VAN DEN BERG MANAGEMENT I, INC Information

805 LAS CIMAS PARKWAY, AUSTIN, Texas, 78746, (512) 329-0050

Report Date: 12/31/2014

Position Statistics

Total Positions 121
New Positions 19
Increased Positions 42
Decreased Positions 78
Positions with Activity 120
Sold Out Positions 16
Total Mkt Value (in $ millions) 1,042

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 14.26%
Capital Goods 15.87%
Conglomerates
Consumer Cyclical 0.3%
Consumer/Non-Cyclical 3.89%
Energy 13.92%
Financial 23.66%
Healthcare 0.01%
Services 7%
Technology 14.73%
Transportation 4.11%
Utilities 1.38%

121 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 57,712 -5,415 (8.58) 401,083
WELLS FARGO & CO NEW COM 50,359 -4,766 (8.65) 930,515
CORNING INC COM 44,386 -6,278 (12.39) 1,951,902
JACOBS ENGR GROUP INC DEL COM 41,523 -1,798 (4.15) 937,742
MARKEL CORP COM 40,611 -3,654 (8.26) 53,158
CHICAGO BRIDGE & IRON CO N V COM 30,238 8,163 36.98 621,036
RANDGOLD RES LTD ADR 28,248 4,583 19.37 398,087
POST HLDGS INC COM 28,220 -1,926 (6.39) 592,240
ATWOOD OCEANICS INC COM 27,750 8,373 43.21 1,003,976
AGNICO EAGLE MINES LTD COM 25,074 8,557 51.81 869,103
ENSTAR GROUP LIMITED SHS 24,306 7,950 48.60 170,511
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 23,350 -2,592 (9.99) 645,565
ERA GROUP INC COM 22,770 2,714 13.53 1,071,517
CISCO SYS INC COM 22,179 -29,257 (56.88) 817,526
DISCOVERY COMMUNICATNS NEW COM SER C 21,645 21,645 New 727,090
APACHE CORP COM 20,380 -1,258 (5.81) 343,045
DIAMOND OFFSHORE DRILLING INC COM 20,325 -1,281 (5.93) 763,528
VISHAY PRECISION GROUP INC COM 20,177 -3,318 (14.12) 1,297,566
MATSON INC COM 20,013 -1,741 (8) 480,391
ORION MARINE GROUP INC COM 19,945 -1,602 (7.44) 2,201,482