Arnold Van Den Berg - Century Management, Inc.

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 Sensata Technologies Holdings plc (ST)

Period	Shares	% of Portfolio	Activity	% Change to Portfolio	Price	Value	Filing
2026 Q1	128,294	1.04	Add 0.26%	<0.01	$31.07–39.09 · VW $35.60i	$4,518,515	SEC
2025 Q4	127,965	0.98	Add 2.74%	0.03	$28.16–36.25 · VW $32.12i	$4,259,939	SEC
2025 Q3	124,548	0.95	Add 0.38%	<0.01	$29.09–33.84 · VW $31.34i	$3,804,927	SEC
2025 Q2	124,074	1.06	Add 15.82%	0.14	$17.32–30.45 · VW $24.44i	$3,735,854	SEC
2025 Q1	107,123	0.80	Add 36.46%	0.21	$23.69–30.28 · VW $27.13i	$2,599,864	SEC
2024 Q4	78,500	0.62	Reduce 5.32%	0.05	$26.65–36.64 · VW $31.62i	$2,150,887	SEC
2024 Q3	82,911	0.86	Add 2.65%	0.02	$33.78–42.33 · VW $37.93i	$2,973,171	SEC
2024 Q2	80,774	0.90	Reduce 0.33%	<0.01	$33.32–43.14 · VW $39.30i	$3,020,122	SEC
2024 Q1	81,044	0.87	Add 17.00%	0.13	$31.91–37.88 · VW $35.25i	$2,977,539	SEC
2023 Q4	69,269	0.86	Reduce 6.63%	0.06	$30.56–38.19 · VW $33.97i	$2,602,418	SEC
2023 Q3	74,184	0.98	Add 148.80%	0.59	$36.06–47.41 · VW $39.34i	$2,805,621	SEC
2023 Q2	29,817	0.48	Reduce 0.41%	<0.01	$39.71–50.11 · VW $43.59i	$1,341,478	SEC
2023 Q1	29,941	0.56	Reduce 1.45%	<0.01	$40.25–54.34 · VW $49.12i	$1,497,649	SEC
2022 Q4	30,383	0.46	Reduce 55.64%	0.42	$36.64–45.89 · VW $41.23i	$1,226,866	SEC
2022 Q3	68,490	0.76	Add 28.73%	0.17	$36.94–46.38 · VW $41.15i	$2,553,000	SEC
2022 Q2	53,204	0.59	Buy	0.59	$40.23–51.71 · VW $45.99i	$2,198,000	SEC
2020 Q2	0	0.00	Sell 100.00%	0.17	$25.90–43.08 · VW $35.84i		SEC
2020 Q1	21,000	0.17	Buy	0.17	$18.25–54.37 · VW $38.44i	$608,000	SEC

Price snapshot:

Current price$44.40

Avg. buy price$34.03

+/- since buy30.47%

52-week low$27.99

52-week high$53.89