Van Den Berg Management I as of March 31, 2015
Portfolio Holdings for Van Den Berg Management I
Van Den Berg Management I holds 91 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.6 | $54M | 375k | 144.32 | |
| Wells Fargo & Company (WFC) | 5.0 | $48M | 873k | 54.40 | |
| Chicago Bridge & Iron Company | 4.8 | $46M | 936k | 49.26 | |
| Discovery Communicatns Com Ser C | 4.6 | $44M | 1.5M | 29.48 | |
| Enstar Group SHS (ESGR) | 4.2 | $41M | 286k | 141.86 | |
| Jacobs Engineering | 4.1 | $40M | 880k | 45.16 | |
| Markel Corporation (MKL) | 4.0 | $38M | 50k | 768.96 | |
| Era | 3.0 | $29M | 1.4M | 20.84 | |
| Atwood Oceanics | 2.9 | $27M | 975k | 28.11 | |
| Post Holdings Inc Common (POST) | 2.8 | $27M | 574k | 46.84 | |
| Diamond Offshore Drilling | 2.7 | $26M | 957k | 26.79 | |
| Randgold Res Adr | 2.7 | $26M | 368k | 69.27 | |
| Liberty Media Corp Delaware Com Ser C | 2.6 | $25M | 652k | 38.20 | |
| Agnico (AEM) | 2.3 | $23M | 807k | 27.94 | |
| Colfax Corporation | 2.3 | $22M | 459k | 47.73 | |
| Cisco Systems (CSCO) | 2.0 | $20M | 713k | 27.52 | |
| Apache Corporation | 2.0 | $19M | 322k | 60.33 | |
| Orion Marine (ORN) | 2.0 | $19M | 2.1M | 8.86 | |
| Ensco Shs Class A | 2.0 | $19M | 892k | 21.07 | |
| Maxwell Technologies | 1.9 | $18M | 2.3M | 8.06 | |
| Market Vectors Etf Tr Jr Gold Miners E | 1.7 | $17M | 736k | 22.70 | |
| DaVita (DVA) | 1.7 | $17M | 203k | 81.28 | |
| Halliburton Company (HAL) | 1.6 | $15M | 347k | 43.88 | |
| Layne Christensen Company | 1.5 | $15M | 3.0M | 5.01 | |
| Avid Technology | 1.5 | $15M | 976k | 14.90 | |
| Loews Corporation (L) | 1.5 | $14M | 351k | 40.83 | |
| Exelon Corporation (EXC) | 1.4 | $14M | 410k | 33.61 | |
| Pico Hldgs Com New | 1.4 | $14M | 833k | 16.21 | |
| Yamana Gold | 1.3 | $13M | 3.6M | 3.59 | |
| Comstock Mining Inc cs | 1.3 | $13M | 21M | 0.60 | |
| Compania De Minas Buenaventu Sponsored Adr (BVN) | 1.3 | $13M | 1.2M | 10.13 | |
| Unit Corporation | 1.3 | $12M | 438k | 27.98 | |
| Houston Wire & Cable Company | 1.3 | $12M | 1.2M | 9.73 | |
| Total S A Sponsored Adr (TTE) | 1.2 | $12M | 239k | 49.66 | |
| Coca-Cola Company (KO) | 1.2 | $12M | 284k | 40.55 | |
| Powell Industries (POWL) | 1.1 | $10M | 307k | 33.77 | |
| Synalloy Corporation (ACNT) | 1.0 | $9.8M | 682k | 14.41 | |
| Seabridge Gold (SA) | 1.0 | $9.7M | 1.8M | 5.49 | |
| Eldorado Gold Corp | 1.0 | $9.7M | 2.1M | 4.59 | |
| Emerson Electric (EMR) | 1.0 | $9.4M | 166k | 56.62 | |
| Great Lakes Dredge & Dock Corporation (GLDD) | 0.9 | $8.9M | 1.5M | 6.01 | |
| Tidewater | 0.9 | $8.9M | 465k | 19.14 | |
| White Mountains Insurance Gp (WTM) | 0.9 | $8.8M | 13k | 684.53 | |
| Nexstar Broadcasting Group I Cl A (NXST) | 0.9 | $8.5M | 148k | 57.22 | |
| Dynamic Materials Corporation | 0.9 | $8.2M | 643k | 12.77 | |
| Key Energy Services | 0.8 | $7.4M | 4.1M | 1.82 | |
| Ucp Cl A | 0.7 | $7.1M | 819k | 8.70 | |
| Kinross Gold Corp Com No Par (KGC) | 0.4 | $3.4M | 1.5M | 2.24 | |
| Asa Gold And Precious Mtls L SHS (ASA) | 0.3 | $3.2M | 320k | 10.08 | |
| Encore Wire Corporation (WIRE) | 0.3 | $3.1M | 82k | 37.88 | |
| InterGroup Corporation (INTG) | 0.2 | $2.1M | 107k | 20.00 | |
| Cloud Peak Energy | 0.2 | $1.9M | 329k | 5.82 | |
| Us Bancorp Del Com New (USB) | 0.2 | $1.6M | 37k | 43.66 | |
| Spdr Series Trust S&p Regl Bkg (KRE) | 0.2 | $1.5M | 36k | 40.83 | |
| Asanko Gold | 0.1 | $1.4M | 954k | 1.45 | |
| Old National Ban (ONB) | 0.1 | $1.3M | 91k | 14.19 | |
| Reading International Cl A (RDI) | 0.1 | $1.3M | 95k | 13.45 | |
| American Vanguard (AVD) | 0.1 | $1.2M | 112k | 10.62 | |
| Chase Corporation | 0.1 | $1.1M | 24k | 43.73 | |
| ardmore Shipping (ASC) | 0.1 | $1.0M | 100k | 10.07 | |
| Stone Energy Corporation | 0.1 | $997k | 68k | 14.67 | |
| B2gold Corp (BTG) | 0.1 | $967k | 636k | 1.52 | |
| CARBO Ceramics | 0.1 | $945k | 31k | 30.50 | |
| Spdr Series Trust S&p Oilgas Exp | 0.1 | $923k | 18k | 51.64 | |
| Trustmark Corporation (TRMK) | 0.1 | $815k | 34k | 24.28 | |
| Hallador Energy (HNRG) | 0.1 | $768k | 66k | 11.70 | |
| Goldcorp | 0.1 | $755k | 42k | 18.11 | |
| Pioneer Energy Services | 0.1 | $751k | 139k | 5.42 | |
| Brady Corp Cl A (BRC) | 0.1 | $736k | 26k | 28.31 | |
| Cvr Partners Lp unit | 0.1 | $694k | 53k | 13.14 | |
| Market Vectors Etf Tr Oil Svcs Etf | 0.1 | $604k | 18k | 33.69 | |
| Bill Barrett Corporation | 0.1 | $564k | 68k | 8.31 | |
| Vishay Precision (VPG) | 0.0 | $417k | 26k | 15.93 | |
| EMC Corporation | 0.0 | $385k | 15k | 25.55 | |
| Fidelity National Financial Fnfv Group Com | 0.0 | $337k | 24k | 14.12 | |
| Exxon Mobil Corporation (XOM) | 0.0 | $333k | 3.9k | 85.04 | |
| Corning Incorporated (GLW) | 0.0 | $330k | 15k | 22.69 | |
| Baker Hughes Incorporated | 0.0 | $328k | 5.2k | 63.60 | |
| At&t (T) | 0.0 | $303k | 9.3k | 32.61 | |
| American Express Company (AXP) | 0.0 | $295k | 3.8k | 78.15 | |
| Comstock Res Com New | 0.0 | $288k | 81k | 3.57 | |
| Dreamworks Animation Skg Cl A | 0.0 | $273k | 11k | 24.16 | |
| Mrc Global Inc cmn (MRC) | 0.0 | $265k | 22k | 11.87 | |
| Emerald Oil Com New | 0.0 | $264k | 356k | 0.74 | |
| Banro Corp | 0.0 | $123k | 619k | 0.20 | |
| Cui Global Com New | 0.0 | $96k | 16k | 5.84 | |
| Timmins Gold Corp | 0.0 | $78k | 115k | 0.68 | |
| Pacific Drilling Sa Luxembou Reg Shs | 0.0 | $76k | 20k | 3.87 | |
| Audiocodes Ord (AUDC) | 0.0 | $58k | 13k | 4.60 | |
| Mcewen Mining | 0.0 | $40k | 40k | 1.01 | |
| Hecla Mining Company (HL) | 0.0 | $30k | 10k | 2.99 |
