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 December 2016 quarter

Company (Ticker) Portfolio Weight Share Count Price Last Trade
Berkshire Hathaway (BRK.B) 5.31 274558 -2.00% 162.98 0.00
Unit Corporation (UNT) 5.18 1.62M -2.00% 26.87 22.18
Allegheny Technologies Incorporated (ATI) 4.92 2.60M +5.00% 15.93 17.27
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 4.84 983420 -2.00% 41.42 35.21
Discovery Communications (DISCK) 4.74 1.49M 26.78 27.07
Colfax Corporation (CFX) 4.60 1.08M 35.93 37.41
Wells Fargo & Company (WFC) 4.11 628705 -2.00% 55.11 55.83
Atwood Oceanics (ATW) 4.11 2.64M +11.00% 13.13 9.13
Enstar Group Limited shs 3.76 160160 -26.00% 197.70 0.00
Era 3.29 1.63M -3.00% 16.97 0.00
Vaneck Vectors Junior Gold Miners Etf etf 3.13 836160 -3.00% 31.55 0.00
Layne Christensen Company (LAYN) 2.96 2.29M -2.00% 10.87 8.68
Dmc Global 2.55 1.36M NEW 15.85 0.00
Apache Corporation (APA) 2.53 336237 +8.00% 63.47 50.24
PICO Holdings (PICO) 2.44 1.35M -2.00% 15.15 13.65
Cerner Corporation (CERN) 2.22 394505 NEW 47.37 57.77
Seabridge Gold Inc 2.12 2.19M -2.00% 8.15 0.00
Orion Marine (ORN) 1.88 1.59M -11.00% 9.95 7.28
International Business Machines (IBM) 1.80 91338 -2.00% 165.99 173.83
Halliburton Company (HAL) 1.68 262085 -2.00% 54.09 49.41
Pioneer Energy Services 1.64 2.01M +14.00% 6.85 0.00
Vaneck Vectors Gold Miners mutual 1.64 661105 +5.00% 20.92 0.00
Ensco Plc Shs Class A 1.62 1.41M +20.00% 9.72 0.00
Liberty Media Corp Delaware Com C Siriusxm 1.56 387820 -3.00% 33.92 0.00
Emerson Electric (EMR) 1.49 225706 -3.00% 55.75 58.57
Devon Energy Corporation (DVN) 1.47 270489 +6.00% 45.67 38.80
McKesson Corporation (MCK) 1.38 82958 -2.00% 140.44 145.63
Schlumberger (SLB) 1.29 129292 +23.00% 83.95 76.96
AmerisourceBergen (ABC) 1.25 134837 +28.00% 78.19 86.56
Occidental Petroleum Corporation (OXY) 1.20 142070 NEW 71.23 62.83
iShares MSCI Hong Kong Index Fund (EWH) 1.20 518519 +30.00% 19.48 22.38
Manitowoc Company (MTW) 1.11 1.57M -2.00% 5.98 5.65
Maxwell Technologies (MXWL) 1.06 1.74M -2.00% 5.12 5.49
Atkore Intl 1.04 366075 NEW 23.91 0.00
Agnico Com 1.02 205232 -2.00% 42.00 0.00
Cardinal Health (CAH) 0.99 115802 +19.00% 71.97 81.23
Comstock Mining Inc cs 0.97 31.58M 0.26 0.00
Liberty Media Corp Delaware Com C Braves Grp 0.90 369027 +14.00% 20.59 0.00
Synalloy Corporation (SYNL) 0.83 634968 +3.00% 10.95 12.15
CVS Caremark Corporation (CVS) 0.81 86945 NEW 78.91 78.49
Dawson Geophysical 0.74 779996 8.04 0.00
Liberty Media Corp Series C Li 0.74 197849 -4.00% 31.33 0.00
Powell Industries (POWL) 0.61 132157 -45.00% 39.00 31.14
Alliance Data Systems Corporation (ADS) 0.52 19233 -49.00% 228.51 243.79
Diamond Offshore Drilling (DO) 0.51 244697 +575.00% 17.70 15.71
InterGroup Corporation (INTG) 0.48 150457 26.90 26.22
Reading International (RDI) 0.37 187628 16.60 15.95
Murphy Oil Corporation (MUR) 0.32 87380 NEW 31.13 25.76
PHI (PHIIK) 0.31 146436 +171.00% 18.02 12.27
***ardmore Shipping 0.31 352453 +248.00% 7.40 0.00
Patterson-UTI Energy (PTEN) 0.23 72630 26.92 23.99
Altra Holdings (AIMC) 0.17 39155 36.90 37.40
Brady Corporation (BRC) 0.15 33848 37.55 38.30
Lydall (LDL) 0.15 20600 61.84 50.45
Cloud Peak Energy Inc 0.15 231490 -30.00% 5.61 0.00
Cui Global 0.15 180285 6.93 0.00
Newpark Resources (NR) 0.13 148750 7.50 7.60
Heritage-Crystal Clean (HCCI) 0.12 64755 15.71 13.45
Esterline Technologies Corporation (ESL) 0.11 10051 89.24 82.60
Cisco Systems (CSCO) 0.09 25865 30.23 34.08
Markel Corporation (MKL) 0.08 725 +20.00% 904.83 949.16
Trimas Corporation (TRS) 0.08 30000 NEW 23.50 20.70
Superior Industries International (SUP) 0.07 21010 -70.00% 26.37 25.75
Key Energy Svcs Inc Del 0.07 17356 NEW 31.98 0.00
TOTAL S.A. (TOT) 0.06 9903 50.99 49.73
Real Ind 0.06 78387 6.10 0.00
Cameco Corporation 0.05 41996 +4.00% 10.48 0.00
Goldcorp Inc New 0.05 32927 -51.00% 13.61 0.00
Bill Barrett Corporation (BBG) 0.05 65605 7.00 4.17
Inovalon Holdings Inc Cl A 0.05 39893 NEW 10.30 0.00
Randgold Resources (GOLD) 0.04 4544 +2.00% 76.36 89.07
Makemytrip Limited Mauritius shs 0.04 15315 NEW 22.20 0.00
Douglas Dynamics (PLOW) 0.04 10000 NEW 33.60 29.85
Asanko Gold 0.04 100000 3.06 0.00
Second Sight Med Prods 0.04 191577 +15.00% 1.97 0.00
American Express Company (AXP) 0.03 3750 74.13 78.20
Denbury Resources (DNR) 0.03 76975 3.68 2.27
Profire Energy 0.03 192601 1.38 0.00
Exxon Mobil Corporation (XOM) 0.02 2319 -6.00% 90.13 81.23
Yamana Gold Inc 0.01 21960 -25.00% 2.82 0.00
Banro Corp 0.00 50000 0.18 0.00
B2gold Corp Com 0.00 13550 -14.00% 2.36 0.00