Van Den Berg Management I 13F Portfolio Q3 2025

Van Den Berg Management I, INC (CIK: 0001142062) is a financial institution headquartered at 805 Las Cimas Parkway, Suite 305, Austin, Texas 78746. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2025-09-30), the institution manages a portfolio valued at $399,161,463, comprising 106 distinct securities. Over its filing history, it has submitted 50 Form 13F reports.

To view the institution’s full SEC filing history:
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Top Buys

Q3 2025

1. CI The Cigna Group

+$3.25 M

2. ELV Elevance Health, Inc.

+$3.23 M

3. TKR The Timken Company

+$3.13 M

4. FDX FedEx Corporation

+$2.91 M

5. DHR Danaher Corporation

+$2.68 M

Top Sells

Q3 2025

1. ATKR Atkore Inc.

−$2.98 M

2. COHR Coherent Corp.

−$1.62 M

3. XOM Exxon Mobil Corporation

−$1.07 M

4. IBM International Business Machines Corporation

−$1 M

5. GOOG Alphabet Inc.

−$980,045.2

Stocks/ETFs

+13.15%

$372.72 M 93.38%

Options

$0 0.00%

Debt

$0 0.00%

Other

+17.88%

$26.44 M 6.62%

Name	Shares	Market Value	Weight	Change	Activity
Seabridge Gold Inc. SA	742,983	$17,943,039	4.50%	▼ 10,020	Reduce -1.3%
Exxon Mobil Corporation XOM	147,298	$16,607,826	4.16%	▼ 9,473	Reduce -6.0%
Alphabet Inc. GOOG	62,829	$15,302,003	3.83%	▼ 4,024	Reduce -6.0%
Coherent Corp. COHR	138,524	$14,921,805	3.74%	▼ 15,069	Reduce -9.8%
Lumen Technologies, Inc. LUMN	2,413,603	$14,771,248	3.70%	▼ 6,060	Reduce -0.3%
Berkshire Hathaway Inc. BRK.B	27,844	$13,998,290	3.51%	▼ 137	Reduce -0.5%
Brookfield Corporation BN	303,836	$13,891,347	3.48%	▼ 7,615	Reduce -2.5%
EQT Corporation EQT	233,513	$12,710,113	3.18%	▲ 2,806	Add 1.2%
Diamondback Energy, Inc. FANG	83,045	$11,883,737	2.98%	▲ 946	Add 1.2%
Dell Technologies Inc. DELL	78,508	$11,130,079	2.79%	▲ 133	Add 0.2%

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Van Den Berg Management I, INC's Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Van Den Berg Management I, INC each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 50 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Stocks ETFs

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CALL PUT

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Van Den Berg Management I, INC Quarterly 13F Statistics

📊 Discover detailed insights into Van Den Berg Management I, INC’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

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Van Den Berg Management I, INC's All 13F Filings

📑 This section lists all SEC Form 13F filings submitted by Van Den Berg Management I, INC, a registered institutional investment manager. Since 2013, we have tracked a total of 0 filings submitted by this firm.

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Van Den Berg Management I, INC 13F Filings, Portfolio & Analysis

Van Den Berg Management I, INC — Portfolio Overview & Company Profile

Portfolio Summary (Q3 2025)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2025)

Historical Portfolio Charts

Van Den Berg Management I, INC's Portfolio

Van Den Berg Management I, INC Quarterly 13F Statistics

Van Den Berg Management I, INC's All 13F Filings