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  Illumina, Inc. (ILMN)
← All ILMN superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 44,778 1.27 Reduce 3.82% 0.05 $112.65–155.53 · VW $132.90i $5,519,336 SEC
2025   Q4 46,556 1.40 Reduce 4.96% 0.06 $88.00–138.80 · VW $122.35i $6,106,285 SEC
2025   Q3 48,988 1.17 Reduce 0.16% <0.01 $90.62–111.00 · VW $99.48i $4,652,390 SEC
2025   Q2 49,065 1.33 Add 10.58% 0.13 $68.70–96.83 · VW $82.25i $4,681,292 SEC
2025   Q1 44,372 1.08 Add 81.67% 0.49 $77.54–153.06 · VW $104.34i $3,520,474 SEC
2024   Q4 24,425 0.94 Reduce 0.13% <0.01 $125.06–156.66 · VW $140.80i $3,263,913 SEC
2024   Q3 24,456 0.92 Reduce 2.85% 0.02 $103.57–137.18 · VW $123.88i $3,189,307 SEC
2024   Q2 25,174 0.78 Add 58.07% 0.29 $97.36–134.76 · VW $109.82i $2,627,662 SEC
2024   Q1 15,926 0.62 Add 0.06% <0.01 $122.39–144.15 · VW $134.58i $2,127,361 SEC
2023   Q4 15,917 0.72 Add 45.51% 0.23 $86.58–140.01 · VW $111.12i $2,155,853 SEC
2023   Q3 10,939 0.51 Add 333.40% 0.39 $123.90–190.31 · VW $162.15i $1,460,796 SEC
2023   Q2 2,524 0.17 $182.38 $460,288 SEC
2023   Q1 2,524 0.21 Add 0.16% <0.01 $177.04–232.05 · VW $205.41i $570,910 SEC
2022   Q4 2,520 0.18 Add 12.10% 0.02 $174.85–242.09 · VW $209.47i $495,592 SEC
2022   Q3 2,248 0.12 Reduce 1.58% <0.01 $168.73–229.85 · VW $197.36i $417,000 SEC
2022   Q2 2,284 0.11 Add 271.99% 0.08 $175.10–361.05 · VW $236.13i $410,000 SEC
2022   Q1 614 0.05 Buy 0.05 $294.54–416.34 · VW $338.02i $209,000 SEC
Price snapshot:
Current price$190.05
Avg. buy price$107.03
+/- since buy77.57%
52-week low$88.00
52-week high$196.66