GoodHaven Capital Management as of Dec. 31, 2018
Portfolio Holdings for GoodHaven Capital Management
GoodHaven Capital Management holds 24 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Barrick Gold Corp (GOLD) | 14.2 | $18M | 1.3M | 13.54 | |
| Berkshire Hathaway (BRK.B) | 9.1 | $12M | 57k | 204.18 | |
| Alphabet Inc Class C cs (GOOG) | 8.5 | $11M | 11k | 1035.59 | |
| Wpx Energy | 8.1 | $10M | 908k | 11.35 | |
| Jefferies Finl Group (JEF) | 8.0 | $10M | 582k | 17.36 | |
| Hp (HPQ) | 6.3 | $8.0M | 391k | 20.46 | |
| Verizon Communications (VZ) | 6.2 | $7.9M | 141k | 56.22 | |
| Federated Investors (FHI) | 5.8 | $7.4M | 278k | 26.55 | |
| American Airls (AAL) | 5.5 | $6.9M | 216k | 32.11 | |
| Spectrum Brands Holding (SPB) | 3.7 | $4.7M | 112k | 42.25 | |
| Systemax | 3.7 | $4.7M | 195k | 23.89 | |
| Delta Air Lines (DAL) | 3.4 | $4.3M | 87k | 49.90 | |
| Alleghany Corporation | 3.3 | $4.1M | 6.6k | 623.38 | |
| Mohawk Industries (MHK) | 3.2 | $4.0M | 34k | 116.96 | |
| Oaktree Cap | 2.9 | $3.7M | 94k | 39.74 | |
| Builders FirstSource (BLDR) | 2.1 | $2.7M | 246k | 10.91 | |
| Lennar Corporation (LEN.B) | 1.9 | $2.4M | 77k | 31.34 | |
| Store Capital Corp reit | 1.4 | $1.8M | 63k | 28.31 | |
| Macy's (M) | 1.2 | $1.5M | 50k | 29.78 | |
| Hess Midstream Partners Lp unit ltd pr int | 0.8 | $1.0M | 59k | 16.98 | |
| Overstock (BYON) | 0.3 | $408k | 30k | 13.57 | |
| Sprott Physical Gold & S (CEF) | 0.2 | $313k | 25k | 12.52 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $295k | 282.00 | 1046.10 | |
| Sears Holdings Corporation | 0.0 | $4.9k | 18k | 0.27 |
