0001398344-15-003290.txt : 20150515 0001398344-15-003290.hdr.sgml : 20150515 20150514184756 ACCESSION NUMBER: 0001398344-15-003290 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150514 EFFECTIVENESS DATE: 20150515 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: 15864808 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 03-31-2015 03-31-2015 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 05-07-2015 0 91 959497 INFORMATION TABLE 2 fp0014358_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 22544 806886 SH SOLE 806886 0 0 AMERICAN EXPRESS CO COM 025816109 295 3775 SH SOLE 3775 0 0 AMERICAN VANGUARD CORP COM 030371108 1194 112393 SH SOLE 112393 0 0 APACHE CORP COM 037411105 19432 322102 SH SOLE 322102 0 0 ARDMORE SHIPPING CORP COM Y0207T100 1008 100055 SH SOLE 100055 0 0 ASA GOLD AND PRECIOUS MTLS L SHS G3156P103 3229 320325 SH SOLE 320325 0 0 ASANKO GOLD INC COM 04341Y105 1384 954420 SH SOLE 954420 0 0 AT&T INC COM 00206R102 303 9291 SH SOLE 9291 0 0 ATWOOD OCEANICS INC COM 050095108 27409 975058 SH SOLE 975058 0 0 AUDIOCODES LTD ORD M15342104 58 12600 SH SOLE 12600 0 0 AVID TECHNOLOGY INC COM 05367P100 14543 976068 SH SOLE 976068 0 0 B2GOLD CORP COM 11777Q209 967 636171 SH SOLE 636171 0 0 BAKER HUGHES INC COM 057224107 328 5157 SH SOLE 5157 0 0 BANRO CORP COM 066800103 123 618540 SH SOLE 618540 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 54104 374892 SH SOLE 374892 0 0 BARRETT BILL CORP COM 06846N104 564 67895 SH SOLE 67895 0 0 BRADY CORP CL A 104674106 736 26000 SH SOLE 26000 0 0 CARBO CERAMICS INC COM 140781105 945 30985 SH SOLE 30985 0 0 CHASE CORP COM 16150R104 1069 24443 SH SOLE 24443 0 0 CHICAGO BRIDGE & IRON CO N V COM 167250109 46105 935956 SH SOLE 935956 0 0 CISCO SYS INC COM 17275R102 19637 713433 SH SOLE 713433 0 0 CLOUD PEAK ENERGY INC COM 18911Q102 1915 329095 SH SOLE 329095 0 0 COCA COLA CO COM 191216100 11527 284267 SH SOLE 284267 0 0 COLFAX CORP COM 194014106 21917 459191 SH SOLE 459191 0 0 COMPANIA DE MINAS BUENAVENTU SPONSORED ADR 204448104 12570 1240853 SH SOLE 1240853 0 0 COMSTOCK MNG INC COM 205750102 12613 21022076 SH SOLE 21022076 0 0 COMSTOCK RES INC COM NEW 205768203 288 80750 SH SOLE 80750 0 0 CORNING INC COM 219350105 330 14543 SH SOLE 14543 0 0 CUI GLOBAL INC COM NEW 126576206 96 16425 SH SOLE 16425 0 0 CVR PARTNERS LP COM 126633106 694 52796 SH SOLE 52796 0 0 DAVITA HEALTHCARE PARTNERS I COM 23918K108 16496 202956 SH SOLE 202956 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 25636 956913 SH SOLE 956913 0 0 DISCOVERY COMMUNICATNS NEW COM SER C 25470F302 44449 1508012 SH SOLE 1508012 0 0 DREAMWORKS ANIMATION SKG INC CL A 26153C103 273 11300 SH SOLE 11300 0 0 DYNAMIC MATLS CORP COM 267888105 8213 643170 SH SOLE 643170 0 0 ELDORADO GOLD CORP NEW COM 284902103 9654 2103347 SH SOLE 2103347 0 0 E M C CORP MASS COM 268648102 385 15066 SH SOLE 15066 0 0 EMERALD OIL INC COM NEW 29101U209 264 356165 SH SOLE 356165 0 0 EMERSON ELEC CO COM 291011104 9379 165652 SH SOLE 165652 0 0 ENCORE WIRE CORP COM 292562105 3095 81711 SH SOLE 81711 0 0 ENSCO PLC SHS CLASS A G3157S106 18783 891467 SH SOLE 891467 0 0 ENSTAR GROUP LIMITED SHS G3075P101 40537 285751 SH SOLE 285751 0 0 ERA GROUP INC COM 26885G109 29126 1397615 SH SOLE 1397615 0 0 EXELON CORP COM 30161N101 13765 409559 SH SOLE 409559 0 0 EXXON MOBIL CORP COM 30231G102 333 3916 SH SOLE 3916 0 0 FIDELITY NATIONAL FINANCIAL FNFV GROUP COM 31620R402 337 23872 SH SOLE 23872 0 0 GOLDCORP INC NEW COM 380956409 755 41688 SH SOLE 41688 0 0 GREAT LAKES DREDGE & DOCK CO COM 390607109 8904 1481561 SH SOLE 1481561 0 0 HALLADOR ENERGY COMPANY COM 40609P105 768 65659 SH SOLE 65659 0 0 HALLIBURTON CO COM 406216101 15243 347388 SH SOLE 347388 0 0 HECLA MNG CO COM 422704106 30 10040 SH SOLE 10040 0 0 HOUSTON WIRE & CABLE CO COM 44244K109 12029 1236301 SH SOLE 1236301 0 0 INTERGROUP CORP COM 458685104 2133 106667 SH SOLE 106667 0 0 JACOBS ENGR GROUP INC DEL COM 469814107 39738 879933 SH SOLE 879933 0 0 KEY ENERGY SVCS INC COM 492914106 7374 4051666 SH SOLE 4051666 0 0 KINROSS GOLD CORP COM NO PAR 496902404 3398 1517017 SH SOLE 1517017 0 0 LAYNE CHRISTENSEN CO COM 521050104 14807 2955565 SH SOLE 2955565 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C 531229300 24917 652266 SH SOLE 652266 0 0 LOEWS CORP COM 540424108 14338 351153 SH SOLE 351153 0 0 MARKEL CORP COM 570535104 38421 49965 SH SOLE 49965 0 0 MARKET VECTORS ETF TR JR GOLD MINERS E 57061R544 16713 736263 SH SOLE 736263 0 0 MAXWELL TECHNOLOGIES INC COM 577767106 18189 2256754 SH SOLE 2256754 0 0 MCEWEN MNG INC COM 58039P107 40 39700 SH SOLE 39700 0 0 MRC GLOBAL INC COM 55345K103 265 22330 SH SOLE 22330 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 8450 147668 SH SOLE 147668 0 0 MARKET VECTORS ETF TR OIL SVCS ETF 57060U191 604 17930 SH SOLE 17930 0 0 OLD NATL BANCORP IND COM 680033107 1286 90645 SH SOLE 90645 0 0 ORION MARINE GROUP INC COM 68628V308 18941 2137829 SH SOLE 2137829 0 0 PACIFIC DRILLING SA LUXEMBOU REG SHS L7257P106 76 19630 SH SOLE 19630 0 0 PICO HLDGS INC COM NEW 693366205 13495 832491 SH SOLE 832491 0 0 PIONEER ENERGY SVCS CORP COM 723664108 751 138472 SH SOLE 138472 0 0 POST HLDGS INC COM 737446104 26885 573978 SH SOLE 573978 0 0 POWELL INDS INC COM 739128106 10366 306949 SH SOLE 306949 0 0 RANDGOLD RES LTD ADR 752344309 25467 367645 SH SOLE 367645 0 0 READING INTERNATIONAL INC CL A 755408101 1274 94745 SH SOLE 94745 0 0 SEABRIDGE GOLD INC COM 811916105 9732 1772693 SH SOLE 1772693 0 0 SPDR SERIES TRUST S&P OILGAS EXP 78464a730 923 17875 SH SOLE 17875 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 1470 36000 SH SOLE 36000 0 0 STONE ENERGY CORP COM 861642106 997 67940 SH SOLE 67940 0 0 SYNALLOY CP DEL COM 871565107 9833 682379 SH SOLE 682379 0 0 TIDEWATER INC COM 886423102 8890 464478 SH SOLE 464478 0 0 TIMMINS GOLD CORP COM 88741P103 78 115000 SH SOLE 115000 0 0 TOTAL S A SPONSORED ADR 89151E109 11886 239338 SH SOLE 239338 0 0 TRUSTMARK CORP COM 898402102 815 33565 SH SOLE 33565 0 0 US BANCORP DEL COM NEW 902973304 1624 37197 SH SOLE 37197 0 0 UCP INC CL A 90265Y106 7128 819275 SH SOLE 819275 0 0 UNIT CORP COM 909218109 12250 437820 SH SOLE 437820 0 0 VISHAY PRECISION GROUP INC COM 92835K103 417 26181 SH SOLE 26181 0 0 WELLS FARGO & CO NEW COM 949746101 47515 873439 SH SOLE 873439 0 0 WHITE MTNS INS GROUP LTD COM G9618E107 8812 12873 SH SOLE 12873 0 0 YAMANA GOLD INC COM 98462Y100 12818 3570565 SH SOLE 3570565 0 0