0001398344-15-000931.txt : 20150213 0001398344-15-000931.hdr.sgml : 20150213 20150213081448 ACCESSION NUMBER: 0001398344-15-000931 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150213 DATE AS OF CHANGE: 20150213 EFFECTIVENESS DATE: 20150213 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VAN DEN BERG MANAGEMENT I, INC 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: 15609142 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 I INC DATE OF NAME CHANGE: 20140819 FORMER COMPANY: FORMER CONFORMED NAME: VAN DEN BERG MANAGEMENT INC/TX DATE OF NAME CHANGE: 20020917 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 12-31-2014 12-31-2014 false VAN DEN BERG MANAGEMENT I, INC

805 Las Cimas Parkway Suite 430 Austin TX 78746

13F HOLDINGS REPORT 028-05495 N Jim Brilliant 512-329-0050 /s/ Jim Brilliant Austin TX 02-09-2015 0 104 1111356 INFORMATION TABLE 2 fp0013205_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 21632 869103 SH SOLE 869103 0 0 AMERICAN EXPRESS CO COM 025816109 388 4175 SH SOLE 4175 0 0 AMERICAN VANGUARD CORP COM 030371108 448 38568 SH SOLE 38568 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 2315 266148 SH SOLE 266148 0 0 APACHE CORP COM 037411105 21499 343045 SH SOLE 343045 0 0 ARDMORE SHIPPING CORP COM Y0207T100 216 18040 SH SOLE 18040 0 0 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 3410 337281 SH SOLE 337281 0 0 ASANKO GOLD INC COM 04341Y105 1222 793255 SH SOLE 793255 0 0 ASTEC INDS INC COM 046224101 10143 258027 SH SOLE 258027 0 0 AT&T INC COM 00206R102 238 7091 SH SOLE 7091 0 0 ATWOOD OCEANICS INC COM 050095108 28483 1003976 SH SOLE 1003976 0 0 AUDIOCODES LTD ORD M15342104 116 25600 SH SOLE 25600 0 0 AVID TECHNOLOGY INC COM 05367P100 1959 137849 SH SOLE 137849 0 0 B2GOLD CORP COM 11777Q209 394 243000 SH SOLE 243000 0 0 BAKER HUGHES INC COM 057224107 398 7103 SH SOLE 7103 0 0 BANRO CORP COM 066800103 84 618540 SH SOLE 618540 0 0 BASIC ENERGY SVCS INC NEW COM 06985P100 169 24140 SH SOLE 24140 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60223 401083 SH SOLE 401083 0 0 C D I CORP COM 125071100 7870 444358 SH SOLE 444358 0 0 CHASE CORP COM 16150R104 245 6813 SH SOLE 6813 0 0 CHICAGO BRIDGE & IRON CO N V COM 167250109 26071 621036 SH SOLE 621036 0 0 CISCO SYS INC COM 17275R102 22739 817526 SH SOLE 817526 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 368 40090 SH SOLE 40090 0 0 COCA COLA CO COM 191216100 12953 306807 SH SOLE 306807 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 12593 355836 SH SOLE 355836 0 0 COLFAX CORP COM 194014106 12032 233311 SH SOLE 233311 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 12024 1257729 SH SOLE 1257729 0 0 COMSTOCK MNG INC COM 205750102 16136 21232204 SH SOLE 21232204 0 0 COMSTOCK RES INC COM NEW 205768203 141 20665 SH SOLE 20665 0 0 CORNING INC COM 219350105 44757 1951902 SH SOLE 1951902 0 0 CUI GLOBAL INC COM NEW 126576206 186 24900 SH SOLE 24900 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 28029 763528 SH SOLE 763528 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 24517 727090 SH SOLE 727090 0 0 DYNAMIC MATLS CORP COM 267888105 9847 614652 SH SOLE 614652 0 0 ELDORADO GOLD CORP NEW COM 284902103 13122 2158222 SH SOLE 2158222 0 0 E M C CORP MASS COM 268648102 571 19199 SH SOLE 19199 0 0 EMERALD OIL INC COM NEW 29101U209 170 141700 SH SOLE 141700 0 0 EMERSON ELEC CO COM 291011104 11637 188507 SH SOLE 188507 0 0 ENCORE WIRE CORP COM 292562105 6666 178558 SH SOLE 178558 0 0 ENSCO PLC SHS CLASS A G3157S106 19879 663729 SH SOLE 663729 0 0 ENSTAR GROUP LIMITED SHS G3075P101 26069 170511 SH SOLE 170511 0 0 ERA GROUP INC COM 26885G109 22663 1071517 SH SOLE 1071517 0 0 ESSEX RENT CORP COM 297187106 418 316316 SH SOLE 316316 0 0 EXELON CORP COM 30161N101 16417 442752 SH SOLE 442752 0 0 EXXON MOBIL CORP COM 30231G102 12924 139795 SH SOLE 139795 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 22240 645565 SH SOLE 645565 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 3388 215238 SH SOLE 215238 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 5530 1220658 SH SOLE 1220658 0 0 GOLD RESOURCE CORP COM 38068T105 134 39520 SH SOLE 39520 0 0 GOLDCORP INC NEW COM 380956409 877 47334 SH SOLE 47334 0 0 GRANITE CONSTR INC COM 387328107 8133 213914 SH SOLE 213914 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 14899 1740591 SH SOLE 1740591 0 0 HALLADOR ENERGY COMPANY COM 40609P105 797 72400 SH SOLE 72400 0 0 HALLIBURTON CO COM 406216101 14052 357285 SH SOLE 357285 0 0 HARVARD BIOSCIENCE INC COM 416906105 1430 252290 SH SOLE 252290 0 0 HECLA MNG CO COM 422704106 5261 1885662 SH SOLE 1885662 0 0 HOUSTON WIRE & CABLE CO COM 44244K109 14460 1210065 SH SOLE 1210065 0 0 HUTCHINSON TECHNOLOGY INC COM 448407106 563 160813 SH SOLE 160813 0 0 INFUSYSTEM HLDGS INC COM 45685K102 150 47584 SH SOLE 47584 0 0 INNERWORKINGS INC COM 45773Y105 10295 1321614 SH SOLE 1321614 0 0 INSTEEL INDUSTRIES INC COM 45774W108 11448 485499 SH SOLE 485499 0 0 INTERGROUP CORP COM 458685104 1104 62705 SH SOLE 62705 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 41908 937742 SH SOLE 937742 0 0 KEY ENERGY SVCS INC COM 492914106 6428 3848986 SH SOLE 3848986 0 0 KINROSS GOLD CORP COM NO PAR 496902404 3806 1349620 SH SOLE 1349620 0 0 LAYNE CHRISTENSEN CO COM 521050104 29404 3082210 SH SOLE 3082210 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 16886 482042 SH SOLE 482042 0 0 LOEWS CORP COM 540424108 15526 369480 SH SOLE 369480 0 0 MARKEL CORP COM 570535104 36298 53158 SH SOLE 53158 0 0 MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 18796 785474 SH SOLE 785474 0 0 MATSON INC COM 57686G105 16583 480391 SH SOLE 480391 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 21398 2346235 SH SOLE 2346235 0 0 MCDERMOTT INTL INC COM 580037109 31 10525 SH SOLE 10525 0 0 MCEWEN MNG INC COM 58039P107 44 39700 SH SOLE 39700 0 0 MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 713 19855 SH SOLE 19855 0 0 OLD NATL BANCORP IND COM 680033107 634 42640 SH SOLE 42640 0 0 OMEGA FLEX INC COM 682095104 207 5470 SH SOLE 5470 0 0 ORION MARINE GROUP INC COM 68628V308 24326 2201482 SH SOLE 2201482 0 0 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 1129 243250 SH SOLE 243250 0 0 PICO HLDGS INC COM NEW 693366205 17390 922558 SH SOLE 922558 0 0 PIONEER ENERGY SVCS CORP COM 723664108 105 18880 SH SOLE 18880 0 0 POST HLDGS INC COM 737446104 24809 592240 SH SOLE 592240 0 0 POWELL INDS INC COM 739128106 14468 294839 SH SOLE 294839 0 0 RANDGOLD RES LTD ADR 752344309 26835 398087 SH SOLE 398087 0 0 READING INTERNATIONAL INC CL A 755408101 1347 101620 SH SOLE 101620 0 0 RICHMONT MINES INC COM 76547T106 36 11500 SH SOLE 11500 0 0 RIO ALTO MNG LTD NEW COM 76689T104 5014 2038114 SH SOLE 2038114 0 0 SEABRIDGE GOLD INC COM 811916105 12994 1721037 SH SOLE 1721037 0 0 SILVER STD RES INC COM 82823L106 117 23400 SH SOLE 23400 0 0 STONE ENERGY CORP COM 861642106 1106 65545 SH SOLE 65545 0 0 SUPERIOR INDS INTL INC COM 868168105 199 10070 SH SOLE 10070 0 0 SYNALLOY CP DEL COM 871565107 12136 689141 SH SOLE 689141 0 0 TIDEWATER INC COM 886423102 15556 479987 SH SOLE 479987 0 0 TIMMINS GOLD CORP COM 88741P103 761 798765 SH SOLE 798765 0 0 TOTAL S A SPONSORED ADR 89151E109 12913 252204 SH SOLE 252204 0 0 TRANSCAT INC COM 893529107 138 13544 SH SOLE 13544 0 0 TRUSTMARK CORP COM 898402102 235 9560 SH SOLE 9560 0 0 US BANCORP DEL COM NEW 902973304 213 4740 SH SOLE 4740 0 0 UCP INC CL A 90265Y106 11024 1049884 SH SOLE 1049884 0 0 UNIT CORP COM 909218109 2628 77070 SH SOLE 77070 0 0 VISHAY PRECISION GROUP INC COM 92835K103 22266 1297566 SH SOLE 1297566 0 0 WELLS FARGO & CO NEW COM 949746101 51011 930515 SH SOLE 930515 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 7624 12100 SH SOLE 12100 0 0 YAMANA GOLD INC COM 98462Y100 7172 1784004 SH SOLE 1784004 0 0