Van Den Berg Management

Van Den Berg Management I as of Dec. 31, 2017

Portfolio Holdings for Van Den Berg Management I

Van Den Berg Management I holds 76 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 6.4 $57M 288k 198.22
Allegheny Technologies Incorporated (ATI) 6.2 $55M 2.3M 24.14
Colfax Corporation 5.2 $46M 1.2M 39.62
Ensco Plc Shs Class A 5.1 $46M 7.7M 5.91
Wells Fargo & Company (WFC) 3.9 $34M 565k 60.67
Discovery Communications 3.6 $32M 1.5M 21.17
Apache Corporation 3.5 $31M 740k 42.22
Unit Corporation 3.5 $31M 1.4M 22.00
SPDR S&P Oil & Gas Explore & Prod. 3.4 $31M 820k 37.18
Schlumberger (SLB) 3.4 $30M 450k 67.39
Atkore Intl (ATKR) 3.4 $30M 1.4M 21.45
Allergan 3.3 $29M 178k 163.58
Dmc Global (BOOM) 3.2 $29M 1.1M 25.05
Layne Christensen Company 3.1 $28M 2.2M 12.55
Occidental Petroleum Corporation (OXY) 3.0 $27M 362k 73.66
Pioneer Energy Services 2.6 $23M 7.5M 3.05
Enstar Group (ESGR) 2.5 $22M 110k 200.75
Seabridge Gold (SA) 2.3 $20M 1.8M 11.30
McKesson Corporation (MCK) 2.0 $18M 114k 155.95
Manitowoc Co Inc/the (MTW) 1.9 $17M 426k 39.34
Devon Energy Corporation (DVN) 1.8 $16M 375k 41.40
Era 1.8 $16M 1.4M 10.75
Dollar General (DG) 1.7 $15M 166k 93.01
Emerson Electric (EMR) 1.5 $13M 190k 69.69
Maxwell Technologies 1.5 $13M 2.3M 5.76
Phi 1.5 $13M 1.1M 11.57
AmerisourceBergen (COR) 1.2 $11M 121k 91.82
Halliburton Company (HAL) 1.2 $11M 225k 48.87
International Business Machines (IBM) 1.2 $11M 71k 153.42
Danaher Corporation (DHR) 1.1 $10M 109k 92.82
Orion Marine (ORN) 1.1 $9.3M 1.2M 7.83
Agnico (AEM) 0.9 $7.8M 169k 46.18
Liberty Media Corp Delaware Com C Braves Grp 0.9 $7.7M 346k 22.22
ardmore Shipping (ASC) 0.8 $7.2M 900k 8.00
Synalloy Corporation (ACNT) 0.8 $6.7M 496k 13.40
PICO Holdings 0.7 $6.0M 470k 12.80
Murphy Oil Corporation (MUR) 0.6 $5.7M 184k 31.05
Diamond Offshore Drilling 0.6 $5.2M 280k 18.59
Verizon Communications (VZ) 0.6 $4.9M 93k 52.93
Dawson Geophysical (DWSN) 0.6 $5.0M 1.0M 4.97
Powell Industries (POWL) 0.6 $4.9M 172k 28.65
Trimas Corporation (TRS) 0.5 $4.7M 175k 26.75
Reading International (RDI) 0.5 $4.3M 259k 16.70
Transocean (RIG) 0.5 $4.2M 390k 10.68
Alliance Data Systems Corporation (BFH) 0.4 $3.9M 16k 253.49
Synchrony Financial (SYF) 0.4 $3.9M 101k 38.61
Liberty Media Corp Series C Li 0.4 $3.8M 110k 34.16
Post Holdings Inc Common (POST) 0.4 $3.6M 45k 79.23
Interactive Brokers (IBKR) 0.3 $3.0M 50k 59.22
Carlisle Companies (CSL) 0.2 $2.2M 20k 113.67
Comstock Mng 0.2 $2.2M 5.6M 0.39
Altra Holdings 0.2 $2.0M 39k 50.39
Nordic American Tanker Shippin (NAT) 0.2 $2.0M 796k 2.46
Patterson-UTI Energy (PTEN) 0.2 $1.7M 73k 23.01
InterGroup Corporation (INTG) 0.2 $1.6M 68k 23.84
ConocoPhillips (COP) 0.1 $1.1M 20k 54.89
Esterline Technologies Corporation 0.1 $1.0M 14k 74.73
Centennial Resource Developmen cs 0.1 $1.0M 52k 19.80
Markel Corporation (MKL) 0.1 $984k 864.00 1138.89
Newpark Resources (NR) 0.1 $768k 89k 8.61
Cloud Peak Energy 0.1 $806k 181k 4.45
Lydall 0.1 $680k 13k 50.75
Cisco Systems (CSCO) 0.1 $569k 15k 38.29
Bill Barrett Corporation 0.1 $515k 100k 5.13
Randgold Resources 0.1 $403k 4.1k 98.80
Second Sight Med Prods 0.1 $461k 241k 1.91
American Express Company (AXP) 0.0 $369k 3.7k 99.33
Newfield Exploration 0.0 $329k 10k 31.54
Total (TTE) 0.0 $322k 5.8k 55.21
Goldcorp 0.0 $398k 31k 12.77
Carpenter Technology Corporation (CRS) 0.0 $354k 6.9k 51.01
Profire Energy (PFIE) 0.0 $370k 193k 1.92
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) 0.0 $266k 7.8k 34.09
Yamana Gold 0.0 $44k 14k 3.15
B2gold Corp (BTG) 0.0 $35k 11k 3.10
Cui Global 0.0 $40k 15k 2.76