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  Cencora, Inc. (COR)
← All COR superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2024   Q3 0 0.00 Sell 100.00% 0.07 $219.19–247.66 · VW $234.23i SEC
2024   Q2 1,078 0.07 Reduce 3.14% <0.01 $214.77–246.75 · VW $230.30i $242,948 SEC
2024   Q1 1,113 0.08 Reduce 56.20% 0.10 $204.53–244.68 · VW $232.55i $270,529 SEC
2023   Q4 2,541 0.17 Reduce 19.61% 0.04 $178.21–205.83 · VW $195.16i $521,939 SEC
2023   Q3 3,161 0.20 Reduce 54.60% 0.26 $171.65–194.79 · VW $182.90i $568,945 SEC
2023   Q2 6,963 0.48 Reduce 67.09% 0.85 $160.51–193.44 · VW $174.54i $1,339,954 SEC
2023   Q1 21,159 1.26 Reduce 11.71% 0.17 $147.48–169.17 · VW $160.18i $3,387,821 SEC
2022   Q4 23,966 1.48 Reduce 35.32% 0.53 $135.81–174.63 · VW $161.82i $3,971,406 SEC
2022   Q3 37,051 1.49 Reduce 3.34% 0.05 $135.14–153.35 · VW $142.95i $5,014,000 SEC
2022   Q2 38,333 1.45 Reduce 0.69% <0.01 $138.83–167.19 · VW $152.52i $5,423,000 SEC
2022   Q1 38,599 1.34 Reduce 20.83% 0.25 $127.94–156.94 · VW $141.91i $5,972,000 SEC
2021   Q4 48,756 1.21 Add 9.10% 0.10 $113.68–135.26 · VW $122.73i $6,479,000 SEC
2021   Q3 44,689 1.07 Add 0.98% 0.01 $111.34–128.87 · VW $121.04i $5,338,000 SEC
2021   Q2 44,257 1.02 Reduce 3.62% 0.04 $112.68–125.86 · VW $117.79i $5,067,000 SEC
2021   Q1 45,918 1.22 Buy 1.22 $94.89–120.54 · VW $107.33i $5,422,000 SEC
2020   Q2 0 0.00 Sell 100.00% 5.06 $80.00–103.37 · VW $92.40i SEC
2020   Q1 202,089 5.06 Reduce 4.33% 0.14 $72.06–97.50 · VW $85.57i $17,885,000 SEC
2019   Q4 211,237 3.18 Reduce 4.76% 0.16 $79.75–90.81 · VW $85.82i $17,959,000 SEC
2019   Q3 221,791 3.33 Reduce 3.11% 0.09 $80.41–94.75 · VW $86.05i $18,260,000 SEC
2019   Q2 228,907 3.05 Reduce 2.52% 0.07 $70.55–87.10 · VW $78.59i $19,517,000 SEC
2019   Q1 234,830 2.69 Reduce 2.35% 0.06 $72.55–87.53 · VW $81.16i $18,674,000 SEC
2018   Q4 240,480 2.74 Reduce 1.30% 0.03 $69.36–94.85 · VW $84.96i $17,892,000 SEC
2018   Q3 243,636 2.50 Add 109.74% 1.31 $77.28–92.51 · VW $86.43i $22,468,000 SEC
2018   Q2 116,159 1.09 Reduce 1.03% 0.01 $81.58–95.00 · VW $87.52i $9,905,000 SEC
2018   Q1 117,365 1.28 Reduce 3.26% 0.04 $82.88–106.27 · VW $94.50i $10,118,000 SEC
2017   Q4 121,321 1.33 Reduce 6.74% 0.09 $71.90–94.44 · VW $82.64i $11,140,000 SEC
2017   Q3 130,084 1.31 Reduce 0.88% 0.01 $77.69–95.68 · VW $85.41i $10,764,000 SEC
2017   Q2 131,239 1.64 Reduce 0.55% <0.01 $79.40–97.85 · VW $88.45i $12,406,000 SEC
2017   Q1 131,964 1.42 Reduce 2.13% 0.03 $78.31–94.50 · VW $87.68i $11,679,000 SEC
2016   Q4 134,837 1.34 Add 28.58% 0.30 $68.38–82.58 · VW $75.82i $10,543,000 SEC
2016   Q3 104,868 1.14 Reduce 1.52% 0.02 $79.11–90.54 · VW $84.70i $8,471,000 SEC
2016   Q2 106,490 1.16 Buy 1.16 $73.31–92.48 · VW $80.48i $8,447,000 SEC
Price snapshot:
Current price$306.13
52-week low$244.26
52-week high$376.05