VAN DEN BERG MANAGEMENT I, INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 109
New Positions 9
Increased Positions 35
Decreased Positions 68
Positions with Activity 103
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,275

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

Sector Weighting

Basic Materials 18.76%
Capital Goods 16.02%
Conglomerates
Consumer Cyclical 0.02%
Consumer/Non-Cyclical 1.89%
Energy 15.44%
Financial 19.4%
Healthcare 0.04%
Services 5.02%
Technology 17.88%
Transportation 3.13%
Utilities 1.38%

109 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 64,360 -2,441 (3.65) 438,719
WELLS FARGO & CO NEW COM 54,809 -2,339 (4.09) 1,018,574
CISCO SYS INC COM 50,963 -2,867 (5.33) 1,895,941
JACOBS ENGR GROUP INC DEL COM 48,018 -1,840 (3.69) 978,355
CORNING INC COM 46,609 -3,124 (6.28) 2,227,966
MARKEL CORP COM 40,310 3,421 9.28 57,941
POSCO SPONSORED ADR 37,231 -2,466 (6.21) 538,715
DIAMOND OFFSHORE DRILLING INC COM 30,152 10,198 51.11 811,633
ENSCO PLC SHS CLASS A 28,200 14,130 100.43 707,305
APACHE CORP COM 27,571 -1,424 (4.91) 364,218
ORION MARINE GROUP INC COM 26,947 -1,243 (4.41) 2,378,352
ATWOOD OCEANICS INC COM 26,829 13,023 94.33 701,042
MAXWELL TECHNOLOGIES INC COM 26,826 -1,092 (3.91) 2,523,608
CHICAGO BRIDGE & IRON CO N V COM 25,884 25,884 New 453,392
VISHAY PRECISION GROUP INC COM 25,172 -1,302 (4.92) 1,510,934
COMCAST CORP NEW CL A SPL 24,905 -2,030 (7.54) 462,653
LAYNE CHRISTENSEN CO COM 23,940 -936 (3.76) 3,133,482
POST HLDGS INC COM 23,269 23,269 New 632,655
RANDGOLD RES LTD ADR 23,111 -567 (2.39) 333,498
ERA GROUP INC COM 22,556 17,436 340.49 943,782


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