0001398344-17-006156.txt : 20170510
0001398344-17-006156.hdr.sgml : 20170510
20170510114412
ACCESSION NUMBER: 0001398344-17-006156
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20170331
FILED AS OF DATE: 20170510
DATE AS OF CHANGE: 20170510
EFFECTIVENESS DATE: 20170510
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: 17829138
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
03-31-2017
03-31-2017
false
VAN DEN BERG MANAGEMENT I, INC
805 Las Cimas Parkway
Suite 430
Austin
TX
78746
13F HOLDINGS REPORT
028-05495
N
Jim Brilliant
Co-Chief Investment Officer
512-329-0050
/s/ Jim Brilliant
Austin
TX
05-09-2017
0
83
877924
INFORMATION TABLE
2
fp0025717_13fhr-table.xml
13F INFORMATION TABLE
AGNICO EAGLE MINES LTD
COM
008474108
8429
198600
SH
SOLE
198600
0
0
ALLEGHENY TECHNOLOGIES INC
COM
01741R102
45712
2545239
SH
SOLE
2545239
0
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
4579
18388
SH
SOLE
18388
0
0
ALTRA INDL MOTION CORP
COM
02208R106
1525
39155
SH
SOLE
39155
0
0
AMERICAN EXPRESS CO
COM
025816109
297
3750
SH
SOLE
3750
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
11679
131964
SH
SOLE
131964
0
0
APACHE CORP
COM
037411105
20386
396699
SH
SOLE
396699
0
0
ARDMORE SHIPPING CORP
COM
Y0207T100
7084
879941
SH
SOLE
879941
0
0
ASANKO GOLD INC
COM
04341Y105
261
100000
SH
SOLE
100000
0
0
ATKORE INTL GROUP INC
COM
047649108
16102
612725
SH
SOLE
612725
0
0
ATWOOD OCEANICS INC
COM
050095108
30609
3211890
SH
SOLE
3211890
0
0
B2GOLD CORP
COM
11777Q209
38
13550
SH
SOLE
13550
0
0
BANRO CORP
COM
066800103
6
50000
SH
SOLE
50000
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
44352
266088
SH
SOLE
266088
0
0
BARRETT BILL CORP
COM
06846N104
456
100320
SH
SOLE
100320
0
0
BRADY CORP
CL A
104674106
1308
33848
SH
SOLE
33848
0
0
CARDINAL HEALTH INC
COM
14149Y108
9238
113282
SH
SOLE
113282
0
0
CERNER CORP
COM
156782104
22726
386166
SH
SOLE
386166
0
0
CISCO SYS INC
COM
17275R102
861
25475
SH
SOLE
25475
0
0
CLOUD PEAK ENERGY INC
COM
18911Q102
1060
231490
SH
SOLE
231490
0
0
COLFAX CORP
COM
194014106
41202
1049471
SH
SOLE
1049471
0
0
COMSTOCK MNG INC
COM
205750102
6992
31215848
SH
SOLE
31215848
0
0
CUI GLOBAL INC
COM NEW
126576206
845
178365
SH
SOLE
178365
0
0
CVS HEALTH CORP
COM
126650100
6698
85322
SH
SOLE
85322
0
0
DAWSON GEOPHYSICAL CO NEW
COM
239360100
4337
779996
SH
SOLE
779996
0
0
DENBURY RES INC
COM NEW
247916208
199
76975
SH
SOLE
76975
0
0
DEVON ENERGY CORP NEW
COM
25179M103
14422
345694
SH
SOLE
345694
0
0
DIAMOND OFFSHORE DRILLING IN
COM
25271C102
4336
259457
SH
SOLE
259457
0
0
DISCOVERY COMMUNICATNS NEW
COM SER C
25470F302
41374
1461471
SH
SOLE
1461471
0
0
DMC GLOBAL INC
COM
23291C103
16484
1329375
SH
SOLE
1329375
0
0
DOUGLAS DYNAMICS INC
COM
25960R105
498
16235
SH
SOLE
16235
0
0
EMERSON ELEC CO
COM
291011104
13033
217726
SH
SOLE
217726
0
0
ENSCO PLC
SHS CLASS A
G3157S106
15027
1679006
SH
SOLE
1679006
0
0
ENSTAR GROUP LIMITED
SHS
G3075P101
29581
154634
SH
SOLE
154634
0
0
ERA GROUP INC
COM
26885G109
21258
1603168
SH
SOLE
1603168
0
0
ESTERLINE TECHNOLOGIES CORP
COM
297425100
865
10051
SH
SOLE
10051
0
0
GOLDCORP INC NEW
COM
380956409
476
32637
SH
SOLE
32637
0
0
HALLIBURTON CO
COM
406216101
12561
255248
SH
SOLE
255248
0
0
HERITAGE CRYSTAL CLEAN INC
COM
42726M106
887
64755
SH
SOLE
64755
0
0
INOVALON HLDGS INC
COM CL A
45781D101
2108
167305
SH
SOLE
167305
0
0
INTERACTIVE BROKERS GROUP IN
COM
45841N107
1847
53205
SH
SOLE
53205
0
0
INTERGROUP CORP
COM
458685104
3791
150457
SH
SOLE
150457
0
0
INTERNATIONAL BUSINESS MACHS
COM
459200101
15338
88077
SH
SOLE
88077
0
0
ISHARES
MSCI HONG KG ETF
464286871
11491
516455
SH
SOLE
516455
0
0
KEY ENERGY SVCS INC DEL
COM
49309J103
395
17024
SH
SOLE
17024
0
0
LAYNE CHRISTENSEN CO
COM
521050104
19806
2240474
SH
SOLE
2240474
0
0
LIBERTY MEDIA CORP DELAWARE
COM SER C FRMLA
531229854
6484
189871
SH
SOLE
189871
0
0
LIBERTY MEDIA CORP DELAWARE
COM C BRAVES GRP
531229888
9042
382311
SH
SOLE
382311
0
0
LIBERTY MEDIA CORP DELAWARE
COM C SIRIUSXM
531229607
16878
435222
SH
SOLE
435222
0
0
LYDALL INC DEL
COM
550819106
1104
20600
SH
SOLE
20600
0
0
MAKEMYTRIP LIMITED MAURITIUS
SHS
V5633W109
530
15305
SH
SOLE
15305
0
0
MANITOWOC INC
COM
563571108
8711
1528203
SH
SOLE
1528203
0
0
MARKEL CORP
COM
570535104
697
714
SH
SOLE
714
0
0
MAXWELL TECHNOLOGIES INC
COM
577767106
11181
1924398
SH
SOLE
1924398
0
0
MCKESSON CORP
COM
58155Q103
14437
97378
SH
SOLE
97378
0
0
MURPHY OIL CORP
COM
626717102
4503
157500
SH
SOLE
157500
0
0
NEWPARK RES INC
COM PAR $.01NEW
651718504
1205
148750
SH
SOLE
148750
0
0
NORDIC AMERICAN TANKERS LIMI
COM
G65773106
9082
1110260
SH
SOLE
1110260
0
0
OCCIDENTAL PETE CORP DEL
COM
674599105
18383
290137
SH
SOLE
290137
0
0
ORION GROUP HOLDINGS INC
COM
68628V308
11475
1536100
SH
SOLE
1536100
0
0
PATTERSON UTI ENERGY INC
COM
703481101
1763
72630
SH
SOLE
72630
0
0
PHI INC
COM NON VTG
69336T205
8377
699266
SH
SOLE
699266
0
0
PICO HLDGS INC
COM NEW
693366205
18436
1316850
SH
SOLE
1316850
0
0
PIONEER ENERGY SVCS CORP
COM
723664108
16421
4105301
SH
SOLE
4105301
0
0
POWELL INDS INC
COM
739128106
3336
96872
SH
SOLE
96872
0
0
PROFIRE ENERGY INC
COM
74316X101
272
192601
SH
SOLE
192601
0
0
RANDGOLD RES LTD
ADR
752344309
387
4429
SH
SOLE
4429
0
0
READING INTERNATIONAL INC
CL A
755408101
2916
187628
SH
SOLE
187628
0
0
REAL IND INC
COM
75601W104
327
114811
SH
SOLE
114811
0
0
SCHLUMBERGER LTD
COM
806857108
11278
144402
SH
SOLE
144402
0
0
SEABRIDGE GOLD INC
COM
811916105
23462
2132917
SH
SOLE
2132917
0
0
SECOND SIGHT MED PRODS INC
COM
81362J100
295
243679
SH
SOLE
243679
0
0
SPDR SERIES TRUST
S&P OILGAS EXP
78464a730
35701
953562
SH
SOLE
953562
0
0
SUPERIOR INDS INTL INC
COM
868168105
533
21010
SH
SOLE
21010
0
0
SYNALLOY CP DEL
COM
871565107
7769
634239
SH
SOLE
634239
0
0
TOTAL S A
SPONSORED ADR
89151E109
481
9533
SH
SOLE
9533
0
0
TRIMAS CORP
COM NEW
896215209
622
30000
SH
SOLE
30000
0
0
UNIT CORP
COM
909218109
38464
1592063
SH
SOLE
1592063
0
0
VANECK VECTORS ETF TR
GOLD MINERS ETF
92189F106
15772
691439
SH
SOLE
691439
0
0
VANECK VECTORS ETF TR
JR GOLD MINERS E
92189F791
29221
812140
SH
SOLE
812140
0
0
WELLS FARGO & CO NEW
COM
949746101
33905
609153
SH
SOLE
609153
0
0
WESCO AIRCRAFT HLDGS INC
COM
950814103
1862
163310
SH
SOLE
163310
0
0
YAMANA GOLD INC
COM
98462Y100
53
19139
SH
SOLE
19139
0
0