Arnold Van Den Berg
Century Management · SEC CIK 1142062
Value with a margin of safety, learned the hard way.
This filing is 67 days old. Century Management keeps roughly 93% of its positions in a typical quarter, so about 95% of this book is likely still intact today.
How half-life is computedSnapshot half-life is the number of days after the period end at which half of this specific fund's reported book is expected to have changed, measured from its own past filings. It is a decay estimate, not knowledge of current positions.
Largest holdings, as filed
Top 10 of 120 positions. Weights are against the whole filed book. 13F filings cover US-listed holdings only.
| Company | Ticker | Value | % of book | Freshness |
|---|---|---|---|---|
| DELL TECHNOLOGIES INC | DELL | $26.88M | 5.7% | |
| SPROTT ASSET MANAGEMENT LP | PHYS | $25.04M | 5.3% | |
| INTEL CORP | INTC | $19.77M | 4.2% | |
| LUMEN TECHNOLOGIES INC | LUMN | $18.30M | 3.9% | |
| EXXON MOBIL CORP | XOM | $17.28M | 3.6% | |
| SEABRIDGE GOLD INC | $16.68M | 3.5% | n/a | |
| COHERENT CORP | COHR | $16.59M | 3.5% | |
| ALPHABET INC | GOOG | $15.93M | 3.4% | |
| DIAMONDBACK ENERGY INC | FANG | $14.29M | 3.0% | |
| EQT CORP | EQT | $11.83M | 2.5% |
Freshness: how likely each position is still held today, from this fund's own turnover history, each position's tenure and the filing's age. Hover a bar for the numbers. Method.
What changed last quarter
Between Q1 2026 and Q2 2026, the largest add was IBM (shares up 8%), now $11.17M; the largest trim was DELL (shares down 20%); SEA1EUR no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Biggest buys, Q2 2026
Exited since Q1 2026
- SEA1EURwas $18.65M
Exit scan covers the previous quarter's 40 largest positions, a stated bound, because reading a mega fund's entire book per page render is not honest engineering.
Common questions
What are Arnold Van Den Berg's biggest holdings?
As of the Q2 2026 13F, the largest reported positions at Century Management are DELL (5.7% of the book), PHYS (5.3% of the book), INTC (4.2% of the book).
How big is Century Management's portfolio?
The latest 13F reports $473.34M across 120 US-listed positions. 13F filings cover US-listed holdings only, so non-US positions and shorts are not included.
Does Arnold Van Den Berg still hold these positions?
Unknown for certain: a 13F may be filed up to 45 days after quarter end. Based on Century Management's own filing history, the fund keeps roughly 93% of positions in a typical quarter, so at 67 days since the period end roughly 95% of this book is likely intact. The snapshot half-life for this fund is about 913 days.
What did Arnold Van Den Berg buy and sell last quarter?
Between Q1 2026 and Q2 2026, the largest add was IBM (shares up 8%), now $11.17M; the largest trim was DELL (shares down 20%); SEA1EUR no longer appears among the previous quarter's largest positions. All of it computed from the two filings, nothing inferred.
Funds with overlapping books
Inside the app: the full book for Century Management, quarter on quarter buys and sells, consensus across 140+ funds and copy-to-watchlist.
Source: SEC EDGAR 13F filings. Values are as filed and cover US-listed positions only. A 13F may be filed up to 45 days after the quarter ends, so positions can change before the filing is even public; the freshness figures above quantify that lag instead of hiding it. Educational information, not financial advice.