GoodHaven Capital Management as of Dec. 31, 2017
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 21 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wpx Energy | 17.8 | $36M | 2.6M | 14.07 | |
| Barrick Gold Corp (GOLD) | 14.5 | $30M | 2.0M | 14.47 | |
| Alphabet Inc Class C cs (GOOG) | 8.3 | $17M | 16k | 1046.37 | |
| Federated Investors (FHI) | 7.8 | $16M | 440k | 36.08 | |
| Leucadia National | 6.8 | $14M | 525k | 26.49 | |
| Hp (HPQ) | 6.7 | $14M | 647k | 21.01 | |
| Berkshire Hathaway (BRK.B) | 6.5 | $13M | 67k | 198.21 | |
| Verizon Communications (VZ) | 5.7 | $12M | 219k | 52.93 | |
| Systemax | 4.8 | $9.8M | 294k | 33.27 | |
| SPECTRUM BRANDS Hldgs | 4.6 | $9.4M | 83k | 112.41 | |
| American Airls (AAL) | 3.7 | $7.5M | 143k | 52.03 | |
| White Mountains Insurance Gp (WTM) | 3.6 | $7.3M | 8.5k | 851.25 | |
| Builders FirstSource (BLDR) | 2.2 | $4.4M | 204k | 21.79 | |
| Oaktree Cap | 2.1 | $4.2M | 100k | 42.10 | |
| Macy's (M) | 1.4 | $2.8M | 110k | 25.19 | |
| Alleghany Corporation | 1.3 | $2.6M | 4.3k | 596.08 | |
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $2.6M | 2.4k | 1053.24 | |
| Dillard's (DDS) | 0.7 | $1.5M | 25k | 60.04 | |
| Central Fd Cda Ltd cl a | 0.1 | $308k | 23k | 13.39 | |
| Wpx Energy Inc p | 0.1 | $297k | 4.8k | 61.88 | |
| Sears Holdings Corporation | 0.1 | $140k | 39k | 3.57 |
