VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | DIS | 68K | $7.74M |
 | BAC | 67K | $3.48M |
 | GOOG | 63K | $15.30M |
 | QCOM | 58K | $9.71M |
 | VTOL | 58K | $2.10M |
 | CTRA | 50K | $1.19M |
 | ILMN | 49K | $4.65M |
 | COP | 44K | $4.18M |
 | ERO | 44K | $880.17K |
 | TKR | 42K | $3.13M |
 | IBM | 37K | $10.47M |
 | NOG | 37K | $915.28K |
 | DHR | 36K | $7.15M |
 | VTLE | 35K | $584.19K |
 | DVN | 31K | $1.09M |
 | TALO | 28K | $273.07K |
 | ELV | 28K | $9.20M |
 | BAM | 28K | $1.60M |
 | RIG | 28K | $87.18K |
 | BRK-B | 28K | $14.00M |
The Walt Disney Company
DIS
Shares Held
68K
Value
$7.74M
Bank of America Corporation
BAC
Shares Held
67K
Value
$3.48M
Alphabet Inc.
GOOG
Shares Held
63K
Value
$15.30M
QUALCOMM Incorporated
QCOM
Shares Held
58K
Value
$9.71M
Bristow Group Inc.
VTOL
Shares Held
58K
Value
$2.10M
Coterra Energy Inc.
CTRA
Shares Held
50K
Value
$1.19M
Illumina, Inc.
ILMN
Shares Held
49K
Value
$4.65M
ConocoPhillips
COP
Shares Held
44K
Value
$4.18M
Ero Copper Corp.
ERO
Shares Held
44K
Value
$880.17K
The Timken Company
TKR
Shares Held
42K
Value
$3.13M
International Business Machines Corporation
IBM
Shares Held
37K
Value
$10.47M
Northern Oil and Gas, Inc.
NOG
Shares Held
37K
Value
$915.28K
Danaher Corporation
DHR
Shares Held
36K
Value
$7.15M
Vital Energy, Inc.
VTLE
Shares Held
35K
Value
$584.19K
Devon Energy Corporation
DVN
Shares Held
31K
Value
$1.09M
Talos Energy Inc.
TALO
Shares Held
28K
Value
$273.07K
Elevance Health Inc.
ELV
Shares Held
28K
Value
$9.20M
Brookfield Asset Management Ltd.
BAM
Shares Held
28K
Value
$1.60M
Transocean Ltd.
RIG
Shares Held
28K
Value
$87.18K
Berkshire Hathaway Inc.
BRK-B
Shares Held
28K
Value
$14.00M