GoodHaven Capital Management as of Sept. 30, 2014
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 26 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hewlett-Packard Company | 13.8 | $68M | 1.9M | 35.47 | |
| Walter Investment Management | 10.2 | $50M | 2.3M | 21.95 | |
| Microsoft Corporation (MSFT) | 8.2 | $40M | 871k | 46.36 | |
| Wpx Energy | 7.6 | $37M | 1.6M | 24.06 | |
| Barrick Gold Corp (GOLD) | 5.8 | $29M | 1.9M | 14.66 | |
| SPECTRUM BRANDS Hldgs | 5.5 | $27M | 300k | 90.53 | |
| White Mountains Insurance Gp (WTM) | 5.5 | $27M | 43k | 630.08 | |
| Leucadia National | 5.3 | $26M | 1.1M | 23.84 | |
| Ocwen Financial Corporation | 5.0 | $25M | 940k | 26.18 | |
| Staples | 4.5 | $22M | 1.8M | 12.10 | |
| Alleghany Corporation | 4.4 | $21M | 51k | 418.15 | |
| Federated Investors (FHI) | 3.0 | $15M | 509k | 29.36 | |
| Berkshire Hathaway (BRK.B) | 3.0 | $15M | 107k | 138.14 | |
| Devon Energy Corporation (DVN) | 2.7 | $13M | 191k | 68.18 | |
| 2.6 | $13M | 22k | 588.41 | ||
| Google Inc Class C | 2.5 | $12M | 22k | 577.36 | |
| Goldcorp | 2.0 | $9.6M | 418k | 23.03 | |
| Harbinger | 1.9 | $9.1M | 695k | 13.12 | |
| EXCO Resources | 1.7 | $8.2M | 2.5M | 3.34 | |
| Systemax | 1.6 | $8.0M | 641k | 12.47 | |
| Sears Holdings Corporation | 1.6 | $7.7M | 306k | 25.23 | |
| Deutsche Bk Ag London Brh 3x inv jap gov | 0.6 | $2.7M | 168k | 16.18 | |
| Powershares Db Inverse | 0.5 | $2.3M | 123k | 18.51 | |
| Spdr S&p 500 Etf Tr option | 0.3 | $1.6M | 13k | 123.00 | |
| Market Vectors Gold Miners ETF | 0.1 | $754k | 35k | 21.36 | |
| Sprint | 0.0 | $117k | 18k | 6.36 |
