0001398344-14-002789.txt : 20140515 0001398344-14-002789.hdr.sgml : 20140515 20140515094811 ACCESSION NUMBER: 0001398344-14-002789 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140331 FILED AS OF DATE: 20140515 DATE AS OF CHANGE: 20140515 EFFECTIVENESS DATE: 20140515 FILER: COMPANY DATA: COMPANY CONFORMED NAME: VAN DEN BERG MANAGEMENT INC/TX 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: 14844296 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 INC/CA DATE OF NAME CHANGE: 20010606 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001142062 XXXXXXXX 03-31-2014 03-31-2014 false VAN DEN BERG MANAGEMENT INC/TX

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 05-07-2014 0 102 1449186 INFORMATION TABLE 2 fp0010451_13fhr-table.xml 13F INFORMATION TABLE Agnico-Eagle Mines Limited COM 008474108 18048 596643 SH SOLE 596643 0 0 Alcoa Inc. COM 013817101 23098 1794700 SH SOLE 1794700 0 0 American Express Company COM 025816109 431 4785 SH SOLE 4785 0 0 AngloGold Ashanti Limited Spon COM 035128206 12316 721065 SH SOLE 721065 0 0 APACHE CORP COM 037411105 31603 380987 SH SOLE 380987 0 0 ASA Gold and Precious Metals L COM G3156P103 5929 442121 SH SOLE 442121 0 0 Asanko Gold, Inc. COM 04341Y105 1015 490495 SH SOLE 490495 0 0 ASTEC INDS INC COM 046224101 33107 753977 SH SOLE 753977 0 0 AT&T Inc. COM 00206R102 204 5803 SH SOLE 5803 0 0 BANRO CORP COM 066800103 309 605585 SH SOLE 605585 0 0 Berkshire Hathaway Inc. Class COM 084670702 57393 459258 SH SOLE 459258 0 0 CDI Corp. COM 125071100 13330 777253 SH SOLE 777253 0 0 Cisco Systems, Inc. COM 17275R102 45586 2033728 SH SOLE 2033728 0 0 COMCAST CORP NEW CL A SPL COM 20030N200 24709 506637 SH SOLE 506637 0 0 Compania de Minas Buenaventura COM 204448104 7449 592597 SH SOLE 592597 0 0 Comstock Mining Inc. COM 205750102 20113 12189617 SH SOLE 12189617 0 0 Core-Mark Holding Company, Inc COM 218681104 22549 310593 SH SOLE 310593 0 0 CORNING INC COM 219350105 72702 3491941 SH SOLE 3491941 0 0 CTPartners Executive Search In COM 22945C105 478 44100 SH SOLE 44100 0 0 CUI Global, Inc. COM 126576206 1543 140294 SH SOLE 140294 0 0 Dawson Geophysical Company COM 239359102 4720 168499 SH SOLE 168499 0 0 Diamond Offshore Drilling, Inc COM 25271C102 25882 530810 SH SOLE 530810 0 0 DIREXION SHS ETF TR DLY SC BEA COM 25459Y488 340 21800 SH SOLE 21800 0 0 Dolby Laboratories, Inc. Class COM 25659T107 4926 110700 SH SOLE 110700 0 0 Dynamic Materials Corporation COM 267888105 3476 182549 SH SOLE 182549 0 0 Eldorado Gold Corporation COM 284902103 13627 2442077 SH SOLE 2442077 0 0 E M C CORP MASS COM 268648102 2280 83180 SH SOLE 83180 0 0 Emerson Electric Co. COM 291011104 15416 230785 SH SOLE 230785 0 0 Encore Wire Corporation COM 292562105 10329 212915 SH SOLE 212915 0 0 Era Group, Inc. COM 26885G109 3991 136162 SH SOLE 136162 0 0 Essex Rental Corp. COM 297187106 886 299193 SH SOLE 299193 0 0 EXELON CORP COM 30161N101 1007 30000 SH SOLE 30000 0 0 Exxon Mobil Corporation COM 30231G102 15554 159232 SH SOLE 159232 0 0 Fidelity National Financial, I COM 31620R105 23830 757940 SH SOLE 757940 0 0 Fortuna Silver Mines Inc. COM 349915108 68 18600 SH SOLE 18600 0 0 Gold Fields Limited Sponsored COM 38059T106 5034 1364270 SH SOLE 1364270 0 0 Gold Resource Corporation COM 38068T105 109 22705 SH SOLE 22705 0 0 Granite Construction Incorpora COM 387328107 20633 516718 SH SOLE 516718 0 0 Great Lakes Dredge & Dock Corp COM 390607109 10595 1160445 SH SOLE 1160445 0 0 Hallador Energy Company COM 40609P105 626 73269 SH SOLE 73269 0 0 Halliburton Company COM 406216101 23192 393814 SH SOLE 393814 0 0 HARSCO CORP COM 415864107 23283 993708 SH SOLE 993708 0 0 Harvard Bioscience, Inc. COM 416906105 1061 223890 SH SOLE 223890 0 0 HECLA MNG CO COM 422704106 16032 5222268 SH SOLE 5222268 0 0 Helmerich & Payne, Inc. COM 423452101 12055 112076 SH SOLE 112076 0 0 Houston Wire & Cable Company COM 44244K109 10780 821044 SH SOLE 821044 0 0 Hutchinson Technology Incorpor COM 448407106 1823 644241 SH SOLE 644241 0 0 IAMGOLD Corporation COM 450913108 8580 2437505 SH SOLE 2437505 0 0 InfuSystem Holdings, Inc. COM 45685K102 142 51234 SH SOLE 51234 0 0 Innovative Solutions and Suppo COM 45769N105 1073 142556 SH SOLE 142556 0 0 Insteel Industries, Inc. COM 45774W108 21204 1077998 SH SOLE 1077998 0 0 INTEL CORP COM 458140100 30204 1170053 SH SOLE 1170053 0 0 Interactive Brokers Group, Inc COM 45841N107 214 9890 SH SOLE 9890 0 0 International Business Machine COM 459200101 16669 86596 SH SOLE 86596 0 0 Jacobs Engineering Group Inc. COM 469814107 65145 1025912 SH SOLE 1025912 0 0 Key Energy Services, Inc. COM 492914106 22984 2487425 SH SOLE 2487425 0 0 Kinross Gold Corporation COM 496902404 15367 3711950 SH SOLE 3711950 0 0 Kraton Performance Polymers, I COM 50077C106 501 19185 SH SOLE 19185 0 0 Lake Shore Gold Corp. COM 510728108 15 22900 SH SOLE 22900 0 0 Lawson Products, Inc. COM 520776105 8944 556555 SH SOLE 556555 0 0 Layne Christensen Company COM 521050104 59229 3256156 SH SOLE 3256156 0 0 Lydall, Inc. COM 550819106 17065 746195 SH SOLE 746195 0 0 MARKEL CORP COM 570535104 31566 52954 SH SOLE 52954 0 0 MARKET VECTORS ETF TR JR GOLD COM 57061R544 1882 51972 SH SOLE 51972 0 0 Masonite International Corp. COM 575385109 452 8000 SH SOLE 8000 0 0 Matson, Inc. COM 57686G105 9422 381631 SH SOLE 381631 0 0 Maxwell Technologies, Inc. COM 577767106 35754 2767308 SH SOLE 2767308 0 0 McDermott International, Inc. COM 580037109 19279 2465318 SH SOLE 2465318 0 0 Medtronic, Inc. COM 585055106 318 5161 SH SOLE 5161 0 0 Microsoft Corporation COM 594918104 18024 439714 SH SOLE 439714 0 0 Molycorp, Inc. COM 608753109 470 100120 SH SOLE 100120 0 0 Newmont Mining Corporation COM 651639106 50028 2134292 SH SOLE 2134292 0 0 Ocwen Financial Corporation COM 675746309 16627 424386 SH SOLE 424386 0 0 Old National Bancorp COM 680033107 386 25860 SH SOLE 25860 0 0 Omega Flex, Inc. COM 682095104 369 17200 SH SOLE 17200 0 0 Orion Marine Group, Inc. COM 68628V308 31574 2511815 SH SOLE 2511815 0 0 Pacific Drilling S.A. COM L7257P106 931 85585 SH SOLE 85585 0 0 PICO Holdings, Inc. COM 693366205 15821 608724 SH SOLE 608724 0 0 POSCO COM 693483109 40065 577225 SH SOLE 577225 0 0 Powell Industries, Inc. COM 739128106 22666 349778 SH SOLE 349778 0 0 QUALCOMM Incorporated COM 747525103 214 2710 SH SOLE 2710 0 0 Randgold Resources Limited Spo COM 752344309 19264 256852 SH SOLE 256852 0 0 Reading International, Inc. Cl COM 755408101 575 78405 SH SOLE 78405 0 0 Richmont Mines Inc. COM 76547T106 17 12000 SH SOLE 12000 0 0 Rio Alto Mining Limited COM 76689T104 2022 1042290 SH SOLE 1042290 0 0 Rubicon Technology, Inc. COM 78112T107 1250 110715 SH SOLE 110715 0 0 Seabridge Gold Inc. COM 811916105 7848 1108404 SH SOLE 1108404 0 0 Superior Industries Internatio COM 868168105 457 22285 SH SOLE 22285 0 0 SYNALLOY CP DEL COM 871565107 10295 716899 SH SOLE 716899 0 0 TARGET CORP COM 87612E106 281 4640 SH SOLE 4640 0 0 Tidewater Inc. COM 886423102 25469 523828 SH SOLE 523828 0 0 Timmins Gold Corp. COM 88741P103 1139 914530 SH SOLE 914530 0 0 TOTAL S A COM 89151E109 19533 297758 SH SOLE 297758 0 0 Transcat, Inc. COM 893529107 199 21215 SH SOLE 21215 0 0 Turquoise Hill Resources Ltd. COM 900435108 8429 2531285 SH SOLE 2531285 0 0 U.S. Bancorp COM 902973304 238 5550 SH SOLE 5550 0 0 UCP INC COM 90265Y106 11188 742890 SH SOLE 742890 0 0 UNIT CORP COM 909218109 7425 113565 SH SOLE 113565 0 0 Vishay Precision Group, Inc. COM 92835K103 27945 1607884 SH SOLE 1607884 0 0 Walter Investment Management C COM 93317W102 27863 934066 SH SOLE 934066 0 0 Wells Fargo & Company COM 949746101 53512 1075844 SH SOLE 1075844 0 0 Yamana Gold Inc. COM 98462Y100 17586 2002995 SH SOLE 2002995 0 0