HoldingsChannel.com
Van Den Berg Management I Inc. Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $53,274
     BRK.B291,386-6,441$53,274
AMERISOURCEBERGEN CORP 202,089 -9,148 $17,885
     ABC202,089-9,148$17,885
COLFAX CORP 881,291 +113 $17,450
     CFX881,291+113$17,450
DMC GLOBAL INC 726,657 -34,520 $16,720
     BOOM726,657-34,520$16,720
ALPHABET INC 14,115 +14,115 $16,413
     GOOG14,115+14,115$16,413
WELLS FARGO CO NEW 567,000 -26,816 $16,273
     WFC567,000-26,816$16,273
FACEBOOK INC 90,766 +90,766 $15,140
     FB90,766+90,766$15,140
DOLLAR TREE INC 193,763 +84,035 $14,236
     DLTR193,763+84,035$14,236
DANAHER CORPORATION 97,918 -3,040 $13,553
     DHR97,918-3,040$13,553
ATKORE INTL GROUP INC 620,490 +38,516 $13,074
     ATKR620,490+38,516$13,074
MARKEL CORP 13,580 +12,752 $12,601
     MKL13,580+12,752$12,601
POST HLDGS INC 149,487 +66,238 $12,403
     POST149,487+66,238$12,403
MCKESSON CORP 88,165 -3,062 $11,925
     MCK88,165-3,062$11,925
KENNEDY WILSON HLDGS INC 837,926 +837,926 $11,245
     KW837,926+837,926$11,245
SEABRIDGE GOLD INC 1,164,076 -74,233 $10,884
     SA1,164,076-74,233$10,884
WESTROCK CO 373,665 +9,683 $10,560
     WRK373,665+9,683$10,560
BROOKFIELD ASSET MGMT INC 233,375 +226,234 $10,327
     BAM233,375+226,234$10,327
SCHLUMBERGER LTD 761,777 -27,772 $10,276
     SLB761,777-27,772$10,276
TRIMAS CORP 314,217 -30,046 $7,258
     TRS314,217-30,046$7,258
INTERACTIVE BROKERS GROUP IN 160,659 +22,104 $6,936
     IBKR160,659+22,104$6,936
PARSLEY ENERGY INC 1,050,711 +966,456 $6,021
     PE1,050,711+966,456$6,021
CONOCOPHILLIPS 190,200 +172,395 $5,858
     COP190,200+172,395$5,858
ULTA BEAUTY INC 32,172 +32,172 $5,653
     ULTA32,172+32,172$5,653
ALTRA INDL MOTION CORP 316,784 -28,993 $5,541
     AIMC316,784-28,993$5,541
VERIZON COMMUNICATIONS INC 98,881 -1,920 $5,313
     VZ98,881-1,920$5,313
ERA GROUP INC 923,722 -571,641 $4,923
     ERA923,722-571,641$4,923
LIBERTY MEDIA CORP DEL 258,063 -10,811 $4,919
     BATRK258,063-10,811$4,919
PIONEER NAT RES CO 53,284 +53,284 $3,738
     PXD53,284+53,284$3,738
ALLEGHENY TECHNOLOGIES INC 436,288 +38,868 $3,708
     ATI436,288+38,868$3,708
AT&T INC 104,766 -8,461 $3,054
     T104,766-8,461$3,054
HALLIBURTON CO 428,665 -8,836 $2,936
     HAL428,665-8,836$2,936
GREIF INC 75,041 +8,100 $2,333
     GEF75,041+8,100$2,333
DEVON ENERGY CORP NEW 281,760 -10,648 $1,947
     DVN281,760-10,648$1,947
COLUMBUS MCKINNON CORP N Y 58,036 UNCH $1,451
     CMCO58,036UNCH$1,451
II VI INC 47,500 +47,500 $1,354
     IIVI47,500+47,500$1,354
MALIBU BOATS INC 41,270 +12,770 $1,188
     MBUU41,270+12,770$1,188
LIBERTY MEDIA CORP DEL 38,097 -10,262 $1,037
     FWONK38,097-10,262$1,037
FLIR SYS INC 32,260 +9,000 $1,029
     FLIR32,260+9,000$1,029
AAR CORP 49,705 +49,705 $883
     AIR49,705+49,705$883
LKQ CORP 39,245 +39,245 $805
     LKQ39,245+39,245$805
REGAL BELOIT CORP 11,850 +11,850 $746
     RBC11,850+11,850$746
HELIOS TECHNOLOGIES INC 18,190 UNCH $690
     HLIO18,190UNCH$690
SENSATA TECHNOLOGIES HLDNG P 21,000 +21,000 $608
     ST21,000+21,000$608
ALASKA AIR GROUP INC 19,515 +19,515 $556
     ALK19,515+19,515$556
BMC STK HLDGS INC 31,240 +31,240 $554
     BMCH31,240+31,240$554
CARPENTER TECHNOLOGY CORP 27,265 +10,235 $532
     CRS27,265+10,235$532
ROGERS CORP 5,100 +5,100 $482
     ROG5,100+5,100$482
STARWOOD PPTY TR INC 46,245 +46,245 $474
     STWD46,245+46,245$474
INTEGER HLDGS CORP 7,500 +7,500 $471
     ITGR7,500+7,500$471
RAVEN INDS INC 20,170 +20,170 $428
     RAVN20,170+20,170$428

See Full List: All Stocks Held By Van Den Berg Management I Inc.
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Van Den Berg Management I Inc.

Size ($ in 1000's)
At 03/31/2020: $371,104
At 12/31/2019: $596,198

Van Den Berg Management I Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Van Den Berg Management I Inc. 13F filings. Link to 13F filings: SEC filings

Van Den Berg Management I Inc. Top Holdings 13F Filings | www.HoldingsChannel.com

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