64%	87,395
DLTR	Dollar Tree Inc	2019-03-31	Reduce	-0.04%	● 90.32 ($98) 105.04	$117.65	20.05%	Reduce -2.31%	98,632
FFXDF	Fairfax India Holdings Corp	2019-03-31	Reduce	-0.04%	● 12.72 ($13.27) 14.18	$12.50	-5.79%	Reduce -1.46%	1,039,760
VALPQ	Valaris PLC	2019-03-31	Reduce	-0.04%	● 14.24 ($17.43) 19.12	$0.07	-99.59%	Reduce -2.96%	504,669
PTEN	Patterson-UTI Energy Inc	2019-03-31	Reduce	-0.03%	● 10.35 ($13.09) 14.67	$6.76	-48.36%	Reduce -1.69%	785,697
HAL	Halliburton Co	2019-03-31	Reduce	-0.03%	● 26.58 ($30.2) 32.3	$20.68	-31.52%	Reduce -2.59%	223,246
MCK	McKesson Corp	2019-03-31	Reduce	-0.03%	● 110.47 ($123.47) 136.3	$189.16	53.20%	Reduce -1.85%	85,357
RIG	Transocean Ltd	2019-03-31	Reduce	-0.03%	● 6.94 ($8.55) 9.49	$3.15	-63.16%	Reduce -1.83%	1,333,731
BATRK	Liberty Braves Group	2019-03-31	Reduce	-0.03%	● 24.85 ($27.46) 29.59	$27.97	1.86%	Reduce -2.65%	255,686
SYNL	Synalloy Corp	2019-03-31	Reduce	-0.02%	● 12.79 ($15.05) 16.59	$9.48	-37.01%	Reduce -2.44%	311,191
DVN	Devon Energy Corp	2019-03-31	Reduce	-0.02%	● 22.54 ($27.85) 31.88	$21.69	-22.12%	Reduce -2.1%	234,290
PESXQ	Pioneer Energy Services Corp	2019-03-31	Reduce	-0.02%	● 1.23 ($1.71) 2.14	$0.03	-98.44%	Reduce -2.04%	4,997,497
DHR	Danaher Corp	2019-03-31	Reduce	-0.01%	● 97.62 ($115.24) 132.29	$242.84	110.73%	Reduce -0.67%	96,052
MTW	Manitowoc Co Inc	2019-03-31	Reduce	-0.01%	● 14.61 ($16.63) 19.19	$21.19	27.42%	Reduce -1.59%	295,332
SYF	Synchrony Financial	2019-03-31	Add	0%	● 23.46 ($29.94) 33.31	$41.46	38.48%	Add 0.34%	245,698
POWL	Powell Industries Inc	2019-03-31	Reduce	0%	● 25.01 ($29.48) 33.63	$34.48	16.96%	Reduce -0.42%	237,316
VZ	Verizon Communications Inc	2019-03-31	Reduce	0%	● 53.28 ($56.61) 60.88	$57.62	1.78%	Reduce -0.4%	93,958
MUR	Murphy Oil Corp	2019-03-31	Reduce	0%	● 23.39 ($28.31) 30.97	$16.40	-42.07%	Reduce -0.22%	171,598
VALPQ	Valaris PLC	2018-12-31	Reduce	-5.63%	● 13.08 ($25.42) 37.64	$0.07	-99.72%	Reduce -90.46%	520,060.50
XOP	SPDR S&P Oil & Gas Explor & Product	2018-12-31	Sold Out	-2.81%	● 24.12 ($34.56) 44.57	$76.80	122.22%	Sold Out	0
HKSE:01099	Sinopharm Group Co Ltd	2018-12-31	Sold Out	-2.70%	● 31.25 (HK$36.54) 39.5	HK$20.75	-43.21%	Sold Out	0
PTEN	Patterson-UTI Energy Inc	2018-12-31	New Buy	+1.54%	● 9.67 ($14.59) 17.95	$6.76	-53.67%	New holding	799,175
BABA	Alibaba Group Holding Ltd	2018-12-31	New Buy	+1.37%	● 131.89 ($147.56) 163.74	$241.89	63.93%	New holding	53,439
RIG	Transocean Ltd	2018-12-31	Add	+1.21%	● 6.34 ($10.04) 14.18	$3.15	-68.63%	Add 222.12%	1,358,627
PHIKQ	PHI Inc	2018-12-31	Sold Out	-1.13%	● 1.75 ($5.67) 9.63	$0.09	-98.43%	Sold Out	0
SYF	Synchrony Financial	2018-12-31	New Buy	+1.07%	● 22.17 ($26.86) 31.78	$41.46	54.36%	New holding	244,855
JMHLY	Jardine Matheson Holdings Ltd	2018-12-31	Sold Out	-0.93%	● 56.45 ($62.5) 69.05	$64.96	3.94%	Sold Out	0
FRFHF	Fairfax Financial Holdings Ltd	2018-12-31	Add	+0.89%	● 419.95 ($470.72) 539.24	$455.01	-3.34%	Add 44.94%	35,011
IBM	International Business Machines Corp	2018-12-31	Sold Out	-0.70%	● 107.57 ($124.68) 153.75	$131.18	5.21%	Sold Out	0
DOFSQ	Diamond Offshore Drilling Inc	2018-12-31	Sold Out	-0.66%	● 8.98 ($13.98) 20.8	$0.16	-98.89%	Sold Out	0
SLB	Schlumberger Ltd	2018-12-31	Add	+0.64%	● 35.19 ($48.83) 63.11	$26.04	-46.67%	Add 15.69%	706,871
HAL	Halliburton Co	2018-12-31	Add	+0.50%	● 25.14 ($33.43) 42.14	$20.68	-38.14%	Add 77.21%	229,171
ERA	Era Group Inc	2018-12-31	Add	+0.27%	● 8.51 ($10.69) 12.54	$5.16	-51.73%	Add 20.67%	955,786
APA	Apache Corp	2018-12-31	Add	+0.15%	● 25.4 ($36.49) 49.3	$17.28	-52.64%	Add 3.69%	876,753
CFX	Colfax Corp	2018-12-31	Add	+0.13%	● 19.2 ($26.88) 36.52	$42.96	59.82%	Add 4.35%	812,275
ATI	Allegheny Technologies Inc	2018-12-31	Reduce	-0.12%	● 21.21 ($25.8) 29.29	$21.61	-16.24%	Reduce -1.98%	1,461,797
WFC	Wells Fargo & Co	2018-12-31	Add	+0.12%	● 43.6 ($51.11) 54.46	$39.79	-22.15%	Add 4.02%	352,501
CKHUY	CK Hutchison Holdings Ltd	2018-12-31	Reduce	-0.12%	● 9.48 ($10.18) 11.1	$8.03	-21.17%	Reduce -4.17%	1,750,694
BRK.B	Berkshire Hathaway Inc	2018-12-31	Reduce	-0.09%	● 187.76 ($208.51) 223.76	$267.10	28.10%	Reduce -1.18%	269,526
ADS	Alliance Data Systems Corp	2018-12-31	Reduce	-0.09%	● 144.46 ($194.93) 237	$105.72	-45.77%	Reduce -3.08%	88,851
ATKR	Atkore International Group Inc	2018-12-31	Reduce	-0.07%	● 17.5 ($20.76) 26.08	$71.98	246.72%	Reduce -1.43%	1,426,686
DISCK	Discovery Inc	2018-12-31	Reduce	-0.06%	● 22.82 ($27.69) 30.62	$34.78	25.60%	Reduce -1.9%	800,496
UNTCQ	Unit Corp	2018-12-31	Reduce	-0.05%	● 13.37 ($21.38) 27.51	$0.04	-99.81%	Reduce -1.97%	683,542
SA	Seabridge Gold Inc	2018-12-31	Reduce	-0.04%	● 11.37 ($12.61) 14.57	$17.42	38.14%	Reduce -2.32%	1,076,076
DELISTED:AGN	Allergan PLC	2018-12-31	Reduce	-0.04%	● 129.82 ($162.67) 193.46	$193.02	18.66%	Reduce -1.07%	147,574
MTW	Manitowoc Co Inc	2018-12-31	Add	+0.04%	● 13.54 ($18.48) 25.04	$21.19	14.66%	Add 5.12%	300,095
MCK	McKesson Corp	2018-12-31	Reduce	-0.03%	● 108.23 ($124.3) 136.84	$189.16	52.18%	Reduce -2.11%	86,965
ABC	AmerisourceBergen Corp	2018-12-31	Reduce	-0.03%	● 70.76 ($85.92) 93.76	$117.12	36.31%	Reduce -1.2%	197,828
POST	Post Holdings Inc	2018-12-31	Reduce	-0.03%	● 84.38 ($91.88) 97.92	$107.66	17.17%	Reduce -1.36%	148,014
BOOM	DMC Global Inc	2018-12-31	Reduce	-0.02%	● 31.16 ($36.26) 40.33	$51.96	43.30%	Reduce -0.58%	564,433
PESXQ	Pioneer Energy Services Corp	2018-12-31	Reduce	-0.02%	● 1.23 ($2.47) 3.19	$0.03	-98.92%	Reduce -1.2%	5,101,422
SYNL	Synalloy Corp	2018-12-31	Reduce	-0.01%	● 15.01 ($17.84) 22.88	$9.48	-46.86%	Reduce -1.44%	318,961
DLTR	Dollar Tree Inc	2018-12-31	Reduce	-0.01%	● 79.51 ($84.47) 90.32	$117.65	39.28%	Reduce -1.01%	100,965
FFXDF	Fairfax India Holdings Corp	2018-12-31	Add	+0.01%	● 12.21 ($13.39) 15	$12.50	-6.64%	Add 0.21%	1,055,178
MUR	Murphy Oil Corp	2018-12-31	Add	+0.01%	● 22.16 ($30.49) 35.78	$16.40	-46.21%	Add 1.28%	171,970
ASC	Ardmore Shipping Corp	2018-12-31	Add	+0.01%	● 4.48 ($6.22) 7.24	$3.77	-39.39%	Add 1.63%	812,556
DHR	Danaher Corp	2018-12-31	Reduce	-0.01%	● 94.85 ($102.26) 109.54	$242.84	137.47%	Reduce -0.43%	96,697
DVN	Devon Energy Corp	2018-12-31	Reduce	-0.01%	● 20.98 ($30.36) 40.65	$21.69	-28.56%	Reduce -0.4%	239,324
POWL	Powell Industries Inc	2018-12-31	Reduce	0%	● 23.01 ($29.66) 35.28	$34.48	16.25%	Reduce -0.39%	238,326
BATRK	Liberty Braves Group	2018-12-31	Reduce	0%	● 23.67 ($25.27) 27.03	$27.97	10.68%	Reduce -0.23%	262,637
GVA	Granite Construction Inc	2018-12-31	Add	0%	● 38.82 ($45.67) 55.69	$38.73	-15.20%	Add 0.14%	344,994
RDI	Reading International Inc	2018-12-31	Add	0%	● 14.24 ($15) 15.61	$6.40	-57.33%	Add 0.17%	288,840
OXY	Occidental Petroleum Corp	2018-09-30	Sold Out	-3.31%	● 75.74 ($80.85) 85.7	$24.29	-69.96%	Sold Out	0
SLB	Schlumberger Ltd	2018-09-30	Add	+2.25%	● 59.7 ($64.38) 69.49	$26.04	-59.55%	Add 80.65%	611,006
APA	Apache Corp	2018-09-30	Add	+1.82%	● 41.98 ($45) 48.61	$17.28	-61.60%	Add 50.28%	845,581
ESGR	Enstar Group Ltd	2018-09-30	Sold Out	-1.64%	● 205.45 ($212.2) 222.3	$255.93	20.61%	Sold Out	0
ABC	AmerisourceBergen Corp	2018-09-30	Add	+1.32%	● 78.98 ($86.57) 92.22	$117.12	35.29%	Add 112.53%	200,226
MXWL	Maxwell Technologies Inc	2018-09-30	Sold Out	-1.15%	● 3.31 ($4.06) 5.35	$4.48	10.34%	Sold Out	0
DLTR	Dollar Tree Inc	2018-09-30	New Buy	+1.12%	● 79.78 ($87.62) 95.61	$117.65	34.27%	New holding	101,995
DISCK	Discovery Inc	2018-09-30	Reduce	-0.89%	● 23.8 ($26.02) 29.62	$34.78	33.67%	Reduce -24.11%	815,970
RIG	Transocean Ltd	2018-09-30	New Buy	+0.80%	● 10.65 ($12.42) 14.08	$3.15	-74.64%	New holding	421,778
AEM	Agnico Eagle Mines Ltd	2018-09-30	Sold Out	-0.65%	● 32.59 ($38.98) 47.74	$61.25	57.13%	Sold Out	0
EMR	Emerson Electric Co	2018-09-30	Sold Out	-0.63%	● 67.89 ($73.74) 78.41	$90.63	22.90%	Sold Out	0
UNTCQ	Unit Corp	2018-09-30	Reduce	-0.61%	● 23.65 ($25.99) 27.84	$0.04	-99.84%	Reduce -20.19%	697,258
DWSN	Dawson Geophysical Co	2018-09-30	Sold Out	-0.60%	● 5.62 ($6.6) 8.09	$2.46	-62.73%	Sold Out	0
WFC	Wells Fargo & Co	2018-09-30	Reduce	-0.27%	● 52.56 ($57.09) 59.19	$39.79	-30.30%	Reduce -9.76%	338,881
ATI	Allegheny Technologies Inc	2018-09-30	Reduce	-0.12%	● 24.43 ($26.86) 29.75	$21.61	-19.55%	Reduce -2.29%	1,491,393
BOOM	DMC Global Inc	2018-09-30	Reduce	-0.12%	● 36.95 ($42.61) 50.6	$51.96	21.94%	Reduce -3.50%	567,728
XOP	SPDR S&P Oil & Gas Explor & Product	2018-09-30	Reduce	-0.09%	● 39.1 ($42.07) 44.52	$76.80	82.55%	Reduce -2.98%	479,755

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