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 September 2017 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Allegheny Technologies Incorporated (ATI) 6.63 2.46M 23.90
Berkshire Hathaway (BRK.B) 6.34 307179 +19% 183.32
Colfax Corporation (CFX) 5.09 1.09M +7% 41.64
Wells Fargo & Company (WFC) 3.77 608025 +2% 55.15
Discovery Communications (DISCK) 3.66 1.60M +2% 20.26
Unit Corporation (UNT) 3.46 1.49M -3% 20.58
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 3.34 869712 -5% 34.09
Atwood Oceanics (ATW) 3.30 3.13M 9.39
Enstar Group Limited shs 3.10 123868 -16% 222.35
Atkore Intl 3.01 1.37M +118% 19.51
Layne Christensen Company (LAYN) 2.99 2.12M -5% 12.55
Schlumberger (SLB) 2.88 367452 +27% 69.76
Seabridge Gold Inc 2.72 1.98M -3% 12.20
Occidental Petroleum Corporation (OXY) 2.70 373667 -2% 64.21
Cerner Corporation (CERN) 2.62 325964 -13% 71.32
Dmc Global 2.39 1.25M -2% 16.90
Apache Corporation (APA) 2.11 409025 +3% 45.80
Pioneer Energy Services 1.99 6.92M +3% 2.55
Era 1.89 1.50M -4% 11.19
Dollar Tree (DLTR) 1.85 188914 +47% 86.82
Manitowoc Company (MTW) 1.81 1.79M +18% 9.00
McKesson Corporation (MCK) 1.77 102345 -2% 153.61
Ensco Plc Shs Class A 1.69 2.52M +52% 5.97
Devon Energy Corporation (DVN) 1.56 378804 +8% 36.71
Dollar General (DG) 1.55 170261 +45% 81.05
Emerson Electric (EMR) 1.42 200648 -4% 62.84
PHI (PHIIK) 1.36 1.03M +15% 11.76
iShares MSCI Hong Kong Index Fund (EWH) 1.36 490790 -2% 24.69
International Business Machines (IBM) 1.33 81547 -4% 145.08
Halliburton Company (HAL) 1.22 236110 -4% 46.03
AmerisourceBergen (ABC) 1.21 130084 82.75
Maxwell Technologies (MXWL) 1.17 2.03M +6% 5.13
CVS Caremark Corporation (CVS) 1.14 124642 -2% 81.32
Danaher Corporation (DHR) 1.07 110920 NEW 85.78
PICO Holdings (PICO) 1.04 551614 -55% 16.70
Orion Marine (ORN) 1.03 1.39M -4% 6.56
Liberty Media Corp Delaware Com C Braves Grp 1.03 362345 -2% 25.27
Agnico Com 0.92 181797 -3% 45.21
Synalloy Corporation (SYNL) 0.88 623294 12.50
***ardmore Shipping 0.84 901561 8.25
Powell Industries (POWL) 0.59 174830 +95% 29.99
Liberty Media Corp Series C Li 0.56 131128 -6% 38.09
Comstock Mining Inc cs 0.54 29.90M -2% 0.16
Interactive Brokers (IBKR) 0.52 102090 45.04
Verizon Communications (VZ) 0.52 93499 NEW 49.49
Murphy Oil Corporation (MUR) 0.52 174300 26.56
Reading International (RDI) 0.52 295085 +55% 15.72
Nordic American Tanker Shippin 0.51 840757 -22% 5.34
Diamond Offshore Drilling (DO) 0.46 282792 14.50
Alliance Data Systems Corporation (ADS) 0.43 17430 221.57
InterGroup Corporation (INTG) 0.41 150457 24.05
Dawson Geophysical 0.41 808431 4.53
Trimas Corporation (TRS) 0.32 106625 +255% 27.00
Transocean Ltd. 0.31 253175 NEW 10.76
Carlisle Companies (CSL) 0.22 19645 NEW 100.28
Altra Holdings (AIMC) 0.21 39155 48.09
Patterson-UTI Energy (PTEN) 0.17 72630 20.94
Esterline Technologies Corporation (ESL) 0.14 13836 +37% 90.13
Newpark Resources (NR) 0.13 119000 -20% 10.00
Lydall (LDL) 0.13 20600 57.28
Brady Corporation (BRC) 0.11 25383 -25% 37.94
Markel Corporation (MKL) 0.10 864 1068.29
Cloud Peak Energy Inc 0.10 231115 3.66
ConocoPhillips (COP) 0.09 16570 NEW 50.03
Douglas Dynamics (PLOW) 0.07 16235 39.42
Cisco Systems (CSCO) 0.06 14862 -37% 33.64
Goldcorp Inc New 0.05 31157 -2% 12.97
Select Comfort (SCSS) 0.05 13545 NEW 31.08
Bill Barrett Corporation (BBG) 0.05 100320 4.29
Makemytrip Limited Mauritius shs 0.05 15196 28.76
Cui Global 0.05 129205 -27% 3.69
American Express Company (AXP) 0.04 3750 90.40
TOTAL S.A. (TOT) 0.04 5832 -38% 53.50
Randgold Resources (GOLD) 0.04 4079 -7% 97.57
Carpenter Technology Corporation (CRS) 0.04 6940 NEW 47.98
Profire Energy 0.04 192601 1.99
Newfield Exploration (NFX) 0.03 10430 NEW 29.63
Second Sight Med Prods 0.03 243679 1.20
Vaneck Vectors Junior Gold Miners Etf etf 0.03 7804 -95% 33.57
Centennial Resource Developmen cs 0.03 15835 NEW 18.00
Yamana Gold Inc 0.00 13949 -7% 2.65
B2gold Corp Com 0.00 11300 -16% 2.83

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

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