Stock Taper 
VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Thermo Fisher Scientific Inc. | TMO | 14.29K | $7.16M |
 Hecla Mining Company | HL | 17K | $262.31K |
 Talos Energy Inc. | TALO | 17.89K | $231.02K |
 Transocean Ltd. | RIG | 18.27K | $89.32K |
 Ovintiv Inc. | OVV | 18.53K | $975.76K |
 Amphenol Corporation | APH | 21.64K | $3.82M |
 CME Group Inc. | CME | 22.09K | $4.88M |
 Generac Holdings Inc. | GNRC | 22.32K | $6.53M |
 Berkshire Hathaway Inc. | BRK-B | 22.47K | $11.24M |
 ConocoPhillips | COP | 24.76K | $2.57M |
 Intuit Inc. | INTU | 25.02K | $6.53M |
 United Parcel Service, Inc. | UPS | 25.55K | $2.75M |
 Elevance Health Inc. | ELV | 27.51K | $10.64M |
 UnitedHealth Group Incorporated | UNH | 27.68K | $11.5M |
 Microsoft Corporation | MSFT | 27.76K | $10.35M |
 Cigna Corporation | CI | 31.26K | $8.62M |
 Ero Copper Corp. | ERO | 33.39K | $893.26K |
 Liberty Energy Inc. | LBRT | 38.02K | $995.64K |
 International Business Machines Corporation | IBM | 39.72K | $11.17M |
 Coherent, Inc. | COHR | 42.05K | $16.59M |