Arnold Van Den Berg Buys TOT, HPQ, LAYN, SCHW, Adds JEC, CSCO, AMAT

Arnold Van Den Berg Buys TOT, HPQ, LAYN, SCHW, Adds JEC, CSCO, AMAT

Arnold Van Den Berg’s Century Management Advisers has filed a Form 13F, detailing its latest buys during Q3. Century Management Advisers is a value based fund, founded in 1974 by Arnold Van Den Berg. He is the CEO and Chief investment officer of the firm, which had a portfolio value of about $94 million in Q3, spread across a total of eighty countries within thirteen different sectors.

Arnold Van Den Berg Buys TOT, HPQ, LAYN, SCHW, Adds JEC, CSCO, AMAT

Century Management Advisers Portfolio:

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Information Technology

Arnold Van Den Berg has a majority of his portfolio funds invested in the information technology sector, which holds 28% of the total AUM. The firm bought Hewlett-Packard Company (NYSE:HPQ) to add to this sector, while adding to its stake in CISCO Systems, Inc. (NASDAQ:CSCO) during Q3. Van Den Berg bought 5,080 shares of Hewlett-Packard Company (NYSE:HPQ), at an average price of $18.60 per share, to trigger 0.734 percentage change in the overall portfolio. The added shares in CISCO Systems, Inc. (NASDAQ:CSCO) counter triggered a 4.50 percentage change in portfolio.


The industrial sector accounts for just over 24% of the value investing oriented hedge fund’s portfolio. Century Management Advisers bought Kirby Corporation (NYSE:KEX), while adding to Jacobs Engineering Group Inc (NYSE:JEC).


The firm bought a stake in The Charles Schwab Corporation (NYSE:SCHW), while reducing its existing ownership in Wells Fargo & Company (NYSE:WFC) by 26.79%, after selling 2.45 million shares, and acquiring just over 500,00 shares from this counter. This sector accounts for about 9.78% of Arnold Van Den Berg’s portfolio.


Century Management Advisers bought a stake in TOTAL S.A. (NYSE:TOT), which represents a portfolio change of 1.35%, after it acquired 25,425 shares of the oil and gas Paris-based company. This sector represents 8.51% of the company’s portfolio. Consumer Discretionary represents 5.91%, while the Industrial goods sector accounts for 5.31%.

Top New Buys

TOTAL S.A. (NYSE:TOT) was the firm’s top buy during the third quarter, followed by  Layne Christensen Company (NASDAQ:LAYN), where the it bought 44,400 shares, representing a 0.92 percentage change in the overall portfolio. The firm’s top holdings are headed by CISCO Systems, with 237,590 shares at an average price of $19.08 per share, followed by Jacobs Engineering Group Inc (NYSE:JEC) and Applied Materials, Inc. (NYSE:AMAT).

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