Arnold Van Den Berg - Century Management, Inc.
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    133
Portfolio value:    $436,153,108
Holdings Activity Buys Sells    History
Period Portfolio
Value		 Top 20 holdings history (left to right)
2026   Q1 $436 M PHYS XOM SA LUMN FANG COHR EQT GOOG DELL BRK.B INTC PR MSFT BN IBM SLB CRK CI ELV QCOM
2025   Q4 $436 M PHYS COHR SA LUMN GOOG XOM BN BRK.B FANG EQT IBM QCOM DELL INTC ELV CRK VNT KW UNH CI
2025   Q3 $399 M PHYS SA XOM GOOG COHR LUMN BRK.B BN EQT FANG DELL IBM VNT QCOM ELV INTC UNH MSFT KW CRK
2025   Q2 $352 M PHYS XOM COHR BRK.B EQT BN IBM GOOG FANG CRK SA LUMN DELL QCOM VNT MSFT DIS SW ELV SLB
2025   Q1 $327 M PHYS XOM BRK.B FANG EQT BN IBM GOOG COHR LUMN SA QCOM CRK SW SLB VNT ELV DIS DELL PR
2024   Q4 $347 M BRK.B XOM PHYS COHR GOOG FANG LUMN BN EQT SW IBM QCOM VNT CMCO DIS CRK CRI SLB SA PR
2024   Q3 $346 M BRK.B XOM PHYS LUMN FANG COHR GOOG SA BN QCOM IBM SW CRI EQT CMCO VNT SLB DIS META PR
2024   Q2 $337 M BRK.B XOM FANG PHYS GOOG COHR QCOM WRK VNT SA SLB BN EQT BAC IBM PR ATKR CRI DIS ELV
2024   Q1 $341 M BRK.B PXD FANG PHYS GOOG VNT COHR SLB SA QCOM ATKR WRK BN CRI DIS IBM PR BAC EQT ELV
2023   Q4 $301 M BRK.B PXD FANG GOOG PHYS MKL SLB ATKR QCOM VNT BN WRK SA COHR CRI IBM EQT BAC PR DIS
2023   Q3 $285 M BRK.B PXD GOOG FANG SLB MKL PHYS ATKR VNT WRK EQT CRI QCOM BN SA ESTE IBM DIS KW META
2023   Q2 $278 M BRK.B PXD GOOG FANG MKL ATKR SLB PHYS VNT COHR EQT BN CRI SA QCOM COP WRK META KW IBM
2023   Q1 $269 M BRK.B PXD GOOG FANG ATKR SLB MKL POWL VNT PHYS SA QCOM BN CRI COP VRSN WRK EQT META KW
2022   Q4 $268 M BRK.B PXD FANG SLB GOOG ATKR MKL COP POWL SA VRSN AIMC BN WRK CRI EQT QCOM PHYS BAC DHR
2022   Q3 $337 M PXD BRK.B GOOG ATKR FANG SLB MKL COP BAM.A EQT QCOM CI SA DHR WRK CRI VRSN PHYS META VNT
2022   Q2 $375 M PXD BRK.B GOOG ATKR FANG MKL SLB BAM.A COP WRK QCOM SA CI DHR CRI VNT META EQT PHYS KW
2022   Q1 $445 M BRK.B PXD GOOG ATKR FANG MKL BAM.A COP SLB SA WRK META DG QCOM KW VRSN DHR MCK VNT CRI
2021   Q4 $538 M BRK.B PXD GOOG ATKR BAM.A META MKL QCOM FANG DG COP SA VRSN SLB WRK AIR KW DHR VNT CI
2021   Q3 $497 M BRK.B PXD GOOG META ATKR BAM.A MKL SLB FANG COP DG SA DLTR PSTH VRSN WRK KW DHR AIR LUMN
2021   Q2 $495 M BRK.B PXD GOOG META BAM.A ATKR SLB SA DG DLTR FANG VRSN WRK COP BOOM MKL KW PSTH LUMN DHR
2021   Q1 $444 M BRK.B PXD GOOG META ATKR BAM.A DLTR SLB SA DG WRK BOOM VRSN KW MKL FANG COP PHYS DHR AIMC
2020   Q4 $385 M BRK.B GOOG META SA DLTR ATKR BAM.A PE SLB WRK KW MKL JPM PHYS BOOM AIMC DHR COP POST VRSN
2020   Q3 $268 M BRK.B META SA GOOG DLTR BAM.A PE MKL DHR SLB WRK KW ATKR BOOM JPM POST COP AIMC IBKR PXD
2020   Q2 $235 M BRK.B GOOG META SA DLTR PE SLB ATKR MKL KW COP BAM.A JPM DHR POST WRK BOOM AIMC PXD IBKR
2020   Q1 $354 M BRK.B COR BOOM GOOG WFC META DLTR DHR ATKR MKL POST MCK KW SA WRK BAM.A SLB TRS IBKR PE
2019   Q4 $564 M BRK.B BOOM WFC SLB APA ATKR DISCK GVA BFH COR SA WRK DHR ERG1 RIG MCK AIMC PTEN TRS HAL
2019   Q3 $548 M BRK.B BOOM ATKR WFC SLB ATI GVA APA DISCK COR SA ERG1 DHR DLTR BFH MCK TRS AIMC PTEN POST
2019   Q2 $640 M BRK.B BOOM ATKR ATI SLB WFC APA DISCK GVA COR SA DHR BFH ERG1 RIG MCK PTEN DLTR AIMC TRS
2019   Q1 $694 M BRK.B ATI BOOM ATKR SLB APA AGN DISCK GVA WFC ERG1 COR RIG BFH SA PTEN ESV DHR UNTCQ PESXQ
2018   Q4 $652 M BRK.B ATI ATKR BOOM SLB APA AGN DISCK GVA WFC SA XOP COR BFH POST RIG UNTCQ ERG1 ESV PTEN
2018   Q3 $900 M BRK.B ESV ATI ATKR APA SLB BOOM AGN XOP DISCK BFH UNTCQ GVA WFC COR PESXQ SA POST ERG1 RIG
2018   Q2 $909 M BRK.B ESV ATI BOOM PESXQ ATKR DISCK APA UNTCQ XOP GVA OXY AGN SLB WFC BFH SA ERG1 ESGR POST
2018   Q1 $793 M BRK.B ATI ATKR ESV LAYN AGN BOOM SLB APA DISCK WFC XOP UNTCQ BFH OXY ESGR PESXQ SA MCK MXWL
2017   Q4 $841 M BRK.B ATI ESV WFC DISCK APA UNTCQ XOP SLB ATKR AGN BOOM LAYN OXY PESXQ ESGR SA MCK MTW DVN
2017   Q3 $822 M ATI BRK.B WFC DISCK UNTCQ XOP ATW ESGR ATKR LAYN SLB SA OXY CERN BOOM APA PESXQ ERG1 DLTR MCK
2017   Q2 $756 M BRK.B ATI DISCK WFC ESGR XOP UNTCQ ATW CERN OXY SA PICO LAYN APA SLB MCK BOOM GDX ERG1 ATKR
2017   Q1 $821 M ATI BRK.B DISCK UNTCQ XOP WFC ATW ESGR GDXJ SA CERN ERG1 APA LAYN PICO OXY LSXMK BOOM PESXQ ATKR
2016   Q4 $786 M BRK.B UNTCQ ATI XOP DISCK ATW WFC ESGR ERG1 GDXJ LAYN BOOM APA PICO CERN SA ORN IBM HAL GDX
2016   Q3 $744 M ATI BRK.B DISCK XOP GDXJ ESGR GM UNTCQ WFC SA ATW LAYN USB APA GDX PICO IBM AVID MCK ERG1
2016   Q2 $726 M BRK.B GDXJ DISCK XOP ESGR SA ATI WFC GM UNTCQ USB ATW LAYN GDX APA MCK AVID ERG1 IBM PICO
2016   Q1 $685 M BRK.B DISCK ATI GM ESGR XOP WFC DVA SA USB JEG AUY AVID AEM LAYN LM02 APA UNTCQ IBM PICO
2015   Q4 $677 M BRK.B DISCK GM CBI WFC ESGR MKL USB AVID DVA SA XOP JEG UNTCQ ATI RGRA LM02 AEM PICO APA
2015   Q3 $725 M BRK.B DISCK CBI WFC ESGR GM MKL DVA USB XOP AVID JEG ATI LM02 RGRA ATW LAYN ERG1 AEM UNTCQ
2015   Q2 $822 M BRK.B WFC DISCK CBI ESGR MKL JEG ERG1 LAYN ATW DOFSQ RGRA LM02 USB GM AEM AVID ESV APA DVA
2015   Q1 $898 M BRK.B WFC CBI DISCK ESGR JEG MKL ERG1 ATW POST DOFSQ RGRA LM02 AEM CSCO APA ORN ESV MXWL DVA
2014   Q4 $1.05 B BRK.B WFC GLW JEG MKL LAYN ATW DOFSQ RGRA CBI ESGR POST DISCK ORN CSCO ERG1 FNF VPG AEM APA
2014   Q3 $1.24 B BRK.B WFC CSCO JEG GLW PKX MKL APA ATW LAYN ESV DOFSQ CBI CMCSK AUY NEM ORN HAL VPG RGRA
2014   Q2 $1.35 B BRK.B WFC JEG GLW CSCO LAYN PKX MDR MXWL APA MKL AUY TDW RGRA NEM WAC HAL ORN CMCSK DOFSQ
2014   Q1 $1.42 B GLW JEG LAYN BRK.B WFC NEM CSCO PKX MXWL ASTE APA MKL ORN INTC VPG WAC DOFSQ TDW CMCSK F1E
2013   Q4 $1.26 B JEG GLW CSCO LAYN BRK.B WFC NEM ASTE WAC INTC MSFT TDW ORN NVRI POWL CORE CMCSK F1E IIIN VPG
2013   Q3 $1.21 B JEG CSCO NEM BRK.B GLW LAYN WFC MSFT WAC EMR ASTE TDW NVRI INTC ORN MXWL POWL CORE NSM VPG
2013   Q2 $1.16 B CSCO JEG NEM BRK.B GLW LAYN WFC MSFT AMAT ASTE WAC EMR INTC ORN TDW NVRI VPG CORE POWL CMCSK
2013   Q1 $1.19 B JEG CSCO BRK.B GLW NEM WFC MSFT ASTE EMR AMAT WAC NVRI INTC TDW ORN VPG CDI POWL CMCSK NEWP
2012   Q4 $1.06 B CSCO JEG GLW BRK.B WFC ASTE MSFT EMR NVRI NEM AMAT INTC TDW CDI BHE VPG CMCSK GVA SCS LAYN
2012   Q3 $1.02 B CSCO JEG WFC MSFT NEM BRK.B SPLS* ASTE GLW INTC EMR AMAT NVRI DLCA VPG CDI BHE CMCSK CORE ORN
2012   Q2 $1.24 B MSFT MDC TOL JEG CSCO WFC SPLS* INTC DLCA BRK.B AMAT WMT CMCSK EMR NVRI NEM SCS VLO CDI ASTE
2012   Q1 $1.31 B MSFT CSCO WMT JEG MDC WFC SPLS* DLCA TOL INTC AMAT NVRI BRK.B CMCSK SCS NEM VLO CDI KO BHE
2011   Q4 $1.22 B MSFT WMT JEG CSCO NVRI SPLS* DLCA WFC TOL INTC MDC MMM BRK.B AMAT VLO CMCSK KO SCS MAS EMR
2011   Q3 $1.23 B MSFT WMT CSCO JEG DLCA SPLS* KO ADP NVRI WFC MMM MDC INTC AMAT BRK.B CL WFRG VLO CMCSK MXWL
2011   Q2 $1.24 B MSFT WMT KO CL DLCA MMM MDC ADP SPLS* WFC AMAT MRSH VLO NVRI INTC CSCO MAS CMCSK NEWP MXWL
2011   Q1 $1.19 B MSFT WMT KO AMAT CL MMM VLO DLCA ADP NVRI MRSH WFC MAS INTC MDC CMCSK NEWP MXWL TXN XOM
2010   Q4 $1.39 B MSFT WMT KO CL MRSH AMAT TDW DLCA MMM NVRI ADP VLO WFC DIS TXN MAS MDC INTC 6683 VZ
2010   Q3 $1.35 B MSFT WMT KO CL WAG MMM MRSH DLCA DIS AMAT TDW ADP NVRI TXN MDC INTC WFC MAS 6683 VLO
2010   Q2 $1.29 B MSFT WMT UNH KO CL MMM AMAT MRSH DLCA DIS WAG ADP TDW WFC XLF MAS TXN 6683 INTC MDC
2010   Q1 $1.44 B MSFT WMT UNH KO CL WAG DLCA DIS AMAT MMM MRSH MAS ADP WFC XLF WFRG 6683 AXP TXN INTC
2009   Q4 $1.41 B MSFT WMT UNH KO CL WAG DLCA AMAT WFC DIS MMM MRSH MAS ADP XLF AXP INTC WFRG 6683 TXN
2009   Q3 $1.46 B MSFT WMT KO CL UNH WAG DLCA WFC AMAT MRSH MMM DIS AXP XLF MAS ADP 6683 INTC DD NCRA
2009   Q2 $1.40 B MSFT WMT UNH KO CL MMM DLCA WFC WAG XLF AMAT AXP AVY DIS MRSH ADP DD MAS INTC UPS
2007   Q4 $1.23 B MSFT WMT MMM KO UNH CL AMAT WAG WFC DLCA XLF AVY MRSH DD ADP DIS INTC UPS AXP MAS
2007   Q2 $2.89 B MSFT MMM WMT KO MRSH ODP STXG AVY WFC TLB LEG BGGSQ ITW CL WAG 3393199Q HTCH DD PFE MAS
2007   Q1 $3.11 B MSFT MMM WMT PFE MRSH KMB BGGSQ TLB DJ STXG AVY KO CL 3393199Q ITW DD HTCH WFC GWW NWL
2006   Q4 $2.91 B MSFT MMM WMT MRSH PFE KMB STXG DJ AVY BGGSQ KO CL 3393199Q HTCH ITW DD TLB NWL GWW GIS
2006   Q3 $2.28 B MSFT PFE WMT MRSH KMB MMM DJ STXG 3393199Q CL AVY HTCH NWL DD GWW BGGSQ GIS EL RBN CDI
2006   Q1 $2.11 B MSFT WMT PFE KMB MRSH STXG 3393199Q CL AVY DJ NWL DD GWW MMM HTCH EL GIS BGGSQ CPICQ CDI
2005   Q4 $1.31 B KMB 3393199Q AVY STXG MRSH MAN NWL GWW DJ SPXC* MMM CDI MXWL KWD CPICQ RBN BGGSQ LAYN SON ASTE
2005   Q3 $1.03 B KMB MRSH 3393199Q GWW NWL MAN DJ AVY SPXC* ASTE CDI OCR MXWL LAYN CPICQ CLK NG7 RBN SON MLM
2005   Q2 $847 M MRSH SPXC* GWW NWL MAN AVY DJ KMB 3393199Q ASTE CDI CPICQ NG7 MLM MXWL LAYN OCR CLK SON JOF
2004   Q4 $376 M ASTE MRSH NG7 MLM CPICQ LAYN SON SPXC* MXWL CDI JOF EKDKQ MYE OCR AP 3080867Q XXCEFXX 860719Q TRN POWL
2004   Q3 $399 M ASTE NG7 723588Q SON TOY MLM MXWL MYE CPICQ LAYN JOF EKDKQ PHD TRN SNA 3080867Q AP XXCEFXX 860719Q AIR
2004   Q2 $450 M ASTE TOY NG7 723588Q SON MXWL MYE CPICQ MLM LAYN JOF PHD SNA 3080867Q TRN EKDKQ AP 860719Q XXCEFXX AIR
2004   Q1 $476 M TOY ASTE NG7 MXWL SON CPICQ 723588Q MLM MYE JOF LAYN 3080867Q PHD SNA TRN EKDKQ AP DSGR 860719Q AIR
2003   Q4 $476 M TOY ASTE NG7 MXWL SON CPICQ 723588Q MLM MYE JOF LAYN 3080867Q PHD SNA TRN EKDKQ AP DSGR 860719Q AIR
2003   Q3 $5.00 B TOY AIR CPICQ 4126262Q ASTE 723588Q SNA 3080867Q MXWL PHD SON MYE TRN NG7 JOF LAYN EKDKQ AP MTRX APTG
2003   Q2 $26.40 B APTG TOY AIR CPICQ NG7 4126262Q CMI 723588Q PHD SNA TXT ASTE 3080867Q SON MBI MTRX MYE MXWL EKDKQ JOF
2003   Q1 $26.30 B APTG TOY CMI SNA 723588Q PHD CPICQ NG7 AIR MBI 4126262Q SON TXT EKDKQ MXWL 3080867Q MYE ASTE LAYN MTRX
2002   Q4 $26.32 B APTG TOY CMI PHD SNA TXT AIR CPICQ EKDKQ 723588Q 3080867Q MBI NG7 4126262Q ASTE MXWL TRN MTRX SON AP
2002   Q3 $26.30 B APTG TOY CMI SNA 723588Q PHD CPICQ NG7 AIR MBI 4126262Q SON TXT EKDKQ MXWL 3080867Q MYE ASTE LAYN MTRX
2002   Q2 $241 M TOY CPICQ 723588Q EKDKQ SNA MXWL MTRX MYE DSGR NG7 XRIT 860719Q 958702Q TRN CMI VMI 735433Q DR2 TXT RVT
2000   Q4 $60.30 B APTG SHLM CPICQ TOY EKDKQ FMCC 723588Q DSGR LUFK MBI MTRX MXWL MCO NIR PPG SHX SIAL SNA ESCC 605555Q
2000   Q3 $60.30 B APTG SHLM CPICQ TOY MXWL GLW EKDKQ 723588Q DSGR LUFK MTRX MCO PPG 605555Q SHX SIAL SNA MBI NIR HKFIQ
2000   Q2 $150 M TOY CPICQ MXWL DSGR GLW 723588Q EKDKQ SWX SNA ETD MTRX SHX LUFK SIAL PPG 605555Q MLKN NIR MBI SLB
2000   Q1 $100 M TOY CPICQ EKDKQ MTRX DSGR SHX SNA SIAL MXWL 605555Q 723588Q LUFK MLKN SLB 0949144D MBI AXP NEM SWX DEO
1999   Q4 $62 M CPICQ TOY DSGR MTRX 605555Q NEWP LUFK SHX MXWL MORP 0949144D NEM WLHN SIAL SWX SLB 3423152Q HKFIQ ROL MLKN
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