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Data sourced from SEC EDGAR 13F filings

PricingTermsPrivacy© 2026 Super Investor · Not financial advice

Arnold Van Den Berg – Century Management

Period:
Q2 2026
Portfolio date:
Jun 30, 2026
No. of stocks:
120
Portfolio value:
$473,339,000
Filed:
Aug 14, 2026
Style:
Deep Value
HistStockActivityShare change% change to portfolio
Q2 2026filed Aug 14, 267 new16 added21 reduced20 exited
≡SEABRIDGE GOLD INCBuy647,9863.52
≡APH – AMPHENOL CORPBuy21,6450.81
≡INTU – INTUITAdd 264.25%18,1510.70
≡IBM – INTERNATIONAL BUSINESS MACHSAdd 7.53%2,7810.31
≡FTV – FORTIVE CORPAdd 27.15%17,1700.24
≡CME – CME GROUP INCAdd 19.41%3,591−0.22
≡DVN – DEVON ENERGY CORP NEWAdd 117.07%33,9180.21
≡BAM – BROOKFIELD ASSET MANAGMT LTDAdd 48.35%20,3440.16
≡DHR – DANAHER CORP DELAdd 18.77%6,8010.16
≡WDAY – WORKDAY INCAdd 28.86%10,9390.13
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 11.77%56,2820.12
≡VNT – VONTIER CORPORATIONAdd 24.64%54,745−0.11
≡MKTX – MARKETAXESS HLDGS INCAdd 65.66%20,6310.06
≡VTOL – BRISTOW GROUP INCAdd 16.65%15,471−0.05
≡GEV – GE VERNOVA INCBuy1930.05
≡TEUCRIUM COMMODITY TRBuy4,9000.02
≡TEUCRIUM COMMODITY TRBuy4,0000.01
≡TEUCRIUM COMMODITY TRBuy2,0000.01
≡RING ENERGY INCAdd 21.06%11,200−0.00
≡VANGUARD WORLD FDAdd 700.00%5250.00
≡VANGUARD WHITEHALL FDSAdd 62.69%1680.00
≡SCHWAB STRATEGIC TRBuy3000.00
≡VANGUARD INDEX FDSAdd 500.00%1100.00
Q1 2026filed May 15, 2614 new14 added32 reduced7 exited
≡TREX – TREX INCBuy84,8710.71
≡INTU – INTUITBuy6,8690.68
≡VTOL – BRISTOW GROUP INCAdd 49.09%30,5990.48
≡QCOM – QUALCOMM INCAdd 7.65%4,413
Q4 2025filed Feb 17, 2622 new17 added21 reduced2 exited
≡FTV – FORTIVE CORPBuy51,4390.65
≡MKTX – MARKETAXESS HLDGS INCAdd 116.87%16,3820.65
≡TKR – TIMKEN COAdd 43.22%18,0110.37
≡BN – BROOKFIELD CORPAdd 46.80%94,790
Q3 2025filed Nov 14, 257 new13 added17 reduced11 exited
≡TKR – TIMKEN COBuy41,6750.78
≡FDX – FEDEX CORPBuy12,3210.73
≡MKTX – MARKETAXESS HLDGS INCBuy14,0170.61
≡UNH – UNITEDHEALTH GROUP INCAdd 37.13%6,997
Q2 2025filed Aug 14, 2510 new18 added10 reduced2 exited
≡MSFT – MICROSOFT CORPAdd 23.00%3,2210.83
≡DELL – DELL TECHNOLOGIES INCAdd 8.75%6,3070.72
≡GNRC – GENERAC HLDGS INCAdd 285.59%16,8010.70
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 65.95%5,647
Q1 2025filed May 15, 254 new18 added15 reduced11 exited
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 7.33%16,715−1.18
≡SWK – STANLEY BLACK & DECKER INCAdd 106.91%38,2530.92
≡DELL – DELL TECHNOLOGIES INCAdd 107.06%37,2630.86
≡SEABRIDGE GOLD INCAdd 20.97%131,043
Q4 2024filed Feb 14, 255 new8 added14 reduced3 exited
≡INTC – INTEL CORPBuy240,2041.39
≡DELL – DELL TECHNOLOGIES INCBuy34,8051.16
≡TMO – THERMO FISHER SCIENTIFIC INCAdd 133.31%4,9070.63
≡CI – THE CIGNA GROUPAdd 185.52%8,532
Q3 2024filed Nov 14, 244 new14 added37 reduced5 exited
≡SW – SMURFIT WESTROCK PLCBuy184,4952.64
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 72.27%95,7011.02
≡CRI – CARTERS INCAdd 16.69%19,7580.42
≡CRGY – CRESCENT ENERGY COMPANYBuy
Q2 2024filed Aug 14, 243 new17 added15 reduced6 exited
≡XOM – EXXON MOBIL CORPAdd 10249.23%192,1736.57
≡UNH – UNITEDHEALTH GROUP INCAdd 71.78%4,2450.68
≡EG – EVEREST GROUP LTDAdd 69.14%4,9150.53
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 81.25%59,360
Q1 2024filed May 15, 248 new19 added12 reduced2 exited
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 1009.43%66,4710.87
≡EG – EVEREST GROUP LTDBuy7,1090.83
≡CME – CME GROUP INCBuy11,5270.73
≡SPROTT PHYSICAL GOLD TRAdd 24.06%171,406
Q4 2023filed Feb 14, 249 new13 added25 reduced9 exited
≡PR – PERMIAN RESOURCES CORPAdd 4088.81%462,0762.08
≡COHR – COHERENT CORPAdd 14.18%23,0500.82
≡TMO – THERMO FISHER SCIENTIFIC INCBuy3,5940.63
≡BAC – BANK AMERICA CORPAdd 11.18%19,625
Q3 2023filed Nov 14, 234 new15 added20 reduced5 exited
≡ELV – ELEVANCE HEALTH INCBuy10,3771.58
≡CRK – COMSTOCK RES INCAdd 194.73%249,4860.93
≡COHR – COHERENT CORPAdd 12.70%18,318−0.79
≡WESTROCK COAdd 5.79%11,4700.56
−0.43
≡MSFT – MICROSOFT CORPAdd 58.76%10,1770.41
≡WDAY – WORKDAY INCAdd 119.90%20,6640.28
≡UNH – UNITEDHEALTH GROUP INCAdd 10.58%2,765−0.18
≡FTV – FORTIVE CORPAdd 22.94%11,7990.15
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 26.20%99,3090.10
≡NOG – NORTHERN OIL & GAS INCAdd 10.54%4,0380.10
≡BAM – BROOKFIELD ASSET MANAGMT LTDAdd 49.59%13,9490.09
≡CVX – CHEVRON CORPORATIONAdd 13.77%6190.09
≡NVDA – NVIDIA CORPORATIONBuy1,5600.06
≡AAPL – APPLE INCBuy9040.05
≡CW – CURTISS WRIGHT CORPBuy3270.05
≡GE – GE AEROSPACEBuy7840.05
≡SM – SM ENERGY COMPANYBuy7,0030.05
≡VANGUARD WORLD FDBuy4890.03
≡VANGUARD WHITEHALL FDSAdd 27.65%7900.03
≡VANGUARD INDEX FDSAdd 18.26%1740.02
≡VANGUARD WORLD FDBuy750.01
≡GOOGL – ALPHABET INCAdd 319.61%1630.01
≡VANGUARD WORLD FDBuy1620.01
≡AMZN – AMAZON COM INCAdd 18.65%2840.01
≡VANGUARD WHITEHALL FDSBuy2680.01
≡GLOBAL X FDSBuy2740.00
≡NAK – NORTHERN DYNASTY MINERALS LTBuy10,0000.00
≡SCHWAB STRATEGIC TRBuy1720.00
−0.35
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 16.69%54,2160.33
≡TXN – TEXAS INSTRS INCBuy5,1250.20
≡LBRT – LIBERTY ENERGY INCBuy38,1410.16
≡ISHARES TRBuy1,0080.16
≡IWB – ISHARES TRBuy1,6220.14
≡CRGY – CRESCENT ENERGY COMPANYAdd 63.93%85,0730.12
≡SPDR DOW JONES INDL AVERAGEAdd 161.26%7160.08
≡UPS – UNITED PARCEL SERVICE INCAdd 6.17%1,4650.08
≡ISHARES TRBuy6810.07
≡ISHARES TRBuy1,2560.06
≡ISHARES TRBuy3,0220.05
≡ISHARES TRBuy1,8040.04
≡ISHARES TRBuy1,5230.04
≡ISHARES TRBuy9130.03
≡SWK – STANLEY BLACK & DECKER INCAdd 10.93%8,8320.02
≡SELECT SECTOR SPDR TRAdd 94.11%6,715−0.02
≡CVX – CHEVRON CORP NEWAdd 24.54%8860.02
≡SCHWAB STRATEGIC TRAdd 83.53%1,9380.01
≡ISHARES TRBuy1,3000.01
≡CI – THE CIGNA GROUPAdd 14.93%3,9830.01
≡ISHARES TRBuy7100.01
≡ISHARES TRBuy1940.01
≡SCHWAB STRATEGIC TRAdd 7.15%1,0030.00
≡VTOL – BRISTOW GROUP INCAdd 6.84%3,988−0.00
≡ISHARES TRBuy1500.00
≡RING ENERGY INCAdd 13.76%7,000−0.00
≡GOOGL – ALPHABET INCAdd 121.74%280.00
≡ISHARES TRBuy640.00
≡ISHARES TRBuy190.00
≡ISHARES TRBuy150.00
≡ISHARES TRBuy120.00
≡ISHARES TRBuy170.00
≡ISHARES TRBuy50.00
≡SELECT SECTOR SPDR TRAdd 100.00%2−0.00
≡ISHARES TRBuy30.00
0.56
≡DHR – DANAHER CORPORATIONAdd 59.72%13,4930.52
≡UPS – UNITED PARCEL SERVICE INCBuy23,7400.50
≡KW – KENNEDY-WILSON HOLDINGS INCAdd 21.87%174,8150.49
≡CI – THE CIGNA GROUPAdd 73.16%11,2730.48
≡ELV – ELEVANCE HEALTH INC FORMERLYAdd 54.16%10,0040.26
≡VTOL – BRISTOW GROUP INCAdd 90.41%27,7010.24
≡PR – PERMIAN RESOURCES CORPAdd 11.50%53,071−0.14
≡CMCO – COLUMBUS MCKINNON CORP N YAdd 33.90%82,2290.11
≡ACGL – ARCH CAP GROUP LTDAdd 19.02%12,5420.08
≡SPROTT ASSET MANAGEMENT LPBuy6,1260.06
≡SPDR DOW JONES INDL AVERAGEBuy4440.05
≡SWK – STANLEY BLACK & DECKER INCAdd 5.63%4,3070.03
≡BOOM – DMC GLOBAL INCBuy10,2090.02
≡RING ENERGY INCAdd 39.94%14,5230.01
≡TALO – TALOS ENERGY INCAdd 6.51%1,7410.00
≡GLOBAL X FDSAdd 250.00%1250.00
0.33
≡ACGL – ARCH CAP GROUP LTDAdd 38.67%18,3910.31
≡ST – SENSATA TECHNOLOGIES HLDG PLAdd 15.82%16,9510.27
≡ILMN – ILLUMINA INCAdd 10.58%4,6930.25
≡ELV – ELEVANCE HEALTH INCAdd 7.33%1,261−0.25
≡BAC – BANK AMERICA CORPAdd 12.98%7,7800.14
≡KW – KENNEDY-WILSON HOLDINGS INCAdd 27.04%170,158−0.13
≡AMZN – AMAZON COM INCBuy1,4420.09
≡EPD – ENTERPRISE PRODS PARTNERS LBuy8,8000.08
≡ET – ENERGY TRANSFER L PBuy14,7970.08
≡GLOBAL X FDSBuy6,4070.07
≡KMI – KINDER MORGAN INC DELBuy7,5000.06
≡UNH – UNITEDHEALTH GROUP INCAdd 87.49%8,7930.06
≡MPLX – MPLX LPBuy3,9900.06
≡DHR – DANAHER CORPORATIONAdd 15.90%3,0990.04
≡VITAL ENERGY INCAdd 25.20%7,573−0.02
≡VANECK ETF TRUSTBuy3,0000.01
≡RIG – TRANSOCEAN LTDAdd 6.45%1,660−0.00
≡VANGUARD INDEX FDSAdd 65.38%170.00
≡VANGUARD INDEX FDSAdd 63.16%480.00
≡GLOBAL X FDSBuy3250.00
≡GLOBAL X FDSBuy500.00
≡SELECT SECTOR SPDR TRBuy20.00
≡GOOGL – ALPHABET INCAdd 9.52%20.00
≡RING ENERGY INCAdd 55.65%13,000−0.00
0.65
≡CI – THE CIGNA GROUPAdd 12.70%1,6670.45
≡INTC – INTEL CORPAdd 5.25%12,6060.37
≡UNH – UNITEDHEALTH GROUP INCAdd 5.48%5220.22
≡ACGL – ARCH CAP GROUP LTDAdd 7.24%3,2120.22
≡EG – EVEREST GROUP LTDAdd 8.53%1,1480.22
≡KW – KENNEDY-WILSON HOLDINGS INCAdd 23.85%121,1850.21
≡ST – SENSATA TECHNOLOGIES HLDG PLAdd 36.46%28,6230.18
≡GNRC – GENERAC HLDGS INCAdd 270.00%4,2930.16
≡ILMN – ILLUMINA INCAdd 81.67%19,9470.14
≡DHR – DANAHER CORPORATIONAdd 14.62%2,4860.10
≡VANECK ETF TRUSTBuy2160.00
≡BTE – BAYTEX ENERGY CORPAdd 7.02%12,016−0.00
≡SCHWAB STRATEGIC TRAdd 5.25%960.00
≡VANGUARD INDEX FDSAdd 40.74%220.00
≡SPDR SER TRAdd 91.89%340.00
≡VANGUARD INDEX FDSBuy20.00
≡SCHWAB STRATEGIC TRBuy220.00
≡VANGUARD INDEX FDSBuy10.00
0.58
≡ACGL – ARCH CAP GROUP LTDAdd 38.15%12,2460.14
≡ALKT – ALKAMI TECHNOLOGY INCBuy6,0880.06
≡AAPL – APPLE INCBuy8370.06
≡SPROTT PHYSICAL SILVER TRAdd 27.63%10,5100.02
≡ELV – ELEVANCE HEALTH INCAdd 43.04%4,9940.02
≡SELECT SECTOR SPDR TRAdd 22.94%500.00
≡RIG – TRANSOCEAN LTDAdd 11.93%3,000−0.00
≡SCHWAB STRATEGIC TRAdd 200.00%1,218−0.00
≡VANECK ETF TRUSTBuy500.00
120,795
0.38
≡CME – CME GROUP INCAdd 14.72%2,6960.27
≡EQT – EQT CORPAdd 15.23%31,7870.26
≡ACGL – ARCH CAP GROUP LTDAdd 17.70%4,8260.22
≡EG – EVEREST GROUP LTDAdd 11.63%1,3980.16
≡VTOL – BRISTOW GROUP INCAdd 85.06%13,4040.14
≡SCHWAB STRATEGIC TRBuy8,7480.13
≡VANECK ETF TRUSTAdd 58.19%3,8100.06
≡SPROTT PHYSICAL SILVER TRAdd 105.71%19,5500.06
≡CI – THE CIGNA GROUPAdd 11.11%4600.05
≡ENCORE ENERGY CORPBuy10,0000.01
≡VANECK ETF TRUSTAdd 23.04%5000.01
≡VEREN INCAdd 12.91%1,569−0.00
≡RIG – TRANSOCEAN LTDAdd 14.34%3,155−0.00
≡VITAL ENERGY INCAdd 70.49%12,692−0.00
0.40
≡CRI – CARTERS INCAdd 14.74%15,216−0.39
≡CME – CME GROUP INCAdd 58.84%6,7830.34
≡EQT – EQT CORPAdd 15.39%27,8470.32
≡VRSN – VERISIGN INCAdd 25.24%6,1070.25
≡ACGL – ARCH CAP GROUP LTDAdd 24.94%5,4440.22
≡VTOL – BRISTOW GROUP INCBuy15,7590.16
≡ILMN – ILLUMINA INCAdd 62.50%9,6820.16
≡LUMN – LUMEN TECHNOLOGIES INCAdd 30.33%586,592−0.06
≡GNRC – GENERAC HLDGS INCBuy1,5700.06
≡COP – CONOCOPHILLIPSAdd 7.26%2,945−0.04
≡WDAY – WORKDAY INCAdd 23.73%3,3980.03
≡VEREN INCBuy12,1570.03
≡SELECT SECTOR SPDR TRAdd 10.02%8460.02
≡CI – THE CIGNA GROUPAdd 12.38%4560.01
≡VANECK ETF TRUSTAdd 29.94%5000.01
≡INVESCO EXCHANGE TRADED FD TAdd 50.00%5000.00
0.72
≡ACGL – ARCH CAP GROUP LTDBuy21,8260.59
≡SEABRIDGE GOLD INCAdd 6.72%44,8430.47
≡UNH – UNITEDHEALTH GROUP INCAdd 117.51%3,1950.38
≡KW – KENNEDY-WILSON HOLDINGS INCAdd 33.89%131,700−0.29
≡LUMN – LUMEN TECHNOLOGIES INCAdd 78.27%849,2060.23
≡VRSN – VERISIGN INCAdd 8.25%1,843−0.18
≡AAPL – APPLE INCBuy3,3960.17
≡CI – THE CIGNA GROUPAdd 26.17%7640.10
≡ELV – ELEVANCE HEALTH INCAdd 8.54%9250.09
≡CPNG – COUPANG INCBuy17,5380.09
≡AZZ – AZZ INCAdd 12.36%1,4950.07
≡XOM – EXXON MOBIL CORPBuy1,8750.06
≡VANECK ETF TRUSTAdd 324.30%5,0040.06
≡SBOWEUR – SILVERBOW RES INCAdd 5.86%2,1300.03
≡CRESCENT PT ENERGY CORPBuy12,0840.03
≡CVX – CHEVRON CORP NEWAdd 21.84%8350.03
≡BTE – BAYTEX ENERGY CORPAdd 8.26%18,0690.01
≡INVESCO EXCHANGE TRADED FD TBuy1,0000.01
≡ST – SENSATA TECHNOLOGIES HLDG PLAdd 17.00%11,7750.01
≡DIREXION SHS ETF TRAdd 32.36%4,000−0.01
≡RING ENERGY INCAdd 9.54%2,9010.00
≡KOLIBRI GLOBAL ENERGY INCAdd 8.71%1,188−0.00
≡TALO – TALOS ENERGY INCAdd 18.57%4,8470.00
0.50
≡LUMN – LUMEN TECHNOLOGIES INCAdd 71.54%452,4980.34
≡CI – THE CIGNA GROUPBuy2,9190.29
≡BAM – BROOKFIELD ASSET MANAGMT LTDAdd 7.74%8,1920.28
≡CRK – COMSTOCK RES INCAdd 6.98%26,365−0.27
≡VANGUARD SPECIALIZED FUNDSAdd 254.56%4,2180.24
≡SCHWAB STRATEGIC TRBuy20,8450.23
≡ILMN – ILLUMINA INCAdd 45.50%4,8420.20
≡VANGUARD INDEX FDSAdd 6009.52%1,2620.18
≡INVESCO EXCHANGE TRADED FD TAdd 73.27%3,1330.18
≡CMCO – COLUMBUS MCKINNON CORP N YBuy6,5850.09
≡SPROTT PHYSICAL SILVER TRBuy20,2610.05
≡DIREXION SHS ETF TRBuy12,3600.05
≡VANGUARD TAX-MANAGED FDSAdd 13.79%2,3100.05
≡SPDR SER TRAdd 31.06%2,5830.05
≡VANECK ETF TRUSTAdd 8.46%9550.05
≡SCHWAB STRATEGIC TRBuy3,0350.03
≡KOLIBRI GLOBAL ENERGY INCBuy13,6460.02
≡SCHWAB STRATEGIC TRBuy6090.02
≡ST – SENSATA TECHNOLOGIES HLDG PLAdd 148.80%44,3670.50
≡ILMN – ILLUMINA INCAdd 333.44%8,1860.35
≡SPROTT PHYSICAL GOLD TRAdd 15.91%96,6550.27
≡UNH – UNITEDHEALTH GROUP INCAdd 95.29%1,3350.24
≡DIS – DISNEY WALT COAdd 27.45%15,7410.23
≡AZZ – AZZ INCBuy11,9000.19
≡SEABRIDGE GOLD INCAdd 9.67%56,152−0.16
≡CVX – CHEVRON CORP NEWAdd 159.39%2,3590.14
≡VITAL ENERGY INCAdd 10.39%1,8660.09
≡CPE – CALLON PETE CO DELBuy6,0050.08
≡OVV – OVINTIV INCAdd 5.44%1,0870.08
≡PR – PERMIAN RESOURCES CORPBuy11,3010.06
≡QCOM – QUALCOMM INCAdd 8.27%4,712−0.04
≡KW – KENNEDY-WILSON HOLDINGS INCAdd 15.54%52,7250.03
≡RING ENERGY INCAdd 13.63%4,3250.01