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) 1,085

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

Sector Weighting

Basic Materials 14.78%
Capital Goods 15.74%
Conglomerates
Consumer Cyclical 0.3%
Consumer/Non-Cyclical 3.7%
Energy 16%
Financial 22.89%
Healthcare 0.01%
Services 6.91%
Technology 13.4%
Transportation 4.01%
Utilities 1.39%

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 57,499 -5,395 (8.58) 401,083
WELLS FARGO & CO NEW COM 51,355 -4,860 (8.65) 930,515
CORNING INC COM 41,849 -5,919 (12.39) 1,951,902
JACOBS ENGR GROUP INC DEL COM 40,088 -1,736 (4.15) 937,742
MARKEL CORP COM 39,834 -3,584 (8.26) 53,158
ATWOOD OCEANICS INC COM 33,392 10,076 43.21 1,003,976
CHICAGO BRIDGE & IRON CO N V COM 30,971 8,360 36.98 621,036
RANDGOLD RES LTD ADR 30,171 4,895 19.37 398,087
POST HLDGS INC COM 27,598 -1,883 (6.39) 592,240
AGNICO EAGLE MINES LTD COM 27,577 9,411 51.81 869,103
DIAMOND OFFSHORE DRILLING INC COM 25,555 -1,610 (5.93) 763,528
ENSTAR GROUP LIMITED SHS 24,281 7,942 48.60 170,511
CISCO SYS INC COM 23,815 -31,414 (56.88) 817,526
ERA GROUP INC COM 23,766 2,833 13.53 1,071,517
APACHE CORP COM 23,492 -1,450 (5.81) 343,045
FIDELITY NATIONAL FINANCIAL IN FNF GROUP COM 23,182 -2,573 (9.99) 645,565
DISCOVERY COMMUNICATNS NEW COM SER C 22,176 22,176 New 727,090
LAYNE CHRISTENSEN CO COM 20,990 -349 (1.64) 3,082,210
MATSON INC COM 19,783 -1,721 (8) 480,391
MARKET VECTORS ETF TR JR GOLD MINERS E 19,668 18,351 1,393.52 785,474