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Century Management

Long Only

Arnold Van Den Berg · Filed 2026-08-14 · CIK 0001142062 · Q2 2026

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Form ADV discretionary AUM, 2026-06-01i
$679.5M
13F Equity Value
$473.3M
As of Q2 2026
13F / AUM
69.7%
Positions
120
13F long book at a glance — % of AUM
+110 more · 43%
NON-13F · 30%
Min weight:
#
Value
# SharesSourceWeight
1
DELL TECHNOLOGIES INCHIST
DELL
$26.9M
4.0%62,293(15,989)(20.4%)0.01%13F
2
SPROTT ASSET MANAGEMENT LPHIST
PHYS
$25.0M
3.7%829,987(4,974)(0.6%)—13F
3
INTEL CORPHIST
INTC
$19.8M
2.9%141,569(108,277)(43.3%)0.00%13F
4
LUMEN TECHNOLOGIES INCHIST
LUMN
$18.3M
2.7%2,383,170(44,692)(1.8%)0.23%13F
5
EXXON MOBIL CORPHIST
XOM
$17.3M
2.5%126,367(8,548)(6.3%)0.00%13F
6
SEABRIDGE GOLD INCHIST
SA
$16.7M
2.5%647,986+647,986NEW0.70%13F
7
COHERENT CORPHIST
COHR
$16.6M
2.4%42,046(22,493)(34.9%)0.02%13F
8
ALPHABET INCHIST
GOOG
$15.9M
2.3%45,086(1,337)(2.9%)0.00%13F
9
DIAMONDBACK ENERGY INCHIST
FANG
$14.3M
2.1%81,302(1,656)(2.0%)0.03%13F
10
EQT CORPHIST
EQT
$11.8M
1.7%222,416(3,641)(1.6%)0.04%13F
11
UNITEDHEALTH GROUP INCHIST
UNH
$11.5M
1.7%27,680(1,208)(4.2%)0.00%13F
12
QUALCOMM INCHIST
QCOM
$11.5M
1.7%62,213+95+0.2%0.01%13F
13
BERKSHIRE HATHAWAY INC DELHIST
BRK-B
$11.2M
1.7%22,466(1,012)(4.3%)2.39%13F
14
INTERNATIONAL BUSINESS MACHSHIST
IBM
$11.2M
1.6%39,723+2,781+7.5%0.00%13F
15
ELEVANCE HEALTH INC FORMERLYHIST
ELV
$10.6M
1.6%27,514(600)(2.1%)0.01%13F
16
MICROSOFT CORPHIST
MSFT
$10.4M
1.5%27,758+262+1.0%0.00%13F
17
BROOKFIELD CORPHIST
BN
$9.9M
1.4%231,334(5,359)(2.3%)—13F
18
PERMIAN RESOURCES CORPHIST
PR
$9.3M
1.4%506,641(10,261)(2.0%)0.06%13F
19
STANLEY BLACK & DECKER INCHIST
SWK
$9.1M
1.3%96,652+4,449+4.8%0.06%13F
20
THE CIGNA GROUPHIST
CI
$8.6M
1.3%31,263+151+0.5%0.01%13F
21
DANAHER CORP DELHIST
DHR
$8.2M
1.2%43,029+6,801+18.8%0.01%13F
22
TIMKEN COHIST
TKR
$8.2M
1.2%56,168(3,122)(5.3%)0.08%13F
23
COLUMBUS MCKINNON CORP N YHIST
CMCO
$8.1M
1.2%534,610+56,282+11.8%1.85%13F
24
VONTIER CORPORATIONHIST
VNT
$8.0M
1.2%276,939+54,745+24.6%0.20%13F
25
ARCH CAP GROUP LTDHIST
ACGL
$7.9M
1.2%81,619+533+0.7%0.02%13F
26
SLB LIMITEDHIST
SLB
$7.8M
1.1%167,511(5,343)(3.1%)0.01%13F
27
ILLUMINA INCHIST
ILMN
$7.7M
1.1%43,610(1,168)(2.6%)0.03%13F
28
SMURFIT WESTROCK PLCHIST
SW
$7.3M
1.1%156,841(4,074)(2.5%)0.03%13F
29
THERMO FISHER SCIENTIFIC INCHIST
TMO
$7.2M
1.1%14,289+143+1.0%0.00%13F
30
GENERAC HLDGS INCHIST
GNRC
$6.5M
1.0%22,318(476)(2.1%)0.04%13F
31
INTUITHIST
INTU
$6.5M
1.0%25,020+18,151+264.2%0.01%13F
32
DISNEY WALT COHIST
DIS
$6.5M
1.0%67,131+775+1.2%0.00%13F
33
SENSATA TECHNOLOGIES HLDG PLHIST
ST
$6.0M
0.9%125,840(2,454)(1.9%)0.09%13F
34
WORKDAY INCHIST
WDAY
$6.0M
0.9%48,837+10,939+28.9%0.02%13F
35
COMSTOCK RES INCHIST
CRK
$6.0M
0.9%399,068+2,979+0.8%0.14%13F
36
MARKETAXESS HLDGS INCHIST
MKTX
$5.9M
0.9%52,054+20,631+65.7%0.15%13F
37
FORTIVE CORPHIST
FTV
$4.9M
0.7%80,408+17,170+27.2%—13F
38
CME GROUP INCHIST
CME
$4.9M
0.7%22,089+3,591+19.4%0.03%13F
39
BRISTOW GROUP INCHIST
VTOL
$4.5M
0.7%108,398+15,471+16.6%0.37%13F
40
TREX INCHIST
TREX
$4.3M
0.6%86,107+1,236+1.5%0.08%13F
41
AMPHENOL CORPHIST
APH
$3.8M
0.6%21,645+21,645NEW0.00%13F
42
FEDEX CORPHIST
FDX
$3.7M
0.5%11,836(274)(2.3%)0.01%13F
43
VERISIGN INCHIST
VRSN
$3.6M
0.5%14,120(228)(1.6%)0.02%13F
44
META PLATFORMS INCHIST
META
$3.3M
0.5%5,918(138)(2.3%)0.00%13F
45
BANK OF AMER CORPHIST
BAC
$2.9M
0.4%50,610(1,115)(2.2%)0.00%13F
46
BROOKFIELD ASSET MANAGMT LTDHIST
BAM
$2.8M
0.4%62,424+20,344+48.3%0.02%13F
47
UNITED PARCEL SVCS INCHIST
UPS
$2.7M
0.4%25,554+361+1.4%0.00%13F
48
DEVON ENERGY CORP NEWHIST
DVN
$2.6M
0.4%62,891+33,918+117.1%0.01%13F
49
MOODYS CORPHIST
MCO
$2.6M
0.4%5,707(143)(2.4%)0.00%13F
50
CONOCOPHILLIPSHIST
COP
$2.6M
0.4%24,761(17,001)(40.7%)0.00%13F
51
CRESCENT ENERGY COMPANYHIST
CRGY
$2.2M
0.3%228,438+1,225+0.5%0.07%13F
52
INVESCO EXCHANGE TRADED FD THIST
RSP
$1.0M
0.2%4,792+60+1.3%—13F
53
LIBERTY ENERGY INCHIST
LBRT
$1.0M
0.1%38,016(125)(0.3%)0.02%13F
54
OVINTIV INCHIST
OVV
$1.0M
0.1%18,533(767)(4.0%)0.01%13F
55
VANGUARD SPECIALIZED FUNDSHIST
VIG
$1.0M
0.1%4,115+53+1.3%0.01%13F
56
VANECK ETF TRUSTHIST
GDXJ
$1.0M
0.1%9,672(681)(6.6%)—13F
57
VANGUARD INDEX FDSHIST
VTI
$0.9M
0.1%2,441(198)(7.5%)0.00%13F
58
ERO COPPER CORPHIST
ERO
$0.9M
0.1%33,393(200)(0.6%)0.03%13F
59
MASTERCARD INCORPORATEDHIST
MA
$0.8M
0.1%1,553(35)(2.2%)0.00%13F
60
NORTHERN OIL & GAS INCHIST
NOG
$0.8M
0.1%42,782+439+1.0%0.04%13F
61
CHEVRON CORPORATIONHIST
CVX
$0.8M
0.1%4,592(523)(10.2%)0.00%13F
62
AGNICO EAGLE MINES LTDHIST
AEM
$0.7M
0.1%4,762——0.00%13F
63
SCHWAB STRATEGIC TRHIST
FNDF
$0.7M
0.1%13,849(845)(5.8%)0.00%13F
64
VANGUARD TAX-MANAGED FDSHIST
VEA
$0.7M
0.1%10,157(489)(4.6%)0.02%13F
65
SPROTT ASSET MANAGEMENT LPHIST
PSLV
$0.7M
0.1%38,019———13F
66
SELECT SECTOR SPDR TRHIST
XLE
$0.7M
0.1%13,125(355)(2.6%)—13F
67
BAYTEX ENERGY CORPHIST
BTE
$0.7M
0.1%164,777(1,250)(0.8%)0.02%13F
68
VANECK ETF TRUSTHIST
MOAT
$0.6M
0.1%6,181(448)(6.8%)—13F
69
VANGUARD INDEX FDSHIST
VOO
$0.6M
0.1%872(255)(22.6%)0.00%13F
70
VANGUARD WHITEHALL FDSHIST
VYM
$0.6M
0.1%3,537(110)(3.0%)0.01%13F
71
SUNCOR ENERGY INC NEWHIST
SU
$0.5M
0.1%9,103(13)(0.1%)0.00%13F
72
SPDR SERIES TRUSTHIST
XOP
$0.4M
0.1%2,816(102)(3.5%)0.00%13F
73
AMAZON COM INCHIST
AMZN
$0.4M
0.1%1,807——0.00%13F
74
SPDR SERIES TRUSTHIST
SPSM
$0.4M
0.1%6,968(274)(3.8%)0.00%13F
75
VANGUARD WHITEHALL FDSHIST
VYMI
$0.4M
0.1%4,015+55+1.4%0.01%13F
76
TEXAS INSTRS INCHIST
TXN
$0.4M
0.1%1,294(864)(40.0%)0.00%13F
77
NVIDIA CORPORATIONHIST
NVDA
$0.3M
0.0%1,485(75)(4.8%)0.00%13F
78
EVEREST GROUP LTDHIST
EG
$0.3M
0.0%822(260)(24.0%)0.00%13F
79
GE AEROSPACEHIST
GE
$0.3M
0.0%780(4)(0.5%)0.00%13F
80
ANTERO RESOURCES CORPHIST
AR
$0.3M
0.0%7,647(323)(4.1%)0.00%13F
81
HECLA MINING COMPANYHIST
HL
$0.3M
0.0%17,000——0.00%13F
82
APPLE INCHIST
AAPL
$0.3M
0.0%904——0.00%13F
83
CURTISS WRIGHT CORPHIST
CW
$0.2M
0.0%327——0.00%13F
84
SPROTT ASSET MANAGEMENT LPHIST
CEF
$0.2M
0.0%5,948(38)(0.6%)—13F
85
RANGE RES CORPHIST
RRC
$0.2M
0.0%6,387———13F
86
AT&T INCHIST
T
$0.2M
0.0%11,394(60)(0.5%)0.00%13F
87
STATE STR SPDR DOW JONES INDHIST
DIA
$0.2M
0.0%444(125)(22.0%)0.00%13F
88
TALOS ENERGY INCHIST
TALO
$0.2M
0.0%17,895——0.01%13F
89
GE VERNOVA INCHIST
GEV
$0.2M
0.0%193+193NEW0.00%13F
90
GLOBAL X FDSHIST
URA
$0.2M
0.0%5,038(1,076)(17.6%)—13F
91
VANGUARD WORLD FDHIST
VHT
$0.1M
0.0%481(8)(1.6%)0.00%13F
92
VANECK ETF TRUSTHIST
GDX
$0.1M
0.0%1,590———13F
93
TEUCRIUM COMMODITY TRHIST
WEAT
$0.1M
0.0%4,900+4,900NEW—13F
94
SCHWAB STRATEGIC TRHIST
FNDE
$0.1M
0.0%2,617(32)(1.2%)0.00%13F
95
TRANSOCEAN LTDHIST
RIG
$0.1M
0.0%18,265(9,478)(34.2%)0.00%13F
96
ALPHABET INCHIST
GOOGL
$0.1M
0.0%214——0.00%13F
97
VANGUARD WORLD FDHIST
VGT
$0.1M
0.0%600+525+700.0%0.00%13F
98
RING ENERGY INCHIST
REI
$0.1M
0.0%64,391+11,200+21.1%0.02%13F
99
TEUCRIUM COMMODITY TRHIST
CORN
$0.1M
0.0%4,000+4,000NEW—13F
100
SCHWAB STRATEGIC TRHIST
SCHD
$0.1M
0.0%1,899——0.00%13F
101
TEUCRIUM COMMODITY TRHIST
TAGS
$0.0M
0.0%2,000+2,000NEW—13F
102
VANGUARD WHITEHALL FDSHIST
VIGI
$0.0M
0.0%436+168+62.7%0.00%13F
103
VANGUARD WORLD FDHIST
VPU
$0.0M
0.0%162——0.00%13F
104
VANGUARD INDEX FDSHIST
VV
$0.0M
0.0%79(7)(8.1%)0.00%13F
105
GLOBAL X FDSHIST
COPX
$0.0M
0.0%274———13F
106
NORTHERN DYNASTY MINERALS LTHIST
NAK
$0.0M
0.0%10,000——0.00%13F
107
SCHWAB STRATEGIC TRHIST
SCHC
$0.0M
0.0%300+300NEW0.00%13F
108
GLOBAL X FDSHIST
SIL
$0.0M
0.0%175———13F
109
VANGUARD INDEX FDSHIST
VUG
$0.0M
0.0%132+110+500.0%0.00%13F
110
VANGUARD INDEX FDSHIST
VTV
$0.0M
0.0%47(7)(13.0%)0.00%13F
111
INVESCO EXCHANGE TRADED FD THIST
DJD
$0.0M
0.0%150———13F
112
VANECK ETF TRUSTHIST
NLR
$0.0M
0.0%70(146)(67.6%)—13F
113
VANGUARD INDEX FDSHIST
VBR
$0.0M
0.0%30(4)(11.8%)0.00%13F
114
SELECT SECTOR SPDR TRHIST
XLF
$0.0M
0.0%133———13F
115
SCHWAB STRATEGIC TRHIST
SCHH
$0.0M
0.0%172——0.00%13F
116
SPDR SERIES TRUSTHIST
XES
$0.0M
0.0%34——0.00%13F
117
VANGUARD INDEX FDSHIST
VNQ
$0.0M
0.0%25——0.00%13F
118
VANGUARD INDEX FDSHIST
VB
$0.0M
0.0%5——0.00%13F
119
VANECK ETF TRUSTHIST
MORT
$0.0M
0.0%140———13F
120
SELECT SECTOR SPDR TRHIST
XLK
$0.0M
0.0%4———13F
Positions are primarily from the latest 13F-HR. Schedule 13D/13G filings (>5% stakes) are merged in when present; they report shares and percent of class but not dollar value. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.