Arnold Van Den Berg's DELL Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 78.5K shares of Dell Technologies Inc. (DELL) worth $11.13 M, representing 2.79% of the portfolio. First purchased in 2024-Q4, this short-term holding has been held for 4 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained this position in DELL for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2025, adding 37.3K shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Dell Technologies (DELL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Dell Technologies (DELL) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2024 | +34,805 | New Buy | 34,805 | $115.24 |
| Q1 2025 | +37,263 | Add 107.06% | 72,068 | $91.15 |
| Q2 2025 | +6,307 | Add 8.75% | 78,375 | $122.60 |
| Q3 2025 | +133 | Add 0.17% | 78,508 | $141.77 |
Arnold Van Den Berg's Dell Technologies Investment FAQs
Arnold Van Den Berg first purchased Dell Technologies Inc. (DELL) in Q4 2024, acquiring 34,805 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 Dell Technologies Inc. (DELL) for 4 quarters since Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to Dell Technologies Inc. (DELL) was in Q1 2025, adding 72,068 shares worth $6.57 M. 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 78,508 shares of Dell Technologies Inc. (DELL), valued at approximately $11.13 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Dell Technologies Inc. (DELL) represents approximately 2.79% 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 Dell Technologies Inc. (DELL) was 78,508 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.