0001398344-17-014468.txt : 20171113 0001398344-17-014468.hdr.sgml : 20171113 20171113082322 ACCESSION NUMBER: 0001398344-17-014468 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170930 FILED AS OF DATE: 20171113 DATE AS OF CHANGE: 20171113 EFFECTIVENESS DATE: 20171113 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: 171193290 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 09-30-2017 09-30-2017 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 10-13-2017 0 82 888489 INFORMATION TABLE 2 fp0028460_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 8219 181797 SH SOLE 181797 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 58909 2464804 SH SOLE 2464804 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 3862 17430 SH SOLE 17430 0 0 ALTRA INDL MOTION CORP COM 02208R106 1883 39155 SH SOLE 39155 0 0 AMERICAN EXPRESS CO COM 025816109 339 3750 SH SOLE 3750 0 0 AMERISOURCEBERGEN CORP COM 03073E105 10764 130084 SH SOLE 130084 0 0 APACHE CORP COM 037411105 18733 409025 SH SOLE 409025 0 0 ARDMORE SHIPPING CORP COM Y0207T100 7438 901561 SH SOLE 901561 0 0 ATKORE INTL GROUP INC COM 047649108 26788 1373035 SH SOLE 1373035 0 0 ATWOOD OCEANICS INC COM 050095108 29366 3127365 SH SOLE 3127365 0 0 B2GOLD CORP COM 11777Q209 32 11300 SH SOLE 11300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 56312 307179 SH SOLE 307179 0 0 BARRETT BILL CORP COM 06846N104 430 100320 SH SOLE 100320 0 0 BRADY CORP CL A 104674106 963 25383 SH SOLE 25383 0 0 CARLISLE COS INC COM 142339100 1970 19645 SH SOLE 19645 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 333 6940 SH SOLE 6940 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 285 15835 SH SOLE 15835 0 0 CERNER CORP COM 156782104 23248 325964 SH SOLE 325964 0 0 CISCO SYS INC COM 17275R102 500 14862 SH SOLE 14862 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 846 231115 SH SOLE 231115 0 0 COLFAX CORP COM 194014106 45264 1087031 SH SOLE 1087031 0 0 COMSTOCK MNG INC COM 205750102 4665 29901124 SH SOLE 29901124 0 0 CONOCOPHILLIPS COM 20825C104 829 16570 SH SOLE 16570 0 0 CUI GLOBAL INC COM NEW 126576206 477 129205 SH SOLE 129205 0 0 CVS HEALTH CORP COM 126650100 10136 124642 SH SOLE 124642 0 0 DANAHER CORP DEL COM 235851102 9515 110920 SH SOLE 110920 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 3662 808431 SH SOLE 808431 0 0 DEVON ENERGY CORP NEW COM 25179M103 13906 378804 SH SOLE 378804 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 4100 282792 SH SOLE 282792 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 32483 1603321 SH SOLE 1603321 0 0 DMC GLOBAL INC COM 23291C103 21206 1254790 SH SOLE 1254790 0 0 DOLLAR GEN CORP NEW COM 256677105 13800 170261 SH SOLE 170261 0 0 DOLLAR TREE INC COM 256746108 16402 188914 SH SOLE 188914 0 0 DOUGLAS DYNAMICS INC COM 25960R105 640 16235 SH SOLE 16235 0 0 EMERSON ELEC CO COM 291011104 12609 200648 SH SOLE 200648 0 0 ENSCO PLC SHS CLASS A G3157S106 15061 2522746 SH SOLE 2522746 0 0 ENSTAR GROUP LIMITED SHS G3075P101 27542 123868 SH SOLE 123868 0 0 ERA GROUP INC COM 26885G109 16782 1499696 SH SOLE 1499696 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 1247 13836 SH SOLE 13836 0 0 GOLDCORP INC NEW COM 380956409 404 31157 SH SOLE 31157 0 0 HALLIBURTON CO COM 406216101 10868 236110 SH SOLE 236110 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 4598 102090 SH SOLE 102090 0 0 INTERGROUP CORP COM 458685104 3618 150457 SH SOLE 150457 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 11831 81547 SH SOLE 81547 0 0 ISHARES INC MSCI HONG KG ETF 464286871 12118 490790 SH SOLE 490790 0 0 LAYNE CHRISTENSEN CO COM 521050104 26547 2115261 SH SOLE 2115261 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 9156 362345 SH SOLE 362345 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 4995 131128 SH SOLE 131128 0 0 LYDALL INC DEL COM 550819106 1180 20600 SH SOLE 20600 0 0 MAKEMYTRIP LIMITED MAURITIUS SHS V5633W109 437 15196 SH SOLE 15196 0 0 MANITOWOC INC COM 563571108 16109 1789888 SH SOLE 1789888 0 0 MARKEL CORP COM 570535104 923 864 SH SOLE 864 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 10438 2034668 SH SOLE 2034668 0 0 MCKESSON CORP COM 58155Q103 15721 102345 SH SOLE 102345 0 0 MURPHY OIL CORP COM 626717102 4629 174300 SH SOLE 174300 0 0 NEWFIELD EXPL CO COM 651290108 309 10430 SH SOLE 10430 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 1190 119000 SH SOLE 119000 0 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 4490 840757 SH SOLE 840757 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 23993 373667 SH SOLE 373667 0 0 ORION GROUP HOLDINGS INC COM 68628V308 9148 1394555 SH SOLE 1394555 0 0 PATTERSON UTI ENERGY INC COM 703481101 1521 72630 SH SOLE 72630 0 0 PHI INC COM NON VTG 69336T205 12124 1030994 SH SOLE 1030994 0 0 PICO HLDGS INC COM NEW 693366205 9212 551614 SH SOLE 551614 0 0 PIONEER ENERGY SVCS CORP COM 723664108 17642 6918334 SH SOLE 6918334 0 0 POWELL INDS INC COM 739128106 5243 174830 SH SOLE 174830 0 0 PROFIRE ENERGY INC COM 74316X101 383 192601 SH SOLE 192601 0 0 RANDGOLD RES LTD ADR 752344309 398 4079 SH SOLE 4079 0 0 READING INTERNATIONAL INC CL A 755408101 4639 295085 SH SOLE 295085 0 0 SCHLUMBERGER LTD COM 806857108 25633 367452 SH SOLE 367452 0 0 SEABRIDGE GOLD INC COM 811916105 24178 1981813 SH SOLE 1981813 0 0 SECOND SIGHT MED PRODS INC COM 81362J100 292 243679 SH SOLE 243679 0 0 SELECT COMFORT CORP COM 81616X103 421 13545 SH SOLE 13545 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 29648 869712 SH SOLE 869712 0 0 SYNALLOY CP DEL COM 871565107 7791 623294 SH SOLE 623294 0 0 TOTAL S A SPONSORED ADR 89151E109 312 5832 SH SOLE 5832 0 0 TRANSOCEAN LTD REG SHS H8817H100 2724 253175 SH SOLE 253175 0 0 TRIMAS CORP COM NEW 896215209 2879 106625 SH SOLE 106625 0 0 UNIT CORP COM 909218109 30742 1493786 SH SOLE 1493786 0 0 VANECK VECTORS ETF TR JR GOLD MINERS E 92189F791 262 7804 SH SOLE 7804 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 4627 93499 SH SOLE 93499 0 0 WELLS FARGO CO NEW COM 949746101 33533 608025 SH SOLE 608025 0 0 YAMANA GOLD INC COM 98462Y100 37 13949 SH SOLE 13949 0 0