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) 1,282

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

Sector Weighting

Basic Materials 22.69%
Capital Goods 15.53%
Conglomerates
Consumer Cyclical 0.03%
Consumer/Non-Cyclical
Energy 17.69%
Financial 16.71%
Healthcare 0.04%
Services 6.53%
Technology 18.05%
Transportation 1.54%
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 64,005 -548 (0.85) 455,359
WELLS FARGO & CO NEW COM 56,671 -736 (1.28) 1,062,048
JACOBS ENGR GROUP INC DEL COM 53,352 -529 (0.98) 1,015,843
CISCO SYS INC COM 50,466 -784 (1.53) 2,002,611
POSCO SPONSORED ADR 48,829 -241 (0.49) 574,395
CORNING INC COM 48,497 -22,739 (31.92) 2,377,301
APACHE CORP COM 36,966 197 .54 383,026
LAYNE CHRISTENSEN CO COM 35,784 -1 (0) 3,256,032
MARKEL CORP COM 34,297 45 .13 53,023
MCDERMOTT INTL INC COM 31,300 15,669 100.25 4,936,831
COMCAST CORP NEW CL A SPL 28,316 -355 (1.24) 500,366
YAMANA GOLD INC COM 27,752 14,232 105.27 4,111,440
NEWMONT MINING CORP COM 27,397 -24,274 (46.98) 1,131,646
HALLIBURTON CO COM 25,768 -425 (1.62) 387,424
INSTEEL INDUSTRIES INC COM 25,260 -310 (1.21) 1,064,914
ORION MARINE GROUP INC COM 25,229 -241 (0.95) 2,488,090
VISHAY PRECISION GROUP INC COM 24,218 -286 (1.17) 1,589,114
RANDGOLD RES LTD ADR 24,071 5,976 33.02 341,673
TIDEWATER INC COM 23,685 516 2.23 535,505
MAXWELL TECHNOLOGIES INC COM 22,587 -1,212 (5.09) 2,626,354