Jim Brilliant
Van Den Berg Management I, Inc
Assets Managed
$436.153M
Holdings
133
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-0.06%(2Q avg: 4.64%)
Sustained Growth
0 quarters
Portfolio positions
This chart displays the top 10 holdings in Van Den Berg Management I, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 133 positions.
Assets under management
The assets under management (AUM) of Van Den Berg Management I, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 436.153M in assets, with a quarterly growth rate of -0.06% and a 2-quarter average growth rate of 4.64%. The portfolio is managed by Jim Brilliant, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
PHYS Sprott Physical Gold Trust
| 6.79% | $29.591M 834,961 shares@ $35.44 avg price | Decreased -2.32% |
XOM Exxon Mobil Corp
| 5.25% | $22.89M 134,915 shares@ $169.66 avg price | Decreased -4.32% |
SA Seabridge Gold Inc
| 4.28% | $18.649M 658,050 shares@ $28.34 avg price | Decreased -6.97% |
LUMN Lumen Technologies Inc
| 3.87% | $16.874M 2.428M shares@ $6.95 avg price | Increased 1.41% |
FANG Diamondback Energy Inc
| 3.77% | $16.408M 82,958 shares@ $197.8 avg price | Decreased -2.01% |
COHR Coherent Corp
| 3.53% | $15.374M 64,539 shares@ $238.21 avg price | Decreased -46.14% |
EQT Eqt Corp
| 3.3% | $14.386M 226,057 shares@ $63.64 avg price | Decreased -1.66% |
GOOG Alphabet Inc-cl C
| 3.06% | $13.317M 46,423 shares@ $286.87 avg price | Decreased -19.64% |
DELL Dell Technologies -c
| 2.95% | $12.848M 78,282 shares@ $164.14 avg price | Increased 0.47% |
BRK.B Berkshire Hathaway Inc-cl B
| 2.58% | $11.251M 23,478 shares@ $479.2 avg price | Decreased -13.39% |
1-10 of 133