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Arnold Van Den Berg — 13F History

Van Den Berg Management I, IncCIK 0001142062Form 13F-HR on EDGAR
Portfolio value$473.3M
Positions120
QuarterQ2 2026ended 2026-06-30
Filed08/142026

Every 13F on file since Q2 2013: what Arnold Van Den Berg bought, added to, reduced and sold each quarter, largest moves first, with share counts adjusted for stock splits.

Every quarter

53 filings · newest first
Q2 2026$473.3M · 120 stocks · filed Aug 14, 2026
7 bought31 added59 reduced20 sold
Q1 2026$436.2M · 133 stocks · filed May 15, 2026
14 bought31 added69 reduced7 sold
Q4 2025$436.5M · 126 stocks · filed Feb 17, 2026
22 bought32 added58 reduced2 sold
added +47% BNreduced −13% COHRadded +117% MKTXbought FTVreduced −8% GOOGadded +43% TKR
Q3 2025$399.2M · 106 stocks · filed Nov 14, 2025
7 bought31 added51 reduced11 sold
Q2 2025$351.8M · 110 stocks · filed Aug 14, 2025
10 bought29 added54 reduced2 sold
Q1 2025$326.6M · 102 stocks · filed May 15, 2025
4 bought35 added51 reduced11 sold
reduced −34% BRK-Bsold CRIreduced −73% BAMadded +107% DELLadded +107% SWKadded +82% ILMN
Q4 2024$347.0M · 109 stocks · filed Feb 14, 2025
5 bought29 added50 reduced3 sold
Q3 2024$345.7M · 107 stocks · filed Nov 14, 2024
4 bought21 added61 reduced5 sold
Q2 2024$337.0M · 108 stocks · filed Aug 14, 2024
3 bought28 added52 reduced6 sold
Q1 2024$341.0M · 111 stocks · filed May 15, 2024
8 bought35 added42 reduced2 sold
sold MKLsold POWLadded +1009% CMCOadded +24% PHYSbought EGreduced −30% META
Q4 2023$301.1M · 105 stocks · filed Feb 14, 2024
9 bought26 added57 reduced9 sold
Q3 2023$285.4M · 105 stocks · filed Nov 14, 2023
4 bought28 added50 reduced5 sold
bought ELVreduced −59% POWLsold VZadded +195% CRKsold DOCNreduced −92% T

Each quarter is compared with the one before it. A quarter whose predecessor has no filing on file shows the book's size and no moves. Moves are ranked by the dollars that changed, at that quarter's reported prices; the twelve largest are kept.

Source: the manager's Form 13F-HR on SEC EDGAR, kept as immutable quarterly snapshots; changes compare two consecutive filings. A 13F is filed up to 45 days after quarter end and covers US-listed long positions only. Tickers come from a self-maintained CUSIP map; a position without one shows its CUSIP. Method notes in where the numbers come from.