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

Fund Stats for Q1 2019Arnold Van Den Berg is the managing partner of Van Den Berg Management Inc/tx. The 13F filing for 2019 Q1 included $727.18M in managed 13F securities and a top 10 holdings concentration of 50.70%. Van Den Berg Management Inc/tx's largest holding is Berkshire Hathaway Inc Del with shares held of 319.88K. 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 2019 Q1 included $727.18M in managed 13F securities and a top 10 holdings concentration of 50.70%. 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...

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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		64.26M	8.84%	319.88K	-1.99%	-6.49K	$200.89
ATI Inc.	ATI	45.04M	6.19%	1.76M	-13.78%	-281.49K	$25.57	$30.59	$33.31	$13.85	3.97B	1.36%
DMC Global Inc.	BOOM	43.21M	5.94%	870.55K	-11.81%	-116.58K	$49.64	$18.75	$47.46	$15.87	366.15M	4.46%
Atkore Inc.	ATKR	40.03M	5.50%	1.86M	-1.75%	-33.03K	$21.53	$80.21	$123.53	$79.52	3.31B	4.50%
Schlumberger Limited	SLB	36.92M	5.08%	847.31K	-1.52%	-13.05K	$43.57	$39.63	$49.83	$26.64	56.05B	0.06%
APA Corporation	APA	36.22M	4.98%	1.05M	-1.43%	-15.18K	$34.66	$41.49	$51.95	$18.52	13.55B	0.32%
Colfax Corp		32.02M	4.40%	1.08M	-1.55%	-17.02K	$29.68
Allergan Plc		24.17M	3.32%	165.05K	-1.59%	-2.66K	$146.41
Discovery Inc		24.15M	3.32%	949.92K	-2.03%	-19.70K	$25.42
Granite Construction Incorporated	GVA	22.65M	3.11%	524.94K	-1.63%	-8.70K	$43.15	$28.18	$43.98	$27.66	1.24B	1.19%
Wells Fargo & Company	WFC	21.77M	2.99%	450.48K	-2.01%	-9.23K	$48.32	$44.14	$60.3	$36.54	167.43B	0.01%
Era Group Inc		19.15M	2.63%	1.66M	10.52%	158.03K	$11.54
AmerisourceBergen Corporation	ABC	18.67M	2.57%	234.83K	-2.35%	-5.65K	$79.52	$139.81	$167.19	$113.68	28.98B	0.11%
Transocean Ltd.	RIG	18.50M	2.54%	2.12M	-0.89%	-19.18K	$8.71	$3.23	$5.56	$2.32	2.42B	0.28%
Bread Financial Holdings, Inc.	BFH	18.41M	2.53%	105.23K	-1.13%	-1.20K	$174.98	$37.25	$84.66081	$34.55	1.86B	0.21%
Seabridge Gold Inc.	SA	17.70M	2.43%	1.43M	-3.11%	-45.81K	$12.39	$12.32	$22.22	$10.94	989.01M	1.78%
Patterson-UTI Energy, Inc.	PTEN	15.59M	2.14%	1.11M	-0.85%	-9.49K	$14.02	$14.67	$20.53	$6.71	3.18B	0.51%
Ensco Plc		14.09M	1.94%	3.58M	-1.45%	-52.61K	$3.93
Danaher Corporation	DHR	13.98M	1.92%	105.86K	-0.78%	-827	$132.02	$281.91	$331.69	$233.71	205.07B	0.01%
Unit Corp		12.93M	1.78%	908.32K	-2.32%	-21.62K	$14.24

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.