VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 2.43M | $16.87M |
 | SA | 658K | $18.65M |
 | PR | 517K | $11.02M |
 | CMCO | 478K | $6.95M |
 | CRK | 396K | $8.35M |
 | INTC | 250K | $11.03M |
 | BN | 237K | $9.58M |
 | CRGY | 227K | $3.07M |
 | EQT | 226K | $14.39M |
 | VNT | 222K | $7.88M |
 | SLB | 173K | $8.88M |
 | SW | 161K | $6.41M |
 | XOM | 135K | $22.89M |
 | ST | 128K | $4.52M |
 | VTOL | 93K | $4.36M |
 | SWK | 92K | $6.55M |
 | TREX | 85K | $3.09M |
 | FANG | 83K | $16.41M |
 | ACGL | 81K | $7.78M |
 | DELL | 78K | $12.85M |
Lumen Technologies, Inc.
LUMN
Shares Held
2.43M
Value
$16.87M
Seabridge Gold Inc.
SA
Shares Held
658K
Value
$18.65M
Permian Resources Corporation
PR
Shares Held
517K
Value
$11.02M
Columbus McKinnon Corporation
CMCO
Shares Held
478K
Value
$6.95M
Comstock Resources, Inc.
CRK
Shares Held
396K
Value
$8.35M
Intel Corp.
INTC
Shares Held
250K
Value
$11.03M
Brookfield Corporation
BN
Shares Held
237K
Value
$9.58M
Crescent Energy Company
CRGY
Shares Held
227K
Value
$3.07M
EQT Corporation
EQT
Shares Held
226K
Value
$14.39M
Vontier Corporation
VNT
Shares Held
222K
Value
$7.88M
Slb N.V.
SLB
Shares Held
173K
Value
$8.88M
Smurfit Westrock plc
SW
Shares Held
161K
Value
$6.41M
Exxon Mobil Corporation
XOM
Shares Held
135K
Value
$22.89M
Sensata Technologies Holding plc
ST
Shares Held
128K
Value
$4.52M
Bristow Group Inc.
VTOL
Shares Held
93K
Value
$4.36M
Stanley Black & Decker, Inc.
SWK
Shares Held
92K
Value
$6.55M
Trex Company, Inc.
TREX
Shares Held
85K
Value
$3.09M
Diamondback Energy, Inc.
FANG
Shares Held
83K
Value
$16.41M
Arch Capital Group Ltd.
ACGL
Shares Held
81K
Value
$7.78M
Dell Technologies Inc.
DELL
Shares Held
78K
Value
$12.85M