Arnold Van Den Berg
Century Management · SEC CIK 1142062
Value with a margin of safety, learned the hard way.
Q1 2026
Latest 13F
$436.15M
Filed US book
133
Positions
Largest holdings, as filed
Top 15 of 133 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | Weight |
|---|---|---|---|
| SPROTT ASSET MANAGEMENT LP | PHYS | $29.59M | 6.8% |
| EXXON MOBIL CORP | XOM | $22.89M | 5.3% |
| SEABRIDGE GOLD INC | SEA1EUR | $18.65M | 4.3% |
| LUMEN TECHNOLOGIES INC | LUMN | $16.87M | 3.9% |
| DIAMONDBACK ENERGY INC | FANG | $16.41M | 3.8% |
| COHERENT CORP | COHR | $15.37M | 3.5% |
| EQT CORP | EQT | $14.39M | 3.3% |
| ALPHABET INC | GOOG | $13.32M | 3.0% |
| DELL TECHNOLOGIES INC | DELL | $12.85M | 3.0% |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $11.25M | 2.6% |
| INTEL CORP | INTC | $11.03M | 2.5% |
| PERMIAN RESOURCES CORP | PR | $11.02M | 2.5% |
| MICROSOFT CORP | MSFT | $10.18M | 2.3% |
| BROOKFIELD CORP | BN | $9.58M | 2.2% |
| INTERNATIONAL BUSINESS MACHS | IBM | $8.95M | 2.0% |
Inside the app: the full book for Century Management, quarter on quarter buys and sells, consensus across 100+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. Educational information, not financial advice.