Stock Taper 
VAN DEN BERG MANAGEMENT I, INC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Walt Disney Company | DIS | 67.13K | $6.46M |
 Devon Energy Corporation | DVN | 62.89K | $2.6M |
 Brookfield Asset Management Ltd. | BAM | 62.42K | $2.8M |
 Dell Technologies Inc. | DELL | 62.29K | $26.88M |
 QUALCOMM Incorporated | QCOM | 62.21K | $11.5M |
 The Timken Company | TKR | 56.17K | $8.16M |
 MarketAxess Holdings Inc. | MKTX | 52.05K | $5.91M |
 Bank of America Corporation | BAC | 50.61K | $2.88M |
 Workday, Inc. | WDAY | 48.84K | $5.98M |
 Alphabet Inc. | GOOG | 45.09K | $15.93M |
 Illumina, Inc. | ILMN | 43.61K | $7.67M |
 Danaher Corporation | DHR | 43.03K | $8.2M |
 Northern Oil and Gas, Inc. | NOG | 42.78K | $776.49K |
 Coherent, Inc. | COHR | 42.05K | $16.59M |
 International Business Machines Corporation | IBM | 39.72K | $11.17M |
 Liberty Energy Inc. | LBRT | 38.02K | $995.64K |
 Ero Copper Corp. | ERO | 33.39K | $893.26K |
 Cigna Corporation | CI | 31.26K | $8.62M |
 Microsoft Corporation | MSFT | 27.76K | $10.35M |
 UnitedHealth Group Incorporated | UNH | 27.68K | $11.5M |