GoodHaven Capital Management as of March 31, 2018
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 23 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Wpx Energy | 18.0 | $28M | 1.9M | 14.78 | |
| Barrick Gold Corp (GOLD) | 13.2 | $20M | 1.6M | 12.45 | |
| Alphabet Inc Class C cs (GOOG) | 8.3 | $13M | 12k | 1031.77 | |
| Leucadia National | 8.1 | $12M | 543k | 22.73 | |
| Berkshire Hathaway (BRK.B) | 7.8 | $12M | 60k | 199.49 | |
| Federated Investors (FHI) | 6.3 | $9.6M | 289k | 33.40 | |
| Hp (HPQ) | 6.2 | $9.5M | 434k | 21.92 | |
| SPECTRUM BRANDS Hldgs | 5.7 | $8.7M | 84k | 103.70 | |
| Verizon Communications (VZ) | 4.8 | $7.4M | 154k | 47.82 | |
| American Airls (AAL) | 4.4 | $6.8M | 130k | 51.96 | |
| Systemax | 4.2 | $6.4M | 223k | 28.55 | |
| White Mountains Insurance Gp (WTM) | 2.9 | $4.5M | 5.4k | 822.46 | |
| Oaktree Cap | 2.6 | $3.9M | 100k | 39.60 | |
| Macy's (M) | 2.3 | $3.6M | 120k | 29.74 | |
| Builders FirstSource (BLDR) | 1.9 | $2.8M | 143k | 19.84 | |
| Alleghany Corporation | 1.8 | $2.7M | 4.4k | 614.51 | |
| Hess Midstream Partners Lp unit ltd pr int | 0.6 | $850k | 45k | 19.05 | |
| Spdr S&p 500 Etf (SPY) | 0.4 | $661k | 950.00 | 695.79 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $355k | 342.00 | 1038.01 | |
| Sprott Physical Gold & S (CEF) | 0.2 | $304k | 23k | 13.22 | |
| Goldcorp | 0.1 | $138k | 10k | 13.80 | |
| Sears Holdings Corporation | 0.1 | $105k | 39k | 2.68 | |
| Wpx Energy Inc p | 0.0 | $42k | 660.00 | 63.64 |
