0001398344-17-001673.txt : 20170209 0001398344-17-001673.hdr.sgml : 20170209 20170209141710 ACCESSION NUMBER: 0001398344-17-001673 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20161231 FILED AS OF DATE: 20170209 DATE AS OF CHANGE: 20170209 EFFECTIVENESS DATE: 20170209 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: 17586951 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 12-31-2016 12-31-2016 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 02-09-2017 0 82 842525 INFORMATION TABLE 2 fp0023784_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 8620 205232 SH SOLE 205232 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 41476 2603616 SH SOLE 2603616 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 4395 19233 SH SOLE 19233 0 0 ALTRA INDL MOTION CORP COM 02208R106 1445 39155 SH SOLE 39155 0 0 AMERICAN EXPRESS CO COM 025816109 278 3750 SH SOLE 3750 0 0 AMERISOURCEBERGEN CORP COM 03073E105 10543 134837 SH SOLE 134837 0 0 APACHE CORP COM 037411105 21341 336237 SH SOLE 336237 0 0 ARDMORE SHIPPING CORP COM Y0207T100 2608 352453 SH SOLE 352453 0 0 ASANKO GOLD INC COM 04341Y105 306 100000 SH SOLE 100000 0 0 ATKORE INTL GROUP INC COM 047649108 8753 366075 SH SOLE 366075 0 0 ATWOOD OCEANICS INC COM 050095108 34665 2640107 SH SOLE 2640107 0 0 B2GOLD CORP COM 11777Q209 32 13550 SH SOLE 13550 0 0 BANRO CORP COM 066800103 9 50000 SH SOLE 50000 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 44747 274558 SH SOLE 274558 0 0 BARRETT BILL CORP COM 06846N104 459 65605 SH SOLE 65605 0 0 BRADY CORP CL A 104674106 1271 33848 SH SOLE 33848 0 0 CAMECO CORP COM 13321L108 440 41996 SH SOLE 41996 0 0 CARDINAL HEALTH INC COM 14149Y108 8334 115802 SH SOLE 115802 0 0 CERNER CORP COM 156782104 18688 394505 SH SOLE 394505 0 0 CISCO SYS INC COM 17275R102 782 25865 SH SOLE 25865 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 1299 231490 SH SOLE 231490 0 0 COLFAX CORP COM 194014106 38778 1079277 SH SOLE 1079277 0 0 COMSTOCK MNG INC COM 205750102 8307 31584470 SH SOLE 31584470 0 0 CUI GLOBAL INC COM NEW 126576206 1249 180285 SH SOLE 180285 0 0 CVS HEALTH CORP COM 126650100 6861 86945 SH SOLE 86945 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 6271 779996 SH SOLE 779996 0 0 DENBURY RES INC COM NEW 247916208 283 76975 SH SOLE 76975 0 0 DEVON ENERGY CORP NEW COM 25179M103 12353 270489 SH SOLE 270489 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 4331 244697 SH SOLE 244697 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 39968 1492465 SH SOLE 1492465 0 0 DMC GLOBAL INC COM 23291C103 21489 1355762 SH SOLE 1355762 0 0 DOUGLAS DYNAMICS INC COM 25960R105 336 10000 SH SOLE 10000 0 0 EMERSON ELEC CO COM 291011104 12583 225706 SH SOLE 225706 0 0 ENSCO PLC SHS CLASS A G3157S106 13658 1405189 SH SOLE 1405189 0 0 ENSTAR GROUP LIMITED SHS G3075P101 31664 160160 SH SOLE 160160 0 0 ERA GROUP INC COM 26885G109 27675 1630820 SH SOLE 1630820 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 897 10051 SH SOLE 10051 0 0 EXXON MOBIL CORP COM 30231G102 209 2319 SH SOLE 2319 0 0 GOLDCORP INC NEW COM 380956409 448 32927 SH SOLE 32927 0 0 HALLIBURTON CO COM 406216101 14176 262085 SH SOLE 262085 0 0 HERITAGE CRYSTAL CLEAN INC COM 42726M106 1017 64755 SH SOLE 64755 0 0 INOVALON HLDGS INC COM CL A 45781D101 411 39893 SH SOLE 39893 0 0 INTERGROUP CORP COM 458685104 4048 150457 SH SOLE 150457 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 15161 91338 SH SOLE 91338 0 0 ISHARES MSCI HONG KG ETF 464286871 10101 518519 SH SOLE 518519 0 0 KEY ENERGY SVCS INC DEL COM 49309J103 555 17356 SH SOLE 17356 0 0 LAYNE CHRISTENSEN CO COM 521050104 24904 2291067 SH SOLE 2291067 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 7598 369027 SH SOLE 369027 0 0 LIBERTY MEDIA CORP DELAWARE COM C MEDIA GRP 531229854 6199 197849 SH SOLE 197849 0 0 LIBERTY MEDIA CORP DELAWARE COM C SIRIUSXM 531229607 13155 387820 SH SOLE 387820 0 0 LYDALL INC DEL COM 550819106 1274 20600 SH SOLE 20600 0 0 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 340 15315 SH SOLE 15315 0 0 MANITOWOC INC COM 563571108 9379 1568333 SH SOLE 1568333 0 0 MARKEL CORP COM 570535104 656 725 SH SOLE 725 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 8888 1735951 SH SOLE 1735951 0 0 MCKESSON CORP COM 58155Q103 11651 82958 SH SOLE 82958 0 0 MURPHY OIL CORP COM 626717102 2720 87380 SH SOLE 87380 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 1116 148750 SH SOLE 148750 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 10120 142070 SH SOLE 142070 0 0 ORION GROUP HOLDINGS INC COM 68628V308 15831 1591105 SH SOLE 1591105 0 0 PATTERSON UTI ENERGY INC COM 703481101 1955 72630 SH SOLE 72630 0 0 PHI INC COM NON VTG 69336T205 2639 146436 SH SOLE 146436 0 0 PICO HLDGS INC COM NEW 693366205 20514 1354080 SH SOLE 1354080 0 0 PIONEER ENERGY SVCS CORP COM 723664108 13777 2011291 SH SOLE 2011291 0 0 POWELL INDS INC COM 739128106 5154 132157 SH SOLE 132157 0 0 PROFIRE ENERGY INC COM 74316X101 266 192601 SH SOLE 192601 0 0 RANDGOLD RES LTD ADR 752344309 347 4544 SH SOLE 4544 0 0 READING INTERNATIONAL INC CL A 755408101 3115 187628 SH SOLE 187628 0 0 REAL IND INC COM 75601W104 478 78387 SH SOLE 78387 0 0 SCHLUMBERGER LTD COM 806857108 10854 129292 SH SOLE 129292 0 0 SEABRIDGE GOLD INC COM 811916105 17874 2193072 SH SOLE 2193072 0 0 SECOND SIGHT MED PRODS INC COM 81362J100 377 191577 SH SOLE 191577 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464a730 40733 983420 SH SOLE 983420 0 0 SUPERIOR INDS INTL INC COM 868168105 554 21010 SH SOLE 21010 0 0 SYNALLOY CP DEL COM 871565107 6953 634968 SH SOLE 634968 0 0 TOTAL S A SPONSORED ADR 89151E109 505 9903 SH SOLE 9903 0 0 TRIMAS CORP COM NEW 896215209 705 30000 SH SOLE 30000 0 0 UNIT CORP COM 909218109 43653 1624589 SH SOLE 1624589 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 13830 661105 SH SOLE 661105 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 26381 836160 SH SOLE 836160 0 0 WELLS FARGO & CO NEW COM 949746101 34648 628705 SH SOLE 628705 0 0 YAMANA GOLD INC COM 98462Y100 62 21960 SH SOLE 21960 0 0