Arnold Van Den Berg - Century Management
Portfolio
$473.34 M
Positionen
120
Stichtag
2026-06-30
Quartal
Q2 2026
| DELLDELL TECHNOLOGIES INC | 5.68% | Reduce 20.42% |
| SPROTT ASSET MANAGEMENT LP | 5.29% | Reduce 0.60% |
| INTCINTEL CORP | 4.18% | Reduce 43.34% |
| LUMNLUMEN TECHNOLOGIES INC | 3.87% | Reduce 1.84% |
| XOMEXXON MOBIL CORP | 3.65% | Reduce 6.34% |
| SASEABRIDGE GOLD INC | 3.52% | Buy |
| COHRCOHERENT CORP | 3.50% | Reduce 34.85% |
| GOOGALPHABET INC | 3.37% | Reduce 2.88% |
| DIAMONDBACK ENERGY INC | 3.02% | Reduce 2.00% |
| EQT CORP | 2.50% | Reduce 1.61% |
| UNHUNITEDHEALTH GROUP INC | 2.43% | Reduce 4.18% |
| QUALCOMM INC | 2.43% | Add 0.15% |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 2.38% | Reduce 4.31% |
| IBMINTERNATIONAL BUSINESS MACHS | 2.36% | Add 7.53% |
| ELEVANCE HEALTH INC FORMERLY | 2.25% | Reduce 2.13% |
| MSFTMICROSOFT CORP | 2.19% | Add 0.95% |
| BNBROOKFIELD CORP | 2.08% | Reduce 2.26% |
| PERMIAN RESOURCES CORP | 1.97% | Reduce 1.99% |
| SWKSTANLEY BLACK & DECKER INC | 1.92% | Add 4.83% |
| CITHE CIGNA GROUP | 1.82% | Add 0.49% |
| DHRDANAHER CORP DEL | 1.73% | Add 18.77% |
| TKRTIMKEN CO | 1.72% | Reduce 5.27% |
| COLUMBUS MCKINNON CORP N Y | 1.71% | Add 11.77% |
| VNTVONTIER CORPORATION | 1.70% | Add 24.64% |
| ARCH CAP GROUP LTD | 1.67% | Add 0.66% |
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