GoodHaven Capital Management as of March 31, 2014
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 25 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 16.1 | $86M | 2.7M | 32.36 | |
| Walter Investment Management | 9.8 | $52M | 1.8M | 29.83 | |
| Microsoft Corporation (MSFT) | 7.6 | $41M | 988k | 40.99 | |
| SPECTRUM BRANDS Hldgs | 6.7 | $36M | 450k | 79.70 | |
| Leucadia National | 6.1 | $33M | 1.2M | 28.00 | |
| Barrick Gold Corp (GOLD) | 6.0 | $32M | 1.8M | 17.83 | |
| White Mountains Insurance Gp (WTM) | 4.8 | $26M | 43k | 599.91 | |
| 4.5 | $24M | 22k | 1114.52 | ||
| Wpx Energy | 4.2 | $22M | 1.2M | 18.03 | |
| Ocwen Financial Corporation | 4.1 | $22M | 555k | 39.18 | |
| Berkshire Hathaway (BRK.B) | 4.0 | $22M | 173k | 124.97 | |
| Alleghany Corporation | 3.9 | $21M | 52k | 407.39 | |
| Staples | 3.4 | $18M | 1.6M | 11.34 | |
| Federated Investors (FHI) | 2.9 | $16M | 510k | 30.54 | |
| Sears Holdings Corporation | 2.7 | $15M | 305k | 47.76 | |
| EXCO Resources | 2.6 | $14M | 2.4M | 5.60 | |
| Devon Energy Corporation (DVN) | 2.4 | $13M | 191k | 66.93 | |
| Systemax | 1.8 | $9.6M | 641k | 14.91 | |
| Goldcorp | 1.8 | $9.3M | 381k | 24.48 | |
| Sprint | 1.7 | $9.3M | 1.0M | 9.19 | |
| Harbinger | 0.8 | $4.3M | 350k | 12.23 | |
| Seacor Holdings | 0.8 | $4.2M | 48k | 86.42 | |
| Deutsche Bk Ag London Brh 3x inv jap gov | 0.5 | $2.8M | 168k | 16.90 | |
| Powershares Db Inverse | 0.4 | $2.3M | 123k | 18.88 | |
| Proshares Tr ultsht ftse euro (EPV) | 0.2 | $1.3M | 24k | 56.59 |
