0001398344-19-014229.txt : 20190814 0001398344-19-014229.hdr.sgml : 20190814 20190814082333 ACCESSION NUMBER: 0001398344-19-014229 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190814 DATE AS OF CHANGE: 20190814 EFFECTIVENESS DATE: 20190814 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: 191022937 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 06-30-2019 06-30-2019 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 08-14-2019 0 61 670776 INFORMATION TABLE 2 fp0044362_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 271 5280 SH SOLE 5280 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 35042 1390549 SH SOLE 1390549 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 14468 103250 SH SOLE 103250 0 0 ALLIED MOTION TECHNOLOGIES I COM 019330109 558 14735 SH SOLE 14735 0 0 ALTRA INDL MOTION CORP COM 02208R106 12551 349797 SH SOLE 349797 0 0 AMERICAN EXPRESS CO COM 025816109 454 3680 SH SOLE 3680 0 0 AMERISOURCEBERGEN CORP COM 03073E105 19517 228907 SH SOLE 228907 0 0 APACHE CORP COM 037411105 29784 1028085 SH SOLE 1028085 0 0 ARDMORE SHIPPING CORP COM Y0207T100 7980 979111 SH SOLE 979111 0 0 ASTRONOVA INC COM 04638F108 3633 140610 SH SOLE 140610 0 0 AT&T INC COM 00206R102 4173 124518 SH SOLE 124518 0 0 ATKORE INTL GROUP INC COM 047649108 47158 1822892 SH SOLE 1822892 0 0 B2GOLD CORP COM 11777Q209 34 11300 SH SOLE 11300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 66997 314291 SH SOLE 314291 0 0 BMC STK HLDGS INC COM 05591B109 2113 99660 SH SOLE 99660 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 1963 40915 SH SOLE 40915 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 2037 268373 SH SOLE 268373 0 0 COLFAX CORP COM 194014106 29619 1056706 SH SOLE 1056706 0 0 COLUMBUS MCKINNON CORP N Y COM 199333105 2163 51531 SH SOLE 51531 0 0 COMSTOCK MNG INC COM NEW 205750201 872 4591785 SH SOLE 4591785 0 0 CONOCOPHILLIPS COM 20825C104 1100 18040 SH SOLE 18040 0 0 DANAHER CORPORATION COM 235851102 14893 104207 SH SOLE 104207 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 2082 832869 SH SOLE 832869 0 0 DEVON ENERGY CORP NEW COM 25179M103 9147 320705 SH SOLE 320705 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 393 44276 SH SOLE 44276 0 0 DISCOVERY INC COM SER C 25470F302 23446 824124 SH SOLE 824124 0 0 DMC GLOBAL INC COM 23291C103 51776 817293 SH SOLE 817293 0 0 DOLLAR TREE INC COM 256746108 12590 117232 SH SOLE 117232 0 0 ENSCO ROWAN PLC SHS CLASS A G3166L100 7573 887847 SH SOLE 887847 0 0 ERA GROUP INC COM 26885G109 13798 1654387 SH SOLE 1654387 0 0 FLIR SYS INC COM 302445101 433 8000 SH SOLE 8000 0 0 GRANITE CONSTR INC COM 387328107 20122 417650 SH SOLE 417650 0 0 HALLIBURTON CO COM 406216101 6591 289856 SH SOLE 289856 0 0 HELIOS TECHNOLOGIES INC COM 42328H109 844 18190 SH SOLE 18190 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2617 48283 SH SOLE 48283 0 0 INTERGROUP CORP COM 458685104 1608 52440 SH SOLE 52440 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 8494 303669 SH SOLE 303669 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 2387 63795 SH SOLE 63795 0 0 LYDALL INC DEL COM 550819106 745 36873 SH SOLE 36873 0 0 MANITOWOC CO INC COM NEW 563571405 8901 500074 SH SOLE 500074 0 0 MARKEL CORP COM 570535104 786 721 SH SOLE 721 0 0 MCKESSON CORP COM 58155Q103 13127 97679 SH SOLE 97679 0 0 METHODE ELECTRS INC COM 591520200 3570 124960 SH SOLE 124960 0 0 MURPHY OIL CORP COM 626717102 4609 186980 SH SOLE 186980 0 0 PATTERSON UTI ENERGY INC COM 703481101 12695 1102945 SH SOLE 1102945 0 0 PIONEER ENERGY SVCS CORP COM 723664108 1911 7555615 SH SOLE 7555615 0 0 POST HLDGS INC COM 737446104 9382 90241 SH SOLE 90241 0 0 POWELL INDS INC COM 739128106 9490 249738 SH SOLE 249738 0 0 READING INTERNATIONAL INC CL A 755408101 3972 305975 SH SOLE 305975 0 0 SCHLUMBERGER LTD COM 806857108 33208 835628 SH SOLE 835628 0 0 SEABRIDGE GOLD INC COM 811916105 18654 1378718 SH SOLE 1378718 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 1674 31340 SH SOLE 31340 0 0 SYNALLOY CP DEL COM 871565107 6763 432994 SH SOLE 432994 0 0 SYNCHRONY FINL COM 87165B103 9331 269142 SH SOLE 269142 0 0 TRANSOCEAN LTD REG SHS H8817H100 13378 2087120 SH SOLE 2087120 0 0 TRIMAS CORP COM NEW 896215209 10670 344513 SH SOLE 344513 0 0 TRIUMPH GROUP INC NEW COM 896818101 2502 109266 SH SOLE 109266 0 0 UNIT CORP COM 909218109 7895 888082 SH SOLE 888082 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 5814 101775 SH SOLE 101775 0 0 WELLS FARGO CO NEW COM 949746101 30383 642072 SH SOLE 642072 0 0 YAMANA GOLD INC COM 98462Y100 35 13795 SH SOLE 13795 0 0