Arnold Van Den Berg's AZZ Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 5,414 shares of AZZ Inc. (AZZ) worth $580,283, representing 0.13% of the portfolio. First purchased in 2023-Q3, this medium-term investment has been held for 10 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 1,495 shares. Largest reduction occurred in Q1 2025, reducing 3,233 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1,195 | Reduce 18.08% | 5,414 | $107.18 |
| Q3 2025 | -2,777 | Reduce 29.59% | 6,609 | $109.13 |
| Q2 2025 | -614 | Reduce 6.14% | 9,386 | $94.48 |
| Q1 2025 | -3,233 | Reduce 24.43% | 10,000 | $83.61 |
| Q4 2024 | +17 | Add 0.13% | 13,233 | $81.92 |
| Q3 2024 | -97 | Reduce 0.73% | 13,216 | $82.61 |
| Q2 2024 | -282 | Reduce 2.07% | 13,313 | $77.25 |
| Q1 2024 | +1,495 | Add 12.36% | 13,595 | $77.31 |
| Q4 2023 | +200 | Add 1.68% | 12,100 | $58.09 |
| Q3 2023 | +11,900 | New Buy | 11,900 | $45.58 |
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 10 quarters since Q3 2023.
Arnold Van Den Berg's largest addition to AZZ Inc. (AZZ) was in Q3 2023, adding 11,900 shares worth $542,402.
According to the latest 13F filing for Q4 2025, Arnold Van Den Berg's firm, Van Den Berg Management I, INC, owns 5,414 shares of AZZ Inc. (AZZ), valued at approximately $580,283.
As of the Q4 2025 filing, AZZ Inc. (AZZ) represents approximately 0.13% of Arnold Van Den Berg's publicly disclosed stock portfolio, making it one of their key holdings.
Arnold Van Den Berg's peak holding in AZZ Inc. (AZZ) was 13,595 shares, as reported at the end of Q1 2024.