VAN DEN BERG MANAGEMENT I, INC — 13F holdings

VAN DEN BERG MANAGEMENT I, INC reported 120 holdings worth $473M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. DELL Dell Technologies Inc — $26.9M (5.7%)
2. PHYS SPROTT ASSET MANAGEMENT LP — $25.0M (5.3%)
3. INTC Intel Corp — $19.8M (4.2%)
4. LUMN LUMEN TECHNOLOGIES INC — $18.3M (3.9%)
5. XOM EXXON MOBIL CORP — $17.3M (3.7%)
6. SA SEABRIDGE GOLD INC — $16.7M (3.5%)
7. COHR COHERENT CORP — $16.6M (3.5%)
8. GOOG ALPHABET INC — $15.9M (3.4%)
9. FANG DIAMONDBACK ENERGY INC — $14.3M (3.0%)
10. EQT EQT CORP — $11.8M (2.5%)