Van Den Berg Management I, Inc Top Holdings and 13F Report (2025) About Van Den Berg Management I, IncInvestment ActivityVan Den Berg Management I, Inc has $326.56 million in total holdings as of March 31, 2025.Van Den Berg Management I, Inc owns shares of 102 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 4.73% of the portfolio was purchased this quarter.About 8.23% of the portfolio was sold this quarter.This quarter, Van Den Berg Management I, Inc has purchased 109 new stocks and bought additional shares in 35 stocks.Van Den Berg Management I, Inc sold shares of 51 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPROTT PHYSICAL GOLD TR $20,993,047Exxon Mobil $19,333,593Berkshire Hathaway $15,551,866Diamondback Energy $13,081,698EQT $12,554,340 Largest New Holdings this Quarter 92189F601 - VanEck Uranium+Nuclear Energy ETF $15,826 Holding922908629 - Vanguard Mid-Cap ETF $517 Holding808524201 - Schwab US Large-Cap ETF $486 Holding922908512 - Vanguard Mid-Cap Value ETF $161 Holding Largest Purchases this Quarter Dell Technologies 37,263 shares (about $3.40M)Stanley Black & Decker 38,253 shares (about $2.94M)Illumina 19,947 shares (about $1.58M)Seabridge Gold 131,043 shares (about $1.53M)Kennedy-Wilson 121,185 shares (about $1.05M) Largest Sales this Quarter Berkshire Hathaway 14,948 shares (about $7.96M)Brookfield Asset Management 80,668 shares (about $3.91M)Meta Platforms 1,934 shares (about $1.11M)VeriSign 3,548 shares (about $900.73K)Alphabet 5,516 shares (about $861.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofVan Den Berg Management I, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPROTT PHYSICAL GOLD TR$20,993,047$322,669 ▼-1.5%872,5296.4%UNITXOMExxon Mobil$19,333,593$577,523 ▼-2.9%162,5635.9%EnergyBRK.BBerkshire Hathaway$15,551,866$7,961,005 ▼-33.9%29,2014.8%FinanceFANGDiamondback Energy$13,081,698$424,961 ▼-3.1%81,8224.0%EnergyEQTEQT$12,554,340$281,790 ▼-2.2%234,9683.8%EnergyBNBrookfield$10,948,073$49,056 ▼-0.4%208,8933.4%FinanceIBMInternational Business Machines$10,536,624$103,690 ▼-1.0%42,3743.2%Computer and TechnologyGOOGAlphabet$10,528,350$861,766 ▼-7.6%67,3903.2%Computer and TechnologyCOHRCoherent$9,843,410$237,356 ▼-2.4%151,5773.0%Business ServicesLUMNLumen Technologies$9,543,615$6,593 ▲0.1%2,434,5962.9%Business ServicesSASeabridge Gold$8,820,384$1,529,272 ▲21.0%755,8172.7%Basic MaterialsQCOMQUALCOMM$8,721,292$27,957 ▼-0.3%56,7762.7%Computer and TechnologyCRKComstock Resources$8,240,771$91,184 ▼-1.1%405,1512.5%EnergySMURFIT WESTROCK PLC$7,961,654$177,491 ▼-2.2%176,6902.4%SHSSLBSchlumberger$7,922,167$15,424 ▼-0.2%189,5262.4%EnergyVNTVontier$7,839,242$1,971 ▼0.0%238,6372.4%Business ServicesELVElevance Health$7,485,234$265,761 ▲3.7%17,2092.3%MedicalDISWalt Disney$6,845,733$18,852 ▼-0.3%69,3592.1%Consumer DiscretionaryDELLDell Technologies$6,568,998$3,396,522 ▲107.1%72,0682.0%Computer and TechnologyPERMIAN RESOURCES CORP$6,406,009$156,159 ▲2.5%462,5282.0%CLASS A COMINTCIntel$5,741,315$286,282 ▲5.2%252,8101.8%Computer and TechnologySWKStanley Black & Decker$5,691,693$2,940,909 ▲106.9%74,0331.7%IndustrialsCMECME Group$5,492,034$128,135 ▼-2.3%20,7021.7%FinanceKWKennedy-Wilson$5,462,850$1,051,885 ▲23.8%629,3611.7%FinanceEGEverest Group$5,308,251$417,103 ▲8.5%14,6101.6%FinanceUNHUnitedHealth Group$5,263,698$273,398 ▲5.5%10,0501.6%MedicalMSFTMicrosoft$5,256,262$224,485 ▲4.5%14,0021.6%Computer and TechnologyCIThe Cigna Group$4,868,542$548,443 ▲12.7%14,7981.5%MedicalACGLArch Capital Group$4,573,744$308,930 ▲7.2%47,5541.4%FinanceCOPConocoPhillips$4,567,110$168,137 ▲3.8%43,4881.4%EnergyTMOThermo Fisher Scientific$4,260,949$12,440 ▼-0.3%8,5631.3%MedicalCMCOColumbus McKinnon$4,145,768$282,985 ▲7.3%244,8771.3%IndustrialsDHRDanaher$3,996,270$509,630 ▲14.6%19,4941.2%MedicalWDAYWorkday$3,988,692$48,107 ▼-1.2%17,0801.2%Computer and TechnologyVRSNVeriSign$3,916,199$900,731 ▼-18.7%15,4261.2%Computer and TechnologyMETAMeta Platforms$3,907,528$1,114,625 ▼-22.2%6,7801.2%Computer and TechnologyILMNIllumina$3,520,474$1,582,595 ▲81.7%44,3721.1%MedicalMCOMoody's$2,889,762$27,477 ▼-0.9%6,2050.9%FinanceSTSensata Technologies$2,599,864$694,677 ▲36.5%107,1230.8%Computer and TechnologyATKRAtkore$2,563,193$101,143 ▲4.1%42,7270.8%IndustrialsBACBank of America$2,502,030$458,860 ▼-15.5%59,9580.8%FinanceCTRACoterra Energy$1,493,870$4,133 ▼-0.3%51,6910.5%EnergyBAMBrookfield Asset Management$1,417,522$3,908,421 ▼-73.4%29,2570.4%FinanceCRGYCrescent Energy$1,382,998$22,030 ▲1.6%123,0430.4%EnergyDVNDevon Energy$1,235,584$14,399 ▼-1.2%33,0370.4%EnergyNOGNorthern Oil and Gas$1,166,765$51,422 ▲4.6%38,5960.4%EnergyTXNTexas Instruments$994,280$136,572 ▼-12.1%5,5330.3%Computer and TechnologyMAMastercard$944,959$62,486 ▼-6.2%1,7240.3%Business ServicesVTOLBristow Group$934,421$12,095 ▲1.3%29,5890.3%TransportationVIGVanguard Dividend Appreciation ETF$877,818$45,394 ▼-4.9%4,5250.3%ETFRSPInvesco S&P 500 Equal Weight ETF$870,455$21,653 ▼-2.4%5,0250.3%ETFOVVOvintiv$852,736$9,330 ▼-1.1%19,9240.3%EnergyAZZAZZ$836,108$270,314 ▼-24.4%10,0000.3%IndustrialsGNRCGenerac$745,082$543,708 ▲270.0%5,8830.2%IndustrialsVTIVanguard Total Stock Market ETF$722,398$53,053 ▼-6.8%2,6280.2%ETFXLEEnergy Select Sector SPDR Fund$709,281$88,590 ▼-11.1%7,5900.2%ETFMOATVanEck Morningstar Wide Moat ETF$677,343$20,064 ▼-2.9%7,6970.2%ETFVEAVanguard FTSE Developed Markets ETF$646,804$7,167 ▲1.1%12,7250.2%ETFVTLEVital Energy$637,576$16,148 ▲2.6%30,0460.2%EnergyCVXChevron$604,921$67,083 ▼-10.0%3,6160.2%EnergyGDXJVanEck Junior Gold Miners ETF$592,420$1,888 ▼-0.3%10,3570.2%ETFSOISolaris Oilfield Infrastructure$581,255$10,619 ▼-1.8%26,7120.2%EnergyTRSTriMas$543,787$1,851 ▼-0.3%23,2090.2%IndustrialsFNDFSchwab Fundamental International Large Company Index ETF$537,763$4,734 ▼-0.9%14,8800.2%ETFVOOVanguard S&P 500 ETF$534,479$2,570 ▲0.5%1,0400.2%ETFEROEro Copper$527,317$2,751 ▼-0.5%43,5080.2%Basic MaterialsAEMAgnico Eagle Mines$525,4630.0%4,8470.2%Basic MaterialsXOPSPDR S&P Oil & Gas Exploration & Production ETF$523,858$17,387 ▼-3.2%3,9770.2%ETFSPROTT PHYSICAL SILVER TR$441,600$121,626 ▼-21.6%38,0690.1%TR UNITVYMVanguard High Dividend Yield ETF$434,724$5,803 ▼-1.3%3,3710.1%ETFBTEBaytex Energy$408,710$26,796 ▲7.0%183,2780.1%EnergySUSuncor Energy$358,702$3,717 ▼-1.0%9,2640.1%EnergyTAT&T$337,8050.0%11,9450.1%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$323,802$8,274 ▼-2.5%7,9440.1%ETFARAntero Resources$319,274$9,625 ▼-2.9%7,8950.1%EnergyVYMIVanguard International High Dividend Yield ETF$311,1190.0%4,2220.1%ETFTALOTalos Energy$264,831$5,200 ▼-1.9%27,2460.1%EnergyRRCRange Resources$259,146$359 ▼-0.1%6,4900.1%EnergyHLHecla Mining$94,5200.0%17,0000.0%Basic MaterialsVEREN INC$92,912$1,384 ▲1.5%14,0350.0%COM NEWRIGTransocean$81,627$7,624 ▼-8.5%25,7500.0%EnergyGDXVanEck Gold Miners ETF$76,7700.0%1,6700.0%ETFFNDESchwab Fundamental Emerging Markets Large Company Index ETF$75,306$2,310 ▲3.2%2,4450.0%ETFVBRVanguard Small-Cap Value ETF$68,927$186 ▲0.3%3700.0%ETFVVVanguard Large-Cap ETF$60,1450.0%2340.0%ETFSCHDSchwab US Dividend Equity ETF$53,767$2,684 ▲5.3%1,9230.0%ETFREIRing Energy$26,865$276 ▼-1.0%23,3610.0%EnergyVNQVanguard Real Estate ETF$20,100$181 ▲0.9%2220.0%ETFNLRVanEck Uranium+Nuclear Energy ETF$15,826$15,826 ▲New Holding2160.0%ETFEUenCore Energy$13,7000.0%10,0000.0%Basic MaterialsXLFFinancial Select Sector SPDR Fund$13,3710.0%2680.0%ETFVTVVanguard Value ETF$13,075$3,785 ▲40.7%760.0%ETFVUGVanguard Growth ETF$9,719$1,121 ▼-10.3%260.0%ETFDJDInvesco Dow Jones Industrial Average Dividend ETF$7,9240.0%1500.0%ETFMORTVanEck Mortgage REIT Income ETF$6,5340.0%5850.0%ETFXESSPDR S&P Oil & Gas Equipment & Services ETF$5,067$2,426 ▲91.9%710.0%ETFGOOGLAlphabet$3,247$155 ▲5.0%210.0%Computer and TechnologyVBVanguard Small-Cap ETF$2,7790.0%130.0%ETFPFXFVanEck Preferred Securities ex Financials ETF$8380.0%500.0%ETFVOVanguard Mid-Cap ETF$517$517 ▲New Holding20.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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