Arnold Van Den Berg - Century Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    133
Portfolio value:    $436,153,108
Holdings Activity Buys Sells    History
History Stock % of
Portfolio
Recent
Activity
Shares Avg. Buy
Price*
Value Current
Price
+/-
Since
Buy
52
Week
Low
52
Week
High
PHYS - Sprott Physical Gold Trust 6.78 Reduce 2.33% 834,961 $15.48 $29,591,017 $30.16 94.85% $25.00 $42.07
XOM - ExxonMobil Holdings Corp. 5.25 Reduce 4.33% 134,915 $115.13 $22,889,644 $144.51 25.52% $102.27 $175.22
SA - Seabridge Gold Inc. 4.28 Reduce 6.97% 658,050 $9.27 $18,649,136 $24.95 169.07% $15.11 $40.06
LUMN - Lumen Technologies, Inc. 3.87 Add 1.40% 2,427,862 $3.77 $16,873,638 $6.45 71.08% $3.37 $11.95
FANG - Diamondback Energy, Inc. 3.76 Reduce 2.01% 82,958 $35.28 $16,408,328 $191.60 443.10% $131.27 $213.34
COHR - Coherent Corp. 3.52 Reduce 46.14% 64,539 $42.19 $15,373,835 $307.39 628.53% $84.35 $440.00
EQT - EQT Corp. 3.30 Reduce 1.66% 226,057 $31.15 $14,386,267 $49.72 59.61% $47.94 $68.05
GOOG - Alphabet Inc. 3.05 Reduce 19.64% 46,423 $59.27 $13,316,902 $350.67 491.68% $180.20 $404.23
DELL - Dell Technologies Inc. 2.95 Add 0.46% 78,282 $104.72 $12,848,425 $427.11 307.87% $109.88 $469.47
BRK.B - Berkshire Hathaway CL B 2.58 Reduce 13.40% 23,478 $110.16 $11,250,655 $496.85 351.03% $455.19 $516.85
INTC - Intel Corp. 2.53 Reduce 3.23% 249,846 $20.69 $11,025,704 $103.12 398.47% $18.97 $142.35
PR - Permian Resources Corp. 2.53 Reduce 0.50% 516,902 $13.54 $11,020,351 $19.62 44.94% $11.60 $22.48
MSFT - Microsoft Corp. 2.33 Add 58.76% 27,496 $313.74 $10,178,154 $390.99 24.62% $349.20 $551.05
BN - Brookfield Corp. 2.20 Reduce 20.40% 236,693 $21.15 $9,578,965 $43.36 105.00% $37.87 $49.40
IBM - International Business Machines Corp. 2.05 Add 0.18% 36,942 $133.43 $8,954,371 $290.23 117.51% $212.34 $332.46
SLB - SLB N.V. 2.04 Reduce 3.50% 172,854 $62.82 $8,882,943 $47.36 -24.62% $31.05 $58.51
CRK - Comstock Resources, Inc. 1.91 Reduce 1.16% 396,089 $9.42 $8,349,556 $13.24 40.52% $12.44 $28.10
CI - The Cigna Group 1.90 Add 1.46% 31,112 $290.34 $8,299,126 $304.50 4.88% $235.50 $310.19
ELV - Elevance Health, Inc. 1.89 Add 4.13% 28,114 $381.79 $8,230,373 $425.17 11.36% $268.08 $427.64
QCOM - QUALCOMM Inc. 1.83 Add 7.65% 62,118 $144.20 $7,999,599 $183.98 27.59% $121.54 $258.96
VNT - Vontier Corp. 1.81 Reduce 4.65% 222,194 $31.11 $7,881,233 $29.34 -5.68% $27.23 $48.13
UNH - UnitedHealth Group Inc. 1.79 Add 10.58% 28,888 $382.14 $7,816,804 $429.09 12.29% $228.48 $434.30
ACGL - Arch Capital Group Ltd. 1.78 Add 0.80% 81,086 $93.83 $7,783,445 $103.06 9.84% $82.45 $105.09
TMO - Thermo Fisher Scientific Inc. 1.59 Add 1.79% 14,146 $478.53 $6,953,183 $528.51 10.45% $401.89 $642.71
CMCO - Columbus McKinnon Corp. 1.59 Add 26.20% 478,328 $26.08 $6,950,106 $12.99 -50.20% $11.99 $24.21
DHR - Danaher Corp. 1.57 Add 1.19% 36,228 $143.21 $6,868,829 $200.16 39.77% $160.60 $241.78
SWK - Stanley Black & Decker, Inc. 1.50 Add 2.90% 92,203 $83.85 $6,551,945 $86.53 3.19% $59.87 $95.16
SW - Smurfit Westrock Plc 1.47 Add 3.09% 160,915 $49.13 $6,412,462 $43.15 -12.18% $32.08 $51.63
DIS - The Walt Disney Co. 1.47 Reduce 0.23% 66,356 $93.69 $6,395,391 $96.00 2.47% $91.49 $121.64
TKR - The Timken Co. 1.37 Reduce 0.66% 59,290 $77.88 $5,962,795 $138.34 77.63% $69.81 $146.37
ILMN - Illumina, Inc. 1.27 Reduce 3.82% 44,778 $107.03 $5,519,336 $190.05 77.57% $88.00 $196.66
COP - ConocoPhillips 1.26 Reduce 1.12% 41,762 $42.77 $5,512,584 $112.85 163.84% $83.51 $134.87
CME - CME Group Inc. 1.25 Reduce 1.66% 18,498 $210.13 $5,463,384 $245.10 16.64% $218.31 $319.82
MKTX - MarketAxess Holdings Inc. 1.19 Add 3.37% 31,423 $177.60 $5,184,167 $115.37 -35.04% $108.75 $215.19
WDAY - Workday, Inc. 1.13 Add 119.90% 37,898 $157.44 $4,923,708 $144.87 -7.99% $110.36 $249.85
ST - Sensata Technologies Holdings plc 1.04 Add 0.26% 128,294 $34.03 $4,518,515 $44.40 30.47% $27.99 $53.89
GNRC - Generac Holdings Inc. 1.02 Reduce 1.11% 22,794 $139.27 $4,452,352 $226.95 62.96% $134.80 $296.44
VTOL - Bristow Group Inc. 1.00 Add 49.09% 92,927 $38.98 $4,357,347 $43.68 12.07% $32.57 $50.23
FDX - FedEx Corp. 0.99 Reduce 1.35% 12,110 $190.02 $4,313,340 $313.74 65.11% $170.81 $344.08
VRSN - VeriSign, Inc. 0.82 Reduce 0.87% 14,348 $200.50 $3,563,469 $270.31 34.82% $207.53 $312.48
FTV - Fortive Corp. 0.80 Add 22.94% 63,238 $55.22 $3,495,797 $62.31 12.83% $46.14 $64.33
META - Meta Platforms, Inc. 0.79 Reduce 0.66% 6,056 $166.77 $3,465,071 $656.73 293.78% $519.78 $793.65
TREX - Trex Co., Inc. 0.71 Buy 84,871 $36.42 $3,091,002 $45.90 26.03% $29.77 $68.78
CRGY - Crescent Energy Co. 0.70 Add 4.15% 227,213 $10.00 $3,067,375 $9.99 -0.12% $7.53 $14.16
INTU - Intuit Inc. 0.68 Buy 6,869 $432.38 $2,970,018 $289.76 -32.98% $251.72 $804.66
MCO - Moody's Corp. 0.59 Reduce 1.30% 5,850 $297.68 $2,552,208 $495.72 66.53% $400.46 $544.40
BAC - Bank of America Corp. 0.58 Reduce 12.28% 51,725 $34.55 $2,521,594 $59.50 72.24% $43.80 $60.83
UPS - United Parcel Service, Inc. 0.57 Reduce 0.05% 25,193 $84.44 $2,478,487 $112.89 33.69% $78.17 $118.73
BAM - Brookfield Asset Management Ltd. 0.43 Add 49.59% 42,080 $34.96 $1,870,456 $46.63 33.39% $41.77 $61.81
CTRA-OLD - Coterra Energy Inc 0.40 Reduce 1.89% 49,090 $17.79 $1,725,023 $32.56 83.07% $21.98 $36.88
DVN - Devon Energy Corp. 0.33 Reduce 0.98% 28,973 $32.40 $1,457,921 $43.73 34.96% $30.65 $52.34
GDXJ - VanEck Junior Gold Miners ETF 0.28 10,353 $41.99 $1,242,774 $95.40 127.22% $62.46 $157.49
NOG - Northern Oil and Gas, Inc. 0.28 Add 10.54% 42,343 $26.51 $1,237,686 $20.36 -23.19% $17.18 $29.99
OVV - Ovintiv Inc. 0.26 Reduce 2.24% 19,300 $37.16 $1,145,648 $56.51 52.08% $34.83 $63.13
LBRT - Liberty Energy Inc. 0.25 38,141 $18.46 $1,098,461 $25.23 36.67% $9.79 $34.38
CVX - Chevron Corp. 0.24 Add 13.77% 5,115 $148.11 $1,058,293 $182.20 23.02% $140.64 $212.76
AEM - Agnico Eagle Mines Ltd. 0.22 Reduce 0.73% 4,762 $32.45 $966,591 $143.51 342.24% $115.75 $254.61
PSLV - Sprott Physical Silver Trust 0.21 Add 0.53% 38,019 $9.45 $927,283 $18.54 96.13% $12.32 $38.13
RSP - Invesco S&P 500 Equal Weight ETF 0.21 Reduce 1.93% 4,732 $157.49 $908,081 $214.23 36.03% $177.00 $216.37
ERO - Ero Copper Corp. 0.21 33,593 $8.56 $895,925 $24.65 188.11% $12.79 $39.80
VIG - Vanguard Dividend Appreciation Index Fund ETF Shares 0.20 Add 4.56% 4,062 $164.88 $873,574 $238.48 44.64% $199.91 $240.08
VTI - Vanguard Total Stock Market Index Fund ETF Shares 0.19 Add 2.21% 2,639 $199.64 $846,693 $369.78 85.22% $300.49 $373.63
SEI - Solaris Energy Infrastructure, Inc. 0.19 Reduce 3.86% 14,868 $6.91 $840,191 $67.15 872.37% $24.32 $86.19
XLE - State Street Energy Select Sector SPDR ETF 0.19 Reduce 2.67% 13,480 $22.74 $825,802 $56.74 149.49% $40.78 $63.01
MA - Mastercard Inc. 0.18 Reduce 0.25% 1,588 $359.00 $793,460 $537.70 49.78% $463.74 $598.04
BTE - Baytex Energy Corp. 0.17 Reduce 8.05% 166,027 $3.24 $742,141 $4.21 30.07% $1.80 $5.34
FNDF - Schwab Fundamental International Equity ETF 0.16 Reduce 2.26% 14,694 $34.50 $718,977 $52.59 52.45% $38.29 $54.86
VEA - Vanguard FTSE Developed Markets Index Fund ETF Shares 0.16 Reduce 2.29% 10,646 $50.32 $682,194 $69.76 38.62% $54.12 $72.85
VOO - Vanguard S&P 500 ETF 0.15 Add 18.26% 1,127 $464.62 $673,464 $688.50 48.19% $561.54 $697.12
MOAT - VanEck Morningstar Wide Moat ETF 0.15 Reduce 4.01% 6,629 $71.66 $641,032 $106.39 48.45% $92.70 $108.10
SU - Suncor Energy Inc. 0.14 Reduce 0.57% 9,116 $23.25 $602,659 $61.27 163.52% $37.23 $69.83
VYM - Vanguard High Dividend Yield Index Fund ETF Shares 0.12 Add 27.65% 3,647 $103.76 $540,121 $160.86 55.03% $128.80 $161.32
XOP - State Street SPDR S&P Oil & Gas Exploration & Production ETF 0.12 Reduce 16.44% 2,918 $59.18 $530,569 $165.19 179.14% $118.70 $189.43
TXN - Texas Instruments Inc. 0.10 Reduce 57.89% 2,158 $173.49 $418,954 $298.57 72.10% $150.97 $334.03
AMZN - Amazon.com, Inc. 0.09 Add 18.65% 1,807 $218.09 $376,344 $247.31 13.40% $196.00 $278.56
VYMI - Vanguard International High Dividend Yield Index Fund ETF Shares 0.09 Reduce 2.80% 3,960 $60.91 $373,190 $100.06 64.27% $76.51 $100.68
EG - Everest Group, Ltd. 0.08 Reduce 12.74% 1,082 $388.63 $353,652 $377.89 -2.76% $298.78 $379.22
SPSM - State Street SPDR Portfolio S&P 600 Small Cap ETF 0.08 Reduce 0.69% 7,242 $43.86 $349,933 $56.37 28.52% $41.10 $58.07
AR - Antero Resources Corp. 0.08 7,970 $23.32 $338,247 $34.28 47.00% $29.10 $45.75
T - AT&T Inc. 0.08 Reduce 0.36% 11,454 $20.48 $332,051 $21.55 5.23% $19.63 $28.75
HL - Hecla Mining Co. 0.07 17,000 $4.49 $316,710 $15.25 239.51% $5.61 $34.16
URA - Global X Uranium ETF 0.07 Add 0.02% 6,114 $38.81 $296,101 $40.72 4.91% $34.02 $62.28
AZZ - AZZ Inc. 0.07 Reduce 56.58% 2,351 $49.30 $294,181 $146.49 197.17% $92.36 $161.93
RRC - Range Resources Corp. 0.07 Reduce 0.73% 6,387 $25.06 $288,565 $36.24 44.61% $32.28 $48.18
CEF - Sprott Physical Gold and Silver Trust 0.07 Reduce 2.29% 5,986 $36.69 $285,652 $39.74 8.31% $30.02 $61.38
TALO - Talos Energy Inc. 0.06 Reduce 32.23% 17,895 $15.02 $282,025 $14.23 -5.27% $7.67 $17.05
NVDA - NVIDIA Corp. 0.06 Buy 1,560 $174.40 $272,064 $203.53 16.70% $161.80 $236.26
DIA - State Street SPDR Dow Jones Industrial Average ETF Trust 0.06 Reduce 50.95% 569 $474.13 $263,555 $524.47 10.62% $427.09 $532.54
AAPL - Apple Inc. 0.05 Buy 904 $253.69 $229,334 $317.31 25.08% $200.70 $323.45
CW - Curtiss-Wright Corp. 0.05 Buy 327 $681.12 $222,726 $740.06 8.65% $462.27 $808.16
GE - GE Aerospace 0.05 Buy 784 $283.77 $222,476 $353.42 24.54% $253.37 $382.49
SM - SM Energy Co. 0.05 Buy 7,003 $31.18 $218,354 $29.89 -4.14% $17.13 $35.63
RIG - Transocean Ltd. 0.04 27,743 $6.62 $183,936 $5.37 -18.92% $2.53 $7.66
GDX - VanEck Gold Miners ETF 0.03 1,590 $31.74 $145,914 $73.37 131.18% $50.09 $117.18
VHT - Vanguard Health Care Index Fund ETF Shares 0.03 Buy 489 $272.34 $133,172 $303.59 11.48% $233.19 $311.67
FNDE - Schwab Fundamental Emerging Markets Equity ETF 0.02 Reduce 37.79% 2,649 $31.26 $101,351 $40.13 28.37% $31.79 $42.23
REI - Ring Energy, Inc. 0.02 Reduce 8.11% 53,191 $1.31 $81,382 $1.17 -10.87% $0.72 $2.00
IVV - iShares Core S&P 500 ETF 0.02 Reduce 88.49% 116 $684.90 $75,949 $752.58 9.88% $613.71 $761.95
GOOGL - Alphabet Inc. 0.01 Add 319.61% 214 $270.22 $61,431 $352.51 30.45% $175.98 $408.37
IWF - iShares Russell 1000 Growth ETF 0.01 Reduce 79.30% 564 $118.32 $60,122 $121.59 2.76% $102.14 $129.03
SCHD - Schwab U.S. Dividend Equity ETF 0.01 1,899 $25.51 $58,261 $32.56 27.66% $25.28 $32.72
IWB - iShares Russell 1000 ETF 0.01 Reduce 90.07% 161 $373.44 $57,406 $410.01 9.79% $336.14 $414.25
IWS - iShares Russell Mid-Cap Value ETF 0.01 Reduce 59.69% 368 $141.05 $53,632 $165.70 17.48% $129.53 $167.07
IWD - iShares Russell 1000 Value ETF 0.01 Reduce 80.33% 247 $210.34 $52,776 $247.62 17.72% $188.56 $249.26
VGT - Vanguard Information Technology Index Fund ETF Shares 0.01 Buy 600 $87.22 $52,329 $115.58 32.52% $82.64 $125.85
ILF - iShares Latin America 40 ETF 0.01 1,300 $30.45 $46,176 $34.11 12.02% $23.79 $38.02
VPU - Vanguard Utilities Index Fund ETF Shares 0.01 Buy 162 $198.14 $32,099 $197.48 -0.33% $171.23 $204.49
NLR - VanEck Uranium and Nuclear ETF 0.01 216 $73.27 $28,769 $109.48 49.42% $104.52 $165.21
VV - Vanguard Large Cap Index Fund 0.01 86 $174.20 $25,701 $344.99 98.04% $282.23 $349.40
VIGI - Vanguard International Dividend Appreciation Index Fund ETF Shares 0.01 Buy 268 $88.46 $23,707 $94.58 6.92% $83.67 $95.90
COPX - Global X Copper Miners ETF 0.00 Buy 274 $76.22 $20,883 $74.35 -2.45% $40.84 $99.65
EU - enCore Energy Corp. 0.00 10,000 $4.04 $18,000 $1.22 -69.80% $1.22 $4.18
SIL - Global X Silver Miners ETF 0.00 175 $64.92 $15,764 $74.26 14.39% $46.52 $119.08
IVW - iShares S&P 500 Growth ETF 0.00 Reduce 10.00% 135 $123.26 $15,270 $136.46 10.71% $108.03 $141.85
NAK - Northern Dynasty Minerals Ltd. 0.00 Buy 10,000 $1.40 $14,000 $1.64 17.14% $0.73 $2.98
VTV - Vanguard Value Index Fund ETF Shares 0.00 Reduce 52.21% 54 $160.07 $10,595 $219.36 37.04% $170.78 $221.07
VUG - Vanguard Growth Index Fund ETF Shares 0.00 Reduce 37.14% 132 $50.36 $9,609 $86.15 71.06% $69.56 $90.50
DJD - Invesco Dow Jones Industrial Average Dividend ETF 0.00 150 $43.66 $8,961 $64.52 47.78% $51.28 $65.27
VBR - Vanguard Small-Cap Value Index Fund ETF Shares 0.00 Reduce 77.18% 34 $158.87 $7,386 $241.78 52.18% $189.25 $245.12
IJH - iShares Core S&P Mid-Cap ETF 0.00 Reduce 96.46% 107 $66.00 $7,226 $75.24 14.00% $60.50 $77.28
XLF - State Street Financial Select Sector SPDR ETF 0.00 133 $36.85 $6,588 $56.07 52.15% $47.50 $56.59
IJK - iShares S&P Mid-Cap 400 Growth ETF 0.00 Reduce 35.94% 41 $96.88 $4,125 $112.90 16.54% $89.82 $117.60
XES - State Street SPDR S&P Oil & Gas Equipment & Services ETF 0.00 Reduce 45.16% 34 $75.73 $3,955 $113.15 49.41% $62.30 $134.98
IVE - iShares S&P 500 Value ETF 0.00 Reduce 5.26% 18 $215.37 $3,801 $230.88 7.20% $190.73 $232.28
SCHH - Schwab U.S. REIT ETF 0.00 Buy 172 $21.52 $3,702 $24.04 11.69% $20.03 $24.32
IJR - iShares Core S&P Small-Cap ETF 0.00 Reduce 86.60% 26 $119.93 $3,182 $144.99 20.89% $105.71 $149.35
IJS - iShares S&P Small-Cap 600 Value ETF 0.00 Reduce 98.29% 26 $113.69 $3,080 $135.17 18.89% $96.44 $138.00
IWN - iShares Russell 2000 Value ETF 0.00 15 $181.20 $2,844 $219.78 21.29% $152.96 $223.90
IJT - iShares S&P Small-Cap 600 Growth ETF 0.00 17 $141.18 $2,460 $172.55 22.22% $128.82 $179.65
VNQ - Vanguard Real Estate Index Fund ETF Shares 0.00 Reduce 80.00% 25 $82.65 $2,217 $97.83 18.37% $84.80 $99.05
MORT - VanEck Mortgage REIT Income ETF 0.00 Reduce 41.67% 140 $11.67 $1,436 $9.85 -15.60% $9.00 $10.59
VB - Vanguard Small-Cap Index Fund ETF Shares 0.00 5 $183.54 $1,310 $296.18 61.37% $231.36 $304.70
XLK - State Street Technology Select Sector SPDR ETF 0.00 4 $126.50 $532 $181.28 43.30% $125.94 $198.49
* Avg. Buy Price is an estimated cost basis: the share-weighted average of the quarter-end prices reported when this manager first bought or later added to the position (average-cost method, reset after a full exit). 13F filings disclose only quarter-end holdings, not actual trade prices, so this approximates — but does not exactly equal — what was paid.
Sector % analysis
Energy 23.95
Technology 21.70
Financial Services 10.86
Healthcare 10.02
Unknown 9.95
Communication Services 9.27
Industrials 7.92
Basic Materials 4.78
Consumer Cyclical 1.56