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  Talos Energy Inc. (TALO)
← All TALO superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 17,895 0.06 Reduce 32.23% 0.02 $10.33–17.00 · VW $13.38i $282,025 SEC
2025   Q4 26,407 0.07 Reduce 7.26% <0.01 $8.97–12.19 · VW $10.61i $291,005 SEC
2025   Q3 28,475 0.07 Add 6.51% <0.01 $7.67–10.36 · VW $8.95i $273,075 SEC
2025   Q2 26,734 0.06 Reduce 1.88% <0.01 $6.22–9.85 · VW $8.24i $226,704 SEC
2025   Q1 27,246 0.08 Reduce 1.93% <0.01 $6.91–11.12 · VW $9.35i $264,831 SEC
2024   Q4 27,781 0.08 Reduce 1.77% <0.01 $8.89–12.71 · VW $10.48i $269,754 SEC
2024   Q3 28,282 0.08 Reduce 7.97% <0.01 $9.81–12.27 · VW $11.27i $292,719 SEC
2024   Q2 30,732 0.11 Reduce 0.69% <0.01 $10.10–14.67 · VW $12.24i $373,394 SEC
2024   Q1 30,947 0.13 Add 18.57% 0.02 $11.75–14.77 · VW $13.00i $431,092 SEC
2023   Q4 26,100 0.12 Add 0.87% <0.01 $12.23–16.99 · VW $14.62i $371,403 SEC
2023   Q3 25,874 0.15 Add 4.17% <0.01 $12.54–17.59 · VW $15.77i $425,369 SEC
2023   Q2 24,839 0.12 Add 4.21% <0.01 $10.69–16.11 · VW $13.53i $344,517 SEC
2023   Q1 23,835 0.13 Add 9.59% 0.01 $11.67–21.51 · VW $16.20i $353,711 SEC
2022   Q4 21,750 0.15 Add 2.31% <0.01 $17.47–22.63 · VW $19.99i $410,640 SEC
2022   Q3 21,258 0.11 Add 1.30% <0.01 $12.69–22.49 · VW $17.92i $354,000 SEC
2022   Q2 20,985 0.09 Add 33.96% 0.02 $14.84–25.49 · VW $19.35i $325,000 SEC
2022   Q1 15,665 0.06 Buy 0.06 $9.08–19.64 · VW $13.56i $247,000 SEC
2021   Q3 0 0.00 Sell 100.00% 0.10 $8.75–15.69 · VW $12.24i SEC
2021   Q2 32,533 0.10 Add 202.63% 0.07 $10.60–18.93 · VW $15.14i $509,000 SEC
2021   Q1 10,750 0.03 Buy 0.03 $8.15–14.65 · VW $11.02i $129,000 SEC
Price snapshot:
Current price$14.23
Avg. buy price$15.02
+/- since buy-5.28%
52-week low$7.67
52-week high$17.05