Arnold Van Den Berg | Van Den Berg Management Inc/tx

Fund Stats for Q1 2015Arnold Van Den Berg is the managing partner of Van Den Berg Management Inc/tx. The 13F filing for 2015 Q1 included $959.50M in managed 13F securities and a top 10 holdings concentration of 41.09%. Van Den Berg Management Inc/tx's largest holding is Berkshire Hathaway Inc Del with shares held of 374.89K. 10kreader has 37 13F filings available for Van Den Berg Management Inc/tx.Arnold Van Den Berg is the managing partner of Van Den Berg Management Inc/tx. The 13F filing for 2015 Q1 included $959.50M in managed 13F securities and a top 10 holdings concentration of 41.09%. Van...

About Arnold Van Den BergSince 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 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.source: gurufocus.comSince 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 ap...

Go to:

Company	Ticker	Market Value	% Portfolio	Shares	Change	Chg. Shares	Quarter End Price	Current Price	Yearly High	Yearly Low	Market Cap	% Owned
Berkshire Hathaway Inc Del		54.10M	5.64%	374.89K	-6.53%	-26.19K	$144.32
Wells Fargo & Company	WFC	47.52M	4.95%	873.44K	-6.13%	-57.08K	$54.40	$44.14	$60.3	$36.54	167.43B	0.02%
Chicago Bridge & Iron Co N V		46.10M	4.81%	935.96K	50.71%	314.92K	$49.26
Discovery Communicatns New		44.45M	4.63%	1.51M	107.40%	780.92K	$29.48
Enstar Group Limited	ESGR	40.54M	4.22%	285.75K	67.59%	115.24K	$141.86	$202.50	$286.89	$185.1	3.56B	1.63%
Jacobs Solutions Inc.	J	39.74M	4.14%	879.93K	-6.16%	-57.81K	$45.16	$119.43	$150.32	$114.11	15.24B	0.69%
Markel Corporation	MKL	38.42M	4.00%	49.97K	-6.01%	-3.19K	$768.96	$1,191.42	$1519.25	$1162	16.11B	0.37%
Era Group Inc		29.13M	3.04%	1.40M	30.43%	326.10K	$20.84
Atwood Oceanics Inc		27.41M	2.86%	975.06K	-2.88%	-28.92K	$28.11
Post Holdings, Inc.	POST	26.89M	2.80%	573.98K	-3.08%	-18.26K	$46.84	$87.23	$91.48	$61.68194	5.21B	0.96%
Diamond Offshore Drilling, Inc.	DO	25.64M	2.67%	956.91K	25.33%	193.38K	$26.79
Randgold Res Ltd		25.47M	2.65%	367.64K	-7.65%	-30.44K	$69.27
Liberty Media Corp Delaware		24.92M	2.60%	652.27K	35.31%	170.22K	$38.20
Agnico Eagle Mines Limited	AEM	22.54M	2.35%	806.89K	-7.16%	-62.22K	$27.94	$41.08	$67.14	$38.02	18.73B	0.18%
Colfax Corp		21.92M	2.28%	459.19K	96.81%	225.88K	$47.73
Cisco Systems, Inc.	CSCO	19.64M	2.05%	713.43K	-12.73%	-104.09K	$27.52	$43.29	$64.29	$40.82	177.87B	0.02%
APA Corporation	APA	19.43M	2.03%	322.10K	-6.11%	-20.94K	$60.33	$41.49	$51.95	$18.52	13.55B	0.10%
Orion Group Holdings, Inc.	ORN	18.94M	1.97%	2.14M	-2.89%	-63.65K	$8.86	$2.67	$5.8	$2.1	79.70M	7.16%
Ensco Plc		18.78M	1.96%	891.47K	34.31%	227.74K	$21.07
Maxwell Technologies Inc		18.19M	1.90%	2.26M	-3.81%	-89.48K	$8.06

Holdings Breakdown

Disclaimer: Investor holdings are derived from 13F filings which are required to be filed by all institutional investment managers with at least $100 million in assets under management. Limitations to this data include but are not limited to: (1) SEC does not review 13Fs for accuracy or completeness, (2) cash, foreign stocks, short positions, and a variety of other assets are not required to be reported, (3) 13Fs are often filed 45 days after the end of the quarter, by which time a manager's positions and outlook could have changed significantly, (4) the market value does not tell us at what price the manager acquired the asset, and (5) data is only available starting mid 2013. Please do your own research before drawing any conclusions from this data.