Century Management portfolio — 13F holdings Q2 2026
Century Management (Arnold Van Den Berg) reported 117 long positions worth $473.3 million as of 2026-06-30. Top holdings: Dell Technologies Inc., Sprott Physical Gold Trust, INTEL CORP, Lumen Technologies, Inc., EXXON MOBIL CORP. Quarterly changes and source links to the original SEC 13F filings. Long options are listed separately in the interactive view.
Reported share positions (up to 20)
| Company | Report period | Value | Portfolio weight | Change | Source |
|---|---|---|---|---|---|
| Dell Technologies Inc. | 2026-06-30 | 26876938.00 USD | 5.68% | reduce | Original filing |
| Sprott Physical Gold Trust | 2026-06-30 | 25040707.00 USD | 5.29% | reduce | Original filing |
| INTEL CORP | 2026-06-30 | 19767279.00 USD | 4.18% | reduce | Original filing |
| Lumen Technologies, Inc. | 2026-06-30 | 18302743.00 USD | 3.87% | reduce | Original filing |
| EXXON MOBIL CORP | 2026-06-30 | 17276868.00 USD | 3.65% | reduce | Original filing |
| SEABRIDGE GOLD INC | 2026-06-30 | 16679159.00 USD | 3.52% | reduce | Original filing |
| Coherent Corp. | 2026-06-30 | 16585886.00 USD | 3.50% | reduce | Original filing |
| Alphabet Inc. | 2026-06-30 | 16006580.00 USD | 3.38% | reduce | Original filing |
| Diamondback Energy, Inc. | 2026-06-30 | 14291324.00 USD | 3.02% | reduce | Original filing |
| EQT Corp | 2026-06-30 | 11825859.00 USD | 2.50% | reduce | Original filing |
| UNITEDHEALTH GROUP INC | 2026-06-30 | 11504638.00 USD | 2.43% | reduce | Original filing |
| QUALCOMM INC/DE | 2026-06-30 | 11496402.00 USD | 2.43% | add | Original filing |
| BERKSHIRE HATHAWAY INC | 2026-06-30 | 11241759.00 USD | 2.38% | reduce | Original filing |
| INTERNATIONAL BUSINESS MACHINES CORP | 2026-06-30 | 11170505.00 USD | 2.36% | add | Original filing |
| Elevance Health, Inc. | 2026-06-30 | 10640489.00 USD | 2.25% | reduce | Original filing |
| MICROSOFT CORP | 2026-06-30 | 10354248.00 USD | 2.19% | add | Original filing |
| BROOKFIELD Corp /ON/ | 2026-06-30 | 9852515.00 USD | 2.08% | reduce | Original filing |
| Permian Resources Corp | 2026-06-30 | 9327261.00 USD | 1.97% | reduce | Original filing |
| STANLEY BLACK & DECKER, INC. | 2026-06-30 | 9096886.00 USD | 1.92% | add | Original filing |
| Cigna Group | 2026-06-30 | 8618584.00 USD | 1.82% | add | Original filing |
Recent source filings (up to 20)
| Report period | Filed | Form | Source |
|---|---|---|---|
| 2026-06-30 | 2026-08-14 00:00:00 | 13F-HR | Original filing |
| 2026-03-31 | 2026-05-15 00:00:00 | 13F-HR | Original filing |
| 2025-12-31 | 2026-02-17 00:00:00 | 13F-HR | Original filing |
| 2025-09-30 | 2025-11-14 00:00:00 | 13F-HR | Original filing |
| 2025-06-30 | 2025-08-14 00:00:00 | 13F-HR | Original filing |
| 2025-03-31 | 2025-05-15 00:00:00 | 13F-HR | Original filing |
| 2024-12-31 | 2025-02-14 00:00:00 | 13F-HR | Original filing |
| 2024-09-30 | 2024-11-14 00:00:00 | 13F-HR | Original filing |
| 2024-06-30 | 2024-08-14 00:00:00 | 13F-HR | Original filing |
| 2024-03-31 | 2024-05-15 00:00:00 | 13F-HR | Original filing |
| 2023-12-31 | 2024-02-14 00:00:00 | 13F-HR | Original filing |
| 2023-09-30 | 2023-11-14 00:00:00 | 13F-HR | Original filing |
| 2023-06-30 | 2023-08-14 00:00:00 | 13F-HR | Original filing |
| 2023-03-31 | 2023-05-15 00:00:00 | 13F-HR | Original filing |
| 2022-12-31 | 2023-02-14 00:00:00 | 13F-HR | Original filing |
| 2022-09-30 | 2022-11-14 00:00:00 | 13F-HR | Original filing |
| 2022-06-30 | 2022-08-15 00:00:00 | 13F-HR | Original filing |
| 2022-03-31 | 2022-05-16 00:00:00 | 13F-HR | Original filing |
| 2021-12-31 | 2022-02-14 00:00:00 | 13F-HR | Original filing |
| 2021-09-30 | 2021-11-15 00:00:00 | 13F-HR | Original filing |
Public disclosures can be delayed, incomplete, or amended. Report period describes a position date; transaction date describes a reported transaction; filed describes submission. A recent filing or page update does not establish a current holding. A dash means unavailable or not comparable, not zero.
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