Van Den Berg Management I, Inc.
VAN DEN BERG MANAGEMENT I, INC is an independent investment adviser headquartered in Austin, Texas. The firm specializes in investment management services and is registered with the SEC as a management investment company. Van Den Berg serves clients including institutions and individuals seeking professional asset management. The firm has operated for several decades and maintains a local staff based in Austin supporting its investment operations.
Investment Strategy
Van Den Berg Management I, Inc employs a fundamental, research-driven investment strategy focused primarily on select public equities. The firm aims to identify undervalued companies with strong growth prospects and healthy financials. Their portfolio management approach emphasizes long-term value creation, rigorous analysis, and a disciplined buy-and-hold philosophy designed to achieve consistent, risk-adjusted returns for its clients.
Latest 13F Filing Activity
Van Den Berg Management I, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 108 equity positions with a total 13F market value of $352M. The fund increased holdings in Coherent Corp., Microsoft Corp., Dell Technologies Inc. among other positions. Van Den Berg Management I, Inc. reduced exposure to Exxon Mobil Corp., Berkshire Hathaway Inc. Del, Diamondback Energy Inc. among others.
Top Holdings
Equity Positions (108)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PHYS | SPROTT PHYSICAL GOLD TR | 6.24% | $22.0M | 866,612 | $15.51 | $25.35 | +$975.6K |
X XOM | EXXON MOBIL CORP | 4.80% | $16.9M | 156,771 | $114.98 | $107.80 | -$2.4M |
C COHR | COHERENT CORP | 3.89% | $13.7M | 153,593 | $42.19 | $89.21 | +$3.9M |
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 3.86% | $13.6M | 27,981 | $135.19 | $485.77 | -$2.0M |
E EQT | EQT CORP | 3.82% | $13.5M | 230,707 | $30.84 | $58.32 | +$900.5K |