VAN DEN BERG MANAGEMENT I, INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 113
New Positions 11
Increased Positions 50
Decreased Positions 56
Positions with Activity 106
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,174

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

Sector Weighting

Basic Materials 22.36%
Capital Goods 15.02%
Conglomerates
Consumer Cyclical 0.04%
Consumer/Non-Cyclical
Energy 16.22%
Financial 17.57%
Healthcare 0.04%
Services 6.81%
Technology 18.87%
Transportation 1.67%
Utilities 0.09%

113 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 63,149 -541 (0.85) 455,359
WELLS FARGO & CO NEW COM 53,740 -698 (1.28) 1,062,048
JACOBS ENGR GROUP INC DEL COM 48,060 -476 (0.98) 1,015,843
CISCO SYS INC COM 47,192 -733 (1.53) 2,002,611
CORNING INC COM 44,408 -20,821 (31.92) 2,377,301
POSCO SPONSORED ADR 42,120 -208 (0.49) 574,395
MARKEL CORP COM 35,482 46 .13 53,023
APACHE CORP COM 29,141 155 .54 383,026
COMCAST CORP NEW CL A SPL 26,604 -333 (1.24) 500,366
LAYNE CHRISTENSEN CO COM 26,569 -1 (0) 3,256,032
MAXWELL TECHNOLOGIES INC COM 25,948 -1,393 (5.09) 2,626,354
VISHAY PRECISION GROUP INC COM 25,871 -306 (1.17) 1,589,114
NEWMONT MINING CORP COM 24,896 -22,058 (46.98) 1,131,646
COMSTOCK MNG INC COM 23,317 6,739 40.65 17,144,730
ORION MARINE GROUP INC COM 23,214 -221 (0.95) 2,488,090
YAMANA GOLD INC COM 22,942 11,765 105.27 4,111,440
RANDGOLD RES LTD ADR 22,735 5,644 33.02 341,673
INSTEEL INDUSTRIES INC COM 22,331 -274 (1.21) 1,064,914
HALLIBURTON CO COM 21,638 -357 (1.62) 387,424
DIAMOND OFFSHORE DRILLING INC COM 21,270 250 1.19 537,130


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