0001398344-18-007515.txt : 20180515 0001398344-18-007515.hdr.sgml : 20180515 20180515092036 ACCESSION NUMBER: 0001398344-18-007515 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20180331 FILED AS OF DATE: 20180515 DATE AS OF CHANGE: 20180515 EFFECTIVENESS DATE: 20180515 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: 18833512 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 03-31-2018 03-31-2018 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 05-08-2018 0 79 828882 INFORMATION TABLE 2 fp0033325_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 5910 140480 SH SOLE 140480 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 50760 2143588 SH SOLE 2143588 0 0 ALLERGAN PLC SHS G0177J108 28114 167054 SH SOLE 167054 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 24010 112796 SH SOLE 112796 0 0 ALLIED MOTION TECHNOLOGIES I COM 019330109 676 17010 SH SOLE 17010 0 0 ALTRA INDL MOTION CORP COM 02208R106 1799 39155 SH SOLE 39155 0 0 AMERICAN EXPRESS CO COM 025816109 347 3715 SH SOLE 3715 0 0 AMERISOURCEBERGEN CORP COM 03073E105 10118 117365 SH SOLE 117365 0 0 APACHE CORP COM 037411105 26961 700649 SH SOLE 700649 0 0 ARDMORE SHIPPING CORP COM Y0207T100 7275 957241 SH SOLE 957241 0 0 ATKORE INTL GROUP INC COM 047649108 37814 1904987 SH SOLE 1904987 0 0 B2GOLD CORP COM 11777Q209 31 11300 SH SOLE 11300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 67114 336447 SH SOLE 336447 0 0 BMC STK HLDGS INC COM 05591B109 1362 69660 SH SOLE 69660 0 0 BRINKER INTL INC COM 109641100 1799 49830 SH SOLE 49830 0 0 CARLISLE COS INC COM 142339100 2051 19645 SH SOLE 19645 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 1805 40915 SH SOLE 40915 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 1903 103685 SH SOLE 103685 0 0 CISCO SYS INC COM 17275R102 325 7577 SH SOLE 7577 0 0 COLFAX CORP COM 194014106 34721 1088424 SH SOLE 1088424 0 0 COLUMBUS MCKINNON CORP N Y COM 199333105 679 18936 SH SOLE 18936 0 0 COMSTOCK MNG INC COM NEW 205750201 1367 5468714 SH SOLE 5468714 0 0 CONOCOPHILLIPS COM 20825C104 1197 20190 SH SOLE 20190 0 0 CUI GLOBAL INC COM NEW 126576206 38 14505 SH SOLE 14505 0 0 DANAHER CORP DEL COM 235851102 10567 107924 SH SOLE 107924 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 5346 793214 SH SOLE 793214 0 0 DEVON ENERGY CORP NEW COM 25179M103 10658 335258 SH SOLE 335258 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 4058 276817 SH SOLE 276817 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 26832 1374604 SH SOLE 1374604 0 0 DMC GLOBAL INC COM 23291C103 27801 1039295 SH SOLE 1039295 0 0 EMERSON ELEC CO COM 291011104 5642 82604 SH SOLE 82604 0 0 ENSCO PLC SHS CLASS A G3157S106 33048 7527985 SH SOLE 7527985 0 0 ENSTAR GROUP LIMITED SHS G3075P101 21361 101598 SH SOLE 101598 0 0 ERA GROUP INC COM 26885G109 12760 1364724 SH SOLE 1364724 0 0 ESTERLINE TECHNOLOGIES CORP COM 297425100 1815 24816 SH SOLE 24816 0 0 FARO TECHNOLOGIES INC COM 311642102 885 15150 SH SOLE 15150 0 0 HALLIBURTON CO COM 406216101 8870 188970 SH SOLE 188970 0 0 HIGHPOINT RES CORP COM 43114K108 511 100520 SH SOLE 100520 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 3271 48645 SH SOLE 48645 0 0 INTERGROUP CORP COM 458685104 1629 67883 SH SOLE 67883 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 7236 47159 SH SOLE 47159 0 0 LAYNE CHRISTENSEN CO COM 521050104 31191 2090518 SH SOLE 2090518 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 7650 335211 SH SOLE 335211 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 2709 87799 SH SOLE 87799 0 0 LYDALL INC DEL COM 550819106 1592 33005 SH SOLE 33005 0 0 MANITOWOC CO INC COM NEW 563571405 11442 402055 SH SOLE 402055 0 0 MARKEL CORP COM 570535104 985 842 SH SOLE 842 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 13709 2311745 SH SOLE 2311745 0 0 MCKESSON CORP COM 58155Q103 14772 104861 SH SOLE 104861 0 0 MTS SYS CORP COM 553777103 664 12855 SH SOLE 12855 0 0 MURPHY OIL CORP COM 626717102 4717 182565 SH SOLE 182565 0 0 NEWFIELD EXPL CO COM 651290108 967 39580 SH SOLE 39580 0 0 NEWPARK RES INC COM PAR $.01NEW 651718504 723 89250 SH SOLE 89250 0 0 NORDIC AMERICAN TANKERS LIMI COM G65773106 1522 784722 SH SOLE 784722 0 0 OCCIDENTAL PETE CORP DEL COM 674599105 22857 351860 SH SOLE 351860 0 0 ORION GROUP HOLDINGS INC COM 68628V308 5708 866177 SH SOLE 866177 0 0 PATTERSON UTI ENERGY INC COM 703481101 1643 93845 SH SOLE 93845 0 0 PHI INC COM NON VTG 69336T205 12730 1243153 SH SOLE 1243153 0 0 PIONEER ENERGY SVCS CORP COM 723664108 19933 7382718 SH SOLE 7382718 0 0 POST HLDGS INC COM 737446104 13510 178325 SH SOLE 178325 0 0 POWELL INDS INC COM 739128106 6844 255004 SH SOLE 255004 0 0 PROFIRE ENERGY INC COM 74316X101 526 192601 SH SOLE 192601 0 0 RANDGOLD RES LTD ADR 752344309 732 8790 SH SOLE 8790 0 0 READING INTERNATIONAL INC CL A 755408101 4602 276377 SH SOLE 276377 0 0 SCHLUMBERGER LTD COM 806857108 27462 423924 SH SOLE 423924 0 0 SEABRIDGE GOLD INC COM 811916105 18021 1668626 SH SOLE 1668626 0 0 SOUTHWEST GAS HOLDINGS INC COM 844895102 1354 20025 SH SOLE 20025 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464A730 25848 733900 SH SOLE 733900 0 0 SPIRE INC COM 84857L101 1401 19375 SH SOLE 19375 0 0 SYNALLOY CP DEL COM 871565107 7029 481434 SH SOLE 481434 0 0 SYNCHRONY FINL COM 87165B103 3347 99826 SH SOLE 99826 0 0 TOTAL S A SPONSORED ADR 89151E109 325 5642 SH SOLE 5642 0 0 TRANSOCEAN LTD REG SHS H8817H100 5243 529600 SH SOLE 529600 0 0 TRIMAS CORP COM NEW 896215209 9742 371123 SH SOLE 371123 0 0 TRIUMPH GROUP INC NEW COM 896818101 897 35610 SH SOLE 35610 0 0 UNIT CORP COM 909218109 24739 1251960 SH SOLE 1251960 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 4446 92965 SH SOLE 92965 0 0 WELLS FARGO CO NEW COM 949746101 26796 511269 SH SOLE 511269 0 0 YAMANA GOLD INC COM 98462Y100 38 13795 SH SOLE 13795 0 0