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  Brookfield Asset Management Ltd. (BAM)
← All BAM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 42,080 0.43 Add 49.59% 0.14 $42.20–55.47 · VW $47.82i $1,870,456 SEC
2025   Q4 28,131 0.34 Add 0.19% <0.01 $48.68–59.33 · VW $53.18i $1,473,805 SEC
2025   Q3 28,079 0.40 Reduce 3.74% 0.02 $54.71–64.10 · VW $59.46i $1,598,842 SEC
2025   Q2 29,169 0.46 Reduce 0.30% <0.01 $41.78–60.19 · VW $53.96i $1,612,485 SEC
2025   Q1 29,257 0.43 Reduce 73.38% 1.26 $42.31–62.61 · VW $53.05i $1,417,522 SEC
2024   Q4 109,925 1.72 Reduce 0.32% <0.01 $46.69–59.58 · VW $54.43i $5,956,858 SEC
2024   Q3 110,281 1.51 Reduce 2.37% 0.03 $37.40–48.15 · VW $42.28i $5,215,208 SEC
2024   Q2 112,958 1.28 Reduce 0.91% 0.01 $37.29–42.40 · VW $39.23i $4,298,068 SEC
2024   Q1 113,991 1.40 Reduce 0.06% <0.01 $37.19–43.00 · VW $40.29i $4,789,919 SEC
2023   Q4 114,055 1.52 Add 7.74% 0.11 $28.35–40.85 · VW $33.98i $4,581,606 SEC
2023   Q3 105,863 1.24 Add 1.90% 0.02 $30.91–36.22 · VW $33.78i $3,529,486 SEC
2023   Q2 103,885 1.22 Add 21.07% 0.21 $30.15–34.14 · VW $32.18i $3,389,768 SEC
2023   Q1 85,805 1.04 Add 0.22% <0.01 $28.26–35.99 · VW $32.64i $2,807,540 SEC
2022   Q4 85,616 0.91 Buy 0.91 $26.76–36.50 · VW $28.77i
IPO/listing quarter
$2,454,611 SEC
Price snapshot:
Current price$46.63
Avg. buy price$34.96
+/- since buy33.39%
52-week low$41.77
52-week high$61.81