0001398344-16-020536.txt : 20161110 0001398344-16-020536.hdr.sgml : 20161110 20161110090912 ACCESSION NUMBER: 0001398344-16-020536 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160930 FILED AS OF DATE: 20161110 DATE AS OF CHANGE: 20161110 EFFECTIVENESS DATE: 20161110 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: 161986177 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 09-30-2016 09-30-2016 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 11-10-2016 0 82 810835 INFORMATION TABLE 2 fp0022366_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 11462 211560 SH SOLE 211560 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 44693 2473320 SH SOLE 2473320 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 8179 38125 SH SOLE 38125 0 0 ALTRA INDL MOTION CORP COM 02208R106 1134 39155 SH SOLE 39155 0 0 AMERICAN EXPRESS CO COM 025816109 240 3750 SH SOLE 3750 0 0 AMERISOURCEBERGEN CORP COM 03073E105 8471 104868 SH SOLE 104868 0 0 APACHE CORP COM 037411105 19757 309331 SH SOLE 309331 0 0 ARDMORE SHIPPING CORP COM Y0207T100 712 101095 SH SOLE 101095 0 0 ASANKO GOLD INC COM 04341Y105 420 100000 SH SOLE 100000 0 0 ATWOOD OCEANICS INC COM 050095108 20571 2367206 SH SOLE 2367206 0 0 AVID TECHNOLOGY INC COM 05367P100 14249 1794572 SH SOLE 1794572 0 0 AXALTA COATING SYS LTD COM G0750C108 619 21910 SH SOLE 21910 0 0 B2GOLD CORP COM 11777Q209 42 15800 SH SOLE 15800 0 0 BANRO CORP COM 066800103 16 50000 SH SOLE 50000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 40728 281910 SH SOLE 281910 0 0 BARRETT BILL CORP COM 06846N104 365 65605 SH SOLE 65605 0 0 BRADY CORP CL A 104674106 1171 33848 SH SOLE 33848 0 0 CAMECO CORP COM 13321L108 342 40011 SH SOLE 40011 0 0 CARDINAL HEALTH INC COM 14149Y108 7506 96600 SH SOLE 96600 0 0 CISCO SYS INC COM 17275R102 820 25865 SH SOLE 25865 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 1815 333705 SH SOLE 333705 0 0 COLFAX CORP COM 194014106 34161 1086880 SH SOLE 1086880 0 0 COMSTOCK MNG INC COM 205750102 11861 32081540 SH SOLE 32081540 0 0 CUI GLOBAL INC COM NEW 126576206 1051 180285 SH SOLE 180285 0 0 CVR PARTNERS LP COM 126633106 526 99316 SH SOLE 99316 0 0 DAVITA INC COM 23918K108 6565 99368 SH SOLE 99368 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 5951 779996 SH SOLE 779996 0 0 DENBURY RES INC COM NEW 247916208 249 76975 SH SOLE 76975 0 0 DEVON ENERGY CORP NEW COM 25179M103 11174 253318 SH SOLE 253318 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 638 36217 SH SOLE 36217 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 39028 1483396 SH SOLE 1483396 0 0 DYNAMIC MATLS CORP COM 267888105 13485 1265021 SH SOLE 1265021 0 0 EMERSON ELEC CO COM 291011104 12704 233063 SH SOLE 233063 0 0 ENSCO PLC SHS CLASS A G3157S106 9905 1165250 SH SOLE 1165250 0 0 ENSTAR GROUP LIMITED SHS G3075P101 36073 219326 SH SOLE 219326 0 0 ERA GROUP INC COM 26885G109 13567 1685359 SH SOLE 1685359 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 764 10051 SH SOLE 10051 0 0 EXPRESS SCRIPTS HLDG CO COM 30219G108 8881 125914 SH SOLE 125914 0 0 EXXON MOBIL CORP COM 30231G102 217 2484 SH SOLE 2484 0 0 GENERAL MTRS CO COM 37045V100 32895 1035420 SH SOLE 1035420 0 0 GOLDCORP INC NEW COM 380956409 1114 67427 SH SOLE 67427 0 0 HALLIBURTON CO COM 406216101 12069 268916 SH SOLE 268916 0 0 HERITAGE CRYSTAL CLEAN INC COM 42726M106 860 64755 SH SOLE 64755 0 0 INTERGROUP CORP COM 458685104 3656 150457 SH SOLE 150457 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 14922 93939 SH SOLE 93939 0 0 ISHARES MSCI HONG KG ETF 464286871 8728 396567 SH SOLE 396567 0 0 KEY ENERGY SVCS INC COM 492914106 144 3462303 SH SOLE 3462303 0 0 LAYNE CHRISTENSEN CO COM 521050104 19968 2346402 SH SOLE 2346402 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 5583 321213 SH SOLE 321213 0 0 LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 5805 206295 SH SOLE 206295 0 0 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 13367 400081 SH SOLE 400081 0 0 LOEWS CORP COM 540424108 290 7058 SH SOLE 7058 0 0 LYDALL INC DEL COM 550819106 1058 20700 SH SOLE 20700 0 0 MANITOWOC INC COM 563571108 7707 1609075 SH SOLE 1609075 0 0 MARKEL CORP COM 570535104 559 602 SH SOLE 602 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 9233 1789256 SH SOLE 1789256 0 0 MCKESSON CORP COM 58155Q103 14139 84790 SH SOLE 84790 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 1095 148750 SH SOLE 148750 0 0 ORION GROUP HOLDINGS INC COM 68628V308 12347 1802531 SH SOLE 1802531 0 0 PATTERSON UTI ENERGY INC COM 703481101 1625 72630 SH SOLE 72630 0 0 PHI INC COM NON VTG 69336T205 979 53893 SH SOLE 53893 0 0 PICO HLDGS INC COM NEW 693366205 16442 1394555 SH SOLE 1394555 0 0 PIONEER ENERGY SVCS CORP COM 723664108 7111 1760176 SH SOLE 1760176 0 0 POWELL INDS INC COM 739128106 9629 240435 SH SOLE 240435 0 0 PROFIRE ENERGY INC COM 74316X101 239 192601 SH SOLE 192601 0 0 RANDGOLD RES LTD ADR 752344309 445 4444 SH SOLE 4444 0 0 READING INTERNATIONAL INC CL A 755408101 2508 187878 SH SOLE 187878 0 0 REAL IND INC COM 75601W104 480 78387 SH SOLE 78387 0 0 SCHLUMBERGER LTD COM 806857108 8249 104893 SH SOLE 104893 0 0 SEABRIDGE GOLD INC COM 811916105 24824 2250554 SH SOLE 2250554 0 0 SECOND SIGHT MED PRODS INC COM 81362J100 584 165900 SH SOLE 165900 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464a730 38868 1010599 SH SOLE 1010599 0 0 STONE ENERGY CORP COM NEW 861642304 131 10988 SH SOLE 10988 0 0 SUPERIOR INDS INTL INC COM 868168105 2100 72010 SH SOLE 72010 0 0 SYNALLOY CP DEL COM 871565107 5857 615892 SH SOLE 615892 0 0 TOTAL S A SPONSORED ADR 89151E109 472 9903 SH SOLE 9903 0 0 US BANCORP DEL COM NEW 902973304 19933 464756 SH SOLE 464756 0 0 UNIT CORP COM 909218109 31102 1672142 SH SOLE 1672142 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 16611 628496 SH SOLE 628496 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 38205 862607 SH SOLE 862607 0 0 WELLS FARGO & CO NEW COM 949746101 28664 647330 SH SOLE 647330 0 0 YAMANA GOLD INC COM 98462Y100 126 29315 SH SOLE 29315 0 0