VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | CI | 27K | $7.69M |
 | UNH | 26K | $8.92M |
 | UPS | 24K | $1.98M |
 | GNRC | 23K | $3.78M |
 | OVV | 20K | $801.83K |
 | CME | 19K | $5.15M |
 | WDAY | 17K | $4.18M |
 | MSFT | 17K | $8.87M |
 | HL | 17K | $205.70K |
 | SEI | 16K | $631.97K |
 | VRSN | 15K | $4.12M |
 | TMO | 14K | $6.93M |
 | MKTX | 14K | $2.44M |
 | FDX | 12K | $2.91M |
 | T | 12K | $337.33K |
 | BOOM | 10K | $86.27K |
 | EU | 10K | $32.10K |
 | SU | 9K | $385.61K |
 | AR | 8K | $264.96K |
 | AZZ | 7K | $721.25K |
Cigna Corporation
CI
Shares Held
27K
Value
$7.69M
UnitedHealth Group Incorporated
UNH
Shares Held
26K
Value
$8.92M
United Parcel Service, Inc.
UPS
Shares Held
24K
Value
$1.98M
Generac Holdings Inc.
GNRC
Shares Held
23K
Value
$3.78M
Ovintiv Inc.
OVV
Shares Held
20K
Value
$801.83K
CME Group Inc.
CME
Shares Held
19K
Value
$5.15M
Workday, Inc.
WDAY
Shares Held
17K
Value
$4.18M
Microsoft Corporation
MSFT
Shares Held
17K
Value
$8.87M
Hecla Mining Company
HL
Shares Held
17K
Value
$205.70K
Solaris Energy Infrastructure, Inc.
SEI
Shares Held
16K
Value
$631.97K
VeriSign, Inc.
VRSN
Shares Held
15K
Value
$4.12M
Thermo Fisher Scientific Inc.
TMO
Shares Held
14K
Value
$6.93M
MarketAxess Holdings Inc.
MKTX
Shares Held
14K
Value
$2.44M
FedEx Corporation
FDX
Shares Held
12K
Value
$2.91M
AT&T Inc.
T
Shares Held
12K
Value
$337.33K
DMC Global Inc.
BOOM
Shares Held
10K
Value
$86.27K
enCore Energy Corp.
EU
Shares Held
10K
Value
$32.10K
Suncor Energy Inc.
SU
Shares Held
9K
Value
$385.61K
Antero Resources Corporation
AR
Shares Held
8K
Value
$264.96K
AZZ Inc.
AZZ
Shares Held
7K
Value
$721.25K