VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 2.39M | $18.60M |
 | KW | 895K | $8.65M |
 | SA | 707K | $20.93M |
 | PR | 520K | $7.29M |
 | CRK | 401K | $9.29M |
 | CMCO | 379K | $6.54M |
 | BN | 297K | $13.65M |
 | INTC | 258K | $9.53M |
 | VNT | 233K | $8.66M |
 | EQT | 230K | $12.32M |
 | CRGY | 218K | $1.83M |
 | SLB | 179K | $6.87M |
 | SW | 156K | $6.04M |
 | XOM | 141K | $16.97M |
 | ST | 128K | $4.26M |
 | COHR | 120K | $22.12M |
 | SWK | 90K | $6.66M |
 | FANG | 85K | $12.73M |
 | ACGL | 80K | $7.72M |
 | DELL | 78K | $9.81M |
Lumen Technologies, Inc.
LUMN
Shares Held
2.39M
Value
$18.60M
Kennedy-Wilson Holdings, Inc.
KW
Shares Held
895K
Value
$8.65M
Seabridge Gold Inc.
SA
Shares Held
707K
Value
$20.93M
Permian Resources Corporation
PR
Shares Held
520K
Value
$7.29M
Comstock Resources, Inc.
CRK
Shares Held
401K
Value
$9.29M
Columbus McKinnon Corporation
CMCO
Shares Held
379K
Value
$6.54M
Brookfield Corporation
BN
Shares Held
297K
Value
$13.65M
Intel Corporation
INTC
Shares Held
258K
Value
$9.53M
Vontier Corporation
VNT
Shares Held
233K
Value
$8.66M
EQT Corporation
EQT
Shares Held
230K
Value
$12.32M
Crescent Energy Company
CRGY
Shares Held
218K
Value
$1.83M
SLB N.V.
SLB
Shares Held
179K
Value
$6.87M
Smurfit Westrock Plc
SW
Shares Held
156K
Value
$6.04M
Exxon Mobil Corporation
XOM
Shares Held
141K
Value
$16.97M
Sensata Technologies Holding plc
ST
Shares Held
128K
Value
$4.26M
Coherent, Inc.
COHR
Shares Held
120K
Value
$22.12M
Stanley Black & Decker, Inc.
SWK
Shares Held
90K
Value
$6.66M
Diamondback Energy, Inc.
FANG
Shares Held
85K
Value
$12.73M
Arch Capital Group Ltd.
ACGL
Shares Held
80K
Value
$7.72M
Dell Technologies Inc.
DELL
Shares Held
78K
Value
$9.81M