Van Den Berg Management I’s DMC Global BOOM Stock Holding History

Van Den Berg Management I’s Portfolio BOOM Stock Details BOOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-10,209	Closed	-$86.3K	–	127
2025 Q3	$86.3K	Buy	+10,209	New	+$76.5K	0.02%	87
2024 Q4	–	Sell	-61,439	Closed	-$797K	–	110
2024 Q3	$797K	Sell	61,439 -121,626	-66%	-$1.54M	0.23%	55
2024 Q2	$2.64M	Buy	183,065 +1,479	+0.8%	+$22K	0.78%	39
2024 Q1	$3.54M	Buy	181,586 +2,183	+1%	+$38.3K	1.04%	31
2023 Q4	$3.38M	Sell	179,403 -1,577	-0.9%	-$29K	1.12%	32
2023 Q3	$4.43M	Sell	180,980 -1,529	-0.8%	-$33.3K	1.55%	27
2023 Q2	$3.24M	Sell	182,509 -231	-0.1%	-$4.18K	1.17%	31
2023 Q1	$4.01M	Sell	182,740 -3,662	-2%	-$83.9K	1.49%	26
2022 Q4	$3.62M	Sell	186,402 -30,394	-14%	-$562K	1.35%	27
2022 Q3	$3.46M	Sell	216,796 -5,047	-2%	-$102K	1.03%	30
2022 Q2	$4M	Buy	221,843 +11,014	+5%	+$270K	1.07%	33
2022 Q1	$6.43M	Sell	210,829 -38,819	-16%	-$1.41M	1.45%	25
2021 Q4	$9.89M	Buy	249,648 +32,863	+15%	+$1.31M	1.8%	24
2021 Q3	$8M	Buy	216,785 +638	+0.3%	+$27.6K	1.57%	26
2021 Q2	$12.2M	Sell	216,147 -9,559	-4%	-$526K	2.39%	16
2021 Q1	$12.2M	Sell	225,706 -6,230	-3%	-$358K	2.68%	13
2020 Q4	$10M	Sell	231,936 -10,925	-4%	-$431K	2.52%	16
2020 Q3	$8M	Sell	242,861 -5,957	-2%	-$188K	2.88%	15
2020 Q2	$6.87M	Sell	248,818 -477,839	-66%	-$13.2M	2.81%	18
2020 Q1	$16.7M	Sell	726,657 -34,520	-5%	-$1.24M	4.51%	4
2019 Q4	$34.2M	Sell	761,177 -37,542	-5%	-$1.67M	5.74%	2
2019 Q3	$35.1M	Sell	798,719 -18,574	-2%	-$934K	6.08%	2
2019 Q2	$51.8M	Sell	817,293 -53,262	-6%	-$3.53M	7.72%	2
2019 Q1	$43.2M	Sell	870,555 -116,580	-12%	-$4.73M	5.94%	3
2018 Q4	$34.7M	Sell	987,135 -1,945	-0.2%	-$70.7K	5.13%	4
2018 Q3	$40.4M	Sell	989,080 -38,890	-4%	-$1.66M	4.3%	7
2018 Q2	$46.2M	Sell	1,027,970 -11,325	-1%	-$438K	4.89%	4
2018 Q1	$27.8M	Sell	1,039,295 -104,219	-9%	-$2.49M	3.35%	8
2017 Q4	$28.6M	Sell	1,143,514 -111,276	-9%	-$2.28M	3.22%	13
2017 Q3	$21.2M	Sell	1,254,790 -38,620	-3%	-$534K	2.39%	16
2017 Q2	$16.9M	Sell	1,293,410 -35,965	-3%	-$480K	2.09%	18
2017 Q1	$16.5M	Sell	1,329,375 -26,387	-2%	-$396K	1.88%	19
2016 Q4	$21.5M	Buy	1,355,762 +90,741	+7%	+$1.22M	2.55%	13
2016 Q3	$13.5M	Buy	1,265,021 +116,936	+10%	+$1.28M	1.66%	22
2016 Q2	$12.3M	Buy	1,148,085 +231,286	+25%	+$2.18M	1.59%	26
2016 Q1	$5.94M	Sell	916,799 -11,805	-1%	-$72.1K	0.78%	37
2015 Q4	$6.49M	Buy	928,604 +189,733	+26%	+$1.52M	0.89%	35
2015 Q3	$7.05M	Buy	738,871 +40,853	+6%	+$422K	0.91%	35
2015 Q2	$7.68M	Buy	698,018 +54,848	+9%	+$666K	0.87%	42
2015 Q1	$8.21M	Buy	643,170 +28,518	+5%	+$417K	0.86%	45
2014 Q4	$9.85M	Buy	614,652 +22,605	+4%	+$381K	0.89%	49
2014 Q3	$11.3M	Buy	592,047 +351,888	+147%	+$7.21M	0.88%	53
2014 Q2	$5.32M	Buy	240,159 +57,610	+32%	+$1.19M	0.38%	59
2014 Q1	$3.48M	Buy	182,549 +13,094	+8%	+$277K	0.24%	65
2013 Q4	$3.68M	Buy	169,455 +139,485	+465%	+$3.09M	0.29%	59
2013 Q3	$695K	Hold	29,970	–	–	0.06%	62
2013 Q2	$495K	Buy	+29,970	New	+$489K	0.04%	65

Other funds holding BOOM

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

SPH

Steel Partners Holdings New York $78M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GJL

Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Van Den Berg Management I's BOOM Position: Q4 2025 in Review

Van Den Berg Management I sold out of DMC Global (BOOM) in Q4 2025, closing a stake of 10,209 shares — an estimated $86.3K sold.

Van Den Berg Management I first reported a position in BOOM in Q2 2013 and held it in 47 quarters. The position peaked at $51.8M in Q2 2019. 115 funds tracked by Wall St. Rank hold BOOM as of Q4 2025.

Van Den Berg Management I reported no remaining DMC Global position as of Q4 2025 after selling out during the quarter.
Van Den Berg Management I sold 10,209 DMC Global shares in Q4 2025, an estimated $86.3K.
Van Den Berg Management I first reported a position in DMC Global in Q2 2013 and held it in 47 quarters.
Van Den Berg Management I's DMC Global position peaked at $51.8M in Q2 2019.
115 funds tracked by Wall St. Rank held DMC Global as of Q4 2025.

Based on Van Den Berg Management I's 13F filing for Q4 2025, filed 17 Feb 2026.