Van Den Berg Management

Van Den Berg Management I as of March 31, 2017

Portfolio Holdings for Van Den Berg Management I

Van Den Berg Management I holds 83 positions in its portfolio as reported in the March 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Allegheny Technologies Incorporated (ATI) 5.2 $46M 2.5M 17.96
Berkshire Hathaway (BRK.B) 5.0 $44M 266k 166.68
Discovery Communications 4.7 $41M 1.5M 28.31
Colfax Corporation 4.7 $41M 1.0M 39.26
Unit Corporation 4.4 $39M 1.6M 24.16
SPDR S&P Oil & Gas Explore & Prod. 4.1 $36M 954k 37.44
Wells Fargo & Company (WFC) 3.9 $34M 609k 55.66
Atwood Oceanics 3.5 $31M 3.2M 9.53
Enstar Group (ESGR) 3.4 $30M 155k 191.30
Vaneck Vectors Junior Gold Miners Etf etf (GDXJ) 3.3 $29M 812k 35.98
Seabridge Gold (SA) 2.7 $24M 2.1M 11.00
Cerner Corporation 2.6 $23M 386k 58.85
Era 2.4 $21M 1.6M 13.26
Apache Corporation 2.3 $20M 397k 51.39
Layne Christensen Company 2.3 $20M 2.2M 8.84
PICO Holdings 2.1 $18M 1.3M 14.00
Occidental Petroleum Corporation (OXY) 2.1 $18M 290k 63.36
Liberty Media Corp Delaware Com C Siriusxm 1.9 $17M 435k 38.78
Dmc Global (BOOM) 1.9 $17M 1.3M 12.40
Pioneer Energy Services 1.9 $16M 4.1M 4.00
Atkore Intl (ATKR) 1.8 $16M 613k 26.28
Vaneck Vectors Gold Miners mutual (GDX) 1.8 $16M 691k 22.81
International Business Machines (IBM) 1.8 $15M 88k 174.14
Ensco Plc Shs Class A 1.7 $15M 1.7M 8.95
Devon Energy Corporation (DVN) 1.6 $14M 346k 41.72
McKesson Corporation (MCK) 1.6 $14M 97k 148.26
Emerson Electric (EMR) 1.5 $13M 218k 59.86
Halliburton Company (HAL) 1.4 $13M 255k 49.21
AmerisourceBergen (COR) 1.3 $12M 132k 88.50
Orion Marine (ORN) 1.3 $12M 1.5M 7.47
iShares MSCI Hong Kong Index Fund (EWH) 1.3 $12M 517k 22.25
Schlumberger (SLB) 1.3 $11M 144k 78.10
Maxwell Technologies 1.3 $11M 1.9M 5.81
Cardinal Health (CAH) 1.1 $9.2M 113k 81.55
Nordic American Tanker Shippin (NAT) 1.0 $9.1M 1.1M 8.18
Liberty Media Corp Delaware Com C Braves Grp 1.0 $9.0M 382k 23.65
Manitowoc Company 1.0 $8.7M 1.5M 5.70
Agnico (AEM) 1.0 $8.4M 199k 42.44
Phi 0.9 $8.4M 699k 11.98
Synalloy Corporation (ACNT) 0.9 $7.8M 634k 12.25
ardmore Shipping (ASC) 0.8 $7.1M 880k 8.05
Comstock Mining Inc cs 0.8 $6.9M 31M 0.22
CVS Caremark Corporation (CVS) 0.8 $6.7M 85k 78.50
Liberty Media Corp Series C Li 0.7 $6.5M 190k 34.15
Alliance Data Systems Corporation (BFH) 0.5 $4.6M 18k 249.02
Murphy Oil Corporation (MUR) 0.5 $4.5M 158k 28.59
Diamond Offshore Drilling 0.5 $4.3M 260k 16.71
Dawson Geophysical (DWSN) 0.5 $4.3M 780k 5.56
InterGroup Corporation (INTG) 0.4 $3.8M 151k 25.20
Powell Industries (POWL) 0.4 $3.3M 97k 34.44
Reading International (RDI) 0.3 $2.9M 188k 15.54
Inovalon Holdings Inc Cl A 0.2 $2.1M 167k 12.60
Interactive Brokers (IBKR) 0.2 $1.8M 53k 34.71
Wesco Aircraft Holdings 0.2 $1.9M 163k 11.40
Patterson-UTI Energy (PTEN) 0.2 $1.8M 73k 24.27
Altra Holdings 0.2 $1.5M 39k 38.95
Brady Corporation (BRC) 0.1 $1.3M 34k 38.64
Newpark Resources (NR) 0.1 $1.2M 149k 8.10
Lydall 0.1 $1.1M 21k 53.59
Cloud Peak Energy 0.1 $1.1M 232k 4.58
Cisco Systems (CSCO) 0.1 $861k 26k 33.80
Heritage-Crystal Clean 0.1 $887k 65k 13.70
Esterline Technologies Corporation 0.1 $865k 10k 86.06
Cui Global 0.1 $846k 178k 4.74
Markel Corporation (MKL) 0.1 $697k 714.00 976.19
Trimas Corporation (TRS) 0.1 $622k 30k 20.73
Superior Industries International (SUP) 0.1 $533k 21k 25.37
Makemytrip Limited Mauritius (MMYT) 0.1 $530k 15k 34.63
Douglas Dynamics (PLOW) 0.1 $498k 16k 30.67
Total (TTE) 0.1 $481k 9.5k 50.46
Goldcorp 0.1 $476k 33k 14.58
Bill Barrett Corporation 0.1 $457k 100k 4.55
Randgold Resources 0.0 $387k 4.4k 87.38
Real Ind 0.0 $327k 115k 2.85
Key Energy Svcs Inc Del 0.0 $395k 17k 23.20
American Express Company (AXP) 0.0 $297k 3.8k 79.20
Profire Energy (PFIE) 0.0 $272k 193k 1.41
Asanko Gold 0.0 $261k 100k 2.61
Second Sight Med Prods 0.0 $295k 244k 1.21
Denbury Resources 0.0 $199k 77k 2.59
Yamana Gold 0.0 $53k 19k 2.77
Banro Corp 0.0 $6.0k 50k 0.12
B2gold Corp (BTG) 0.0 $38k 14k 2.80