0001398344-17-010224.txt : 20170814 0001398344-17-010224.hdr.sgml : 20170814 20170814090752 ACCESSION NUMBER: 0001398344-17-010224 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171027558 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 06-30-2017 06-30-2017 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 08-03-2017 0 80 810951 INFORMATION TABLE 2 fp0027150_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 8521 188862 SH SOLE 188862 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 42123 2476389 SH SOLE 2476389 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 4524 17626 SH SOLE 17626 0 0 ALTRA INDL MOTION CORP COM 02208R106 1558 39155 SH SOLE 39155 0 0 AMERICAN EXPRESS CO COM 025816109 316 3750 SH SOLE 3750 0 0 AMERISOURCEBERGEN CORP COM 03073E105 12406 131239 SH SOLE 131239 0 0 APACHE CORP COM 037411105 18875 393795 SH SOLE 393795 0 0 ARDMORE SHIPPING CORP COM Y0207T100 7350 901896 SH SOLE 901896 0 0 ATKORE INTL GROUP INC COM 047649108 14159 627875 SH SOLE 627875 0 0 ATWOOD OCEANICS INC COM 050095108 25602 3141330 SH SOLE 3141330 0 0 B2GOLD CORP COM 11777Q209 38 13550 SH SOLE 13550 0 0 BARRETT BILL CORP COM 06846N104 308 100320 SH SOLE 100320 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 43612 257494 SH SOLE 257494 0 0 BRADY CORP CL A 104674106 1147 33848 SH SOLE 33848 0 0 CARDINAL HEALTH INC COM 14149Y108 8713 111817 SH SOLE 111817 0 0 CERNER CORP COM 156782104 25119 377906 SH SOLE 377906 0 0 CISCO SYS INC COM 17275R102 742 23715 SH SOLE 23715 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 817 231490 SH SOLE 231490 0 0 COLFAX CORP COM 194014106 39929 1014191 SH SOLE 1014191 0 0 COMSTOCK MNG INC COM 205750102 5607 30671322 SH SOLE 30671322 0 0 CUI GLOBAL INC COM NEW 126576206 685 178365 SH SOLE 178365 0 0 CVS HEALTH CORP COM 126650100 10328 128362 SH SOLE 128362 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 3141 801231 SH SOLE 801231 0 0 DEVON ENERGY CORP NEW COM 25179M103 11154 348894 SH SOLE 348894 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 3043 281012 SH SOLE 281012 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 39417 1563536 SH SOLE 1563536 0 0 DMC GLOBAL INC COM 23291C103 16944 1293410 SH SOLE 1293410 0 0 DOLLAR GEN CORP NEW COM 256677105 8446 117156 SH SOLE 117156 0 0 DOLLAR TREE INC COM 256746108 8958 128124 SH SOLE 128124 0 0 DOUGLAS DYNAMICS INC COM 25960R105 534 16235 SH SOLE 16235 0 0 EMERSON ELEC CO COM 291011104 12467 209108 SH SOLE 209108 0 0 ENSCO PLC SHS CLASS A G3157S106 8536 1654196 SH SOLE 1654196 0 0 ENSTAR GROUP LIMITED SHS G3075P101 29358 147789 SH SOLE 147789 0 0 ERA GROUP INC COM 26885G109 14805 1565013 SH SOLE 1565013 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 953 10051 SH SOLE 10051 0 0 GOLDCORP INC NEW COM 380956409 414 32092 SH SOLE 32092 0 0 HALLIBURTON CO COM 406216101 10511 246095 SH SOLE 246095 0 0 HERITAGE CRYSTAL CLEAN INC COM 42726M106 553 34755 SH SOLE 34755 0 0 INOVALON HLDGS INC COM CL A 45781D101 2217 168615 SH SOLE 168615 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 3836 102510 SH SOLE 102510 0 0 INTERGROUP CORP COM 458685104 3822 150457 SH SOLE 150457 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 13122 85305 SH SOLE 85305 0 0 ISHARES MSCI HONG KG ETF 464286871 11792 503290 SH SOLE 503290 0 0 KEY ENERGY SVCS INC DEL COM 49309J103 236 12279 SH SOLE 12279 0 0 LAYNE CHRISTENSEN CO COM 521050104 19589 2228521 SH SOLE 2228521 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 5119 139789 SH SOLE 139789 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 8949 373355 SH SOLE 373355 0 0 LYDALL INC DEL COM 550819106 1065 20600 SH SOLE 20600 0 0 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 510 15196 SH SOLE 15196 0 0 MANITOWOC INC COM 563571108 9085 1511668 SH SOLE 1511668 0 0 MARKEL CORP COM 570535104 851 872 SH SOLE 872 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 11423 1906988 SH SOLE 1906988 0 0 MCKESSON CORP COM 58155Q103 17302 105151 SH SOLE 105151 0 0 MURPHY OIL CORP COM 626717102 4387 171185 SH SOLE 171185 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 1093 148750 SH SOLE 148750 0 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 6866 1082905 SH SOLE 1082905 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 22897 382442 SH SOLE 382442 0 0 ORION GROUP HOLDINGS INC COM 68628V308 10924 1462355 SH SOLE 1462355 0 0 PATTERSON UTI ENERGY INC COM 703481101 1466 72630 SH SOLE 72630 0 0 PHI INC COM NON VTG 69336T205 8733 894725 SH SOLE 894725 0 0 PICO HLDGS INC COM NEW 693366205 21524 1229945 SH SOLE 1229945 0 0 PIONEER ENERGY SVCS CORP COM 723664108 13764 6713999 SH SOLE 6713999 0 0 POWELL INDS INC COM 739128106 2858 89335 SH SOLE 89335 0 0 PROFIRE ENERGY INC COM 74316X101 250 192601 SH SOLE 192601 0 0 RANDGOLD RES LTD ADR 752344309 392 4429 SH SOLE 4429 0 0 READING INTERNATIONAL INC CL A 755408101 3052 189188 SH SOLE 189188 0 0 REAL IND INC COM 75601W104 333 114811 SH SOLE 114811 0 0 SCHLUMBERGER LTD COM 806857108 18936 287602 SH SOLE 287602 0 0 SEABRIDGE GOLD INC COM 811916105 22201 2055604 SH SOLE 2055604 0 0 SECOND SIGHT MED PRODS INC COM 81362J100 307 243679 SH SOLE 243679 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464a730 29339 919132 SH SOLE 919132 0 0 SUPERIOR INDS INTL INC COM 868168105 432 21010 SH SOLE 21010 0 0 SYNALLOY CP DEL COM 871565107 7116 629159 SH SOLE 629159 0 0 TOTAL S A SPONSORED ADR 89151E109 473 9533 SH SOLE 9533 0 0 TRIMAS CORP COM NEW 896215209 625 30000 SH SOLE 30000 0 0 UNIT CORP COM 909218109 29008 1548733 SH SOLE 1548733 0 0 VANECK VECTORS ETF TR GOLD MINERS ETF 92189F106 14906 675094 SH SOLE 675094 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 5375 161037 SH SOLE 161037 0 0 WELLS FARGO CO NEW COM 949746101 33026 596025 SH SOLE 596025 0 0 YAMANA GOLD INC COM 98462Y100 37 15034 SH SOLE 15034 0 0