—

VAN DEN BERG MANAGEMENT I, INC

Q1 2026 13F Holdings

  • Location
    austin, TX
  • Num holdings

    133

  • Value ($000)

    $436,153

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001142062
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
85207H104
$29.59M
7 %

834,961

X
XOM

EXXON MOBIL CORP

COM
30231G102
$22.89M
5 %

134,915

S
SEA

SEABRIDGE GOLD INC

COM
811916105
$18.65M
4 %

658,050

L
LUMN

LUMEN TECHNOLOGIES INC

COM
550241103
$16.87M
4 %

2,427,862

F
FANG

DIAMONDBACK ENERGY INC

COM
25278X109
$16.41M
4 %

82,958

C
COHR

COHERENT CORP

COM
19247G107
$15.37M
4 %

64,539

E
EQT

EQT CORP

COM
26884L109
$14.39M
3 %

226,057

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$13.32M
3 %

46,423

D
DELL

DELL TECHNOLOGIES INC

CL C
24703L202
$12.85M
3 %

78,282

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$11.25M
3 %

23,478

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 133