Arnold Van Den Berg - Century Management
Portfoliowert
$436.15 M
Positionen
133
Stichtag
2026-03-31
Quartal
Q1 2026
| PHYS | SPROTT ASSET MANAGEMENT LP | 6.78% | Reduce 2.33% | 834,961 | $35.44 | $29.59 M | $30.64 | -13.54% |
| XOM | EXXON MOBIL CORP | 5.25% | Reduce 4.33% | 134,915 | $169.66 | $22.89 M | $156.94 | -7.50% |
| SA | SEABRIDGE GOLD INC | 4.28% | Reduce 6.97% | 658,050 | $28.34 | $18.65 M | $25.98 | -8.33% |
| LUMN | LUMEN TECHNOLOGIES INC | 3.87% | Add 1.40% | 2,427,862 | $6.95 | $16.87 M | $6.34 | -8.78% |
| FANG | DIAMONDBACK ENERGY INC | 3.76% | Reduce 2.01% | 82,958 | $197.79 | $16.41 M | $204.68 | +3.48% |
| COHR | COHERENT CORP | 3.52% | Reduce 46.14% | 64,539 | $238.21 | $15.37 M | $282.39 | +18.55% |
| EQT | EQT CORP | 3.30% | Reduce 1.66% | 226,057 | $63.64 | $14.39 M | $53.38 | -16.13% |
| GOOG | ALPHABET INC | 3.05% | Reduce 19.64% | 46,423 | $286.86 | $13.32 M | $325.81 | +13.58% |
| DELL | DELL TECHNOLOGIES INC | 2.95% | Add 0.46% | 78,282 | $164.13 | $12.85 M | $437.31 | +166.44% |
| BRK-B | BERKSHIRE HATHAWAY INC DEL | 2.58% | Reduce 13.40% | 23,478 | $479.20 | $11.25 M | $494.93 | +3.28% |
| INTC | INTEL CORP | 2.53% | Reduce 3.23% | 249,846 | $44.13 | $11.03 M | $92.32 | +109.20% |
| PR | PERMIAN RESOURCES CORP | 2.53% | Reduce 0.50% | 516,902 | $21.32 | $11.02 M | $21.35 | +0.14% |
| MSFT | MICROSOFT CORP | 2.33% | Add 58.76% | 27,496 | $370.17 | $10.18 M | $390.09 | +5.38% |
| BN | BROOKFIELD CORP | 2.20% | Reduce 20.40% | 236,693 | $40.47 | $9.58 M | $41.63 | +2.87% |
| IBM | INTERNATIONAL BUSINESS MACHS | 2.05% | Add 0.18% | 36,942 | $242.39 | $8.95 M | $214.19 | -11.63% |
| SLB | SLB LIMITED | 2.04% | Reduce 3.50% | 172,854 | $51.39 | $8.88 M | $47.45 | -7.68% |
| CRK | COMSTOCK RES INC | 1.91% | Reduce 1.16% | 396,089 | $21.08 | $8.35 M | $13.72 | -34.94% |
| CI | THE CIGNA GROUP | 1.90% | Add 1.46% | 31,112 | $266.75 | $8.30 M | $289.57 | +8.55% |
| ELV | ELEVANCE HEALTH INC FORMERLY | 1.89% | Add 4.13% | 28,114 | $292.75 | $8.23 M | $377.68 | +29.01% |
| QCOM | QUALCOMM INC | 1.83% | Add 7.65% | 62,118 | $128.78 | $8.00 M | $166.97 | +29.65% |
| VNT | VONTIER CORPORATION | 1.81% | Reduce 4.65% | 222,194 | $35.47 | $7.88 M | $30.78 | -13.22% |
| UNH | UNITEDHEALTH GROUP INC | 1.79% | Add 10.58% | 28,888 | $270.59 | $7.82 M | $420.74 | +55.49% |
| ACGL | ARCH CAP GROUP LTD | 1.78% | Add 0.80% | 81,086 | $95.99 | $7.78 M | $103.36 | +7.68% |
| TMO | THERMO FISHER SCIENTIFIC INC | 1.59% | Add 1.79% | 14,146 | $491.53 | $6.95 M | $568.26 | +15.61% |
| CMCO | COLUMBUS MCKINNON CORP N Y | 1.59% | Add 26.20% | 478,328 | $14.53 | $6.95 M | $16.12 | +10.94% |
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