VAN DEN BERG MANAGEMENT I, INC

Institutional manager (13F) · CIK 1142062

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $409M

#	Issuer	Value	Shares
1	SPROTT ASSET MANAGEMENT LP	$30M	834,961
2	EXXON MOBIL CORP	$23M	134,915
3	SEABRIDGE GOLD INC	$19M	658,050
4	LUMEN TECHNOLOGIES INC	$17M	2,427,862
5	DIAMONDBACK ENERGY INC	$16M	82,958
6	COHERENT CORP	$15M	64,539
7	EQT CORP	$14M	226,057
8	ALPHABET INC	$13M	46,423
9	DELL TECHNOLOGIES INC	$13M	78,282
10	BERKSHIRE HATHAWAY INC DEL	$11M	23,478
11	INTEL CORP	$11M	249,846
12	PERMIAN RESOURCES CORP	$11M	516,902
13	MICROSOFT CORP	$10M	27,496
14	BROOKFIELD CORP	$10M	236,693
15	INTERNATIONAL BUSINESS MACHS	$9M	36,942
16	SLB LIMITED	$9M	172,854
17	COMSTOCK RES INC	$8M	396,089
18	THE CIGNA GROUP	$8M	31,112
19	ELEVANCE HEALTH INC FORMERLY	$8M	28,114
20	QUALCOMM INC	$8M	62,118
21	VONTIER CORPORATION	$8M	222,194
22	UNITEDHEALTH GROUP INC	$8M	28,888
23	ARCH CAP GROUP LTD	$8M	81,086
24	THERMO FISHER SCIENTIFIC INC	$7M	14,146
25	COLUMBUS MCKINNON CORP N Y	$7M	478,328
26	DANAHER CORP DEL	$7M	36,228
27	STANLEY BLACK & DECKER INC	$7M	92,203
28	SMURFIT WESTROCK PLC	$6M	160,915
29	DISNEY WALT CO	$6M	66,356
30	TIMKEN CO	$6M	59,290
31	ILLUMINA INC	$6M	44,778
32	CONOCOPHILLIPS	$6M	41,762
33	CME GROUP INC	$5M	18,498
34	MARKETAXESS HLDGS INC	$5M	31,423
35	WORKDAY INC	$5M	37,898
36	SENSATA TECHNOLOGIES HLDG PL	$5M	128,294
37	GENERAC HLDGS INC	$4M	22,794
38	BRISTOW GROUP INC	$4M	92,927
39	FEDEX CORP	$4M	12,110
40	VERISIGN INC	$4M	14,348
41	FORTIVE CORP	$3M	63,238
42	META PLATFORMS INC	$3M	6,056
43	TREX INC	$3M	84,871
44	CRESCENT ENERGY COMPANY	$3M	227,213
45	INTUIT	$3M	6,869
46	MOODYS CORP	$3M	5,850
47	BANK AMERICA CORP	$3M	51,725
48	UNITED PARCEL SVCS INC	$2M	25,193
49	BROOKFIELD ASSET MANAGMT LTD	$2M	42,080
50	COTERRA ENERGY INC	$2M	49,090

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.