13F Filings History of VAN DEN BERG MANAGEMENT I, INC

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$436,452,687
Notable people
Arnold Van Den Berg
Signature - Title
Jim Brilliant - Co-Chief Investment Officer
Location
Austin, TX
Summary
This page shows a list of all the recent 13F filings made by VAN DEN BERG MANAGEMENT I, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. VAN DEN BERG MANAGEMENT I, INC reported 126 stock holdings with total value $436,452,687 as of Q4 2025. Top holdings included PHYS, COHR, SA, LUMN, and GOOG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 126 $436,452,687 +$21,482,058 -$15,849,142 +$5,632,916 PHYS, COHR, SA, LUMN, GOOG 13F-HR 17 Feb 2026, 09:00
Q3 2025 106 $399,161,463 +$29,324,393 -$12,845,317 +$16,479,076 PHYS, SA, XOM, GOOG, COHR 13F-HR 14 Nov 2025, 09:05
Q2 2025 110 $351,839,772 +$18,234,950 -$7,929,260 +$10,305,690 PHYS, XOM, COHR, BRKB, EQT 13F-HR 14 Aug 2025, 09:00
Q1 2025 102 $326,563,487 +$15,456,946 -$26,881,919 -$11,424,973 PHYS, XOM, BRKB, FANG, EQT 13F-HR 15 May 2025, 09:05
Q4 2024 109 $346,996,138 +$17,781,279 -$8,422,014 +$9,359,265 BRKB, XOM, PHYS, COHR, GOOG 13F-HR 14 Feb 2025, 11:19
Q3 2024 107 $345,650,223 +$20,307,648 -$37,414,278 -$17,106,630 BRKB, XOM, PHYS, LUMN, FANG 13F-HR 14 Nov 2024, 09:00
Q2 2024 108 $336,964,208 +$37,623,710 -$32,053,969 +$5,569,741 BRKB, XOM, FANG, PHYS, GOOG 13F-HR 14 Aug 2024, 09:21
Q1 2024 111 $340,969,947 +$23,005,709 -$22,626,952 +$378,757 BRKB, PXD, FANG, PHYS, GOOG 13F-HR 15 May 2024, 09:00
Q4 2023 105 $301,135,392 +$17,358,025 -$16,426,537 +$931,488 BRKB, PXD, FANG, GOOG, PHYS 13F-HR 14 Feb 2024, 09:00
Q3 2023 105 $285,362,867 +$18,834,617 -$19,727,941 -$893,324 BRKB, PXD, FANG, GOOG, SLB 13F-HR 14 Nov 2023, 09:00
Q2 2023 106 $278,076,028 +$10,680,650 -$17,803,955 -$7,123,305 BRKB, PXD, GOOG, FANG, MKL 13F-HR 14 Aug 2023, 09:00
Q1 2023 108 $268,829,006 +$8,164,888 -$15,013,402 -$6,848,514 BRKB, PXD, GOOG, FANG, ATKR 13F-HR 15 May 2023, 09:00
Q4 2022 108 $268,343,839 +$18,254,550 -$128,357,843 -$110,103,293 BRKB, PXD, FANG, SLB, GOOG 13F-HR 14 Feb 2023, 09:00
Q3 2022 81 $336,921,000 +$22,121,349 -$21,052,807 +$1,068,542 PXD, BRKB, GOOG, ATKR, FANG 13F-HR 14 Nov 2022, 09:00
Q2 2022 86 $374,897,000 +$29,739,850 -$38,779,242 -$9,039,392 PXD, BRKB, GOOG, ATKR, FANG 13F-HR 15 Aug 2022, 09:28
Q1 2022 90 $444,759,000 +$14,702,492 -$137,487,418 -$122,784,926 BRKB, PXD, GOOG, ATKR, FANG 13F-HR 16 May 2022, 06:33
Q4 2021 77 $550,857,000 +$33,556,922 -$38,345,710 -$4,788,788 BRKB, PXD, GOOG, ATKR, META 13F-HR 14 Feb 2022, 09:23
Q3 2021 75 $510,427,000 +$18,076,207 -$7,663,231 +$10,412,976 BRKB, PXD, GOOG, META, ATKR 13F-HR 15 Nov 2021, 09:21
Q2 2021 74 $508,292,000 +$33,039,344 -$15,777,151 +$17,262,193 BRKB, PXD, GOOG, META, BAM 13F-HR 16 Aug 2021, 09:08
Q1 2021 69 $457,216,000 +$52,008,501 -$40,701,112 +$11,307,389 BRKB, PXD, GOOG, META, ATKR 13F-HR 14 May 2021, 08:51
Q4 2020 63 $397,396,000 +$72,559,888 -$10,485,766 +$62,074,122 BRKB, GOOG, META, SA, DLTR 13F-HR 12 Feb 2021, 08:38
Q3 2020 41 $278,060,000 +$27,278,311 -$6,013,554 +$21,264,757 BRKB, META, SA, GOOG, DLTR 13F-HR 13 Nov 2020, 09:03
Q2 2020 33 $244,498,000 +$10,479,565 -$194,985,844 -$184,506,279 BRKB, GOOG, META, SA, DLTR 13F-HR 04 Aug 2020, 10:00
Q1 2020 67 $371,104,000 +$108,451,893 -$124,235,963 -$15,784,070 BRKB, COR, CFX, BOOM, GOOG 13F-HR 30 Apr 2020, 15:47
Q4 2019 65 $596,198,000 +$37,430,327 -$66,796,229 -$29,365,902 BRKB, BOOM, CFX, WFC, SLB 13F-HR 14 Feb 2020, 09:10
Q3 2019 59 $577,922,000 +$46,434,638 -$86,312,211 -$39,877,573 BRKB, BOOM, ATKR, WFC, CFX 13F-HR 14 Nov 2019, 08:47
Q2 2019 61 $670,776,000 +$21,335,304 -$73,325,153 -$51,989,849 BRKB, BOOM, ATKR, ATI, SLB 13F-HR 14 Aug 2019, 08:23
Q1 2019 66 $727,180,000 +$14,965,932 -$61,846,086 -$46,880,154 BRKB, ATI, BOOM, ATKR, SLB 13F-HR 15 May 2019, 08:21
Q4 2018 70 $676,118,000 +$51,870,610 -$49,350,012 +$2,520,598 BRKB, ATI, ATKR, BOOM, SLB 13F-HR 14 Feb 2019, 09:16
Q3 2018 78 $939,166,000 +$69,815,478 -$92,563,037 -$22,747,559 BRKB, ESV, ATI, ATKR, APA 13F-HR 14 Nov 2018, 09:32
Q2 2018 82 $943,948,000 +$40,423,919 -$51,360,354 -$10,936,435 BRKB, ESV, ATI, BOOM, PESXQ 13F-HR 14 Aug 2018, 15:20
Q1 2018 79 $828,882,000 +$77,389,376 -$80,070,949 -$2,681,573 BRKB, ATI, ATKR, CFX, ESV 13F-HR 15 May 2018, 09:20
Q4 2017 76 $888,995,000 +$122,172,182 -$157,683,027 -$35,510,845 BRKB, ATI, CFX, ESV, WFC 13F-HR 14 Feb 2018, 15:28
Q3 2017 82 $888,489,000 +$83,356,030 -$67,337,876 +$16,018,154 ATI, BRKB, CFX, WFC, DISCK 13F-HR 13 Nov 2017, 08:23
Q2 2017 80 $810,951,000 +$50,261,436 -$60,473,179 -$10,211,743 BRKB, ATI, CFX, DISCK, WFC 13F-HR 14 Aug 2017, 09:07
Q1 2017 83 $877,924,000 +$73,673,673 -$17,692,471 +$55,981,202 ATI, BRKB, DISCK, CFX, UNTCQ 13F-HR 10 May 2017, 11:44
Q4 2016 82 $842,525,000 +$100,856,508 -$133,904,446 -$33,047,938 BRKB, UNTCQ, ATI, XOP, DISCK 13F-HR 09 Feb 2017, 14:17
Q3 2016 82 $810,835,000 +$19,414,481 -$26,810,666 -$7,396,185 ATI, BRKB, DISCK, XOP, GDXJ 13F-HR 10 Nov 2016, 09:09
Q2 2016 82 $778,165,000 +$138,713,933 -$171,031,918 -$32,317,985 BRKB, GDXJ, DISCK, XOP, ESGR 13F-HR 04 Aug 2016, 10:42
Q1 2016 80 $759,527,000 +$101,975,001 -$127,928,440 -$25,953,439 BRKB, DISCK, ATI, GM, ESGR 13F-HR 16 May 2016, 11:23
Q4 2015 78 $732,729,000 +$34,871,875 -$75,778,353 -$40,906,478 BRKB, DISCK, GM, CBI, WFC 13F-HR 16 Feb 2016, 09:25
Q3 2015 84 $778,245,000 +$159,513,673 -$108,940,593 +$50,573,080 BRKB, DISCK, CBI, WFC, ESGR 13F-HR 16 Nov 2015, 09:22
Q2 2015 95 $882,626,000 +$69,878,298 -$144,489,278 -$74,610,980 BRKB, WFC, DISCK, CBI, ESGR 13F-HR 14 Aug 2015, 09:16
Q1 2015 91 $959,497,000 +$160,918,470 -$241,447,887 -$80,529,417 BRKB, WFC, CBI, DISCK, ESGR 13F-HR 14 May 2015, 18:47
Q4 2014 104 $1,111,356,000 +$140,112,621 -$281,587,660 -$141,475,039 BRKB, WFC, GLW, J, MKL 13F-HR 13 Feb 2015, 08:14
Q3 2014 101 $1,285,081,000 +$179,660,065 -$112,288,028 +$67,372,037 BRKB, WFC, J, CSCO, GLW 13F-HR 14 Nov 2014, 08:14
Q2 2014 100 $1,394,897,000 +$195,314,318 -$285,013,505 -$89,699,187 BRKB, WFC, J, GLW, CSCO 13F-HR 14 Aug 2014, 08:53
Q1 2014 102 $1,449,186,000 +$281,341,808 -$169,389,477 +$111,952,331 GLW, J, LAYN, BRKB, WFC 13F-HR 15 May 2014, 09:48
Q4 2013 111 $1,284,074,000 $0 $0 $0 J, GLW, CSCO, LAYN, BRKB 13F-HR 14 Feb 2014, 10:22