Holdings
Van Den Berg Management I, Inc
As of Jun 30, 2026, Van Den Berg Management I, Inc reported 70 positions worth US$399M. Largest: Dell Technologies Inc., Intel Corporation and Lumen Technologies, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Dell Technologies Inc. | 62,293 | US$26.9M | −15,989 | Jun 30, 2026 |
| Intel Corporation | 142K | US$19.8M | −108K | Jun 30, 2026 |
| Lumen Technologies, Inc. | 2.38M | US$18.3M | −44,692 | Jun 30, 2026 |
| Exxon Mobil Corporation | 126K | US$17.3M | −8,548 | Jun 30, 2026 |
| Coherent Corp. | 42,046 | US$16.6M | −22,493 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 44,790 | US$16M | −1,734 | Jun 30, 2026 |
| Diamondback Energy, Inc. | 81,302 | US$14.3M | −1,656 | Jun 30, 2026 |
| Eqt Corporation | 222K | US$11.8M | −3,641 | Jun 30, 2026 |
| Unitedhealth Group Incorporated | 27,680 | US$11.5M | −1,208 | Jun 30, 2026 |
| Qualcomm Incorporated | 62,213 | US$11.5M | +95 | Jun 30, 2026 |