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 110
New Positions 10
Increased Positions 36
Decreased Positions 68
Positions with Activity 104
Sold Out Positions 8
Total Mkt Value (in $ millions) 1,218

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

Sector Weighting

Basic Materials 20.79%
Capital Goods 14.92%
Conglomerates
Consumer Cyclical 0.09%
Consumer/Non-Cyclical 2.22%
Energy 12.96%
Financial 19.62%
Healthcare 0.04%
Services 4.96%
Technology 18.66%
Transportation 3.38%
Utilities 1.49%

110 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 65,422 -2,481 (3.65) 438,719
WELLS FARGO & CO NEW COM 54,249 -2,315 (4.09) 1,018,574
CISCO SYS INC COM 53,484 -3,009 (5.33) 1,895,941
CORNING INC COM 53,137 -3,562 (6.28) 2,227,966
MARKEL CORP COM 40,048 3,399 9.28 57,941
JACOBS ENGR GROUP INC DEL COM 38,929 -1,492 (3.69) 978,355
POSCO SPONSORED ADR 33,885 -2,244 (6.21) 538,715
RANDGOLD RES LTD ADR 26,892 -659 (2.39) 333,498
LAYNE CHRISTENSEN CO COM 26,259 -1,027 (3.76) 3,133,482
POST HLDGS INC COM 26,217 26,217 New 632,655
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 26,121 26,121 New 717,218
DIAMOND OFFSHORE DRILLING INC COM 26,062 8,814 51.11 811,633
COMCAST CORP NEW CL A SPL 25,946 -2,115 (7.54) 462,653
VISHAY PRECISION GROUP INC COM 25,308 -1,310 (4.92) 1,510,934
NEWMONT MINING CORP COM 24,822 -2,507 (9.17) 1,027,835
COMSTOCK MNG INC COM 23,500 4,641 24.61 21,363,727
APACHE CORP COM 22,902 -1,183 (4.91) 364,218
ERA GROUP INC COM 22,226 17,180 340.49 943,782
ORION MARINE GROUP INC COM 22,166 -1,023 (4.41) 2,378,352
MAXWELL TECHNOLOGIES INC COM 21,047 -857 (3.91) 2,523,608