Van Den Berg Management I, Inc. 13F holdings and portfolio analysis
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Baseline
Analysis messagesPre-generated Q&A about this fund. Use as reference context for your own analysis.
The latest change list shows COHR unchanged to 6.22%; LUMN unchanged to 5.23%; GOOGL unchanged to 5.10%. Combined with top 5 25.15%, top 10 40.80%, top 20 65.33%, that tells the user whether the baseline is becoming more concentrated or simply refreshing existing exposure. For a static page, this is the best first check before deciding whether the raw disclosed book is still acceptable.
Concentration is the first item to inspect: top 5 25.15%, top 10 40.80%, top 20 65.33%. The largest names are COHR (Coherent Corp.) 6.22%, LUMN (Lumen Technologies, Inc.) 5.23%, GOOGL (Alphabet Inc.) 5.10%, XOM (Exxon Mobil Corporation) 4.77%, and BRK.A (Berkshire Hathaway Inc.) 3.83%, and the largest sector exposures are Information Technology 24.59%, Energy 22.43%, and Health Care 13.73%. If those exposures reverse, baseline performance can diverge sharply from a broad index.
The baseline is a direct read-through of the disclosed fund portfolio. It is led by COHR (Coherent Corp.) 6.22%, LUMN (Lumen Technologies, Inc.) 5.23%, and GOOGL (Alphabet Inc.) 5.10%, with sector exposure of Information Technology 24.59%, Energy 22.43%, and Health Care 13.73%. The baseline metrics show return 8.06%, alpha -2.42%, beta 0.80, Sharpe 0.55, Sortino 0.69, and max drawdown -44.76%, so this should be treated as an equity exposure with its own concentration and timing risk rather than a neutral benchmark clone.