GoodHaven Capital Management as of June 30, 2013
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 24 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 15.2 | $60M | 2.4M | 24.80 | |
| SPECTRUM BRANDS Hldgs | 10.0 | $40M | 700k | 56.87 | |
| Leucadia National | 7.7 | $31M | 1.2M | 26.22 | |
| Microsoft Corporation (MSFT) | 7.5 | $30M | 868k | 34.55 | |
| Walter Investment Management | 7.3 | $29M | 852k | 33.81 | |
| Sprint Nextel Corp Com Ser 1 | 6.1 | $24M | 3.5M | 7.02 | |
| Barrick Gold Corp (GOLD) | 6.1 | $24M | 1.5M | 15.74 | |
| Google Cl A | 5.0 | $20M | 23k | 880.35 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $20M | 174k | 111.92 | |
| Staples | 4.8 | $19M | 1.2M | 15.87 | |
| White Mountains Insurance Gp (WTM) | 4.0 | $16M | 28k | 574.93 | |
| Federated Invs Inc Pa CL B (FHI) | 3.5 | $14M | 512k | 27.41 | |
| Alleghany Corporation | 3.3 | $13M | 35k | 383.30 | |
| Sears Holdings Corporation | 2.8 | $11M | 261k | 42.08 | |
| Wpx Energy | 2.6 | $10M | 549k | 18.94 | |
| EXCO Resources | 2.4 | $9.6M | 1.3M | 7.64 | |
| Republic Services (RSG) | 1.8 | $7.1M | 209k | 33.94 | |
| Seacor Holdings | 1.5 | $6.0M | 72k | 83.05 | |
| Systemax | 1.4 | $5.6M | 595k | 9.41 | |
| ProShares UltraShort MSCI Euro Ultrashort Europ | 0.6 | $2.3M | 95k | 23.91 | |
| Dell | 0.5 | $2.1M | 160k | 13.32 | |
| Deutsche Bank AG 3X Inv Japan Inv Jap Gov Bd | 0.4 | $1.6M | 85k | 18.70 | |
| Deutsche Bank AG Inv Jap Govt 3x Inv Jap Gov | 0.4 | $1.4M | 73k | 19.54 | |
| Era | 0.2 | $803k | 31k | 26.16 |
