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 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