0001398344-14-001033.txt : 20140214 0001398344-14-001033.hdr.sgml : 20140214 20140214102238 ACCESSION NUMBER: 0001398344-14-001033 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VAN DEN BERG MANAGEMENT INC/TX CENTRAL INDEX KEY: 0001142062 IRS NUMBER: 953017097 STATE OF INCORPORATION: TX FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-05495 FILM NUMBER: 14611983 BUSINESS ADDRESS: STREET 1: 805 LAS CIMAS PARKWAY STREET 2: SUITE 430 CITY: AUSTIN STATE: TX ZIP: 78746 BUSINESS PHONE: 512-329-0050 MAIL ADDRESS: STREET 1: 805 LAS CIMAS PARKWAY STREET 2: SUITE 430 CITY: AUSTIN STATE: TX ZIP: 78746 FORMER COMPANY: FORMER CONFORMED NAME: VAN DEN BERG MANAGEMENT INC/CA DATE OF NAME CHANGE: 20010606 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001142062 XXXXXXXX 12-31-2013 12-31-2013 false VAN DEN BERG MANAGEMENT INC/TX
805 Las Cimas Parkway Suite 430 Austin TX 78746
13F HOLDINGS REPORT 028-05495 N
Jim Brilliant Vice President 512-329-0050 /s/ Jim Brilliant Austin TX 02-13-2014 0 111 1284074
INFORMATION TABLE 2 fp0009593_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 8374 317438 SH SOLE 317438 0 0 ALCOA INC COM 013817101 19347 1820070 SH SOLE 1820070 0 0 AMERICAN EXPRESS CO COM 025816109 436 4805 SH SOLE 4805 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 8477 723325 SH SOLE 723325 0 0 APACHE CORP COM 037411105 769 8950 SH SOLE 8950 0 0 APPLIED MATLS INC COM 038222105 321 18145 SH SOLE 18145 0 0 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 5414 441620 SH SOLE 441620 0 0 ASTEC INDS INC COM 046224101 36394 942113 SH SOLE 942113 0 0 BANRO CORP COM 066800103 284 510450 SH SOLE 510450 0 0 BECTON DICKINSON & CO COM 075887109 300 2715 SH SOLE 2715 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 54790 462128 SH SOLE 462128 0 0 C D I CORP COM 125071100 22683 1224130 SH SOLE 1224130 0 0 CISCO SYS INC COM 17275R102 56311 2510503 SH SOLE 2510503 0 0 COHU INC COM 192576106 1852 176371 SH SOLE 176371 0 0 COMCAST CORP NEW CL A SPL 20030N200 25553 512297 SH SOLE 512297 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 6541 582937 SH SOLE 582937 0 0 COMSTOCK MNG INC COM 205750102 18260 10434025 SH SOLE 10434025 0 0 CORE MARK HOLDING CO INC COM 218681104 26966 355143 SH SOLE 355143 0 0 CORNING INC COM 219350105 63158 3544226 SH SOLE 3544226 0 0 CTPARTNERS EXECUTIVE SEARCH COM 22945C105 246 43955 SH SOLE 43955 0 0 CUI GLOBAL INC COM NEW 126576206 906 143394 SH SOLE 143394 0 0 DAWSON GEOPHYSICAL CO COM 239359102 4141 122438 SH SOLE 122438 0 0 DIREXION SHS ETF TR DLY SC BEAR3XNEW 25459Y488 266 15700 SH SOLE 15700 0 0 DOLBY LABORATORIES INC COM 25659T107 4331 112320 SH SOLE 112320 0 0 DYNAMIC MATLS CORP COM 267888105 3684 169455 SH SOLE 169455 0 0 E M C CORP MASS COM 268648102 2059 81850 SH SOLE 81850 0 0 EMERSON ELEC CO COM 291011104 16418 233935 SH SOLE 233935 0 0 ENCORE WIRE CORP COM 292562105 11939 220285 SH SOLE 220285 0 0 ERA GROUP INC COM 26885G109 3829 124085 SH SOLE 124085 0 0 ESSEX RENT CORP COM 297187106 867 264996 SH SOLE 264996 0 0 EXELON CORP COM 30161N101 800 29210 SH SOLE 29210 0 0 EXTREME NETWORKS INC COM 30226D106 104 14900 SH SOLE 14900 0 0 EXXON MOBIL CORP COM 30231G102 16204 160117 SH SOLE 160117 0 0 FIDELITY NATIONAL FINANCIAL CL A 31620R105 24784 763760 SH SOLE 763760 0 0 GAIN CAP HLDGS INC COM 36268W100 174 23200 SH SOLE 23200 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 52 16390 SH SOLE 16390 0 0 GRANITE CONSTR INC COM 387328107 21110 603483 SH SOLE 603483 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 9700 1054385 SH SOLE 1054385 0 0 HALLADOR ENERGY COMPANY COM 40609P105 528 65494 SH SOLE 65494 0 0 HALLIBURTON CO COM 406216101 20069 395439 SH SOLE 395439 0 0 HARSCO CORP COM 415864107 28110 1002858 SH SOLE 1002858 0 0 HARVARD APPARATUS REGENER TE COM 41690A106 140 29565 SH SOLE 29565 0 0 HARVARD BIOSCIENCE INC COM 416906105 1047 222795 SH SOLE 222795 0 0 HECLA MNG CO COM 422704106 253 82130 SH SOLE 82130 0 0 HEIDRICK & STRUGGLES INTL IN COM 422819102 8587 426379 SH SOLE 426379 0 0 HELMERICH & PAYNE INC COM 423452101 17535 208556 SH SOLE 208556 0 0 HEWLETT PACKARD CO COM 428236103 245 8770 SH SOLE 8770 0 0 HOUSTON WIRE & CABLE CO COM 44244K109 10806 807597 SH SOLE 807597 0 0 HUTCHINSON TECHNOLOGY INC COM 448407106 2078 649286 SH SOLE 649286 0 0 IAMGOLD CORP COM 450913108 8169 2453015 SH SOLE 2453015 0 0 INFUSYSTEM HLDGS INC COM 45685K102 49 22894 SH SOLE 22894 0 0 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 1039 142556 SH SOLE 142556 0 0 INSTEEL INDUSTRIES INC COM 45774W108 24724 1087713 SH SOLE 1087713 0 0 INTEL CORP COM 458140100 33004 1271593 SH SOLE 1271593 0 0 INTELIQUENT INC COM 45825N107 152 13300 SH SOLE 13300 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 211 8670 SH SOLE 8670 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 1208 6441 SH SOLE 6441 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 68272 1083847 SH SOLE 1083847 0 0 KEY ENERGY SVCS INC COM 492914106 19755 2500615 SH SOLE 2500615 0 0 KINROSS GOLD CORP COM NO PAR 496902404 8410 1920105 SH SOLE 1920105 0 0 KIRBY CORP COM 497266106 213 2150 SH SOLE 2150 0 0 KRATON PERFORMANCE POLYMERS COM 50077C106 507 22005 SH SOLE 22005 0 0 LAWSON PRODS INC COM 520776105 6875 561255 SH SOLE 561255 0 0 LAYNE CHRISTENSEN CO COM 521050104 55656 3258531 SH SOLE 3258531 0 0 LIFEVANTAGE CORP COM 53222K106 22 13500 SH SOLE 13500 0 0 LYDALL INC DEL COM 550819106 20670 1173118 SH SOLE 1173118 0 0 MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 1428 45993 SH SOLE 45993 0 0 MASONITE INTL CORP NEW COM 575385109 480 8000 SH SOLE 8000 0 0 MATTSON TECHNOLOGY INC COM 577223100 41 15000 SH SOLE 15000 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 21665 2788279 SH SOLE 2788279 0 0 MEDTRONIC INC COM 585055106 9643 168022 SH SOLE 168022 0 0 MICROSOFT CORP COM 594918104 31480 841492 SH SOLE 841492 0 0 MOLYCORP INC DEL COM 608753109 401 71335 SH SOLE 71335 0 0 MOSYS INC COM 619718109 113 20400 SH SOLE 20400 0 0 NEWMONT MINING CORP COM 651639106 48926 2124431 SH SOLE 2124431 0 0 NEWPORT CORP COM 651824104 16246 899043 SH SOLE 899043 0 0 OCWEN FINL CORP COM NEW 675746309 21597 389485 SH SOLE 389485 0 0 OLD NATL BANCORP IND COM 680033107 393 25545 SH SOLE 25545 0 0 OMEGA FLEX INC COM 682095104 449 21963 SH SOLE 21963 0 0 ORION MARINE GROUP INC COM 68628V308 30404 2527355 SH SOLE 2527355 0 0 PICO HLDGS INC COM NEW 693366205 9193 397807 SH SOLE 397807 0 0 PMFG INC COM 69345P103 149 16438 SH SOLE 16438 0 0 POSCO SPONSORED ADR 693483109 16346 209570 SH SOLE 209570 0 0 POTASH CORP SASK INC COM 73755L107 18098 549080 SH SOLE 549080 0 0 POWELL INDS INC COM 739128106 27295 407455 SH SOLE 407455 0 0 PROSHARES TR PSHS ULPRRUS NEW 74348A640 123 11400 SH SOLE 11400 0 0 QUALCOMM INC COM 747525103 201 2710 SH SOLE 2710 0 0 READING INTERNATIONAL INC CL A 755408101 559 74665 SH SOLE 74665 0 0 RUBICON TECHNOLOGY INC COM 78112T107 1103 110840 SH SOLE 110840 0 0 RUDOLPH TECHNOLOGIES INC COM 781270103 4025 342871 SH SOLE 342871 0 0 SEABRIDGE GOLD INC COM 811916105 1120 153395 SH SOLE 153395 0 0 SERVOTRONICS INC COM 817732100 426 52572 SH SOLE 52572 0 0 STAPLES INC COM 855030102 467 29415 SH SOLE 29415 0 0 STEELCASE INC CL A 858155203 13112 826706 SH SOLE 826706 0 0 SUPERIOR INDS INTL INC COM 868168105 479 23195 SH SOLE 23195 0 0 SYNALLOY CP DEL COM 871565107 10385 676129 SH SOLE 676129 0 0 SCHWAB CHARLES CORP NEW COM 808513105 602 23140 SH SOLE 23140 0 0 STARRETT L S CO CL A 855668109 862 59141 SH SOLE 59141 0 0 MOSAIC CO NEW COM 61945C103 227 4801 SH SOLE 4801 0 0 TIDEWATER INC COM 886423102 31244 527153 SH SOLE 527153 0 0 TOLL BROTHERS INC COM 889478103 6966 188275 SH SOLE 188275 0 0 TOTAL S A SPONSORED ADR 89151E109 18376 299918 SH SOLE 299918 0 0 TRANSCAT INC COM 893529107 187 23450 SH SOLE 23450 0 0 TRUETT-HURST INC CL A 897871109 50 12000 SH SOLE 12000 0 0 US BANCORP DEL COM NEW 902973304 224 5550 SH SOLE 5550 0 0 UCP INC CL A 90265Y106 9829 671410 SH SOLE 671410 0 0 UNIT CORP COM 909218109 5853 113395 SH SOLE 113395 0 0 VISHAY PRECISION GROUP INC COM 92835K103 24100 1618569 SH SOLE 1618569 0 0 WALTER INVT MGMT CORP COM 93317W102 33378 943951 SH SOLE 943951 0 0 WELLS FARGO & CO NEW COM 949746101 49270 1085249 SH SOLE 1085249 0 0 YAMANA GOLD INC COM 98462Y100 381 44240 SH SOLE 44240 0 0