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

This pages lists all securities owned by Van Den Berg Management Inc/tx going back to 2013 Q2. At the top of the list are companies that have been held the longest such as Berkshire Hathaway Inc Del, Seabridge Gold Inc., and Powell Industries, Inc..

Name	Ticker	Quarters Owned	First Quarter Owned	Latest Quarter Owned	Min % of Portfolio	Avg % of Portfolio	Max % of Portfolio
Berkshire Hathaway Inc Del		37	'13 Q2	'22 Q2	3.96%	7.72%	15.70%
Seabridge Gold Inc.	SA	34	'14 Q1	'22 Q2	0.54%	2.68%	6.71%
Powell Industries, Inc.	POWL	32	'13 Q2	'22 Q2	0.35%	1.07%	2.13%
Halliburton Company	HAL	29	'13 Q2	'22 Q2	0.10%	1.33%	1.97%
Colfax Corp		29	'14 Q4	'21 Q4	1.08%	3.69%	5.38%
Markel Corporation	MKL	28	'14 Q1	'22 Q2	0.10%	2.15%	4.61%
Wells Fargo & Company	WFC	28	'13 Q2	'20 Q1	2.49%	4.06%	5.42%
Era Group Inc		27	'13 Q3	'20 Q1	0.28%	1.85%	3.28%
Altra Industrial Motion Corp.	AIMC	26	'15 Q4	'22 Q2	0.11%	1.03%	2.22%
Unit Corp		26	'13 Q2	'19 Q3	0.24%	2.07%	5.18%

Industry 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.