VAN DEN BERG MANAGEMENT I, INC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 113
New Positions 11
Increased Positions 50
Decreased Positions 56
Positions with Activity 106
Sold Out Positions 13
Total Mkt Value (in $ millions) 1,230

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

Sector Weighting

Basic Materials 22.26%
Capital Goods 15.17%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical
Energy 17.75%
Financial 17.03%
Healthcare 0.04%
Services 6.54%
Technology 18.42%
Transportation 1.53%
Utilities 0.08%

113 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
BERKSHIRE HATHAWAY INC DEL CL B NEW 62,990 -539 (0.85) 455,359
WELLS FARGO & CO NEW COM 54,897 -713 (1.28) 1,062,048
CISCO SYS INC COM 50,306 -782 (1.53) 2,002,611
JACOBS ENGR GROUP INC DEL COM 50,101 -497 (0.98) 1,015,843
CORNING INC COM 46,476 -21,791 (31.92) 2,377,301
POSCO SPONSORED ADR 43,091 -212 (0.49) 574,395
APACHE CORP COM 36,265 193 .54 383,026
MARKEL CORP COM 33,767 44 .13 53,023
LAYNE CHRISTENSEN CO COM 33,179 -1 (0) 3,256,032
MCDERMOTT INTL INC COM 29,769 14,903 100.25 4,936,831
COMCAST CORP NEW CL A SPL 26,980 -338 (1.24) 500,366
NEWMONT MINING CORP COM 26,571 -23,542 (46.98) 1,131,646
HALLIBURTON CO COM 25,419 -419 (1.62) 387,424
YAMANA GOLD INC COM 25,039 12,840 105.27 4,111,440
ORION MARINE GROUP INC COM 24,906 -237 (0.95) 2,488,090
MAXWELL TECHNOLOGIES INC COM 24,268 -1,302 (5.09) 2,626,354
VISHAY PRECISION GROUP INC COM 24,202 -286 (1.17) 1,589,114
RANDGOLD RES LTD ADR 23,285 5,781 33.02 341,673
INSTEEL INDUSTRIES INC COM 21,969 -270 (1.21) 1,064,914
TIDEWATER INC COM 21,538 470 2.23 535,505