AV
Arnold Van Den Berg
Century Management
Deep value — margin of safety
Founder of Century Management. Graham/Buffett-style deep-value investor with a large, diversified book built around a strict margin-of-safety discipline.
Portfolio Map
Sized by portfolio weight · colored by quarter-over-quarter change · click ticker to view analysis
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CALLBullish options bet
PUTBearish options bet
Sector Allocation
% of portfolio value by sector · current filing only
Other / Unclassified
94.58%
Technology
3.5%
Industrials
1.92%
Full Portfolio · 2026-06-30
120 positions — click any ticker to open its analysis page
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Conviction Moves
Largest portfolio-weight changes this quarter · bar length = change in % of portfolio
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Quarter-over-Quarter Changes
2026-03-31 → 2026-06-30 · 50 positions moved
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