Stock Taper 
VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Northern Oil and Gas, Inc. | NOG | 42.78K | $776.49K |
 Danaher Corporation | DHR | 43.03K | $8.2M |
 Illumina, Inc. | ILMN | 43.61K | $7.67M |
 Alphabet Inc. | GOOG | 45.09K | $15.93M |
 Workday, Inc. | WDAY | 48.84K | $5.98M |
 Bank of America Corporation | BAC | 50.61K | $2.88M |
 MarketAxess Holdings Inc. | MKTX | 52.05K | $5.91M |
 The Timken Company | TKR | 56.17K | $8.16M |
 QUALCOMM Incorporated | QCOM | 62.21K | $11.5M |
 Dell Technologies Inc. | DELL | 62.29K | $26.88M |
 Brookfield Asset Management Ltd. | BAM | 62.42K | $2.8M |
 Devon Energy Corporation | DVN | 62.89K | $2.6M |
 The Walt Disney Company | DIS | 67.13K | $6.46M |
 Fortive Corporation | FTV | 80.41K | $4.91M |
 Diamondback Energy, Inc. | FANG | 81.3K | $14.29M |
 Arch Capital Group Ltd. | ACGL | 81.62K | $7.92M |
 Trex Company, Inc. | TREX | 86.11K | $4.31M |
 Stanley Black & Decker, Inc. | SWK | 96.65K | $9.1M |
 Bristow Group Inc. | VTOL | 108.4K | $4.48M |
 Sensata Technologies Holding plc | ST | 125.84K | $6.01M |