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) 1,462

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

Sector Weighting

Basic Materials 23.93%
Capital Goods 17.12%
Conglomerates 0%
Consumer Cyclical 0.03%
Consumer/Non-Cyclical 0%
Energy 14.76%
Financial 13.54%
Healthcare 0.03%
Services 7.95%
Technology 20.91%
Transportation 0.98%
Utilities 0.06%

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 69,839 -1,046 (1.48) 3,491,941
BERKSHIRE HATHAWAY INC DEL CL B NEW 58,491 -366 (0.62) 459,258
WELLS FARGO & CO NEW COM 55,449 -485 (0.87) 1,075,844
NEWMONT MINING CORP COM 54,510 252 .46 2,134,292
JACOBS ENGR GROUP INC DEL COM 53,727 -3,034 (5.35) 1,025,912
CISCO SYS INC COM 52,287 -12,258 (18.99) 2,033,728
POSCO SPONSORED ADR 46,599 29,681 175.43 577,225
INTEL CORP COM 40,004 -3,472 (7.99) 1,170,053
APACHE CORP COM 38,602 37,695 4,156.84 380,987
LAYNE CHRISTENSEN CO COM 35,264 -26 (0.07) 3,256,156
MARKEL CORP COM 33,896 33,896 New 52,954
ALCOA INC COM 30,348 -429 (1.39) 1,794,700
MAXWELL TECHNOLOGIES INC COM 30,330 -230 (0.75) 2,767,308
ASTEC INDS INC COM 30,001 -7,486 (19.97) 753,977
CORE MARK HOLDING CO INC COM 29,276 -4,199 (12.54) 621,186
HALLIBURTON CO COM 28,047 -116 (0.41) 393,814
COMCAST CORP NEW CL A SPL 27,738 -310 (1.11) 506,637
ORION MARINE GROUP INC COM 27,077 -168 (0.62) 2,511,815
WALTER INVT MGMT CORP COM 27,013 -286 (1.05) 934,066
TIDEWATER INC COM 25,463 -162 (0.63) 523,828


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