VAN DEN BERG MANAGEMENT I, INC
AUSTIN TX · SEC CIK 0001142062
$4.73亿2026Q2 申报市值
120持仓数
38.6%前十大占比 · 第一大 5.7%
7 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SA 新建仓+$1,667.92万
INTU 加仓+$473.74万
APH 新建仓+$381.64万
MKTX 加仓+$234.14万
VNT 加仓+$158.76万
2026Q2 卖出最多 按季末市值估算
SEABRIDGE GOLD I 清仓-$1,864.91万
INTC 减仓-$1,511.87万
COHR 减仓-$887.28万
DELL 减仓-$689.86万
COP 减仓-$176.74万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TREX | TREX INC | $430.88万 | 0.91% | 86,107 | 1,236 | 1.5% | $6.18万 | 加仓 |
| VTOL | BRISTOW GROUP INC | $447.90万 | 0.95% | 108,398 | 15,471 | 16.6% | $63.93万 | 加仓 |
| CME | CME GROUP INC | $487.79万 | 1.03% | 22,089 | 3,591 | 19.4% | $79.30万 | 加仓 |
| FTV | FORTIVE CORP | $491.21万 | 1.04% | 80,408 | 17,170 | 27.2% | $104.89万 | 加仓 |
| MKTX | MARKETAXESS HLDGS INC | $590.76万 | 1.25% | 52,054 | 20,631 | 65.7% | $234.14万 | 加仓 |
| CRK | COMSTOCK RES INC | $595.41万 | 1.26% | 399,068 | 2,979 | 0.8% | $4.44万 | 加仓 |
| WDAY | WORKDAY INC | $597.86万 | 1.26% | 48,837 | 10,939 | 28.9% | $133.92万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $600.76万 | 1.27% | 125,840 | -2,454 | -1.9% | -$11.72万 | 减仓 |
| DIS | DISNEY WALT CO | $646.14万 | 1.37% | 67,131 | 775 | 1.2% | $7.46万 | 加仓 |
| INTU | INTUIT | $653.02万 | 1.38% | 25,020 | 18,151 | 264.2% | $473.74万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $653.49万 | 1.38% | 22,318 | -476 | -2.1% | -$13.94万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $716.39万 | 1.51% | 14,289 | 143 | 1.0% | $7.17万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $725.55万 | 1.53% | 156,841 | -4,074 | -2.5% | -$18.85万 | 减仓 |
| ILMN | ILLUMINA INC | $766.79万 | 1.62% | 43,610 | -1,168 | -2.6% | -$20.54万 | 减仓 |
| SLB | SLB LIMITED | $778.76万 | 1.65% | 167,511 | -5,343 | -3.1% | -$24.84万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $792.19万 | 1.67% | 81,619 | 533 | 0.7% | $5.17万 | 加仓 |
| VNT | VONTIER CORPORATION | $803.12万 | 1.70% | 276,939 | 54,745 | 24.6% | $158.76万 | 加仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $808.86万 | 1.71% | 534,610 | 56,282 | 11.8% | $85.15万 | 加仓 |
| TKR | TIMKEN CO | $816.23万 | 1.72% | 56,168 | -3,122 | -5.3% | -$45.37万 | 减仓 |
| DHR | DANAHER CORP DEL | $819.62万 | 1.73% | 43,029 | 6,801 | 18.8% | $129.55万 | 加仓 |
| CI | THE CIGNA GROUP | $861.86万 | 1.82% | 31,263 | 151 | 0.5% | $4.16万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $909.69万 | 1.92% | 96,652 | 4,449 | 4.8% | $41.87万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $932.73万 | 1.97% | 506,641 | -10,261 | -2.0% | -$18.89万 | 减仓 |
| BN | BROOKFIELD CORP | $985.25万 | 2.08% | 231,334 | -5,359 | -2.3% | -$22.82万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,035.42万 | 2.19% | 27,758 | 262 | 1.0% | $9.77万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,064.05万 | 2.25% | 27,514 | -600 | -2.1% | -$23.20万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $1,117.05万 | 2.36% | 39,723 | 2,781 | 7.5% | $78.20万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,124.18万 | 2.38% | 22,466 | -1,012 | -4.3% | -$50.64万 | 减仓 |
| QCOM | QUALCOMM INC | $1,149.64万 | 2.43% | 62,213 | 95 | 0.2% | $1.76万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1,150.46万 | 2.43% | 27,680 | -1,208 | -4.2% | -$50.21万 | 减仓 |
| EQT | EQT CORP | $1,182.59万 | 2.50% | 222,416 | -3,641 | -1.6% | -$19.36万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,429.13万 | 3.02% | 81,302 | -1,656 | -2.0% | -$29.11万 | 减仓 |
| GOOG | ALPHABET INC | $1,593.02万 | 3.37% | 45,086 | -1,337 | -2.9% | -$47.24万 | 减仓 |
| COHR | COHERENT CORP | $1,658.59万 | 3.50% | 42,046 | -22,493 | -34.9% | -$887.28万 | 减仓 |
| SA | SEABRIDGE GOLD INC | $1,667.92万 | 3.52% | 647,986 | 647,986 | — | $1,667.92万 | 新建仓 |
| — | EXXON MOBIL CORP | $1,727.69万 | 3.65% | 126,367 | -8,548 | -6.3% | -$116.87万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $1,830.27万 | 3.87% | 2,383,170 | -44,692 | -1.8% | -$34.32万 | 减仓 |
| INTC | INTEL CORP | $1,976.73万 | 4.18% | 141,569 | -108,277 | -43.3% | -$1,511.87万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $2,504.07万 | 5.29% | 829,987 | -4,974 | -0.6% | -$15.01万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $2,687.69万 | 5.68% | 62,293 | -15,989 | -20.4% | -$689.86万 | 减仓 |