13F-HR 1 fp0007227_13fhr.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: March 31, 2013 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Van Den Berg Management Inc/TX Address: 805 Las Cimas Parkway Suite 430 Austin, TX 78746 Form 13F File Number: 028-05495 The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Jim Brilliant Title: Vice President Phone: (512) 329-0050 Signature, Place, and Date of Signing: /s/ Jim Brilliant Austin, Texas May 9, 2013 ----------------- ------------- ----------- [Signature] [City, State] [Date] Report Type (Check only one.): [X] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [X] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: [If there are no entries in this list, omit this section.] Form 13F File Number Name Form 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 ----------- Form 13F Information Table Entry Total: 104 ----------- Form 13F Information Table Value Total: $ 1,204,507 ----------- (thousands) List of Other Included Managers: Provide a numbered list of the names(s) and Form 13F file numbers(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state "NONE" and omit the column headings and list entries.] NONE
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 ------------------------------ ---------------- --------- ----------- -------------------- ---------- -------- --------------------- VOTING AUTHORITY TITLE OF VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER --------------------- NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- ----------- ----------- --- ---- ---------- -------- --------- ------ ---- 3M CO COM 88579Y101 12,806 120,460 SH SOLE 120,460 ACTIVE POWER INC COM NEW 00504W308 289 62,893 SH SOLE 62,893 ADDUS HOMECARE CORP COM 006739106 164 12,425 SH SOLE 12,425 ALCOA INC COM 013817101 15,476 1,816,395 SH SOLE 1,816,395 AMERICAN EXPRESS CO COM 025816109 15,725 233,099 SH SOLE 233,099 APACHE CORP COM 037411105 441 5,720 SH SOLE 5,720 APOGEE ENTERPRISES INC COM 037598109 8,661 299,159 SH SOLE 299,159 APPLIED MATLS INC COM 038222105 34,617 2,568,030 SH SOLE 2,568,030 ASTEC INDS INC COM 046224101 35,530 1,017,173 SH SOLE 1,017,173 AUDIOCODES LTD ORD M15342104 87 23,000 SH SOLE 23,000 BECTON DICKINSON & CO COM 075887109 305 3,185 SH SOLE 3,185 BENCHMARK ELECTRS INC COM 08160H101 11,922 661,621 SH SOLE 661,621 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 52,780 506,530 SH SOLE 506,530 BLUCORA INC COM 095229100 200 12,900 SH SOLE 12,900 BROCADE COMMUNICATIONS SYS I COM NEW 111621306 107 18,500 SH SOLE 18,500 C D I CORP COM 125071100 23,466 1,364,296 SH SOLE 1,364,296 SCHWAB CHARLES CORP NEW COM 808513105 705 39,830 SH SOLE 39,830 CISCO SYS INC COM 17275R102 57,739 2,763,305 SH SOLE 2,763,305 COHU INC COM 192576106 1,285 137,271 SH SOLE 137,271 COMCAST CORP NEW CL A SPL 20030N200 23,129 583,917 SH SOLE 583,917 COMSTOCK MNG INC COM 205750102 9,192 4,573,080 SH SOLE 4,573,080 CORE MARK HOLDING CO INC COM 218681104 20,859 406,532 SH SOLE 406,532 CORNING INC COM 219350105 50,964 3,823,230 SH SOLE 3,823,230 CTPARTNERS EXECUTIVE SEARCH COM 22945C105 48 12,860 SH SOLE 12,860 CURTISS WRIGHT CORP COM 231561101 205 5,895 SH SOLE 5,895 DAWSON GEOPHYSICAL CO COM 239359102 3,634 121,117 SH SOLE 121,117 DIREXION SHS ETF TR DLY SMCAP BEAR3X 25459W110 403 43,700 SH SOLE 43,700 DOLBY LABORATORIES INC COM 25659T107 4,124 122,885 SH SOLE 122,885 DYNAMIC MATLS CORP COM 267888105 179 10,275 SH SOLE 10,275 ELECTRO SCIENTIFIC INDS COM 285229100 275 24,890 SH SOLE 24,890 EMCOR GROUP INC COM 29084Q100 243 5,730 SH SOLE 5,730 EMERSON ELEC CO COM 291011104 34,875 624,218 SH SOLE 624,218 ENCORE WIRE CORP COM 292562105 19,559 558,500 SH SOLE 558,500 EXAR CORP COM 300645108 233 22,170 SH SOLE 22,170 EXELON CORP COM 30161N101 458 13,280 SH SOLE 13,280 EXXON MOBIL CORP COM 30231G102 15,926 176,736 SH SOLE 176,736 FLOW INTL CORP COM 343468104 69 17,745 SH SOLE 17,745 GRANITE CONSTR INC COM 387328107 19,007 596,963 SH SOLE 596,963 HALLIBURTON CO COM 406216101 17,555 434,431 SH SOLE 434,431 HARSCO CORP COM 415864107 32,982 1,331,542 SH SOLE 1,331,542 HEIDRICK & STRUGGLES INTL IN COM 422819102 6,903 461,744 SH SOLE 461,744 HELMERICH & PAYNE INC COM 423452101 13,477 222,021 SH SOLE 222,021 HEWLETT PACKARD CO COM 428236103 588 24,660 SH SOLE 24,660 HOMEOWNERS CHOICE INC COM 43741E103 274 10,050 SH SOLE 10,050 HUTCHINSON TECHNOLOGY INC COM 448407106 2,450 890,859 SH SOLE 890,859 II VI INC COM 902104108 365 21,405 SH SOLE 21,405 INNOVATIVE SOLUTIONS & SUPPO COM 45769N105 706 143,261 SH SOLE 143,261 INSTEEL INDUSTRIES INC COM 45774W108 19,873 1,217,713 SH SOLE 1,217,713 INTEL CORP COM 458140100 30,929 1,416,477 SH SOLE 1,416,477 JACOBS ENGR GROUP INC DEL COM 469814107 66,646 1,185,032 SH SOLE 1,185,032 JOES JEANS INC COM 47777N101 126 74,000 SH SOLE 74,000 JOHNSON & JOHNSON COM 478160104 349 4,275 SH SOLE 4,275 KORN FERRY INTL COM NEW 500643200 5,438 304,499 SH SOLE 304,499 LAWSON PRODS INC COM 520776105 10,276 584,510 SH SOLE 584,510 LAYNE CHRISTENSEN CO COM 521050104 17,120 800,756 SH SOLE 800,756 LIFEVANTAGE CORP COM 53222K106 857 364,880 SH SOLE 364,880 LYDALL INC DEL COM 550819106 19,840 1,292,487 SH SOLE 1,292,487 M D C HLDGS INC COM 552676108 6,323 172,528 SH SOLE 172,528 MARSH & MCLENNAN COS INC COM 571748102 15,435 406,495 SH SOLE 406,495 MAXWELL TECHNOLOGIES INC COM 577767106 14,771 2,740,458 SH SOLE 2,740,458 MEDTRONIC INC COM 585055106 17,237 367,061 SH SOLE 367,061 MICROSOFT CORP COM 594918104 36,267 1,267,839 SH SOLE 1,267,839 MINDSPEED TECHNOLOGIES INC COM NEW 602682205 53 16,000 SH SOLE 16,000 NATIONSTAR MTG HLDGS INC COM 63861C109 15,647 424,050 SH SOLE 424,050 NEWMONT MINING CORP COM 651639106 49,772 1,188,166 SH SOLE 1,188,166 NEWPORT CORP COM 651824104 21,314 1,259,685 SH SOLE 1,259,685 OCWEN FINL CORP COM NEW 675746309 16,069 423,755 SH SOLE 423,755 OLD NATL BANCORP IND COM 680033107 238 17,345 SH SOLE 17,345 OMEGA FLEX INC COM 682095104 511 29,722 SH SOLE 29,722 ORION MARINE GROUP INC COM 68628V308 26,579 2,673,980 SH SOLE 2,673,980 OVERSTOCK COM INC DEL COM 690370101 150 12,150 SH SOLE 12,150 PAYCHEX INC COM 704326107 15,375 438,530 SH SOLE 438,530 PC-TEL INC COM 69325Q105 119 16,764 SH SOLE 16,764 PERCEPTRON INC COM 71361F100 117 16,264 SH SOLE 16,264 PMFG INC COM 69345P103 64 10,355 SH SOLE 10,355 POWELL INDS INC COM 739128106 23,500 447,030 SH SOLE 447,030 POWERSECURE INTL INC COM 73936N105 170 13,400 SH SOLE 13,400 RENEWABLE ENERGY GROUP INC COM NEW 75972A301 168 21,800 SH SOLE 21,800 RUDOLPH TECHNOLOGIES INC COM 781270103 4,777 405,526 SH SOLE 405,526 SELECTIVE INS GROUP INC COM 816300107 221 9,200 SH SOLE 9,200 SERVOTRONICS INC COM 817732100 572 72,382 SH SOLE 72,382 SIGA TECHNOLOGIES INC COM 826917106 57 16,000 SH SOLE 16,000 SILICON GRAPHICS INTL CORP COM 82706L108 208 15,100 SH SOLE 15,100 STAPLES INC COM 855030102 8,403 626,119 SH SOLE 626,119 STARRETT L S CO CL A 855668109 702 63,501 SH SOLE 63,501 STARTEK INC COM 85569C107 118 20,100 SH SOLE 20,100 STEELCASE INC CL A 858155203 17,054 1,157,776 SH SOLE 1,157,776 SUPPORT COM INC COM 86858W101 46 10,900 SH SOLE 10,900 SUTOR TECH GROUP LTD COM 869362103 67 42,145 SH SOLE 42,145 SYNALLOY CP DEL COM 871565107 214 15,299 SH SOLE 15,299 SYSCO CORP COM 871829107 342 9,730 SH SOLE 9,730 TESCO CORP COM 88157K101 209 15,600 SH SOLE 15,600 THERMO FISHER SCIENTIFIC INC COM 883556102 14,572 190,512 SH SOLE 190,512 TIDEWATER INC COM 886423102 29,265 579,514 SH SOLE 579,514 TOLL BROTHERS INC COM 889478103 7,118 207,895 SH SOLE 207,895 TOTAL S A SPONSORED ADR 89151E109 15,623 325,610 SH SOLE 325,610 TRANSCAT INC COM 893529107 135 21,215 SH SOLE 21,215 TRAVELCENTERS OF AMERICA LLC COM 894174101 141 14,700 SH SOLE 14,700 UNIT CORP COM 909218109 6,105 134,035 SH SOLE 134,035 UNIVERSAL FST PRODS INC COM 913543104 12,342 310,026 SH SOLE 310,026 VELTI PLC ST HELIER SHS G93285107 165 82,880 SH SOLE 82,880 VISHAY PRECISION GROUP INC COM 92835K103 25,896 1,762,808 SH SOLE 1,762,808 WALTER INVT MGMT CORP COM 93317W102 33,273 893,230 SH SOLE 893,230 WELLS FARGO & CO NEW COM 949746101 44,562 1,204,702 SH SOLE 1,204,702