Van Den Berg Management

Van Den Berg Management as of Dec. 31, 2013

Portfolio Holdings for Van Den Berg Management

Van Den Berg Management holds 111 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Jacobs Engineering 5.3 $68M 1.1M 62.99
Corning Incorporated (GLW) 4.9 $63M 3.5M 17.82
Cisco Systems (CSCO) 4.4 $56M 2.5M 22.43
Layne Christensen Company 4.3 $56M 3.3M 17.08
Berkshire Hathaway (BRK.B) 4.3 $55M 462k 118.56
Wells Fargo & Company (WFC) 3.8 $49M 1.1M 45.40
Newmont Mining Corporation (NEM) 3.8 $49M 2.1M 23.03
Astec Industries (ASTE) 2.8 $36M 942k 38.63
Walter Investment Management 2.6 $33M 944k 35.36
Intel Corporation (INTC) 2.6 $33M 1.3M 25.95
Microsoft Corporation (MSFT) 2.5 $32M 842k 37.41
Tidewater 2.4 $31M 527k 59.27
Orion Marine (ORN) 2.4 $30M 2.5M 12.03
Harsco Corporation (NVRI) 2.2 $28M 1.0M 28.03
Powell Industries (POWL) 2.1 $27M 408k 66.99
Core-Mark Holding Company 2.1 $27M 355k 75.93
Comcast Corporation 2.0 $26M 512k 49.88
Fidelity National Financial 1.9 $25M 764k 32.45
Insteel Industries (IIIN) 1.9 $25M 1.1M 22.73
Vishay Precision (VPG) 1.9 $24M 1.6M 14.89
Cdi 1.8 $23M 1.2M 18.53
Maxwell Technologies 1.7 $22M 2.8M 7.77
Ocwen Financial Corporation 1.7 $22M 390k 55.45
Granite Construction (GVA) 1.6 $21M 604k 34.98
Lydall 1.6 $21M 1.2M 17.62
Halliburton Company (HAL) 1.6 $20M 395k 50.75
Key Energy Services 1.5 $20M 2.5M 7.90
Alcoa 1.5 $19M 1.8M 10.63
Total (TTE) 1.4 $18M 300k 61.27
Comstock Mining Inc cs 1.4 $18M 10M 1.75
Potash Corp. Of Saskatchewan I 1.4 $18M 549k 32.96
Helmerich & Payne (HP) 1.4 $18M 209k 84.08
Emerson Electric (EMR) 1.3 $16M 234k 70.18
Pos (PKX) 1.3 $16M 210k 78.00
Newport Corporation 1.3 $16M 899k 18.07
Exxon Mobil Corporation (XOM) 1.3 $16M 160k 101.20
Steelcase (SCS) 1.0 $13M 827k 15.86
Encore Wire Corporation (WIRE) 0.9 $12M 220k 54.20
Houston Wire & Cable Company 0.8 $11M 808k 13.38
Synalloy Corporation (ACNT) 0.8 $10M 676k 15.36
Ucp Inc-cl A 0.8 $9.8M 671k 14.64
Great Lakes Dredge & Dock Corporation (GLDD) 0.8 $9.7M 1.1M 9.20
Medtronic 0.8 $9.6M 168k 57.39
PICO Holdings 0.7 $9.2M 398k 23.11
Heidrick & Struggles International (HSII) 0.7 $8.6M 426k 20.14
AngloGold Ashanti 0.7 $8.5M 723k 11.72
Agnico (AEM) 0.7 $8.4M 317k 26.38
Kinross Gold Corp (KGC) 0.7 $8.4M 1.9M 4.38
Iamgold Corp (IAG) 0.6 $8.2M 2.5M 3.33
Toll Brothers (TOL) 0.5 $7.0M 188k 37.00
Lawson Products (DSGR) 0.5 $6.9M 561k 12.25
Compania de Minas Buenaventura SA (BVN) 0.5 $6.5M 583k 11.22
Unit Corporation 0.5 $5.9M 113k 51.62
Asa (ASA) 0.4 $5.4M 442k 12.26
Dolby Laboratories (DLB) 0.3 $4.3M 112k 38.56
Dawson Geophysical Company 0.3 $4.1M 122k 33.82
Rudolph Technologies 0.3 $4.0M 343k 11.74
Era 0.3 $3.8M 124k 30.86
Dynamic Materials Corporation 0.3 $3.7M 170k 21.74
EMC Corporation 0.2 $2.1M 82k 25.16
Hutchinson Technology Incorporated 0.2 $2.1M 649k 3.20
Cohu (COHU) 0.1 $1.9M 176k 10.50
Market Vectors Junior Gold Min 0.1 $1.4M 46k 31.05
International Business Machines (IBM) 0.1 $1.2M 6.4k 187.55
Rubicon Technology 0.1 $1.1M 111k 9.95
Seabridge Gold (SA) 0.1 $1.1M 153k 7.30
Innovative Solutions & Support (ISSC) 0.1 $1.0M 143k 7.29
Harvard Bioscience (HBIO) 0.1 $1.0M 223k 4.70
L.S. Starrett Company 0.1 $862k 59k 14.58
Essex Rental 0.1 $867k 265k 3.27
Cui Global 0.1 $906k 143k 6.32
Apache Corporation 0.1 $769k 9.0k 85.92
Exelon Corporation (EXC) 0.1 $800k 29k 27.39
Charles Schwab Corporation (SCHW) 0.1 $602k 23k 26.02
Staples 0.0 $467k 29k 15.88
Superior Industries International (SUP) 0.0 $479k 23k 20.65
Reading International (RDI) 0.0 $559k 75k 7.49
Hallador Energy (HNRG) 0.0 $528k 66k 8.06
Kraton Performance Polymers 0.0 $507k 22k 23.04
Masonite International 0.0 $480k 8.0k 60.00
American Express Company (AXP) 0.0 $436k 4.8k 90.74
Old National Ban (ONB) 0.0 $393k 26k 15.38
Yamana Gold 0.0 $381k 44k 8.61
Moly 0.0 $401k 71k 5.62
Omega Flex (OFLX) 0.0 $449k 22k 20.44
Servotronics (SVT) 0.0 $426k 53k 8.10
U.S. Bancorp (USB) 0.0 $224k 5.6k 40.36
Interactive Brokers (IBKR) 0.0 $211k 8.7k 24.34
Becton, Dickinson and (BDX) 0.0 $300k 2.7k 110.50
Hewlett-Packard Company 0.0 $245k 8.8k 27.94
Qualcomm (QCOM) 0.0 $201k 2.7k 74.17
Applied Materials (AMAT) 0.0 $321k 18k 17.69
Hecla Mining Company (HL) 0.0 $253k 82k 3.08
Kirby Corporation (KEX) 0.0 $213k 2.2k 99.07
Banro Corp 0.0 $286k 511k 0.56
CTPartners Executive Search (CTPR) 0.0 $246k 44k 5.60
Mosaic (MOS) 0.0 $227k 4.8k 47.28
Direxion Shs Etf Tr 0.0 $266k 16k 16.94
PMFG 0.0 $149k 16k 9.06
Extreme Networks (EXTR) 0.0 $104k 15k 6.98
MoSys 0.0 $113k 20k 5.54
Gain Capital Holdings 0.0 $174k 23k 7.50
Transcat (TRNS) 0.0 $187k 24k 7.97
Proshares Ultrashort Russell 2 0.0 $123k 11k 10.79
Inteliquent 0.0 $152k 13k 11.43
Harvard Apparatus Regener Te 0.0 $140k 30k 4.74
Gold Fields (GFI) 0.0 $52k 16k 3.17
Mattson Technology 0.0 $41k 15k 2.73
InfuSystem Holdings (INFU) 0.0 $49k 23k 2.14
Lifevantage 0.0 $22k 14k 1.63
Truett-hurst Inc cl a 0.0 $50k 12k 4.17