StockDriftsStockDriftsTop 50 Van Den Berg Management I INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | 6.78% | 835.0K | $29.6M | -2.33%(-19.89K) | $15.38(+102.07%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 5.25% | 134.9K | $22.9M | -4.33%(-6.10K) | $115.61(+18.58%) | 2026-03-31 | |
| SA | SEABRIDGE GOLD INC | 4.28% | 658.0K | $18.6M | -6.97%(-49.34K) | $9.33(+196.14%) | 2026-03-31 | |
| LUMN | LUMEN TECHNOLOGIES INC | 3.87% | 2.43M | $16.9M | +1.40%(+33.56K) | $3.89(+65.49%) | 2026-03-31 | |
| FANG | DIAMONDBACK ENERGY INC | 3.76% | 83.0K | $16.4M | -2.01%(-1.70K) | $63.94(+169.06%) | 2026-03-31 | |
| COHR | COHERENT CORP | 3.52% | 64.5K | $15.4M | -46.14%(-55.30K) | $39.75(+738.55%) | 2026-03-31 | |
| EQT | EQT CORP | 3.3% | 226.1K | $14.4M | -1.66%(-3.83K) | $28.57(+84.14%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.05% | 46.4K | $13.3M | -19.64%(-11.35K) | $63.82(+458.07%) | 2026-03-31 | |
| DELL | DELL TECHNOLOGIES INC | 2.95% | 78.3K | $12.8M | +0.46%(+361) | $109.82(+259.06%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.58% | 23.5K | $11.3M | -13.40%(-3.63K) | $109.10(+365.42%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.20% | +78.04% |
| Top 20 Holdings Unweighted | +20.12% | +73.33% |
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