Van Den Berg Management Inc/tx

Latest statistics and disclosures from Van Den Berg Management I's latest quarterly 13F-HR filing:

Companies in the Van Den Berg Management I portfolio as of June 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Berkshire Hathaway (BRK.B) 5.38 -3% 257494 169.37
Allegheny Technologies Incorporated (ATI) 5.19 -2% 2.48M 17.01
Colfax Corporation (CFX) 4.92 -3% 1.01M 39.37
Discovery Communications (DISCK) 4.86 +6% 1.56M 25.21
Wells Fargo & Company (WFC) 4.07 -2% 596025 55.41
Enstar Group Limited shs 3.62 -4% 147789 198.65
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 3.62 -3% 919132 31.92
Unit Corporation (UNT) 3.58 -2% 1.55M 18.73
Atwood Oceanics (ATW) 3.16 -2% 3.14M 8.15
Cerner Corporation (CERN) 3.10 -2% 377906 66.47
Occidental Petroleum Corporation (OXY) 2.82 +31% 382442 59.87
Seabridge Gold Inc 2.74 -3% 2.06M 10.80
PICO Holdings (PICO) 2.65 -6% 1.23M 17.50
Layne Christensen Company (LAYN) 2.42 2.23M 8.79
Schlumberger (SLB) 2.34 +99% 287602 65.84
Apache Corporation (APA) 2.33 393795 47.93
McKesson Corporation (MCK) 2.13 +7% 105151 164.54
Dmc Global 2.09 -2% 1.29M 13.10
Vaneck Vectors Gold Miners mutual 1.84 -2% 675094 22.08
Era 1.83 -2% 1.57M 9.46
Atkore Intl 1.75 +2% 627875 22.55
Pioneer Energy Services 1.70 +63% 6.71M 2.05
International Business Machines (IBM) 1.62 -3% 85305 153.82
Emerson Electric (EMR) 1.54 -3% 209108 59.62
AmerisourceBergen (ABC) 1.53 131239 94.53
iShares MSCI Hong Kong Index Fund (EWH) 1.45 -2% 503290 23.43
Maxwell Technologies (MXWL) 1.41 1.91M 5.99
Devon Energy Corporation (DVN) 1.38 348894 31.97
Orion Marine (ORN) 1.35 -4% 1.46M 7.47
Halliburton Company (HAL) 1.30 -3% 246095 42.71
CVS Caremark Corporation (CVS) 1.27 +50% 128362 80.46
Manitowoc Company (MTW) 1.12 1.51M 6.01
Dollar Tree (DLTR) 1.10 NEW 128124 69.92
Liberty Media Corp Delaware Com C Braves Grp 1.10 -2% 373355 23.97
PHI (PHIIK) 1.08 +27% 894725 9.76
Cardinal Health (CAH) 1.07 111817 77.92
Agnico Com 1.05 -4% 188862 45.12
Ensco Plc Shs Class A 1.05 1.65M 5.16
Dollar General (DG) 1.04 NEW 117156 72.09
***ardmore Shipping 0.91 +2% 901896 8.15
Synalloy Corporation (SYNL) 0.88 629159 11.31
Nordic American Tanker Shippin 0.85 -2% 1.08M 6.34
Comstock Mining Inc cs 0.68 30.67M 0.18
Vaneck Vectors Junior Gold Miners Etf etf 0.66 -80% 161037 33.38
Liberty Media Corp Series C Li 0.63 -26% 139789 36.62
Alliance Data Systems Corporation (ADS) 0.56 -4% 17626 256.67
Murphy Oil Corporation (MUR) 0.54 +8% 171185 25.63
Interactive Brokers (IBKR) 0.47 +92% 102510 37.42
InterGroup Corporation (INTG) 0.47 150457 25.40
Dawson Geophysical 0.39 +2% 801231 3.92
Diamond Offshore Drilling (DO) 0.38 +8% 281012 10.83
Reading International (RDI) 0.38 189188 16.13
Powell Industries (POWL) 0.35 -7% 89335 31.99
Inovalon Holdings Inc Cl A 0.27 168615 13.15
Altra Holdings (AIMC) 0.19 39155 39.79
Patterson-UTI Energy (PTEN) 0.18 72630 20.18
Brady Corporation (BRC) 0.14 33848 33.89
Newpark Resources (NR) 0.13 148750 7.35
Lydall (LDL) 0.13 20600 51.70
Esterline Technologies Corporation (ESL) 0.12 10051 94.82
Markel Corporation (MKL) 0.10 +22% 872 975.92
Cloud Peak Energy Inc 0.10 231490 3.53
Cisco Systems (CSCO) 0.09 -6% 23715 31.29
Trimas Corporation (TRS) 0.08 30000 20.83
Cui Global 0.08 178365 3.84
Heritage-Crystal Clean (HCCI) 0.07 -46% 34755 15.91
Douglas Dynamics (PLOW) 0.07 16235 32.89
TOTAL S.A. (TOT) 0.06 9533 49.62
Makemytrip Limited Mauritius shs 0.06 15196 33.56
Goldcorp Inc New 0.05 32092 12.90
Superior Industries International (SUP) 0.05 21010 20.56
Randgold Resources (GOLD) 0.05 4429 88.51
American Express Company (AXP) 0.04 3750 84.27
Bill Barrett Corporation (BBG) 0.04 100320 3.07
Second Sight Med Prods 0.04 243679 1.26
Real Ind 0.04 114811 2.90
Profire Energy 0.03 192601 1.30
Key Energy Svcs Inc Del 0.03 -27% 12279 19.22
Yamana Gold Inc 0.00 -21% 15034 2.46
B2gold Corp Com 0.00 13550 2.80

Past 13F-HR SEC Filings by Van Den Berg Management I

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