VAN DEN BERG MANAGEMENT INC/TX Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 128
New Positions 17
Increased Positions 54
Decreased Positions 70
Positions with Activity 124
Sold Out Positions 26
Total Mkt Value (in $ millions) 1,483

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

Sector Weighting

Basic Materials 23.18%
Capital Goods 17.6%
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0%
Energy 14.88%
Financial 13.46%
Healthcare 0.03%
Services 7.6%
Technology 21.45%
Transportation 1.01%
Utilities 0.07%

128 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
CORNING INC COM 75,531 -1,131 (1.48) 3,491,941
BERKSHIRE HATHAWAY INC DEL CL B NEW 58,992 -369 (0.62) 459,258
WELLS FARGO & CO NEW COM 55,739 -487 (0.87) 1,075,844
JACOBS ENGR GROUP INC DEL COM 54,527 -3,079 (5.35) 1,025,912
NEWMONT MINING CORP COM 54,296 251 .46 2,134,292
CISCO SYS INC COM 51,738 -12,129 (18.99) 2,033,728
POSCO SPONSORED ADR 42,253 26,912 175.43 577,225
LAYNE CHRISTENSEN CO COM 39,888 -29 (0.07) 3,256,156
MAXWELL TECHNOLOGIES INC COM 38,715 -293 (0.75) 2,767,308
APACHE CORP COM 37,802 36,914 4,156.84 380,987
INTEL CORP COM 36,576 -3,174 (7.99) 1,170,053
MARKEL CORP COM 34,265 34,265 New 52,954
ASTEC INDS INC COM 31,313 -7,813 (19.97) 753,977
ALCOA INC COM 28,033 -396 (1.39) 1,794,700
CORE MARK HOLDING CO INC COM 27,736 -3,978 (12.54) 621,186
COMCAST CORP NEW CL A SPL 27,379 -306 (1.11) 506,637
HALLIBURTON CO COM 27,311 -113 (0.41) 393,814
ORION MARINE GROUP INC COM 27,303 -169 (0.62) 2,511,815
HARSCO CORP COM 26,532 -244 (0.91) 993,708
TIDEWATER INC COM 26,516 -168 (0.63) 523,828


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