Long-term investor
Van Den Berg Management I, Inc. @vandenbergmanagementiinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001142062).
Record
- Tracked since 2025-06-30 (477 days), 91 trades recorded
- Returns: week n/a · month n/a · 90 days -2.8% · 6 months +23.1% · 1 year +43.1% · all +43.1%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- DELL · 5.7% · long · since 2025-06-30
- 85207H104 · 5.3% · long · since 2025-06-30
- INTC · 4.2% · long · since 2025-06-30
- LUMN · 3.9% · long · since 2025-06-30
- 30231G102 · 3.7% · long · since 2025-06-30
- 811927102 · 3.5% · long · since 2026-06-30
- COHR · 3.5% · long · since 2025-06-30
- 02079K107 · 3.4% · long · since 2025-06-30
- FANG · 3.0% · long · since 2025-06-30
- EQT · 2.5% · long · since 2025-06-30
- UNH · 2.4% · long · since 2025-06-30
- QCOM · 2.4% · long · since 2025-06-30