VAN DEN BERG MANAGEMENT INC/TX

Latest statistics and disclosures from VAN DEN BERG MANAGEMENT I's latest quarterly 13F-HR filing:

VAN DEN BERG MANAGEMENT I portfolio companies for March 2017 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Allegheny Technologies Incorporated (ATI) 5.21 2.55M -2.00% 17.96 15.93
Berkshire Hathaway (BRK.B) 5.05 266088 -3.00% 166.68 0.00
Discovery Communications (DISCK) 4.71 1.46M -2.00% 28.31 24.80
Colfax Corporation (CFX) 4.69 1.05M -2.00% 39.26 37.00
Unit Corporation (UNT) 4.38 1.59M -2.00% 24.16 16.50
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 4.07 953562 -3.00% 37.44 30.17
Wells Fargo & Company (WFC) 3.86 609153 -3.00% 55.66 52.98
Atwood Oceanics (ATW) 3.49 3.21M +21.00% 9.53 8.02
Enstar Group Limited shs 3.37 154634 -3.00% 191.30 0.00
Vaneck Vectors Junior Gold Miners Etf etf 3.33 812140 -2.00% 35.98 0.00
Seabridge Gold Inc 2.67 2.13M -2.00% 11.00 0.00
Cerner Corporation (CERN) 2.59 386166 -2.00% 58.85 67.15
Era 2.42 1.60M 13.26 0.00
Apache Corporation (APA) 2.32 396699 +17.00% 51.39 45.66
Layne Christensen Company (LAYN) 2.26 2.24M -2.00% 8.84 8.45
PICO Holdings (PICO) 2.10 1.32M -2.00% 14.00 16.95
Occidental Petroleum Corporation (OXY) 2.09 290137 +104.00% 63.36 59.88
Liberty Media Corp Delaware Com C Siriusxm 1.92 435222 +12.00% 38.78 0.00
Dmc Global 1.88 1.33M 12.40 0.00
Pioneer Energy Services 1.87 4.11M +104.00% 4.00 0.00
Atkore Intl 1.83 612725 +67.00% 26.28 0.00
Vaneck Vectors Gold Miners mutual 1.80 691439 +4.00% 22.81 0.00
International Business Machines (IBM) 1.75 88077 -3.00% 174.14 153.79
Ensco Plc Shs Class A 1.71 1.68M +19.00% 8.95 0.00
Devon Energy Corporation (DVN) 1.64 345694 +27.00% 41.72 30.15
McKesson Corporation (MCK) 1.64 97378 +17.00% 148.26 162.87
Emerson Electric (EMR) 1.48 217726 -3.00% 59.86 58.64
Halliburton Company (HAL) 1.43 255248 -2.00% 49.21 42.23
AmerisourceBergen (ABC) 1.33 131964 -2.00% 88.50 95.62
Orion Marine (ORN) 1.31 1.54M -3.00% 7.47 6.92
iShares MSCI Hong Kong Index Fund (EWH) 1.31 516455 22.25 23.47
Schlumberger (SLB) 1.28 144402 +11.00% 78.10 65.47
Maxwell Technologies (MXWL) 1.27 1.92M +10.00% 5.81 5.62
Cardinal Health (CAH) 1.05 113282 -2.00% 81.55 77.48
Nordic American Tanker Shippin 1.03 1.11M NEW 8.18 0.00
Liberty Media Corp Delaware Com C Braves Grp 1.03 382311 +3.00% 23.65 0.00
Manitowoc Company (MTW) 0.99 1.53M -2.00% 5.70 5.62
Agnico Com 0.96 198600 -3.00% 42.44 0.00
PHI (PHIIK) 0.95 699266 +377.00% 11.98 9.73
Synalloy Corporation (SYNL) 0.89 634239 12.25 10.75
***ardmore Shipping 0.81 879941 +149.00% 8.05 0.00
Comstock Mining Inc cs 0.78 31.22M 0.22 0.00
CVS Caremark Corporation (CVS) 0.76 85322 78.50 78.16
Liberty Media Corp Series C Li 0.74 189871 -4.00% 34.15 0.00
Alliance Data Systems Corporation (ADS) 0.52 18388 -4.00% 249.02 258.94
Murphy Oil Corporation (MUR) 0.51 157500 +80.00% 28.59 24.65
Diamond Offshore Drilling (DO) 0.49 259457 +6.00% 16.71 10.28
Dawson Geophysical 0.49 779996 5.56 0.00
InterGroup Corporation (INTG) 0.43 150457 25.20 25.49
Powell Industries (POWL) 0.38 96872 -26.00% 34.44 31.12
Reading International (RDI) 0.33 187628 15.54 15.68
Inovalon Holdings Inc Cl A 0.24 167305 +319.00% 12.60 0.00
Interactive Brokers (IBKR) 0.21 53205 NEW 34.71 36.60
Wesco Aircraft Holdings 0.21 163310 NEW 11.40 0.00
Patterson-UTI Energy (PTEN) 0.20 72630 24.27 19.45
Altra Holdings (AIMC) 0.17 39155 38.95 39.90
Brady Corporation (BRC) 0.15 33848 38.64 34.75
Newpark Resources (NR) 0.14 148750 8.10 6.70
Lydall (LDL) 0.13 20600 53.59 50.15
Cloud Peak Energy Inc 0.12 231490 4.58 0.00
Cisco Systems (CSCO) 0.10 25475 33.80 31.84
Heritage-Crystal Clean (HCCI) 0.10 64755 13.70 15.00
Esterline Technologies Corporation (ESL) 0.10 10051 86.06 95.95
Cui Global 0.10 178365 4.74 0.00
Markel Corporation (MKL) 0.08 714 976.19 956.12
Trimas Corporation (TRS) 0.07 30000 20.73 20.30
Superior Industries International (SUP) 0.06 21010 25.37 19.05
Makemytrip Limited Mauritius shs 0.06 15305 34.63 0.00
Douglas Dynamics (PLOW) 0.06 16235 +62.00% 30.67 30.95
TOTAL S.A. (TOT) 0.05 9533 -3.00% 50.46 49.46
Goldcorp Inc New 0.05 32637 14.58 0.00
Bill Barrett Corporation (BBG) 0.05 100320 +52.00% 4.55 2.89
Randgold Resources (GOLD) 0.04 4429 -2.00% 87.38 89.27
Real Ind 0.04 114811 +46.00% 2.85 0.00
Key Energy Svcs Inc Del 0.04 17024 23.20 0.00
American Express Company (AXP) 0.03 3750 79.20 82.21
Profire Energy 0.03 192601 1.41 0.00
Asanko Gold 0.03 100000 2.61 0.00
Second Sight Med Prods 0.03 243679 +27.00% 1.21 0.00
Denbury Resources (DNR) 0.02 76975 2.59 1.30
Yamana Gold Inc 0.01 19139 -12.00% 2.77 0.00
Banro Corp 0.00 50000 0.12 0.00
B2gold Corp Com 0.00 13550 2.80 0.00