About Arnold Van Den Berg
Arnold Van Den Berg is a value investor and the founder of Century Management. He is known for his remarkable life story, having survived the Holocaust as a child before immigrating to the United States. He is a devoted follower of Benjamin Graham's investment principles and has built a long and successful career by patiently applying a strict, price-disciplined value strategy.
Arnold Van Den Berg Top Holdings of 2025-06-30
| Ticker | Name | Shares | Value | % of Portfolio | Time Held | % Change |
|---|---|---|---|---|---|---|
| 156,771 | $16.9 M | 4.80% | 1.2 Years | -3.56% | ||
| 153,593 | $13.7 M | 3.89% | 2.3 Years | +1.33% | ||
| 27,981 | $13.59 M | 3.86% | >10 Years | -4.18% | ||
| 230,707 | $13.45 M | 3.82% | 4.5 Years | -1.81% | ||
| 311,451 | $12.84 M | 3.65% | 2.5 Years | -0.60% | ||
| 40,646 | $11.98 M | 3.41% | 4.2 Years | -4.08% | ||
| 66,853 | $11.86 M | 3.37% | 5.2 Years | -0.80% | ||
| 82,099 | $11.28 M | 3.21% | 4.7 Years | +0.34% | ||
| 395,228 | $10.94 M | 3.11% | 4.5 Years | -2.45% | ||
| 753,003 | $10.93 M | 3.11% | >10 Years | -0.37% |
Recent Moves
Significant New Position
+1,442 Shares | +$316,360 Value
Continues to build a major stake in the Consumer Discretionary sector
2025 Q2
Added to Core Holding
+8,793 Shares | +$2.74 M Value
Modest increase in Healthcare
2025 Q2
Reduced Exposure to Position
-8,830 Shares | -$3 M Value
Reduced exposure to Financials
2025 Q2
Complete Exit
-50 Shares | -$838 Value
Cleared PFXF, sector remains in portfolio
2025 Q2
Arnold Van Den Berg's Historical Top Holdings Breakdown
Portfolio Date:
Arnold Van Den Berg Top Stock Picks
| Ticker | Name | Date | Activity | Shares | Shares Change | Value Change |
|---|---|---|---|---|---|---|
| 06/30/2025 | Reduce -60.4% | 5,780 | -8,830 | $3 M | ||
| 06/30/2025 | Add 87.5% | 18,843 | 8,793 | $2.74 M | ||
| 06/30/2025 | Add 285.6% | 22,684 | 16,801 | $2.41 M | ||
| 06/30/2025 | Add 66.0% | 14,210 | 5,647 | $2.29 M | ||
| 06/30/2025 | Add 38.7% | 65,945 | 18,391 | $1.67 M | ||
| 06/30/2025 | Add 23.0% | 17,223 | 3,221 | $1.6 M | ||
| 06/30/2025 | Add 27.0% | 799,519 | 170,158 | $1.16 M | ||
| 06/30/2025 | Add 8.8% | 78,375 | 6,307 | $773,238.2 | ||
| 06/30/2025 | Reduce -55.1% | 2,483 | -3,050 | $633,240.43 | ||
| 06/30/2025 | Reduce -3.6% | 156,771 | -5,792 | $624,376.79 |