VAN DEN BERG MANAGEMENT I, INC
VAN DEN BERG MANAGEMENT I, INC reported 120 positions worth $473.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: DELL (5.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | DELL | SH | $26.9M | 5.68% | 62,293 | — | — | |
| ▸ 2 | PHYS | SH | $25.0M | 5.29% | 829,987 | — | — | |
| ▸ 3 | INTC | SH | $19.8M | 4.18% | 141,569 | — | — | |
| ▸ 4 | LUMN | SH | $18.3M | 3.87% | 2,383,170 | — | — | |
| ▸ 5 | EXMOC | SH | $17.3M | 3.65% | 126,367 | — | — | |
| ▸ 6 | SA | SH | $16.7M | 3.52% | 647,986 | — | — | |
| ▸ 7 | COHR | SH | $16.6M | 3.50% | 42,046 | — | — | |
| ▸ 8 | GOOG | SH | $15.9M | 3.37% | 45,086 | — | — | |
| ▸ 9 | FANG | SH | $14.3M | 3.02% | 81,302 | — | — | |
| ▸ 10 | EQT | SH | $11.8M | 2.50% | 222,416 | — | — |
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Frequently Asked Questions
What stocks does VAN DEN BERG MANAGEMENT I, INC hold as of Q2 2026?
VAN DEN BERG MANAGEMENT I, INC reported 120 positions worth $473.3M in its Q2 2026 13F filing. Largest positions: DELL (5.7%), PHYS (5.3%), INTC (4.2%), LUMN (3.9%) and EXMOC (3.7%).
What did VAN DEN BERG MANAGEMENT I, INC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did VAN DEN BERG MANAGEMENT I, INC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.