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
Holding/activity history for  Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q1 0 0.00 Sell 100.00% 0.03 $18.27–21.16 · VW $19.87i SEC
2013   Q4 18,145 0.03 Reduce 57.65% 0.03 $16.40–19.41 · VW $18.26i $321,000 SEC
2013   Q3 42,845 0.06 Reduce 98.18% 2.97 $14.99–18.18 · VW $16.82i $751,000 SEC
2013   Q2 2,354,082 3.02 Reduce 8.33% 0.24 $14.62–16.78 · VW $15.47i $35,123,000 SEC
2013   Q1 2,568,030 2.90 Reduce 1.10% 0.03 $12.65–15.43 · VW $14.43i $34,617,000 SEC
2012   Q4 2,596,570 2.80 Reduce 5.68% 0.17 $10.63–13.99 · VW $12.78i $29,705,000 SEC
2012   Q3 2,752,834 3.00 Reduce 1.30% 0.03 $9.95–12.07 · VW $10.92i $30,735,000 SEC
2012   Q2 2,789,105 2.58 Add 0.35% <0.01 $9.97–12.05 · VW $11.24i $31,921,000 SEC
2012   Q1 2,779,472 2.64 Reduce 2.21% 0.06 $10.26–13.00 · VW $11.20i $34,591,000 SEC
2011   Q4 2,842,386 2.49 Reduce 4.48% 0.11 $10.12–13.94 · VW $12.10i $30,442,000 SEC
2011   Q3 2,975,690 2.51 Reduce 1.51% 0.05 $9.70–12.80 · VW $11.09i $30,813,000 SEC
2011   Q2 3,021,330 3.17 Reduce 2.23% 0.09 $10.62–13.75 · VW $11.90i $39,308,000 SEC
2011   Q1 3,090,360 4.05 Reduce 5.86% 0.19 $13.36–16.93 · VW $14.69i $48,271,000 SEC
2010   Q4 3,282,641 3.31 Reduce 2.58% 0.08 $12.62–16.67 · VW $15.24i $46,121,000 SEC
2010   Q3 3,369,517 2.91 Reduce 3.67% 0.12 $10.47–13.08 · VW $11.99i $39,356,000 SEC
2010   Q2 3,497,742 3.25 Reduce 6.68% 0.23 $10.27–13.54 · VW $11.39i $42,043,000 SEC
2010   Q1 3,748,037 3.50 Reduce 2.63% 0.10 $11.99–14.57 · VW $13.16i $50,477,000 SEC
2009   Q4 3,849,397 3.81 Reduce 4.92% 0.18 $11.66–14.94 · VW $12.95i $53,661,000 SEC
2009   Q3 4,048,578 3.71 Reduce 3.98% 0.13 $11.48–13.98 · VW $12.59i $54,170,000 SEC
2009   Q2 4,216,393 3.31 Reduce 5.18% 0.20 $10.31–14.19 · VW $12.56i $46,422,000 SEC
2007   Q4 4,446,888 3.88 Buy 3.88 $16.13–20.16 · VW $18.49i $47,804,000 SEC
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67