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 19.29%
Capital Goods 15.88%
Conglomerates
Consumer Cyclical 0.02%
Consumer/Non-Cyclical 2.07%
Energy 14.3%
Financial 19.61%
Healthcare 0.04%
Services 5.13%
Technology 18.11%
Transportation 3.14%
Utilities 1.36%

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 65,014 -2,466 (3.65) 438,719
WELLS FARGO & CO NEW COM 55,288 -2,360 (4.09) 1,018,574
CISCO SYS INC COM 51,996 -2,925 (5.33) 1,895,941
CORNING INC COM 46,943 -3,146 (6.28) 2,227,966
JACOBS ENGR GROUP INC DEL COM 46,443 -1,780 (3.69) 978,355
MARKEL CORP COM 40,399 3,429 9.28 57,941
POSCO SPONSORED ADR 37,936 -2,513 (6.21) 538,715
MAXWELL TECHNOLOGIES INC COM 27,305 -1,112 (3.91) 2,523,608
ORION MARINE GROUP INC COM 27,232 -1,257 (4.41) 2,378,352
APACHE CORP COM 26,311 -1,359 (4.91) 364,218
ENSCO PLC SHS CLASS A 26,276 13,166 100.43 707,305
COMCAST CORP NEW CL A SPL 26,214 -2,137 (7.54) 462,653
DIAMOND OFFSHORE DRILLING INC COM 26,151 8,844 51.11 811,633
VISHAY PRECISION GROUP INC COM 25,610 -1,325 (4.92) 1,510,934
POST HLDGS INC COM 25,540 25,540 New 632,655
COMSTOCK MNG INC COM 24,996 4,936 24.61 21,363,727
CHICAGO BRIDGE & IRON CO N V COM 24,420 24,420 New 453,392
ATWOOD OCEANICS INC COM 23,899 11,601 94.33 701,042
RANDGOLD RES LTD ADR 23,492 -576 (2.39) 333,498
LAYNE CHRISTENSEN CO COM 23,219 -908 (3.76) 3,133,482


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