0001398344-19-008848.txt : 20190515 0001398344-19-008848.hdr.sgml : 20190515 20190515082141 ACCESSION NUMBER: 0001398344-19-008848 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190515 DATE AS OF CHANGE: 20190515 EFFECTIVENESS DATE: 20190515 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: 19825190 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 03-31-2019 03-31-2019 false VAN DEN BERG MANAGEMENT I, INC

805 LAS CIMAS PARKWAY SUITE 430 AUSTIN TX 78746

13F HOLDINGS REPORT 028-05495 N Jim Brilliant 512-329-0050 /s/ Jim Brilliant Austin TX 05-15-2019 0 66 727180 INFORMATION TABLE 2 fp0041771_13fhr-table.xml 13F INFORMATION TABLE AGNICO EAGLE MINES LTD COM 008474108 230 5280 SH SOLE 5280 0 0 ALLEGHENY TECHNOLOGIES INC COM 01741R102 45039 1761394 SH SOLE 1761394 0 0 ALLERGAN PLC SHS G0177J108 24166 165054 SH SOLE 165054 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 18413 105230 SH SOLE 105230 0 0 ALLIED MOTION TECHNOLOGIES I COM 019330109 507 14735 SH SOLE 14735 0 0 ALTRA INDL MOTION CORP COM 02208R106 9881 318237 SH SOLE 318237 0 0 AMERICAN EXPRESS CO COM 025816109 402 3680 SH SOLE 3680 0 0 AMERISOURCEBERGEN CORP COM 03073E105 18674 234830 SH SOLE 234830 0 0 APACHE CORP COM 037411105 36224 1045111 SH SOLE 1045111 0 0 ARDMORE SHIPPING CORP COM Y0207T100 6048 981886 SH SOLE 981886 0 0 ASTRONOVA INC COM 04638F108 2747 134725 SH SOLE 134725 0 0 AT&T INC COM 00206R102 4105 130915 SH SOLE 130915 0 0 ATKORE INTL GROUP INC COM 047649108 40029 1859222 SH SOLE 1859222 0 0 B2GOLD CORP COM 11777Q209 32 11300 SH SOLE 11300 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 64260 319876 SH SOLE 319876 0 0 BMC STK HLDGS INC COM 05591B109 1761 99660 SH SOLE 99660 0 0 CARPENTER TECHNOLOGY CORP COM 144285103 1876 40915 SH SOLE 40915 0 0 CENTENNIAL RESOURCE DEV INC CL A 15136A102 2328 264898 SH SOLE 264898 0 0 CISCO SYS INC COM 17275R102 342 6327 SH SOLE 6327 0 0 COLFAX CORP COM 194014106 32018 1078764 SH SOLE 1078764 0 0 COLUMBUS MCKINNON CORP N Y COM 199333105 1770 51531 SH SOLE 51531 0 0 COMSTOCK MNG INC COM NEW 205750201 968 4611626 SH SOLE 4611626 0 0 CONOCOPHILLIPS COM 20825C104 1283 19225 SH SOLE 19225 0 0 DANAHER CORPORATION COM 235851102 13976 105860 SH SOLE 105860 0 0 DAWSON GEOPHYSICAL CO NEW COM 239360100 2440 832869 SH SOLE 832869 0 0 DEVON ENERGY CORP NEW COM 25179M103 10286 325917 SH SOLE 325917 0 0 DIAMOND OFFSHORE DRILLING IN COM 25271C102 489 46652 SH SOLE 46652 0 0 DISCOVERY INC COM SER C 25470F302 24147 949922 SH SOLE 949922 0 0 DMC GLOBAL INC COM 23291C103 43214 870555 SH SOLE 870555 0 0 DOLLAR GEN CORP NEW COM 256677105 217 1815 SH SOLE 1815 0 0 DOLLAR TREE INC COM 256746108 12660 120521 SH SOLE 120521 0 0 ENCANA CORP COM 292505104 1266 174874 SH SOLE 174874 0 0 ENSCO PLC SHS CLASS A G3157S106 14086 3584221 SH SOLE 3584221 0 0 ERA GROUP INC COM 26885G109 19152 1659600 SH SOLE 1659600 0 0 GRANITE CONSTR INC COM 387328107 22651 524940 SH SOLE 524940 0 0 HALLIBURTON CO COM 406216101 8566 292357 SH SOLE 292357 0 0 INTERACTIVE BROKERS GROUP IN COM CL A 45841N107 2515 48475 SH SOLE 48475 0 0 INTERGROUP CORP COM 458685104 1871 60950 SH SOLE 60950 0 0 LIBERTY MEDIA CORP DELAWARE COM C BRAVES GRP 531229888 8632 310831 SH SOLE 310831 0 0 LIBERTY MEDIA CORP DELAWARE COM SER C FRMLA 531229854 2345 66907 SH SOLE 66907 0 0 LYDALL INC DEL COM 550819106 1233 52563 SH SOLE 52563 0 0 MANITOWOC CO INC COM NEW 563571405 8321 507047 SH SOLE 507047 0 0 MARKEL CORP COM 570535104 800 803 SH SOLE 803 0 0 MCKESSON CORP COM 58155Q103 11623 99289 SH SOLE 99289 0 0 METHODE ELECTRS INC COM 591520200 1974 68600 SH SOLE 68600 0 0 MURPHY OIL CORP COM 626717102 5487 187280 SH SOLE 187280 0 0 PATTERSON UTI ENERGY INC COM 703481101 15585 1111612 SH SOLE 1111612 0 0 PHI INC COM NON VTG 69336T205 589 1369557 SH SOLE 1369557 0 0 PIONEER ENERGY SVCS CORP COM 723664108 12811 7238131 SH SOLE 7238131 0 0 POST HLDGS INC COM 737446104 10038 91753 SH SOLE 91753 0 0 POWELL INDS INC COM 739128106 6632 249793 SH SOLE 249793 0 0 PROFIRE ENERGY INC COM 74316X101 345 192601 SH SOLE 192601 0 0 READING INTERNATIONAL INC CL A 755408101 4952 310272 SH SOLE 310272 0 0 SCHLUMBERGER LTD COM 806857108 36917 847311 SH SOLE 847311 0 0 SEABRIDGE GOLD INC COM 811916105 17702 1428749 SH SOLE 1428749 0 0 SPDR SERIES TRUST S&P REGL BKG 78464A698 2687 52340 SH SOLE 52340 0 0 SUN HYDRAULICS CORP COM 866942105 613 13190 SH SOLE 13190 0 0 SYNALLOY CP DEL COM 871565107 6989 459814 SH SOLE 459814 0 0 SYNCHRONY FINL COM 87165B103 8722 273431 SH SOLE 273431 0 0 TRANSOCEAN LTD REG SHS H8817H100 18505 2124551 SH SOLE 2124551 0 0 TRIMAS CORP COM NEW 896215209 10415 344513 SH SOLE 344513 0 0 TRIUMPH GROUP INC NEW COM 896818101 1735 91010 SH SOLE 91010 0 0 UNIT CORP COM 909218109 12934 908316 SH SOLE 908316 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 6152 104035 SH SOLE 104035 0 0 WELLS FARGO CO NEW COM 949746101 21767 450484 SH SOLE 450484 0 0 YAMANA GOLD INC COM 98462Y100 36 13795 SH SOLE 13795 0 0