Van Den Berg Management I, Inc Top Holdings and 13F Report (2025) About Van Den Berg Management I, IncInvestment ActivityVan Den Berg Management I, Inc has $347.00 million in total holdings as of December 31, 2024.Van Den Berg Management I, Inc owns shares of 109 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 5.12% of the portfolio was purchased this quarter.About 2.43% of the portfolio was sold this quarter.This quarter, Van Den Berg Management I, Inc has purchased 107 new stocks and bought additional shares in 29 stocks.Van Den Berg Management I, Inc sold shares of 50 stocks and completely divested from 3 stocks this quarter.Largest Holdings Berkshire Hathaway $20,011,856Exxon Mobil $18,009,240SPROTT PHYSICAL GOLD TR $17,842,831Coherent $14,705,127Alphabet $13,884,219 Largest New Holdings this Quarter Intel $4,816,090 HoldingDell Technologies $4,010,928 HoldingAlkami Technology $223,308 HoldingApple $209,602 HoldingVanEck Preferred Securities ex Financials ETF $862 Holding Largest Purchases this Quarter Intel 240,204 shares (about $4.82M)Dell Technologies 34,805 shares (about $4.01M)Thermo Fisher Scientific 4,907 shares (about $2.55M)The Cigna Group 8,532 shares (about $2.36M)Elevance Health 4,994 shares (about $1.84M) Largest Sales this Quarter Meta Platforms 3,026 shares (about $1.77M)Seabridge Gold 76,506 shares (about $872.93K)Berkshire Hathaway 1,899 shares (about $860.78K)Alphabet 3,094 shares (about $589.22K)Danaher 1,155 shares (about $265.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVan Den Berg Management I, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$20,011,856$860,779 ▼-4.1%44,1495.8%FinanceXOMExxon Mobil$18,009,240$215,140 ▼-1.2%167,4195.2%Oils/EnergySPROTT PHYSICAL GOLD TR$17,842,831$94,295 ▲0.5%885,9405.1%UNITCOHRCoherent$14,705,127$57,217 ▼-0.4%155,2324.2%Business ServicesGOOGAlphabet$13,884,219$589,221 ▼-4.1%72,9064.0%Computer and TechnologyFANGDiamondback Energy$13,840,355$20,315 ▼-0.1%84,4804.0%Oils/EnergyLUMNLumen Technologies$12,918,771$30,331 ▼-0.2%2,432,9143.7%Business ServicesBNBrookfield$12,054,666$37,802 ▼-0.3%209,8293.5%FinanceEQTEQT$11,077,559$12,911 ▼-0.1%240,2423.2%Oils/EnergySMURFIT WESTROCK PLC$9,728,681$208,223 ▼-2.1%180,6292.8%SHSIBMInternational Business Machines$9,406,818$4,177 ▼0.0%42,7912.7%Computer and TechnologyQCOMQUALCOMM$8,749,818$15,976 ▲0.2%56,9582.5%Computer and TechnologyVNTVontier$8,705,297$158,390 ▼-1.8%238,6972.5%Business ServicesCMCOColumbus McKinnon$8,496,753$1,676 ▲0.0%228,1622.4%Industrial ProductsDISWalt Disney$7,744,392$41,979 ▼-0.5%69,5502.2%Consumer DiscretionaryCRKComstock Resources$7,463,531$114,039 ▼-1.5%409,6342.2%Oils/EnergyCRICarter's$7,388,240$99,222 ▼-1.3%136,3402.1%Consumer DiscretionarySLBSchlumberger$7,280,556$134,765 ▼-1.8%189,8952.1%Oils/EnergySASeabridge Gold$7,128,671$872,933 ▼-10.9%624,7742.1%Basic MaterialsPERMIAN RESOURCES CORP$6,489,018$17,831 ▲0.3%451,2531.9%CLASS A COMELVElevance Health$6,123,008$1,842,288 ▲43.0%16,5981.8%MedicalBAMBrookfield Asset Management$5,956,858$19,292 ▼-0.3%109,9251.7%FinanceMSFTMicrosoft$5,649,723$209,905 ▲3.9%13,4041.6%Computer and TechnologyMETAMeta Platforms$5,101,939$1,771,685 ▼-25.8%8,7141.5%Computer and TechnologyKWKennedy-Wilson$5,076,674$195,734 ▼-3.7%508,1761.5%FinanceCMECME Group$4,919,793$41,569 ▲0.9%21,1851.4%FinanceEGEverest Group$4,879,437$14,498 ▲0.3%13,4621.4%FinanceUNHUnitedHealth Group$4,819,844$13,152 ▲0.3%9,5281.4%MedicalINTCIntel$4,816,090$4,816,090 ▲New Holding240,2041.4%Computer and TechnologyTMOThermo Fisher Scientific$4,467,735$2,552,768 ▲133.3%8,5881.3%MedicalWDAYWorkday$4,460,307$9,031 ▼-0.2%17,2861.3%Computer and TechnologyCOPConocoPhillips$4,153,934$2,479 ▲0.1%41,8871.2%Oils/EnergyACGLArch Capital Group$4,094,984$1,130,918 ▲38.2%44,3421.2%FinanceDELLDell Technologies$4,010,928$4,010,928 ▲New Holding34,8051.2%Computer and TechnologyVRSNVeriSign$3,926,928$25,043 ▼-0.6%18,9741.1%Computer and TechnologyDHRDanaher$3,904,186$265,130 ▼-6.4%17,0081.1%MedicalCIThe Cigna Group$3,625,994$2,356,026 ▲185.5%13,1311.0%MedicalATKRAtkore$3,424,871$13,185 ▲0.4%41,0411.0%Industrial ProductsILMNIllumina$3,263,913$4,143 ▼-0.1%24,4250.9%MedicalBACBank of America$3,118,410$117,082 ▼-3.6%70,9540.9%FinanceMCOMoody's$2,965,347$100,360 ▼-3.3%6,2640.9%FinanceSWKStanley Black & Decker$2,872,814$189,808 ▼-6.2%35,7800.8%Industrial ProductsSTSensata Technologies$2,150,887$120,861 ▼-5.3%78,5000.6%Computer and TechnologyCRGYCrescent Energy$1,769,023$4,208 ▲0.2%121,0830.5%Oils/EnergyNOGNorthern Oil and Gas$1,371,031$16,574 ▲1.2%36,8950.4%Oils/EnergyCTRACoterra Energy$1,323,840$128 ▼0.0%51,8340.4%Oils/EnergyTXNTexas Instruments$1,180,0000.0%6,2930.3%Computer and TechnologyDVNDevon Energy$1,093,902$15,219 ▲1.4%33,4220.3%Oils/EnergyAZZAZZ$1,084,055$1,393 ▲0.1%13,2330.3%Industrial ProductsVTOLBristow Group$1,001,766$1,475 ▲0.1%29,2060.3%TransportationMAMastercard$967,836$2,633 ▼-0.3%1,8380.3%Business ServicesVIGVanguard Dividend Appreciation ETF$931,955$73,240 ▼-7.3%4,7590.3%ETFVTLEVital Energy$905,492$43,659 ▼-4.6%29,2850.3%Oils/EnergyRSPInvesco S&P 500 Equal Weight ETF$902,391$34,869 ▼-3.7%5,1500.3%ETFVTIVanguard Total Stock Market ETF$817,547$23,185 ▼-2.8%2,8210.2%ETFOVVOvintiv$815,751$7,047 ▼-0.9%20,1420.2%Oils/EnergySOISolaris Oilfield Infrastructure$782,818$1,151 ▼-0.1%27,2000.2%Oils/EnergyMOATVanEck Morningstar Wide Moat ETF$734,853$18,174 ▼-2.4%7,9250.2%ETFXLEEnergy Select Sector SPDR Fund$731,349$20,729 ▲2.9%8,5380.2%ETFVEAVanguard FTSE Developed Markets ETF$601,766$36,391 ▼-5.7%12,5840.2%ETFEROEro Copper$589,5480.0%43,7350.2%Basic MaterialsCVXChevron$581,822$145 ▼0.0%4,0170.2%Oils/EnergyTRSTriMas$572,652$93,073 ▼-14.0%23,2880.2%Industrial ProductsVOOVanguard S&P 500 ETF$557,668$12,393 ▼-2.2%1,0350.2%ETFXOPSPDR S&P Oil & Gas Exploration & Production ETF$543,868$45,797 ▼-7.8%4,1090.2%ETFFNDFSchwab Fundamental International Large Company Index ETF$498,515$33,110 ▼-6.2%15,0110.1%ETFSPROTT PHYSICAL SILVER TR$468,546$101,421 ▲27.6%48,5540.1%TR UNITGDXJVanEck Junior Gold Miners ETF$444,172$1,411 ▲0.3%10,3900.1%ETFBTEBaytex Energy$441,856$107,411 ▼-19.6%171,2620.1%Oils/EnergyVYMVanguard High Dividend Yield ETF$435,847$15,821 ▼-3.5%3,4160.1%ETFAEMAgnico Eagle Mines$379,0840.0%4,8470.1%Basic MaterialsSPSMSPDR Portfolio S&P 600 Small Cap ETF$365,963$359 ▲0.1%8,1470.1%ETFSUSuncor Energy$333,9650.0%9,3600.1%Oils/EnergyVYMIVanguard International High Dividend Yield ETF$286,5890.0%4,2220.1%ETFARAntero Resources$285,0620.0%8,1330.1%Oils/EnergyTAT&T$271,988$569 ▲0.2%11,9450.1%Computer and TechnologyTALOTalos Energy$269,754$4,865 ▼-1.8%27,7810.1%Oils/EnergyGNRCGenerac$246,529$3,101 ▲1.3%1,5900.1%Industrial ProductsRRCRange Resources$233,834$144 ▼-0.1%6,4990.1%Oils/EnergyALKTAlkami Technology$223,308$223,308 ▲New Holding6,0880.1%Computer and TechnologyAAPLApple$209,602$209,602 ▲New Holding8370.1%Computer and TechnologyURAGlobal X Uranium ETF$192,9680.0%7,2060.1%ETFRIGTransocean$105,581$11,250 ▲11.9%28,1550.0%Oils/EnergyHLHecla Mining$83,4700.0%17,0000.0%Basic MaterialsVBRVanguard Small-Cap Value ETF$73,1280.0%3690.0%ETFVEREN INC$71,066$514 ▲0.7%13,8260.0%COM NEWFNDESchwab Fundamental Emerging Markets Large Company Index ETF$68,848$3,776 ▼-5.2%2,3700.0%ETFVVVanguard Large-Cap ETF$63,110$38,837 ▼-38.1%2340.0%ETFKOLIBRI GLOBAL ENERGY INC$60,6000.0%11,3910.0%COM NEWGDXVanEck Gold Miners ETF$56,630$33,910 ▼-37.5%1,6700.0%ETFSCHDSchwab US Dividend Equity ETF$49,914$33,276 ▲200.0%1,8270.0%ETFEUenCore Energy$34,1000.0%10,0000.0%Basic MaterialsREIRing Energy$32,097$197 ▼-0.6%23,6010.0%Oils/EnergyPXEInvesco Energy Exploration & Production ETF$26,6400.0%9000.0%ETFVNQVanguard Real Estate ETF$19,5980.0%2200.0%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$13,6650.0%7500.0%ManufacturingXLFFinancial Select Sector SPDR Fund$12,974$2,421 ▲22.9%2680.0%ETFVUGVanguard Growth ETF$11,9600.0%290.0%ETFPFFDGlobal X U.S. Preferred ETF$11,7060.0%6000.0%ETFVTVVanguard Value ETF$9,1420.0%540.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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