Arnold Van Den Berg

Arnold Van Den Berg (Van Den Berg Management I, Inc): Laut dem letzten 13F-Filing (Stand 30.06.2026) umfasst das Depot 120 Positionen mit einem Gesamtwert von $473 Mio. Wertentwicklung: 1 Jahr +53,04 %, 3 Jahre +186,93 %, 5 Jahre +255,71 %.

Arnold Van Den Berg

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
Stand: 30.06.2026 | Vergleich: 31.03.2026 | Portfoliowert: $473.335.000
Aktie % Depot Market Value $ Shares Q2 vs. Q1 2026Last TransactionKurs
DELLDell Technologies Inc
5,68%$26.876.93862.293
SOLD Q2 · 2026-20,4% · 16 Tsd. Stk.
$568,06
PHYSSprott Physical Gold Tr
5,29%$25.040.707829.987
SOLD Q2 · 2026-0,6% · 5 Tsd. Stk.
$33,03
INTCIntel Corp
4,18%$19.767.279141.569
SOLD Q2 · 2026-43,3% · 108 Tsd. Stk.
$108,60
LUMNLumen Technologies Inc
3,87%$18.302.7432.383.170
SOLD Q2 · 2026-1,8% · 45 Tsd. Stk.
$6,40
XOMExxon Mobil Corp
3,65%$17.276.868126.367
SOLD Q2 · 2026-6,3% · 9 Tsd. Stk.
$163,54
SASeabridge Gold Inc
3,52%$16.679.159647.986
NEW Q2 · 2026648 Tsd. Stk.
$30,95
COHRCoherent Corp
3,50%$16.585.88642.046
SOLD Q2 · 2026-34,9% · 22 Tsd. Stk.
$317,36
GOOGAlphabet Inc
3,37%$15.930.23645.086
SOLD Q2 · 2026-2,9% · 1 Tsd. Stk.
$344,41
FANGDiamondback Energy Inc
3,02%$14.291.32481.302
SOLD Q2 · 2026-2,0% · 2 Tsd. Stk.
$192,42
EQTEqt Corp
2,50%$11.825.859222.416
SOLD Q2 · 2026-1,6% · 4 Tsd. Stk.
$50,00
QCOMQualcomm Inc
2,43%$11.496.40262.213
BUY Q2 · 2026+0,2% · 95 Stk.
$177,72
UNHUnitedhealth Group Inc
2,43%$11.504.63827.680
SOLD Q2 · 2026-4,2% · 1 Tsd. Stk.
$376,90
BRK-BBerkshire Hathaway Inc Del
2,38%$11.241.75922.466
SOLD Q2 · 2026-4,3% · 1 Tsd. Stk.
$509,77
IBMInternational Business Machs
2,36%$11.170.50539.723
BUY Q2 · 2026+7,5% · 3 Tsd. Stk.
$229,55
ELVElevance Health Inc Formerly
2,25%$10.640.48927.514
SOLD Q2 · 2026-2,1% · 600 Stk.
$410,95
MSFTMicrosoft Corp
2,19%$10.354.24827.758
BUY Q2 · 2026+1,0% · 262 Stk.
$493,78
BNBrookfield Corp
2,08%$9.852.515231.334
SOLD Q2 · 2026-2,3% · 5 Tsd. Stk.
$37,51
PRPermian Resources Corp
1,97%$9.327.261506.641
SOLD Q2 · 2026-2,0% · 10 Tsd. Stk.
$22,76
SWKStanley Black & Decker Inc
1,92%$9.096.88696.652
BUY Q2 · 2026+4,8% · 4 Tsd. Stk.
$89,58
CIThe Cigna Group
1,82%$8.618.58431.263
BUY Q2 · 2026+0,5% · 151 Stk.
$275,28
DHRDanaher Corp Del
1,73%$8.196.16443.029
BUY Q2 · 2026+18,8% · 7 Tsd. Stk.
$211,81
TKRTimken Co
1,72%$8.162.33456.168
SOLD Q2 · 2026-5,3% · 3 Tsd. Stk.
$117,14
CMCOColumbus Mckinnon Corp N Y
1,71%$8.088.649534.610
BUY Q2 · 2026+11,8% · 56 Tsd. Stk.
$15,76
VNTVontier Corporation
1,70%$8.031.240276.939
BUY Q2 · 2026+24,6% · 55 Tsd. Stk.
$31,36
ACGLArch Cap Group Ltd
1,67%$7.921.94081.619
BUY Q2 · 2026+0,7% · 533 Stk.
$96,89
SLBSlb Limited
1,65%$7.787.565167.511
SOLD Q2 · 2026-3,1% · 5 Tsd. Stk.
$51,12
ILMNIllumina Inc
1,62%$7.667.94643.610
SOLD Q2 · 2026-2,6% · 1 Tsd. Stk.
$239,62
SWSmurfit Westrock Plc
1,53%$7.255.464156.841
SOLD Q2 · 2026-2,5% · 4 Tsd. Stk.
$44,33
TMOThermo Fisher Scientific Inc
1,51%$7.163.93314.289
BUY Q2 · 2026+1,0% · 143 Stk.
$651,45
GNRCGenerac Hldgs Inc
1,38%$6.534.93422.318
SOLD Q2 · 2026-2,1% · 476 Stk.
$207,44
INTUIntuit
1,38%$6.530.22025.020
BUY Q2 · 2026+264,2% · 18 Tsd. Stk.
$303,19
DISDisney Walt Co
1,37%$6.461.35967.131
BUY Q2 · 2026+1,2% · 775 Stk.
$102,67
STSensata Technologies Hldg Pl
1,27%$6.007.602125.840
SOLD Q2 · 2026-1,9% · 2 Tsd. Stk.
$41,95
CRKComstock Res Inc
1,26%$5.954.095399.068
BUY Q2 · 2026+0,8% · 3 Tsd. Stk.
$12,84
WDAYWorkday Inc
1,26%$5.978.62648.837
BUY Q2 · 2026+28,9% · 11 Tsd. Stk.
$193,87
MKTXMarketaxess Hldgs Inc
1,25%$5.907.60852.054
BUY Q2 · 2026+65,7% · 21 Tsd. Stk.
$163,42
FTVFortive Corp
1,04%$4.912.12580.408
BUY Q2 · 2026+27,2% · 17 Tsd. Stk.
$55,00
CMECme Group Inc
1,03%$4.877.91422.089
BUY Q2 · 2026+19,4% · 4 Tsd. Stk.
$276,01
VTOLBristow Group Inc
0,95%$4.479.005108.398
BUY Q2 · 2026+16,6% · 15 Tsd. Stk.
$41,73
TREXTrex Co Inc
0,91%$4.308.79486.107
BUY Q2 · 2026+1,5% · 1 Tsd. Stk.
$42,69
APHAmphenol Corp
0,81%$3.816.44621.645
NEW Q2 · 202622 Tsd. Stk.
$77,55
FDXFedex Corp
0,78%$3.706.20711.836
SOLD Q2 · 2026-2,3% · 274 Stk.
$303,65
VRSNVerisign Inc
0,75%$3.552.02714.120
SOLD Q2 · 2026-1,6% · 228 Stk.
$303,12
METAMeta Platforms Inc
0,70%$3.333.7985.918
SOLD Q2 · 2026-2,3% · 138 Stk.
$665,75
BACBank Of Amer Corp
0,61%$2.883.75850.610
SOLD Q2 · 2026-2,2% · 1 Tsd. Stk.
$57,73
BAMBrookfield Asset Managmt Ltd
0,59%$2.799.71662.424
BUY Q2 · 2026+48,3% · 20 Tsd. Stk.
$46,06
UPSUnited Parcel Service Inc
0,58%$2.747.05525.554
BUY Q2 · 2026+1,4% · 361 Stk.
$99,06
DVNDevon Energy Corp New
0,55%$2.598.65662.891
BUY Q2 · 2026+117,1% · 34 Tsd. Stk.
$48,61
MCOMoodys Corp
0,55%$2.584.9655.707
SOLD Q2 · 2026-2,4% · 143 Stk.
$468,59
COPConocophillips
0,54%$2.574.15324.761
SOLD Q2 · 2026-40,7% · 17 Tsd. Stk.
$131,83
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