Frühlingsrabtatt -> 10% Rabatt! Code: "SPRING"
Arnold Van Den Berg
Van Den Berg Management I, Inc
Echtzeit-Einblicke & Depot-Analyse
Gesamtwert (USD) $473 Mio.
Größte Position Dell Technologies Inc
Letztes Update Q2 2026
Gesamtrendite · 1 Jahr +53,04 %
Gesamtrendite · 3 Jahre +186,93 %
Gesamtrendite · 5 Jahre +255,71 %
120 Positionen
| Aktie | % Depot | Market Value $ | Shares | Q2 vs. Q1 2026 | Last Transaction | Kurs | |
|---|---|---|---|---|---|---|---|
 DELLDell Technologies Inc | 5,68% | $26.876.938 | 62.293 | SOLD Q2 · 2026-20,4% · 16 Tsd. Stk. | ← | $568,06 | |
N/A PHYSSprott Physical Gold Tr | 5,29% | $25.040.707 | 829.987 | SOLD Q2 · 2026-0,6% · 5 Tsd. Stk. | ← | $33,03 | |
 INTCIntel Corp | 4,18% | $19.767.279 | 141.569 | SOLD Q2 · 2026-43,3% · 108 Tsd. Stk. | ← | $108,60 | |
 LUMNLumen Technologies Inc | 3,87% | $18.302.743 | 2.383.170 | SOLD Q2 · 2026-1,8% · 45 Tsd. Stk. | ← | $6,40 | |
 XOMExxon Mobil Corp | 3,65% | $17.276.868 | 126.367 | SOLD Q2 · 2026-6,3% · 9 Tsd. Stk. | ← | $163,54 | |
 SASeabridge Gold Inc | 3,52% | $16.679.159 | 647.986 | NEW Q2 · 2026648 Tsd. Stk. | – | $30,95 | |
 COHRCoherent Corp | 3,50% | $16.585.886 | 42.046 | SOLD Q2 · 2026-34,9% · 22 Tsd. Stk. | ← | $317,36 | |
 GOOGAlphabet Inc | 3,37% | $15.930.236 | 45.086 | SOLD Q2 · 2026-2,9% · 1 Tsd. Stk. | ← | $344,41 | |
 FANGDiamondback Energy Inc | 3,02% | $14.291.324 | 81.302 | SOLD Q2 · 2026-2,0% · 2 Tsd. Stk. | ← | $192,42 | |
 EQTEqt Corp | 2,50% | $11.825.859 | 222.416 | SOLD Q2 · 2026-1,6% · 4 Tsd. Stk. | ← | $50,00 | |
 QCOMQualcomm Inc | 2,43% | $11.496.402 | 62.213 | BUY Q2 · 2026+0,2% · 95 Stk. | ← | $177,72 | |
 UNHUnitedhealth Group Inc | 2,43% | $11.504.638 | 27.680 | SOLD Q2 · 2026-4,2% · 1 Tsd. Stk. | ← | $376,90 | |
 BRK-BBerkshire Hathaway Inc Del | 2,38% | $11.241.759 | 22.466 | SOLD Q2 · 2026-4,3% · 1 Tsd. Stk. | ← | $509,77 | |
 IBMInternational Business Machs | 2,36% | $11.170.505 | 39.723 | BUY Q2 · 2026+7,5% · 3 Tsd. Stk. | ← | $229,55 | |
 ELVElevance Health Inc Formerly | 2,25% | $10.640.489 | 27.514 | SOLD Q2 · 2026-2,1% · 600 Stk. | ← | $410,95 | |
 MSFTMicrosoft Corp | 2,19% | $10.354.248 | 27.758 | BUY Q2 · 2026+1,0% · 262 Stk. | ← | $493,78 | |
N/A BNBrookfield Corp | 2,08% | $9.852.515 | 231.334 | SOLD Q2 · 2026-2,3% · 5 Tsd. Stk. | ← | $37,51 | |
 PRPermian Resources Corp | 1,97% | $9.327.261 | 506.641 | SOLD Q2 · 2026-2,0% · 10 Tsd. Stk. | ← | $22,76 | |
 SWKStanley Black & Decker Inc | 1,92% | $9.096.886 | 96.652 | BUY Q2 · 2026+4,8% · 4 Tsd. Stk. | ← | $89,58 | |
 CIThe Cigna Group | 1,82% | $8.618.584 | 31.263 | BUY Q2 · 2026+0,5% · 151 Stk. | ← | $275,28 | |
 DHRDanaher Corp Del | 1,73% | $8.196.164 | 43.029 | BUY Q2 · 2026+18,8% · 7 Tsd. Stk. | ← | $211,81 | |
N/A TKRTimken Co | 1,72% | $8.162.334 | 56.168 | SOLD Q2 · 2026-5,3% · 3 Tsd. Stk. | ← | $117,14 | |
 CMCOColumbus Mckinnon Corp N Y | 1,71% | $8.088.649 | 534.610 | BUY Q2 · 2026+11,8% · 56 Tsd. Stk. | ← | $15,76 | |
N/A VNTVontier Corporation | 1,70% | $8.031.240 | 276.939 | BUY Q2 · 2026+24,6% · 55 Tsd. Stk. | ← | $31,36 | |
 ACGLArch Cap Group Ltd | 1,67% | $7.921.940 | 81.619 | BUY Q2 · 2026+0,7% · 533 Stk. | ← | $96,89 | |
 SLBSlb Limited | 1,65% | $7.787.565 | 167.511 | SOLD Q2 · 2026-3,1% · 5 Tsd. Stk. | ← | $51,12 | |
 ILMNIllumina Inc | 1,62% | $7.667.946 | 43.610 | SOLD Q2 · 2026-2,6% · 1 Tsd. Stk. | ← | $239,62 | |
N/A SWSmurfit Westrock Plc | 1,53% | $7.255.464 | 156.841 | SOLD Q2 · 2026-2,5% · 4 Tsd. Stk. | ← | $44,33 | |
 TMOThermo Fisher Scientific Inc | 1,51% | $7.163.933 | 14.289 | BUY Q2 · 2026+1,0% · 143 Stk. | ← | $651,45 | |
 GNRCGenerac Hldgs Inc | 1,38% | $6.534.934 | 22.318 | SOLD Q2 · 2026-2,1% · 476 Stk. | ← | $207,44 | |
 INTUIntuit | 1,38% | $6.530.220 | 25.020 | BUY Q2 · 2026+264,2% · 18 Tsd. Stk. | ← | $303,19 | |
 DISDisney Walt Co | 1,37% | $6.461.359 | 67.131 | BUY Q2 · 2026+1,2% · 775 Stk. | ← | $102,67 | |
 STSensata Technologies Hldg Pl | 1,27% | $6.007.602 | 125.840 | SOLD Q2 · 2026-1,9% · 2 Tsd. Stk. | ← | $41,95 | |
N/A CRKComstock Res Inc | 1,26% | $5.954.095 | 399.068 | BUY Q2 · 2026+0,8% · 3 Tsd. Stk. | ← | $12,84 | |
 WDAYWorkday Inc | 1,26% | $5.978.626 | 48.837 | BUY Q2 · 2026+28,9% · 11 Tsd. Stk. | ← | $193,87 | |
 MKTXMarketaxess Hldgs Inc | 1,25% | $5.907.608 | 52.054 | BUY Q2 · 2026+65,7% · 21 Tsd. Stk. | ← | $163,42 | |
 FTVFortive Corp | 1,04% | $4.912.125 | 80.408 | BUY Q2 · 2026+27,2% · 17 Tsd. Stk. | ← | $55,00 | |
 CMECme Group Inc | 1,03% | $4.877.914 | 22.089 | BUY Q2 · 2026+19,4% · 4 Tsd. Stk. | ← | $276,01 | |
N/A VTOLBristow Group Inc | 0,95% | $4.479.005 | 108.398 | BUY Q2 · 2026+16,6% · 15 Tsd. Stk. | ← | $41,73 | |
N/A TREXTrex Co Inc | 0,91% | $4.308.794 | 86.107 | BUY Q2 · 2026+1,5% · 1 Tsd. Stk. | ← | $42,69 | |
 APHAmphenol Corp | 0,81% | $3.816.446 | 21.645 | NEW Q2 · 202622 Tsd. Stk. | – | $77,55 | |
 FDXFedex Corp | 0,78% | $3.706.207 | 11.836 | SOLD Q2 · 2026-2,3% · 274 Stk. | ← | $303,65 | |
 VRSNVerisign Inc | 0,75% | $3.552.027 | 14.120 | SOLD Q2 · 2026-1,6% · 228 Stk. | ← | $303,12 | |
 METAMeta Platforms Inc | 0,70% | $3.333.798 | 5.918 | SOLD Q2 · 2026-2,3% · 138 Stk. | ← | $665,75 | |
 BACBank Of Amer Corp | 0,61% | $2.883.758 | 50.610 | SOLD Q2 · 2026-2,2% · 1 Tsd. Stk. | ← | $57,73 | |
 BAMBrookfield Asset Managmt Ltd | 0,59% | $2.799.716 | 62.424 | BUY Q2 · 2026+48,3% · 20 Tsd. Stk. | ← | $46,06 | |
 UPSUnited Parcel Service Inc | 0,58% | $2.747.055 | 25.554 | BUY Q2 · 2026+1,4% · 361 Stk. | ← | $99,06 | |
 DVNDevon Energy Corp New | 0,55% | $2.598.656 | 62.891 | BUY Q2 · 2026+117,1% · 34 Tsd. Stk. | ← | $48,61 | |
 MCOMoodys Corp | 0,55% | $2.584.965 | 5.707 | SOLD Q2 · 2026-2,4% · 143 Stk. | ← | $468,59 | |
 COPConocophillips | 0,54% | $2.574.153 | 24.761 | SOLD Q2 · 2026-40,7% · 17 Tsd. Stk. | ← | $131,83 |
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