DELL position history
The shares of Dell Technologies (DELL) that VAN DEN BERG MANAGEMENT I, INC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2024 Q4: 34,805 shares, $4M, 1.2% of portfolio, New
- 2025 Q1: 72,068 shares, $6.6M, 2.0% of portfolio, Add +107.1%
- 2025 Q2: 78,375 shares, $9.6M, 2.7% of portfolio, Add +8.8%
- 2025 Q3: 78,508 shares, $11M, 2.8% of portfolio, Add +0.2%
- 2025 Q4: 77,921 shares, $9.8M, 2.2% of portfolio, Reduce −0.7%
- 2026 Q1: 78,282 shares, $13M, 2.9% of portfolio, Add +0.5%
- 2026 Q2: 62,293 shares, $27M, 5.7% of portfolio, Reduce −20.4%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|