Arnold Van Den Berg's LUMN Position Overview
Arnold Van Den Berg (via Van Den Berg Management I, INC) currently holds 2.4M shares of Lumen Technologies, Inc. (LUMN) worth $14.77 M, representing 3.70% of the portfolio. First purchased in 2021-Q1, this medium-term investment has been held for 19 quarters.
Based on 13F filings, Arnold Van Den Berg has maintained a strategic position in LUMN, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 849.2K shares. Largest reduction occurred in Q4 2022, reducing 280.5K shares.
Analysis based on 13F filings available since 2013 Q2
Arnold Van Den Berg's Lumen Technologies (LUMN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Lumen Technologies (LUMN) Trades by Arnold Van Den Berg
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2021 | +41,909 | New Buy | 41,909 | $13.34 |
| Q2 2021 | +748,913 | Add 1787.00% | 790,822 | $13.59 |
| Q3 2021 | +557 | Add 0.07% | 791,379 | $12.39 |
| Q4 2021 | +2,139 | Add 0.27% | 793,518 | $12.55 |
| Q1 2022 | -97,751 | Reduce 12.32% | 695,767 | $11.27 |
| Q2 2022 | +9,127 | Add 1.31% | 704,894 | $10.91 |
| Q3 2022 | +44,264 | Add 6.28% | 749,158 | $7.28 |
| Q4 2022 | -280,483 | Reduce 37.44% | 468,675 | $5.22 |
| Q1 2023 | +141,699 | Add 30.23% | 610,374 | $2.65 |
| Q2 2023 | +22,671 | Add 3.71% | 633,045 | $2.26 |
| Q3 2023 | -528 | Reduce 0.08% | 632,517 | $1.42 |
| Q4 2023 | +452,498 | Add 71.54% | 1.09 M | $1.83 |
| Q1 2024 | +849,206 | Add 78.27% | 1.93 M | $1.56 |
| Q2 2024 | +586,592 | Add 30.33% | 2.52 M | $1.10 |
| Q3 2024 | -82,187 | Reduce 3.26% | 2.44 M | $7.10 |
| Q4 2024 | -5,712 | Reduce 0.23% | 2.43 M | $5.31 |
| Q1 2025 | +1,682 | Add 0.07% | 2.43 M | $3.92 |
| Q2 2025 | -14,933 | Reduce 0.61% | 2.42 M | $4.38 |
| Q3 2025 | -6,060 | Reduce 0.25% | 2.41 M | $6.12 |
Arnold Van Den Berg's Lumen Technologies Investment FAQs
Arnold Van Den Berg first purchased Lumen Technologies, Inc. (LUMN) in Q1 2021, acquiring 41,909 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 Lumen Technologies, Inc. (LUMN) for 19 quarters since Q1 2021. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Arnold Van Den Berg's largest addition to Lumen Technologies, Inc. (LUMN) was in Q1 2024, adding 1,934,221 shares worth $3.02 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 2,413,603 shares of Lumen Technologies, Inc. (LUMN), valued at approximately $14.77 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Lumen Technologies, Inc. (LUMN) represents approximately 3.70% 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 Lumen Technologies, Inc. (LUMN) was 2,520,813 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.