Arnold Van Den Berg's AZZ Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 6.6K shares of AZZ Inc. (AZZ) worth $721,250, representing 0.18% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 9 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in AZZ, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 1.5K shares. Largest reduction occurred in Q1 2025, reducing 3.2K shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's AZZ (AZZ) Holding Value Over Time
Track share changes against reported price movement
Quarterly AZZ (AZZ) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2023 | +11,900 | New Buy | 11,900 | $45.58 |
| Q4 2023 | +200 | Add 1.68% | 12,100 | $58.09 |
| Q1 2024 | +1,495 | Add 12.36% | 13,595 | $77.31 |
| Q2 2024 | -282 | Reduce 2.07% | 13,313 | $77.25 |
| Q3 2024 | -97 | Reduce 0.73% | 13,216 | $82.61 |
| Q4 2024 | +17 | Add 0.13% | 13,233 | $81.92 |
| Q1 2025 | -3,233 | Reduce 24.43% | 10,000 | $83.61 |
| Q2 2025 | -614 | Reduce 6.14% | 9,386 | $94.48 |
| Q3 2025 | -2,777 | Reduce 29.59% | 6,609 | $109.13 |
Arnold Van Den Berg's AZZ Investment FAQs
Arnold Van Den Berg first purchased AZZ Inc. (AZZ) in Q3 2023, acquiring 11,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg has held AZZ Inc. (AZZ) for 9 quarters since Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to AZZ Inc. (AZZ) was in Q3 2023, adding 11,900 shares worth $542,402. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 6,609 shares of AZZ Inc. (AZZ), valued at approximately $721,250. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, AZZ Inc. (AZZ) represents approximately 0.18% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's peak holding in AZZ Inc. (AZZ) was 13,595 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.