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