VAN DEN BERG MANAGEMENT I, INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 115
New Positions 10
Increased Positions 43
Decreased Positions 70
Positions with Activity 113
Sold Out Positions 24
Total Mkt Value (in $ millions) 957

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

Sector Weighting

Basic Materials 12.88%
Capital Goods 17.12%
Conglomerates
Consumer Cyclical 1.36%
Consumer/Non-Cyclical 4.4%
Energy 15.89%
Financial 24.53%
Healthcare 1.69%
Services 9.97%
Technology 7.05%
Transportation 2.99%
Utilities 1.34%

115 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 51,027 -3,565 (6.53) 374,892
WELLS FARGO & CO NEW COM 49,122 -3,210 (6.13) 873,439
DISCOVERY COMMUNICATNS NEW COM SER C 46,869 24,271 107.40 1,508,012
CHICAGO BRIDGE & IRON CO N V COM 46,835 15,759 50.71 935,956
ENSTAR GROUP LIMITED SHS 44,277 17,856 67.59 285,751
MARKEL CORP COM 40,006 -2,557 (6.01) 49,965
JACOBS ENGR GROUP INC DEL COM 35,743 -2,348 (6.17) 879,933
POST HLDGS INC COM 30,955 -985 (3.08) 573,978
ERA GROUP INC COM 28,623 6,678 30.43 1,397,615
LAYNE CHRISTENSEN CO COM 26,452 -1,133 (4.11) 2,955,565
ATWOOD OCEANICS INC COM 25,781 -765 (2.88) 975,058
DIAMOND OFFSHORE DRILLING INC COM 24,698 4,991 25.33 956,913
RANDGOLD RES LTD ADR 24,614 -2,038 (7.65) 367,645
LIBERTY MEDIA CORP DELAWARE COM SER C 23,416 6,111 35.31 652,266
AGNICO EAGLE MINES LTD COM 22,891 -1,765 (7.16) 806,886
COLFAX CORP COM 21,192 10,424 96.82 459,191
ENSCO PLC SHS CLASS A 19,853 5,072 34.31 891,467
CISCO SYS INC COM 19,591 -2,858 (12.73) 713,433
APACHE CORP COM 18,563 -1,207 (6.11) 322,102
MARKET VECTORS ETF TR JR GOLD MINERS E 17,781 -1,188 (6.27) 736,263


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