Century Management 13F, Q1 2026
Arnold Van Den Berg · quarter ending 31 March 2026 · filed 15 May 2026 · SEC CIK 1142062
Common stock only: shares the fund reported owning at the quarter end, valued as filed.
Largest positions, Q1 2026
The 25 largest of 133 positions. Weights are against the whole filed book. Changes are in shares held, against the Q4 2025 filing.
| Company | Ticker | Value | % of book | vs Q4 2025 |
|---|---|---|---|---|
| SPROTT ASSET MANAGEMENT LP | PHYS | $29.59M | 6.8% | -2% shares |
| EXXON MOBIL CORP | XOM | $22.89M | 5.3% | -4% shares |
| SEABRIDGE GOLD INC | SEA1EUR | $18.65M | 4.3% | -7% shares |
| LUMEN TECHNOLOGIES INC | LUMN | $16.87M | 3.9% | unchanged |
| DIAMONDBACK ENERGY INC | FANG | $16.41M | 3.8% | -2% shares |
| COHERENT CORP | COHR | $15.37M | 3.5% | -46% shares |
| EQT CORP | EQT | $14.39M | 3.3% | unchanged |
| ALPHABET INC | GOOG | $13.32M | 3.0% | -20% shares |
| DELL TECHNOLOGIES INC | DELL | $12.85M | 3.0% | unchanged |
| BERKSHIRE HATHAWAY INC DEL | BRK/B | $11.25M | 2.6% | -13% shares |
| INTEL CORP | INTC | $11.03M | 2.5% | -3% shares |
| PERMIAN RESOURCES CORP | PR | $11.02M | 2.5% | unchanged |
| MICROSOFT CORP | MSFT | $10.18M | 2.3% | +59% shares |
| BROOKFIELD CORP | BN | $9.58M | 2.2% | -20% shares |
| INTERNATIONAL BUSINESS MACHS | IBM | $8.95M | 2.0% | unchanged |
| SLB LIMITED | SLB | $8.88M | 2.0% | -4% shares |
| COMSTOCK RES INC | CRK | $8.35M | 1.9% | unchanged |
| THE CIGNA GROUP | CI | $8.30M | 1.9% | unchanged |
| ELEVANCE HEALTH INC FORMERLY | ELV | $8.23M | 1.9% | +4% shares |
| QUALCOMM INC | QCOM | $8.00M | 1.8% | +8% shares |
| VONTIER CORPORATION | VNT | $7.88M | 1.8% | -5% shares |
| UNITEDHEALTH GROUP INC | UNH | $7.82M | 1.8% | +11% shares |
| ARCH CAP GROUP LTD | $7.78M | 1.8% | unchanged | |
| THERMO FISHER SCIENTIFIC INC | TMO | $6.95M | 1.6% | unchanged |
| COLUMBUS MCKINNON CORP N Y | CMCO | $6.95M | 1.6% | +26% shares |
What changed since Q4 2025
Against the Q4 2025 filing, Century Management opened 14 new positions, added to 21, trimmed 47, left 51 unchanged and exited 7. Every position is compared, matched on its CUSIP; a change of 2% or less in shares counts as unchanged.
Other quarters
Source: SEC Form 13F-HR, accession 0001398344-26-009228, filed by VAN DEN BERG MANAGEMENT I, INC. Values are as filed and cover US-listed positions only; a 13F does not show short positions or holdings outside the US. A 13F may be filed up to 45 days after the quarter ends, so the fund may have traded since. Educational information, not financial advice.