GoodHaven Capital Management as of Sept. 30, 2017
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 22 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wpx Energy | 17.1 | $34M | 2.9M | 11.50 | |
| Barrick Gold Corp (GOLD) | 16.7 | $33M | 2.1M | 16.09 | |
| Alphabet Inc Class C cs (GOOG) | 7.9 | $16M | 16k | 959.12 | |
| Hp (HPQ) | 6.8 | $13M | 673k | 19.96 | |
| Leucadia National | 6.7 | $13M | 526k | 25.25 | |
| Federated Investors (FHI) | 6.6 | $13M | 442k | 29.70 | |
| Berkshire Hathaway (BRK.B) | 6.2 | $12M | 67k | 183.32 | |
| Verizon Communications (VZ) | 5.5 | $11M | 219k | 49.49 | |
| Systemax | 5.4 | $11M | 405k | 26.43 | |
| SPECTRUM BRANDS Hldgs | 4.5 | $8.8M | 83k | 105.92 | |
| White Mountains Insurance Gp (WTM) | 3.7 | $7.3M | 8.5k | 857.04 | |
| American Airls (AAL) | 3.4 | $6.8M | 143k | 47.49 | |
| Oaktree Cap | 1.9 | $3.8M | 81k | 47.05 | |
| Builders FirstSource (BLDR) | 1.9 | $3.7M | 204k | 17.99 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $3.0M | 3.0k | 973.70 | |
| Alleghany Corporation | 1.2 | $2.4M | 4.4k | 554.11 | |
| New York Reit | 1.1 | $2.3M | 289k | 7.85 | |
| Macy's (M) | 0.7 | $1.3M | 60k | 21.82 | |
| Dillard's (DDS) | 0.6 | $1.1M | 20k | 56.05 | |
| Sears Holdings Corporation | 0.2 | $426k | 58k | 7.31 | |
| Central Fd Cda Ltd cl a | 0.1 | $291k | 23k | 12.65 | |
| Wpx Energy Inc p | 0.1 | $256k | 4.8k | 53.33 |
