VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 2.41M | $14.77M |
 | KW | 974K | $8.11M |
 | SA | 743K | $17.94M |
 | PR | 515K | $6.59M |
 | CRK | 402K | $7.98M |
 | CMCO | 325K | $4.66M |
 | INTC | 272K | $9.12M |
 | VNT | 239K | $10.02M |
 | EQT | 234K | $12.71M |
 | BN | 203K | $13.89M |
 | SLB | 187K | $6.44M |
 | SW | 174K | $7.42M |
 | XOM | 147K | $16.61M |
 | COHR | 139K | $14.92M |
 | CRGY | 133K | $1.19M |
 | ST | 125K | $3.80M |
 | FANG | 83K | $11.88M |
 | SWK | 81K | $6.00M |
 | DELL | 79K | $11.13M |
 | ACGL | 78K | $7.12M |
Lumen Technologies, Inc.
LUMN
Shares Held
2.41M
Value
$14.77M
Kennedy-Wilson Holdings, Inc.
KW
Shares Held
974K
Value
$8.11M
Seabridge Gold Inc.
SA
Shares Held
743K
Value
$17.94M
Permian Resources Corporation
PR
Shares Held
515K
Value
$6.59M
Comstock Resources, Inc.
CRK
Shares Held
402K
Value
$7.98M
Columbus McKinnon Corporation
CMCO
Shares Held
325K
Value
$4.66M
Intel Corporation
INTC
Shares Held
272K
Value
$9.12M
Vontier Corporation
VNT
Shares Held
239K
Value
$10.02M
EQT Corporation
EQT
Shares Held
234K
Value
$12.71M
Brookfield Corporation
BN
Shares Held
203K
Value
$13.89M
SLB N.V.
SLB
Shares Held
187K
Value
$6.44M
Smurfit Westrock Plc
SW
Shares Held
174K
Value
$7.42M
Exxon Mobil Corporation
XOM
Shares Held
147K
Value
$16.61M
Coherent, Inc.
COHR
Shares Held
139K
Value
$14.92M
Crescent Energy Company
CRGY
Shares Held
133K
Value
$1.19M
Sensata Technologies Holding plc
ST
Shares Held
125K
Value
$3.80M
Diamondback Energy, Inc.
FANG
Shares Held
83K
Value
$11.88M
Stanley Black & Decker, Inc.
SWK
Shares Held
81K
Value
$6.00M
Dell Technologies Inc.
DELL
Shares Held
79K
Value
$11.13M
Arch Capital Group Ltd.
ACGL
Shares Held
78K
Value
$7.12M