Instuitional Investor - Van Den Berg Management I, Inc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Sprott Physical Gold Trust	PHYS	854,848	$28,227,080	6.47%
2.	Coherent Corp.	COHR	119,837	$22,118,315	5.07%
3.	Seabridge Gold Inc	SA	707,390	$20,931,669	4.8%
4.	Lumen Technologies Inc.	LUMN	2,394,300	$18,603,708	4.26%
5.	Alphabet Inc.	GOOGL	57,770	$18,128,226	4.15%