0001398344-19-020215.txt : 20191114
0001398344-19-020215.hdr.sgml : 20191114
20191114084716
ACCESSION NUMBER: 0001398344-19-020215
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20190930
FILED AS OF DATE: 20191114
DATE AS OF CHANGE: 20191114
EFFECTIVENESS DATE: 20191114
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: 191216642
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
09-30-2019
09-30-2019
false
VAN DEN BERG MANAGEMENT I, INC
805 LAS CIMAS PARKWAY
SUITE 430
AUSTIN
TX
78746
13F HOLDINGS REPORT
028-05495
N
Jim Brilliant
Co-Chief Investment Officer
512-329-0050
/s/ Jim Brilliant
Austin
TX
11-14-2019
0
59
577922
INFORMATION TABLE
2
fp0046797_13fhr-table.xml
13F INFORMATION TABLE
AGNICO EAGLE MINES LTD
COM
008474108
283
5280
SH
SOLE
5280
0
0
ALLEGHENY TECHNOLOGIES INC
COM
01741R102
27667
1366294
SH
SOLE
1366294
0
0
ALLIANCE DATA SYSTEMS CORP
COM
018581108
12917
100811
SH
SOLE
100811
0
0
ALTRA INDL MOTION CORP
COM
02208R106
9845
355497
SH
SOLE
355497
0
0
AMERISOURCEBERGEN CORP
COM
03073E105
18260
221791
SH
SOLE
221791
0
0
APACHE CORP
COM
037411105
25864
1010313
SH
SOLE
1010313
0
0
ASTRONOVA INC
COM
04638F108
2565
158655
SH
SOLE
158655
0
0
AT&T INC
COM
00206R102
4582
121092
SH
SOLE
121092
0
0
ATKORE INTL GROUP INC
COM
047649108
31855
1049574
SH
SOLE
1049574
0
0
B2GOLD CORP
COM
11777Q209
36
11300
SH
SOLE
11300
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
64347
309332
SH
SOLE
309332
0
0
CARPENTER TECHNOLOGY CORP
COM
144285103
880
17030
SH
SOLE
17030
0
0
CENTENNIAL RESOURCE DEV INC
CL A
15136A102
5911
1309268
SH
SOLE
1309268
0
0
COLFAX CORP
COM
194014106
29038
999242
SH
SOLE
999242
0
0
COLUMBUS MCKINNON CORP N Y
COM
199333105
2114
58036
SH
SOLE
58036
0
0
COMSTOCK MNG INC
COM NEW
205750201
478
4486812
SH
SOLE
4486812
0
0
CONOCOPHILLIPS
COM
20825C104
1028
18050
SH
SOLE
18050
0
0
DANAHER CORPORATION
COM
235851102
14908
103223
SH
SOLE
103223
0
0
DAWSON GEOPHYSICAL CO NEW
COM
239360100
1170
546598
SH
SOLE
546598
0
0
DEVON ENERGY CORP NEW
COM
25179M103
7323
304348
SH
SOLE
304348
0
0
DISCOVERY INC
COM SER C
25470F302
19521
792906
SH
SOLE
792906
0
0
DMC GLOBAL INC
COM
23291C103
35128
798719
SH
SOLE
798719
0
0
DOLLAR GEN CORP NEW
COM
256677105
229
1443
SH
SOLE
1443
0
0
DOLLAR TREE INC
COM
256746108
13047
114291
SH
SOLE
114291
0
0
ERA GROUP INC
COM
26885G109
16444
1557183
SH
SOLE
1557183
0
0
FLIR SYS INC
COM
302445101
1223
23260
SH
SOLE
23260
0
0
GRANITE CONSTR INC
COM
387328107
26242
816741
SH
SOLE
816741
0
0
GREIF INC
CL A
397624107
2226
58745
SH
SOLE
58745
0
0
HALLIBURTON CO
COM
406216101
8398
445506
SH
SOLE
445506
0
0
HELIOS TECHNOLOGIES INC
COM
42328H109
738
18190
SH
SOLE
18190
0
0
INTERACTIVE BROKERS GROUP IN
COM CL A
45841N107
7748
144068
SH
SOLE
144068
0
0
INTERGROUP CORP
COM
458685104
302
10149
SH
SOLE
10149
0
0
LIBERTY MEDIA CORP DELAWARE
COM C BRAVES GRP
531229888
8121
292662
SH
SOLE
292662
0
0
LIBERTY MEDIA CORP DELAWARE
COM SER C FRMLA
531229854
2466
59294
SH
SOLE
59294
0
0
LYDALL INC DEL
COM
550819106
751
30153
SH
SOLE
30153
0
0
MALIBU BOATS INC
COM CL A
56117J100
568
18500
SH
SOLE
18500
0
0
MANITOWOC CO INC
COM NEW
563571405
6134
490724
SH
SOLE
490724
0
0
MARKEL CORP
COM
570535104
853
722
SH
SOLE
722
0
0
MCKESSON CORP
COM
58155Q103
12946
94730
SH
SOLE
94730
0
0
METHODE ELECTRS INC
COM
591520200
335
9960
SH
SOLE
9960
0
0
MURPHY OIL CORP
COM
626717102
4501
203569
SH
SOLE
203569
0
0
PARSLEY ENERGY INC
CL A
701877102
658
39170
SH
SOLE
39170
0
0
PATTERSON UTI ENERGY INC
COM
703481101
9387
1097901
SH
SOLE
1097901
0
0
PIONEER ENERGY SVCS CORP
COM
723664108
401
7285580
SH
SOLE
7285580
0
0
POLYONE CORP
COM
73179P106
849
26000
SH
SOLE
26000
0
0
POST HLDGS INC
COM
737446104
9278
87659
SH
SOLE
87659
0
0
READING INTERNATIONAL INC
CL A
755408101
3595
300581
SH
SOLE
300581
0
0
SCHLUMBERGER LTD
COM
806857108
28048
820844
SH
SOLE
820844
0
0
SEABRIDGE GOLD INC
COM
811916105
16793
1326447
SH
SOLE
1326447
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
7064
50866
SH
SOLE
50866
0
0
SPROTT PHYSICAL GOLD & SILVE
TR UNIT
85208R101
2309
162945
SH
SOLE
162945
0
0
SYNALLOY CP DEL
COM
871565107
5208
326511
SH
SOLE
326511
0
0
TRANSOCEAN LTD
REG SHS
H8817H100
9208
2060021
SH
SOLE
2060021
0
0
TRIMAS CORP
COM NEW
896215209
10559
344513
SH
SOLE
344513
0
0
UNIT CORP
COM
909218109
3659
1082648
SH
SOLE
1082648
0
0
VALARIS PLC
SHS CLASS A
G9402V109
4409
916624
SH
SOLE
916624
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
6112
101260
SH
SOLE
101260
0
0
WELLS FARGO CO NEW
COM
949746101
31349
621515
SH
SOLE
621515
0
0
YAMANA GOLD INC
COM
98462Y100
44
13795
SH
SOLE
13795
0
0