0001398344-14-005878.txt : 20141114 0001398344-14-005878.hdr.sgml : 20141114 20141114081422 ACCESSION NUMBER: 0001398344-14-005878 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141114 DATE AS OF CHANGE: 20141114 EFFECTIVENESS DATE: 20141114 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: 141220604 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 09-30-2014 09-30-2014 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 11-12-2014 0 101 1285081 INFORMATION TABLE 2 fp0012183_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 16620 572498 SH SOLE 572498 0 0 AMERICAN EXPRESS CO COM 025816109 365 4175 SH SOLE 4175 0 0 ANGLOGOLD ASHANTI LTD SPONSORED ADR 035128206 3647 303893 SH SOLE 303893 0 0 APACHE CORP COM 037411105 34189 364218 SH SOLE 364218 0 0 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 4352 370051 SH SOLE 370051 0 0 ASANKO GOLD INC COM 04341Y105 1027 493515 SH SOLE 493515 0 0 ASTEC INDS INC COM 046224101 13374 366716 SH SOLE 366716 0 0 AT&T INC COM 00206R102 212 6013 SH SOLE 6013 0 0 ATWOOD OCEANICS INC COM 050095108 30629 701042 SH SOLE 701042 0 0 AUDIOCODES LTD ORD M15342104 93 19325 SH SOLE 19325 0 0 BANRO CORP COM 066800103 99 624790 SH SOLE 624790 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 60605 438719 SH SOLE 438719 0 0 C D I CORP COM 125071100 9216 634694 SH SOLE 634694 0 0 CHICAGO BRIDGE & IRON CO N V COM 167250109 26229 453392 SH SOLE 453392 0 0 CISCO SYS INC COM 17275R102 47721 1895941 SH SOLE 1895941 0 0 COCA COLA CO COM 191216100 770 18045 SH SOLE 18045 0 0 COGENT COMMUNICATIONS HLDGS COM NEW 19239V302 12436 370015 SH SOLE 370015 0 0 COMCAST CORP NEW CL A SPL 20030N200 24752 462653 SH SOLE 462653 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 16113 1391474 SH SOLE 1391474 0 0 COMSTOCK MNG INC COM 205750102 25850 21363727 SH SOLE 21363727 0 0 CORNING INC COM 219350105 43089 2227966 SH SOLE 2227966 0 0 CTPARTNERS EXECUTIVE SEARCH COM 22945C105 391 25070 SH SOLE 25070 0 0 CUI GLOBAL INC COM NEW 126576206 1012 139824 SH SOLE 139824 0 0 DAWSON GEOPHYSICAL CO COM 239359102 3074 169076 SH SOLE 169076 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 27815 811633 SH SOLE 811633 0 0 DYNAMIC MATLS CORP COM 267888105 11278 592047 SH SOLE 592047 0 0 ELDORADO GOLD CORP NEW COM 284902103 15782 2341542 SH SOLE 2341542 0 0 E M C CORP MASS COM 268648102 2008 68615 SH SOLE 68615 0 0 EMERSON ELEC CO COM 291011104 12970 207254 SH SOLE 207254 0 0 ENCORE WIRE CORP COM 292562105 7257 195660 SH SOLE 195660 0 0 ENSCO PLC SHS CLASS A G3157S106 29219 707305 SH SOLE 707305 0 0 ENSTAR GROUP LIMITED SHS G3075P101 15642 114742 SH SOLE 114742 0 0 ERA GROUP INC COM 26885G109 20527 943782 SH SOLE 943782 0 0 ESSEX RENT CORP COM 297187106 749 356703 SH SOLE 356703 0 0 EXELON CORP COM 30161N101 16553 485582 SH SOLE 485582 0 0 EXXON MOBIL CORP COM 30231G102 14275 151781 SH SOLE 151781 0 0 FIDELITY NATIONAL FINANCIAL FNF GROUP COM 31620R303 19896 717218 SH SOLE 717218 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 3281 238468 SH SOLE 238468 0 0 GOLD FIELDS LTD NEW SPONSORED ADR 38059T106 5047 1294033 SH SOLE 1294033 0 0 GOLD RESOURCE CORP COM 38068T105 218 42525 SH SOLE 42525 0 0 GRANITE CONSTR INC COM 387328107 14822 465944 SH SOLE 465944 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 11430 1849481 SH SOLE 1849481 0 0 HALLADOR ENERGY COMPANY COM 40609P105 1072 90515 SH SOLE 90515 0 0 HALLIBURTON CO COM 406216101 23611 366004 SH SOLE 366004 0 0 HARVARD BIOSCIENCE INC COM 416906105 1075 262915 SH SOLE 262915 0 0 HECLA MNG CO COM 422704106 12278 4950879 SH SOLE 4950879 0 0 HOUSTON WIRE & CABLE CO COM 44244K109 15399 1285408 SH SOLE 1285408 0 0 HUTCHINSON TECHNOLOGY INC COM 448407106 2258 616941 SH SOLE 616941 0 0 INFUSYSTEM HLDGS INC COM 45685K102 161 51234 SH SOLE 51234 0 0 INNERWORKINGS INC COM 45773Y105 5677 701760 SH SOLE 701760 0 0 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 775 148576 SH SOLE 148576 0 0 INSTEEL INDUSTRIES INC COM 45774W108 20643 1004036 SH SOLE 1004036 0 0 INTERACTIVE BROKERS GROUP IN COM 45841N107 244 9775 SH SOLE 9775 0 0 INTERGROUP CORP COM 458685104 1185 60780 SH SOLE 60780 0 0 INTERNATIONAL BUSINESS MACHS COM 459200101 17167 90434 SH SOLE 90434 0 0 INUVO INC COM NEW 46122W204 18 12000 SH SOLE 12000 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 47763 978355 SH SOLE 978355 0 0 KEY ENERGY SVCS INC COM 492914106 13333 2754851 SH SOLE 2754851 0 0 KINROSS GOLD CORP COM NO PAR 496902404 11854 3592080 SH SOLE 3592080 0 0 LAKE SHORE GOLD CORP COM 510728108 22 21400 SH SOLE 21400 0 0 LAYNE CHRISTENSEN CO COM 521050104 30426 3133482 SH SOLE 3133482 0 0 LOEWS CORP COM 540424108 16470 395351 SH SOLE 395351 0 0 MARKEL CORP COM 570535104 36859 57941 SH SOLE 57941 0 0 MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 1768 52592 SH SOLE 52592 0 0 MATSON INC COM 57686G105 13070 522181 SH SOLE 522181 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 22006 2523608 SH SOLE 2523608 0 0 MCDERMOTT INTL INC COM 580037109 152 26535 SH SOLE 26535 0 0 MCEWEN MNG INC COM 58039P107 40 20300 SH SOLE 20300 0 0 MEDTRONIC INC COM 585055106 302 4878 SH SOLE 4878 0 0 MICROSOFT CORP COM 594918104 429 9250 SH SOLE 9250 0 0 NEWMONT MINING CORP COM 651639106 23692 1027835 SH SOLE 1027835 0 0 OCWEN FINL CORP COM NEW 675746309 16480 629499 SH SOLE 629499 0 0 OLD NATL BANCORP IND COM 680033107 308 23745 SH SOLE 23745 0 0 OMEGA FLEX INC COM 682095104 276 14185 SH SOLE 14185 0 0 ORION MARINE GROUP INC COM 68628V308 23736 2378352 SH SOLE 2378352 0 0 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 925 111800 SH SOLE 111800 0 0 PICO HLDGS INC COM NEW 693366205 20096 1007306 SH SOLE 1007306 0 0 POSCO SPONSORED ADR 693483109 40888 538715 SH SOLE 538715 0 0 POST HLDGS INC COM 737446104 20991 632655 SH SOLE 632655 0 0 POWELL INDS INC COM 739128106 12194 298424 SH SOLE 298424 0 0 RANDGOLD RES LTD ADR 752344309 22541 333498 SH SOLE 333498 0 0 READING INTERNATIONAL INC CL A 755408101 817 97315 SH SOLE 97315 0 0 RIO ALTO MNG LTD NEW COM 76689T104 5438 2265662 SH SOLE 2265662 0 0 RUBICON TECHNOLOGY INC COM 78112T107 487 114690 SH SOLE 114690 0 0 SEABRIDGE GOLD INC COM 811916105 12280 1527383 SH SOLE 1527383 0 0 SILVER STD RES INC COM 82823L106 107 17600 SH SOLE 17600 0 0 SUPERIOR INDS INTL INC COM 868168105 266 15170 SH SOLE 15170 0 0 SYNALLOY CP DEL COM 871565107 12080 694272 SH SOLE 694272 0 0 TARGET CORP COM 87612E106 228 3637 SH SOLE 3637 0 0 TIDEWATER INC COM 886423102 20066 514105 SH SOLE 514105 0 0 TIMMINS GOLD CORP COM 88741P103 1189 921945 SH SOLE 921945 0 0 TOTAL S A SPONSORED ADR 89151E109 17706 274720 SH SOLE 274720 0 0 TRANSCAT INC COM 893529107 194 21215 SH SOLE 21215 0 0 TURQUOISE HILL RES LTD COM 900435108 7170 1917037 SH SOLE 1917037 0 0 US BANCORP DEL COM NEW 902973304 235 5620 SH SOLE 5620 0 0 UCP INC CL A 90265Y106 13616 1139387 SH SOLE 1139387 0 0 UNIT CORP COM 909218109 3774 64350 SH SOLE 64350 0 0 VISHAY PRECISION GROUP INC COM 92835K103 22573 1510934 SH SOLE 1510934 0 0 WELLS FARGO & CO NEW COM 949746101 52833 1018574 SH SOLE 1018574 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 7324 11624 SH SOLE 11624 0 0 YAMANA GOLD INC COM 98462Y100 23880 3979936 SH SOLE 3979936 0 0